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UpKeep News

Product Updates May 2018

Ryan Chan

 

Custom Workflows

We’re insanely proud and excited to introduce our newest feature, Custom Workflows!

The new Custom Workflows feature allows you to automate your Request and Work Order assignments to maximize your productivity. Now you can customize your UpKeep account to reflect exactly how your team or department operates.

Automatically assign priority, locations, users, teams, categories, assets, due dates, and reminders based on minimal request or work order inputs.

 

 

UpKeep was created to make the lives of technicians and admins both easier and more productive. Custom workflows mean your team can double productivity quickly and efficiently.

Create the perfect system for your team today!

If you’re not sure where to start, download our UpKeep Custom Workflow Planner and get organized with your team before setting up the workflows inside your account.

Still having trouble? See our documentation here or contact your Customer Success Manager to get the help you need to set up your workflows!

This feature is only available for our Business Plus and Enterprise customers.
If you’re interested in upgrading your plan — contact us and we’ll help get you set up!

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Custom Integrations


Today we’re announcing our newest integration partners with UpKeep which include a full list from:

Interested in seeing the full list yourself? You can log directly into your UpKeep account to check them out!

https://app.onupkeep.com/web/settings/integrations

One of our favorite integrations is our Slack one! Slack was created to help bring group collaboration to the next level and we’ve built this integration to help streamline that for you and your entire maintenance team!

Here are a few examples of what our Slack integration can do!

  • Get real time notifications in Slack when a work order has been updated. Send it to a specific channel or a specific user! Once this workflow is set up, whenever a work order’s status changes on Upkeep, we’ll make sure to post the details to any Slack channel you want, making sure everyone knows exactly what is going on and when!
  • Set up #workorder or #request in Slack to allow users to directly create work orders or requests in a Slack channel!

Contact your customer success manager to get help setting up these integrations!

This feature is only available for our Business Plus and Enterprise customers.
If you’re interested in upgrading your plan — contact us and we’ll help get you set up!

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Vendors & Customers

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

https://app.onupkeep.com/#/app/vendors

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 invoices using the pre-populated data you’ve set up in your Vendors and Customers page.

 

Purchase Orders

You’ve been asking us to introduce purchase orders and parts requests into UpKeep for a long time now. Well, we’ve got good news — today is finally the day!

By using the new purchase orders and requests your company will have a central place for your whole team to submit requests for parts, equipment, or inventory that needs to be restocked all without leaving UpKeep. It’s been a long time coming and we’re so happy to finally unveil it to the world!


Here’s how it works:

Step 1: A new work order gets submitted to the facility management team.

Step 2: A part is needed to fulfill that particular job.

Step 3: Employee A comes into UpKeep’s purchase order portal and submits a Purchase Order (PO) request.

Step 4: The purchasing team gets notified, approves the purchase order request, and sends it to the vendor.

Step 5: The vendor ships the part to your facility.

Step 6: Once the part has been received make sure to mark that in the PO and your inventory will be automatically restocked!

This feature is only available for our Business Plus and Enterprise customers.
If you’re interested in upgrading your plan — contact us and we’ll help get you set up!

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