YOUR 7-DAY TRIAL GUIDE
Seven days to a maintenance operation your whole team actually uses.
One step a day. By the end of the week you’ll have real work orders moving, your team logged in, and the numbers to justify the spend.
THE ROADMAP
Your week, one step at a time
Don’t try to do everything at once. Each day builds on the last.
Day 1 of 7
Schedule your first PM
Start with one preventive maintenance schedule. Pick a piece of equipment you already service on a routine and set the cadence. UpKeep handles the reminders from there.
- Pick equipment you service on a routine
- Set the cadence you already work to
- Add the asset and a work order while you are in there
About 4,000 maintenance teams use UpKeep, including crews at Unilever, Chevron, and Caterpillar.
Day 2 of 7
Set up your data with Nova
Nova is an AI agent that works on your UpKeep data. It can do most of your setup for you. Start with this prompt:
I run maintenance at a [type of facility] with about [number] pieces of equipment. Help me set up UpKeep: suggest an asset naming convention, the categories to organize by, the custom fields worth tracking, and starter PM schedules for my most common equipment.
Then try these
- Upload an asset manual and ask Nova to create a PM schedule from it
- Upload a spreadsheet of your current work orders and ask which custom fields you need
- Ask for a naming convention so work orders sort cleanly once volume picks up
On mobile, stand next to a machine, hit the voice button, and talk through what you just fixed. Nova writes the work order.
Day 3 of 7
Learn from teams who already did this
Selina Patterson had spent twenty years turning a wrench when she stepped into a supervisor role at SpinTurf. The facility ran on pen and paper, and her job was to digitize all of it. Here is how she worked through it.
She started with a two week maintenance reset, clearing every overdue PM so the team had a clean baseline to build on.
Then she began entering historical records, asking Nova for help as she went.
She uploaded a stack of old paper records and asked Nova what it could do with them. Nova returned a structured list and flagged the gaps in her data.
“Pick one process. Try it out. You’ll get hooked.”Selina Patterson, SpinTurf
Her playbook, worth copying
- Clear your overdue PMs first so you start from a clean baseline
- Load in your historical records and let Nova structure them
- Digitize one process end to end before you take on the next
Day 4 of 7
Bring your team in
UpKeep is built for teams working together. With your crew in the system you can plan the week as a group, route work automatically, and keep every update in one place.
- Invite admins and managers to plan and prioritize alongside you
- Invite technicians to pick up jobs, log time, and attach photos from their phones
- Turn on smart assignment so new work routes to the right person
- Share schedules so everyone sees what is coming and who owns it
Comments, photos, and status updates live on the work order itself, so everyone can see the current state.
Day 5 of 7
Build an app for the way you work
Every facility has its own quirks. With Nova Apps you describe the workflow you need in plain language and Nova builds it on top of your existing data and permissions.
- Inspection forms that match your exact equipment
- Shift handoff dashboards showing what the next tech needs to know
- Compliance workflows that follow your own audit requirements
You can also start from a prebuilt app, install it in one click, and adjust it to fit.
Day 6 of 7
Build the business case
You have a week of real data in the system now. Analytics turns it into the numbers you need for the decision.
- PM compliance, tracked automatically from your scheduled work
- Average time to close a work order, by site, technician, or asset
- Your highest maintenance cost assets, ranked
- Reactive versus preventive hours
You can ask Nova to write a summary of any of it and export the result.
Day 7 of 7
Talk it through with someone
You have run a full week in UpKeep. Book time with someone who can answer questions about your setup and what a rollout would involve.
- Walk through your own workflows and get a second opinion on your setup
- Get answers on multi-site rollouts, integrations, and pricing
- Bring the numbers from Day 6 and we can help you put the case together
START HERE
Onboarding essentials, walked through
Watch this before you start. It covers how teams set UpKeep up and what to focus on first, so you spend your trial building instead of hunting for buttons.
FREE COURSES
Want someone to walk you through it?
Short courses from UpKeep Learn. No cost, no catch.
Getting Started with UpKeep
The whole setup, walked through in about 15 minutes.
Start the course →Getting Started for Admins
User types, permissions, and shaping workflows for your team.
Start the course →Maintenance Metrics & KPIs
How the core metrics are calculated, so you can defend them.
Start the course →Ready when you are.
Keep going with everything you’ve set up. Plans start at $24/user/mo.