Getting UpKeep Off The Ground and Your Team Trained

Account Set Up, Free Trainings, Team Intro and Importing Your Data

Ryan Chan avatar Joseph Schmitt avatar Jason Visenberg avatar +3
16 articles in this collection
Written by Ryan Chan, Joseph Schmitt, Jason Visenberg and 3 others
Account Set Up

What is UpKeep?

Brief overview of what UpKeep is
Joseph Schmitt avatar
Written by Joseph Schmitt
Updated over a week ago

What technical requirements are needed to use UpKeep?

iOS, Android, Web Application Requirements
Ryan Chan avatar
Written by Ryan Chan
Updated over a week ago

New Customer Onboarding Webinar

Join our live UpKeep Onboarding training we host every Thursday!
Candice Ray avatar
Written by Candice Ray
Updated over a week ago

User Type Overview

There are 7 user types with UpKeep, 4 of those user types are paid and 3 are free.
Ryan Chan avatar
Written by Ryan Chan
Updated over a week ago

User Type Capabilities Matrix

A look at the functionality by User Type
Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago

UpKeep Self Start Account Set Up

How and where to start to get your account set up
Candice Ray avatar
Written by Candice Ray
Updated over a week ago

Advanced Steps for Account Set-Up

Getting into the finer details of Account set up
Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago

Account Set-Up Webinar

Video length (40:44)
Renee Hernandez avatar
Written by Renee Hernandez
Updated over a week ago

Getting Your Team Started with UpKeep

This doc will help you help your team get ready to use UpKeep
Candice Ray avatar
Written by Candice Ray
Updated over a week ago

Team Introduction Template Option

Communicate to your team that you are implementing a new system with this quick template that you can edit!
Ben On avatar
Written by Ben On
Updated over a week ago

Introduce your Team to the Request Portal Template Option

Adopting a new system can be difficult and confusing - use this template to introduce the Request portal and be set up for long term success
Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago