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UpKeep Work Orders
UpKeep Work Orders

All the How To Docs for Set up and Usage of UpKeep Work Orders

How to Create New Work OrdersThis article explains how to create new Work Orders from the Work Orders Page
How to Add Photos to Work OrdersThis article explains how you can add and annotate photos on work orders on mobile.
How to Create and Manage Work Order Requests as an AdministratorLearn to manage the work order requests submitted from your team!
How to Create Work Order Categories 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
How to Use Start Dates on Work OrdersLearn to use Start Dates on Work orders as well as how to edit an existing one.
How to Edit a Work OrderNeed to make changes to a Work Order? Learn how to edit and update Work Orders
How to View and Process your Work OrderHow to view and properly process your Work Orders
How to Approve and Manage Work Order RequestsLearn how Admins can view and approve requests
Work Orders List Page

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