New to UpKeep? Start here!

For new users, get started here with training resources and important information to be set up for long term success!

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22 articles in this collection
Written by Ryan Chan, Joseph Schmitt, Peter Kim and 3 others

Intro to UpKeep

UpKeep Onboarding Steps and Materials

Written by Victoria Johnson
Updated over a week ago

Basic Account Set Up

A helpful guide on getting your account set-up

Written by Joseph Schmitt
Updated over a week ago

Team Introduction Template

Communicate to your team that you are implementing a new system with this quick template that you can edit!

Written by Ben On
Updated over a week ago

What technical requirements do I need to use UpKeep?

iOS, Android, Web Application Requirements

Written by Ryan Chan
Updated over a week ago

What are the Different User Types within UpKeep? Which types of users are considered paid users?

There are six user types with UpKeep. Paid users are admins, techs, limited techs. View Only and Requester users are free.

Written by Ryan Chan
Updated this week

How to Download and Set-Up the UpKeep mobile app

Video length (3:04)

Written by Ben On
Updated over a week ago

How to Import your Existing Data

Learn to Import your Data into UpKeep in bulk

Written by Ben On
Updated over a week ago

Advanced Account Set-Up

Now that you’ve got the data in to your UpKeep Account you can now get your account set-up for Preventative Maintenance!

Written by Peter Kim
Updated over a week ago

Free Training Resources for your Team

Free Training Courses for UpKeep

We have 3 free training camps that will allow you and your team to gain a great foundation on how to use the UpKeep software.

Written by Ben On
Updated over a week ago

Changing your Settings

Where to Update Your Company-wide Settings

This article explains the different settings that you can change to maximize your team’s productivity and streamline your workflow!

Written by Ben On
Updated over a week ago

How to Change your Time Zone

You might be located anywhere in the world. It's important to set your time zone so your work order due dates and due date times all match!

Written by Ben On
Updated over a week ago

How to Change your Date Format

Choose between a MM/DD/YY Format or a DD/MM/YY Format for your Work Orders list view.

Written by Joseph Schmitt
Updated over a week ago

How to Edit your Company Profile

Add or edit your company’s information to include address, number, website, and even company logo!

Written by Joseph Schmitt
Updated over a week ago

How to Change your Password

How to change your password on your account.

Written by Ryan Chan
Updated over a week ago

How to Change the Currency in UpKeep

Changing currency is simple!

Written by Ryan Chan
Updated over a week ago

How to Manage your UpKeep Notifications

UpKeep sends email notifications and push notifications on your mobile devices. This article explains how you can manage those notifications

Written by Renee Hernandez
Updated over a week ago

How to Change your Language in UpKeep

Spanish, German, Arabic and more languages to come!

Written by Ryan Chan
Updated over a week ago

How to Change Email Address/Username

How to Change Email Address/Username

Written by Joseph Schmitt
Updated over a week ago

How to Change your Business Type in UpKeep

Changing nomenclature in the app from locations to building locations or facility locations

Written by Ryan Chan
Updated over a week ago

Implementation Services

Self-Starter Implementation

Using our helpful webinars and resources your team can get set-up quickly on your teams schedule!

Written by Ben On
Updated over a week ago

Quick Start Implemention

This package is ideal for customers with multiple users and/or locations who are looking to get the most out of UpKeep

Written by Peter Kim
Updated over a week ago

Advanced Implementation

With larger companies that need a more complex set-up, get the support of our full team with the Advanced Onboarding package.

Written by Renee Hernandez
Updated over a week ago