Work Order Parts Procurement
Use this app to manage procurement for active work orders that require parts. It scans all open work orders in your UpKeep account and surfaces those with parts assigned, so your team can quickly identify supply gaps and create purchase orders before a job stalls. When to use it: Before scheduled maintenance begins, during a daily procurement review, or whenever you need to confirm that parts are available for pending work orders. How to use it: 1. The app automatically loads all open work orders with parts on first launch. 2. Use the Search field to find a specific work order by title or WO number, or use Priority to filter down to urgent items. 3. Click the ▶ arrow on any row to expand the parts detail panel — this shows each required part, its quantity, availability status, and estimated line cost. 4. Click Create PO on any row to open the purchase order form. Fill in a vendor, adjust quantities if needed, set a due date, and submit. The PO is saved directly in UpKeep. 5. Use Mark Reviewed to dim work orders you have already actioned. This helps track your progress during a review session (marks reset on Refresh). 6. Click Refresh at any time to re-scan UpKeep for the latest work order and parts data.