UpKeep News

Introducing Vendors and Customers in UpKeep!

Ryan Chan

We’re excited to announce UpKeep’s newest feature: “Vendors and Customers”. It’s a very subtle, but impactful one!

With UpKeep’s Vendors and Customers, you can now manage all of the contractors all within the UpKeep application.

Why we built this feature

We noticed that so many of our customers wind up contracting work out to different vendors, BUT they wanted to continue using UpKeep to have a centralized place for all of their maintenance work and projects. UpKeep was previously built for the internal maintenance team, but we noticed that there were businesses of all different shapes, sizes, and workflows. For example on business might contract out HVAC work, but continue to do wok on their specialized manufacturing equipment internally. Ultimately they wanted a centralized asset management solution that kept record for work that was done on both. We found this case to be so common, we decided to build out Vendors & Customers exactly for this reason.

Here’s how it works

Step 1: Navigate on over to our Vendors and Customers Page

Step 2: Click the Add Vendor Button in the bottom right hand corner

In this step, you’ll be able to fill out additional vendor details like their address, phone number, and website!

Step 3: Start managing!

The next time you assign a work order to a vendor, keep track of all of that from UpKeep! You’ll be able to track reports, measure completion time, and so much more! One additional great feature is that you’ll now be able to create purchase orders and work order invoices using the pre-populated data you’ve set up in your Vendors and Customers page.

Please enter a valid email address