All Articles

How to Utilize your Company Request Portal

Beginning with our Professional Plan you will gain access to your Companies Request Portal. The Request Portal gives you a URL that you can distribute to Requesters who are outside your UpKeep team as well as the ability to receive requests by email.  Requesters will be updated with the status of those requests as they move from opened, in progress, on hold, and closed.


Request Portal URL

This will give you a URL that you can distribute to team members or clients who are not on your UpKeep team. No login will be required  for the requester, they will enter in their email address which is how they will be notified of the Status of the Work Order.

To find your Request Portal:

  1. Navigate to the Request Portal tab
  2. Select Copy URL

You can also add your companies logo to your Request Portal! Click here to learn more!
We can also edit the questions on Request Portal! Click here to learn more!

Request Portal Email

With the Request Portal your company will also be given an email address that you can distribute to team members/customers outside of your UpKeep team. This email will be notifications+[YourID]@onupkeep.com. The subject line of the email will become the work order title, and the body of the Email will become the description.

To find your Email Address:

  1. Navigate to the Request Portal tab
  2. Select Copy 
  3. If you wish to change the email address ID select Update ID

Purchase Order Request

On our Business Plus and Enterprise Plan you have the ability to access the Purchase Orders Module. This will allow you the ability to have Purchase Order Requests where technicians and users outside of your team can submit requests.

Getting Started with UpKeep? Join our Account Set-up and Best Practices Webinar here.