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UpKeep Work Orders
All the How To Docs for Set up and Usage of UpKeep Work Orders
How to Create, Manage, and Edit Work OrdersThis article explains how to use our work orders feature to build, manage, and process your workflow with our mobile and web applications.
How to Add Photos to Work OrdersThis article explains how you can add and annotate photos on work orders on mobile.
Admins: How to Create and Manage Work Order RequestsFor admins, learn to manage the work order requests that are submitted from your team!
Add & Assign Categories to Work Orders Using categories is important when trying to create reports
How to add a Task or Checklist to a Work OrderHow to add specific task items that need to be done on a work order
How to Add Images and Notes to a Task on a Work Order via Web and MobileAdding Images or Files to a Task on a Work Order
How to upload Files to UpKeep and to a Work OrderLearn to upload photos, PDFs, and MP4 files to your UpKeep account
How to Record Time to a Work OrderLearn how to add time to a work order to record the time spent!
How to Edit/Delete time logged on a Work OrderThis doc will walk your through how to delete time from a work order and re add the correct time manually.
How to Calculate Time & Cost to a Work OrderLearn to add hourly/labor rates to specific technicians and automatically calculate the cost!
Work Order Signature CaptureLearn how to enable the WO signature capture feature!
How to use UpKeep for Messaging and Updates on Work OrdersLearn to communicate with your team through the Updates section of a work order with the @ mention feature to tag them in the conversation
How to Utilize your Company Request PortalLearn to utilize your public request portal!
How to Duplicate Work OrdersYou can duplicate work orders if you are reusing a lot of the same elements and create new work orders more quickly!
How to Download and Print Individual Work Orders to PDFPrint an individual WO's PDF or multi-select multiple WOs and download the PDFs
How to Create an InvoiceYou can create an invoice in UpKeep to download or print by billing your customer for a work order
Shared Work Orders and How They WorkYou can share your work orders with external vendors/contractors or anyone else on your team that DOES NOT have an UpKeep login!
How to Link Work OrdersIf you have several, similar work orders, you can link them together to help your team see the full story of the work order
Work Order Feedback/Review and How it WorksFeedback can be given on work orders, this doc shows you how it works and looks.
How to set your Work Order Number Start Count (and work order number)UpKeep allows you the ability to set your Work Order Start Count so that your team can utilize the Work Order numbers that you desire.
How to Edit your Work Order ConfigurationChoose what fields in your work order to show, hide or make required when creating or completing work orders!
How to Edit Your Request FormsWith UpKeep we have the ability to edit our Request Forms so that we can get the information we desire to best create a Work Order
How to Bookmark your Work OrdersKeep an eye on important work orders or use them for offline mode!
How to Delete or Archive Work OrdersWritten and video directions on how to delete or archive work orders from your account
Work Orders List Page "Report" or Bulk Print Individual Work OrdersHow to print the work orders list page for "reporting" or to bulk print individual work orders
How to Filter Work OrdersHow to filter work orders in UpKeep
How to Use the Calendar ViewPlan ahead and boost efficiency by finding a lot of use out of the Monthly, Weekly, and Daily view in your team's Calendar
How to Filter the Work Orders Page on WebIn this article we will go over all of the filtering Options within our Work Orders page for our web application.
How to Customize the Columns in the Work Order Table List ViewYou can customize the desired width of the columns and which column headings you want on the table
How to Set and Manage Automated WorkflowsLearn to set up custom automated workflows to double productivity and efficiency!
Video - How to Set and Manage Automated Workflows and Asset Status Changes via Automated WorkflowsTo show you how to set and manage different types of automated work flows
Workflow LibraryThis library is to help automate tedious tasks and expedite the most important ones! Check out the top 5 workflows from various industries!
Facilities Management WorkflowsTop 5 Facilities Management Workflows
Restaurant Management WorkflowsTop 5 Restaurant Management Workflows
Manufacturing Management WorkflowsTop 5 Manufacturing Management Workflows
Fleet Management WorkflowsTop 5 Fleet Management workflows
Hospitality - Hotel Management WorkflowsTop 5 workflows for hospitality-hotel management
Equipment Management WorkflowsTop 5 equipment management workflows
Property Management WorkflowsTop 5 Property Management Workflows
Video - Filtering Work Orders Page (Web)How to filter your work orders view page
Video - Request PortalVideo walk through of the request portal and how it works
Video - How to Bulk Assign Assignees on Work OrdersThis article will help you bulk assign Assignee to multiple Work Orders
Video - Calendar ViewVideo length (1:29)