| Maintenance orders and assets | Documented by vendor | The CMMS page describes work orders, preventive schedules, assets and parts. UpKeep CMMS scope |
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| Inventory and cost tracking | Depends on scope | Premium lists parts inventory and time/cost functions. The inventory product also describes storeroom quantities, thresholds, barcode/QR issue and receipt, transfers, parts tied to work orders and low-stock purchase-order drafts. Confirm tier, sites and purchasing boundary. Pricing and trial entry pointMulti-storeroom parts inventory, scanning and reorder controls |
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| Offline field work | Depends on scope | Professional and Enterprise support prepared mobile work; cache and capture limits differ between plans. Offline plans, preparation and limits |
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| Enterprise interfaces | Depends on scope | Enterprise lists API/custom integration, SSO and multi-site options. The integration page documents token-authenticated REST access, webhooks, native connectors and Zapier, but does not override the plan table. Specify the contracted path, endpoints, direction, failure handling and implementation service. Pricing and trial entry pointUpKeep integrations, REST API and webhook scope |
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| Security assurance and data region | Depends on scope | UpKeep's Trust Center states SOC 2 Type II examination, AWS hosting and US-only customer-data storage and processing, and lists reports, a DPA and subprocessors for review. Confirm access to the current documents and assess the stated region against buyer requirements; QHSEtech did not independently review the restricted evidence. UpKeep Trust Center, data region and assurance documents |
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| Preventive maintenance triggers and checklists | Documented by vendor | The preventive-maintenance page describes time-, meter- and condition-based triggers, automatically generated work orders, mobile checklists and parts planning. Confirm which triggers, sensors and inventory functions are included in the quoted tier. Preventive maintenance triggers, checklists and parts planning : checked 28 September 2026 |
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| Analytics, audit trails and scheduled reporting | Documented by vendor | The analytics page describes live dashboards for PM compliance, downtime, labour and parts costs, scheduled reports, PDF export and maintenance audit trails. Validate the exact fields, filters and report recipients against the proposed subscription. Maintenance analytics, audit trails and scheduled reporting : checked 28 September 2026 |
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| Asset hierarchy and lifecycle records | Documented by vendor | The asset page describes a registry, hierarchy, lifecycle and repair data, meter readings, depreciation schedules and mobile QR lookup. Confirm tier; Edge sensors are separately scoped. Asset registry, hierarchy, lifecycle records and QR lookup |
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| Public maintenance request intake | Depends on scope | The Request Portal accepts requests without login through links or QR codes. Current help marks the redesigned portal Professional or Enterprise; require tier, routing, moderation and requester updates. Maintenance request portal product scopeRequest Portal plan availability, QR access and configuration |
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| Maintenance procurement | Depends on scope | UpKeep Procurement describes work-order or reorder-point requisitions, approvals, purchase orders, vendors, RFQs, receiving, returns, three-way matching and spend controls. Treat it as separately scoped unless explicitly included. Maintenance procurement, approvals, receiving and three-way match |
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