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Get Started with UpKeep

    • What is UpKeep 
    • Products and Services
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    What is UpKeep

    Upkeep is a group collaboration and productivity tool for maintenance teams. We help streamline team communication and project management with a suite of powerful features.

    UpKeep has everything you need to run your maintenance team, whether you're a factory, school or hospital. Using UpKeep and our core features, you can manage your work orders, assets/equipment, and parts/inventory. All while increasing team collaboration, communication, and transparency among leadership and technicians. Safely store and access all of your data from the cloud. 


    Products and Services

    Product                        Definition

    Product                        Definition


    Update parts/inventory quantities

    1. Access your parts/inventory settings by selecting Parts/Inventory

    2.  
    3.  

    4. Access your User settings by selecting People & Teams

    5. Click the desired user you'd like to change their account type
    6. Under "Account Type" select the new account type

     


    Bulk update parts/inventory cost, quantities, and minimum quantities 

    1. Access your parts/inventory settings by selecting Parts/Inventory

    2. Click "Export Parts" to download your current parts/inventory (you will extract the Part ID and Part Name from this sheet) 

    3. Click "Update Parts" 

    4. On the Update Parts page, select "Download Sample Template"

    5. Open the CSV Template "update parts" on this sheet you will need to update the following columns. 

      1. Parts ID (Copy and paste from your Exported Parts CSV)

      2. Part Name (Copy and paste from your Exported Parts CSV)

      3. Update parts/inventory cost, quantities, and minimum quantities

    6. Save "Update Parts"  as a CSV. 

    7. On the Update Parts page, select "Upload CSV"

    8. Select "Update Parts" CSV with updated data. 

     

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