How to Use Vendors & Customers

Keeping track of your third-party vendors and your customer information is vital for accurate reporting, invoicing, and issuing accurate purchase orders. With UpKeep, you can easily enter in vendor and/or customer information to then attach to work orders, assets, and parts.

You can collaborate seamlessly through the web app or on mobile to efficiently complete tasks with external team members whether you’re in or out of the office. And make sure you’re keeping track of customers and the work you do for them!

You can also use this feature to quickly reference your Vendor or Customer information without having to dig through your papers or another system.

[tip]Already have a list of your vendors and customers? Click here to learn how to import vendors and here to import customers.[/tip]


How to Add a Vendor

  1. Navigate to the “Vendors & Customers” tab
  2. Click the “+ Vendor” button
  3. Fill out your vendor’s information
  4. Click Submit to save

[tip] If you import your vendors, the maximum amount in each CSV is 200. The total maximum amount of Vendors you can add to your UpKeep is 1000. [/tip]


How to Add a Customer

  1. Navigate to the “Vendors & Customers” tab
  2. Click on the Customers toggle button at the top left
  3. Click the + Customer button
  4. Fill out your customer’s information
  5. Click Submit to save

[tip] If you are going to import your customer information, the maximum amount in each CSV is 200. The total maximum amount of customers you can add is 1000. [/tip]​[tip] Want to learn more? Check out our Data Importing webinar at 9:47[/tip]