UpKeep Basics Technical User

How to process a work order

How to Create Work Orders

How to Edit Work Orders

How to Create Work Orders: 

  1. On the "Work Orders" page, click the "Plus Sign"
  2. Enter in Work Order Info:
    - Work Order Title
    - Detailed Description  
  3. Select Priority level
  4. Select Equipment (optional) 
  5. Select Location 
  6. Select Category
  7. Assign Main Worker (defaults to user)
  8. Assign Support Worker (optional)
  9. Select Team (optional)
  10. If One Time Work Order: 
    - Select Due Date
  11. If Recurring Work Order: 
    - Set Repeating Schedule
    - Select End Due Date *date you'd like the schedule work order to stop repeating
  12. Checklist, tasks or form items you have two options:
    • Option 1: Add Task / Form Item
      - Enter Task/ Form Question
      - Select Task/ Form Question (see checklist / Form Item Key)
    • Option 2: Add Form Template
      - Select Form Template
  13. Click "Add Part"
  14. - Select Part
    - Enter Quantity  
  15. Click "Add File" (optional)
    - Select File
  16. Click Add Work Order

Learn how to Store Files on UpKeep

Web Applicatioon: Click to enlarge 

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How to edit work orders

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  1. On the "Work Orders" page, Click the desired work order
  2. Select the Pencil icon "Edit Work Order"
  3. Make desired edits 
  4. Click "Save Work Order"  

  1. On the "Work Orders" page, Click the desired work order
  2. Evaluate
    - Work Order Description
    - Location
    - Equipment
    - Parts and Tools needed to complete the job
  3. Move work order status to "In Progress" 
  4. Complete Task/Checklist (if applicable) 
  5. Select Part and Quantity Used  
  6. Enter Time and Cost
  7. Include Updates in "Update Section" 
    • Web App: Select Updates
    • Mobile App: Swipe Right 
  8. Once work order is completed update status to "Closed"