UpKeep Review

Product:
Vendor:
Founded:
Headquarters:

UpKeep
UpKeep
2014
Encino, CA

Ownership:
Customers:
Deployment Model:
Free Trial:

Private
50,000 users
Cloud
Yes

Product Overview

UpKeep is an asset management solution (also known as CMMS) designed for in-the-field technicians to access, edit and close work orders straight from their mobile devices without being tied to their desks (although UpKeep is available on a desktop through a Web browser).

Requestors can submit a work order request via the software, so there’s no need to keep track of multiple emails and phone calls or piles of paperwork. Businesses can customize their work order forms, either by creating their own or using UpKeep’s templates. Managers can prioritize work order requests based on urgency and assign them to technicians as needed.

UpKeep also includes benefits offered with traditional computerized maintenance management system (CMMS) software, such as improved productivity, reduced maintenance costs and the ability to track an asset’s end-to-end lifecycle. However, unlike those solutions, UpKeep offers a very short implementation process and minimal training due to its intuitive interface.

Features

UpKeep includes many standard CMMS features. However, we also want to point out some of its unique functions.

UpKeep’s group collaboration feature is designed to improve communication among mobile technicians and their managers. Technicians can receive push notifications in real time for areas such as work order status or urgent requests. The manager can set up to six different levels of access, from users who can only view orders (such as third-party users or clients) to requestors and administrators.

Technicians have access to a calendar to see deadlines for all work orders as well as communicate with each other using the app. And finally, managers can create reports on various items, such as a breakdown of which work orders are assigned to which technician and the status of each technician’s work order.

Clients can also expand their collaboration by integrating UpKeep with Slack, a collaboration tool.

Other features of UpKeep include:

• Electronic signature
• Uploading and annotating images
• Scanning barcodes of inventory/assets and adding them to work orders
• PDF work orders and invoices for email and print
• Ability to store PDF files, such as manuals
• Available in multiple languages (French, German, Spanish, English)
• Daily backup of data

Target Market

UpKeep is targeted at businesses of all sizes in many different industries, such as manufacturing, government, nonprofits, health care and education.

We’ve listed its clients below:

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Implementation/Integration

Users can sign up for a free demo via UpKeep’s website (or by downloading its mobile app on Android and iOS devices). After using the free demo, they can subscribe either monthly or yearly to one of UpKeep’s three pricing plans.

UpKeep has an optional Professional Implementation service that include data mapping, data cleaning and migration of asset records, work orders and other information from a different system.

Customer Service & Support

Users can contact UpKeep via chat and phone. The vendor offers access to a dedicated customer success manager for an additional cost.

UpKeep also has a Maintenance Community forum on Slack, where professionals can network with other users.

Pricing

UpKeep provides customers with a seven-day free trial and three pricing plans. We’ll list what’s included in each plan below (note that the prices reflect annual billing).

Starter ($45 per user, per month): The Starter plan includes:

• Unlimited view-only users, vendors and requesters
• Work order management
• Preventive maintenance
• Time and cost tracking
• Online work order drafts
• Asset, location and inventory management
• Barcode scanning
• Meter readings
• The ability to import data
• The ability to upload files
• Checklists
• Drill-down reporting and history within last 30 days
• The ability to export PDF and CSV files
• Itemized time reporting
• User log-in reports
• Parts consumption reports
• Requests analysis
• Real-time push notifications, email notifications and a daily email digest
• Chat and phone support
• Articles and training webinars

Professional ($75 per user, per month): The Professional plan includes all features of the Starter plan, plus:

• Signature capture
• A work order request portal
• The ability to track multiple inventory lines
• Offline mobile capability (e.g., updating status, updating tasks, auto cache of up to five work orders, two offline work order drafts)
• Full drill-down reporting and history

Business Plus: The Business Plus plan adds on:

• API access
• Purchase orders
• Additional asset management features, such as warranty tracking, check-in/check-out and depreciation/downtime tracking
• Custom dashboards
• Asset downtime and equipment reliability reports
• Multi-site modules
• Business integrations
• Custom integrations
• Custom roles
• Single sign-on
• Workflow automation
• Offline auto cache of up to 100 work orders
• Unlimited offline work order drafts

Note that pricing is not publicly available, so please contact UpKeep directly for a quote.

UpKeep provides optional Internet of Things (IoT) sensors for companies that want to automate data collection from their assets that currently don’t have integrated sensors. The sensors measure humidity, water, temperature, electric current and vibration, and users can connect the IoT sensor to the cloud with 4G LTE connectivity. Pricing for this feature is not available, so please contact UpKeep for a quote.

UpKeep offers a range of professional implementation services. They are:

• Training only – This training only service is intended for Professional plan users that want to learn more about maintenance management. It costs $500 and includes access to on-demand resources and a two-hour workshop session from a dedicated UpKeep trainer.
• Quickstart – The QuickStart plan combines implementation and training in one package and is designed to get the company’s UpKeep account up and running with 45 days. It costs $1,500 and includes a dedicated project manager, standard feature setup, data migration and one-hour team training.
• Advanced – The Advanced plan includes expanded implementation and training services to get companies onboarded within 85 days. It costs $5,000 and includes all of the features of the Quick Start plan, plus two-hour team training and advanced feature setup.
• Custom implementation – UpKeep offers an implementation and training plan that’s customized to the company’s requirements. Please contact the vendor for a price quote.

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Shortcomings

Because UpKeep is a mobile CMMS, there’s no on-premise deployment. Companies that strongly prefer having a CMMS installed on their servers can check out our other reviews.

Screenshots

About

UpKeep was launched in 2015 as the first mobile asset management solution. It stands by its five core values: being the change you envision, challenging the status quo, focusing on the user experience, continuous improvement and acting with integrity.

UpKeep also aims to help companies increase group collaboration and productivity. Technicians can communicate with each other about work orders or respond to urgent requests anytime, anywhere.

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