Other UpKeep How To's

How to Docs for things such as Settings, Checklist, Files etc.!

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16 articles in this collection
Written by Ryan Chan, Joseph Schmitt, Jason Visenberg and 3 others

Video - Upkeep's New User-Interface on the Web App (Exporting Current Data)

Discussing the new look and functions of Upkeep Web App Export Current Data Functionality

Written by Travis Wood
Updated over a week ago

Submitting Feature Request

Submitting your Upkeep Ideas Has Never Been Easier!

Written by Travis Wood
Updated over a week ago

Managing Your Subscription

View past invoices, update payment method/credit card, add licenses to your account

Written by Jason Visenberg
Updated over a week ago

UpKeep Account Settings

How to set your Language in UpKeep Account on the Web

Spanish, German, Arabic and more languages to come!

Written by Ryan Chan
Updated over a week ago

How to Change/Set 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

How to Change the Currency in UpKeep

This doc will show you how to change or set the currency in your UpKeep account

Written by Ryan Chan
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 Date Format and Time Zone

Learn how to change your Date and Time settings.

Written by Joseph Schmitt
Updated over a week ago

Where to Set 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

List of Valid Timezones

For use in importing PM triggers only

Written by Ben On
Updated over a week ago

Checklists

How to Edit a Checklist Template

You can add and remove tasks to any checklist template

Written by Candice Ray
Updated over a week ago

Video - Creating Checklist Templates on Web Application

Quick Demonstration over checklist basics

Written by Travis Wood
Updated over a week ago

How to Create and Add Checklist Templates

Learn to create reusable checklists/checklist tasks and add them to work orders!

Written by Ben On
Updated over a week ago

How to Import Task Checklists

Bulk import your lists of sub-tasks or checklist items that should be included in your team's work orders

Written by Ben On
Updated over a week ago

Exporting data out of UpKeep

Video - How to export Data from UpKeep

How to export from each section in Upkeep

Written by Candice Ray
Updated over a week ago

How to Export Data from Upkeep

An overview of how to export data from within UpKeep

Written by Candice Ray
Updated over a week ago