Product Updates May 2018

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!

Contact Us

Custom Integrations

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

• Google Calendars

• Gmail

• Slack

• Google Forms

• Accounting software like QuickBooks Online, Xero, Zoho, Freshbooks, and more

• Salesforce

• Google Sheets

• SMS Text Messages

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