Plans for the work your team does.

Let people report a problem or ask for work to be done. Your team can review the request, set its priority, and turn approved requests into work items.

For example, a staff member can report a leaking tap without needing to manage the repair themselves.

Keep a job’s owner, priority, due date, task list, files, and updates in one record. Follow the work from assignment through completion.

Use Work Items for repairs, inspections, project tasks, or training assignments. For maintenance jobs, a Work Item serves as a work order.

An asset is a piece of equipment you track, such as a pump, vehicle, or HVAC unit. Its record keeps equipment details and service history together.

A procedure is a reusable set of instructions or checklist for doing a job. The limits shown here are the number of asset and procedure records your organization can keep.

Connect an AI client, such as ChatGPT, Claude, Cursor, or Codex, to UpFix through the Model Context Protocol (MCP). The client can find records and perform supported actions, such as creating or updating work items.

Connections use your UpFix organization, role, and site permissions. MCP is available on every plan; your AI client has its own terms and any applicable charges.

Automatically create recurring maintenance work from a schedule or a recorded meter reading. You choose the trigger and the procedure to use.

For example, schedule a monthly inspection or maintenance after a machine records another 500 operating hours.

Manage more than one operating location within the same organization, with work and equipment organized by site.

For example, keep separate records for two warehouses while managing both in UpFix. Buildings, rooms, and units can be locations within a site.

Track spare parts and supplies, keep stock quantities visible, and record which parts were used on a work item.

For example, record the filters used during an HVAC service so your team can see the remaining stock before the next job.

Use dashboards and reports to review your maintenance workload, work item progress, and trends in your records.

See what needs attention and review service history to understand recurring issues and where your team’s time is going.

Ask the built-in UpFix Assistant questions about your assets, manuals, procedures, and maintenance history.

AI can also draft maintenance procedures to help you get started. Review the suggested instructions against your equipment documentation before using them.

Keep orders for replacement parts and supplies in UpFix, with supplier details and order status. Track purchasing from the request through delivery and connect received parts to inventory.

For example, follow an order for replacement filters so the team knows what is still on the way.

Let connected software send equipment readings to UpFix, such as mileage, operating hours, or temperature. Those readings can be used by the maintenance triggers you configure.

For example, an integration can send vehicle mileage instead of someone entering it by hand. Meter API access is included with Pro; connecting your software requires integration setup.