UpKeep referral program
Refer a team to UpKeep. Get a $250 gift card.
Know a maintenance or operations team that should be on UpKeep? Send them our way. When their company becomes a customer, you get a $250 gift card. They get a gift card for taking a demo and a credit on their first invoice.
Make a referralHow it works
Four steps from referral to reward
- 1
Send us their name
Fill in the form with your details and the person you are referring. Let them know first.
- 2
They take a demo
Our team reaches out and walks them through UpKeep. Qualified attendees get a $125 gift card for their time, whether or not they buy.
- 3
Their team signs on
When their company signs a paid plan for at least 5 users and pays the first invoice, the referral qualifies. They get $125 off that invoice.
- 4
You get your gift card
We send your $250 gift card by email within 30 days.
Make a referral
Tell us who to talk to
A referral qualifies when the company is new to UpKeep and signs on with a team of at least 5 paid users. Good people to refer:
- Former colleagues who now run maintenance or facilities at another company
- Peers you know from trade groups, conferences or user groups
- Vendors, contractors and partners whose clients manage equipment
Let them know before you submit. The company you refer has to be a different organization from the one you work for.
Frequently asked questions
When do I get my gift card?
Once the company you referred signs a paid plan and pays its first invoice in full, we send your $250 gift card by email within 30 days. We may ask for tax information, such as a Form W-9, before we send it.
What does the company I refer get?
Qualified attendees get a $125 gift card for taking a demo with our team, whether or not they buy. If their company then subscribes, it gets a $125 credit on its first invoice.
What counts as a team?
The company's first paid contract has to include at least 5 paid users. Free trials, pilots and unpaid agreements do not qualify.
Can I refer the company I work for?
No. The company you refer has to be a different organization from your employer, and it cannot be a company you own. You also cannot be the referrer and receive the demo gift card or invoice credit for the same company.
What if they already talked to UpKeep?
The referral qualifies only if the company is not a current or former UpKeep customer, has no open opportunity with our sales team, and has not been in touch with sales in the 90 days before you submit. If two people refer the same company, the first valid submission counts.
Do I need to tell them before I refer them?
Yes. Only submit people who have agreed to hear from us. Our team will mention that you referred them.
Referral program terms
- The UpKeep Referral Program (the "Program") is offered by UpKeep. By submitting a referral, you agree to these terms.
- Eligibility. The Program is open to individuals 18 or older living in the United States. UpKeep employees, contractors and their immediate family members are not eligible. Individuals whose employer policies or applicable law prohibit them from accepting a reward, including employees of government entities, are not eligible. Each referrer is responsible for confirming their own eligibility.
- No self-referrals. The referred company must be a different organization from the referrer's employer and cannot be a company the referrer owns. A referrer cannot also receive the demo gift card or invoice credit for a company they referred.
- Valid referrals. A referral is valid only if it is submitted through UpKeep's official referral form, and the referred company is not a current or former UpKeep customer, has no open sales opportunity with UpKeep, and has not been in contact with UpKeep's sales team in the 90 days before submission. If more than one person refers the same company, only the first valid submission qualifies. UpKeep's records determine validity.
- Referrer reward. When a valid referral results in the referred company signing a paid subscription agreement with UpKeep for at least 5 paid users and paying its first invoice in full, the referrer will receive a $250 gift card. No reward is earned for free trials, pilots or unpaid agreements.
- Demo gift card. UpKeep offers qualified prospective customers a $125 gift card in appreciation of the time they invest in attending a product demonstration, regardless of whether they ultimately purchase. To qualify, the attendee must be manager level or above with purchasing authority or influence, and must complete the demo with an UpKeep representative. One demo gift card per company.
- Invoice credit. A referred company that subscribes to UpKeep receives a $125 credit toward its first invoice. The credit applies to the company's account, cannot be combined with other promotions unless UpKeep approves in writing, and has no cash value.
- Payment. Rewards are issued within 30 days after the qualifying event. UpKeep may require tax information, such as a Form W-9, before issuing a reward. Recipients are responsible for any taxes on rewards.
- Conduct. Referrers may not send spam, make false or misleading statements about UpKeep, or represent themselves as UpKeep employees or agents. Referrers should only submit contacts who have agreed to be referred. UpKeep may disqualify any referral or referrer it reasonably believes has violated these terms or acted fraudulently.
- Changes and termination. UpKeep may modify or end the Program at any time. Referrals submitted before a change will be handled under the terms in effect at submission.
- No employment or agency. Participation does not create an employment, agency or partnership relationship with UpKeep.
- Offer only valid in the US. Void where prohibited.
- Privacy. Information submitted through the Program is handled under UpKeep's Privacy Policy.
