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Introduce your Team to the Request Portal Template Option
Introduce your Team to the Request Portal Template Option

Adopting a new system can be difficult and confusing - use this template to introduce the Request portal and be set up for long term success

Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago

With our Professional Plan, you'll unlock your Companies Request Portal. This portal comes with a handy URL that you can share with Requesters outside your UpKeep team, and it enables you to receive requests via email as well. ๐Ÿ˜„๐Ÿ“ง

Requesters will stay in the loop with real-time updates on their requests, from being opened, in progress, on hold, to closed. ๐Ÿ“‹๐Ÿš€ As you're ready to introduce this feature to your team, we've prepared a quick template you can use to make the big announcement! Remember, you can customize it to fit your team's unique needs! Let's get ready to streamline requests and keep everyone informed! ๐Ÿ—ฃ๏ธ๐ŸŒŸ

NOTE: This template serves as a starting point, so feel free to adjust and edit as needed! Flexibility is the name of the game! ๐Ÿ‘๐Ÿ˜Š


Request Portal Introduction Template

Good morning team,

The Maintenance Department is excited to introduce a new and efficient way to make work order requests for maintenance issues.

UpKeep is a mobile maintenance work order solution that the _Company Name_ Maintenance Department has implemented to increase efficiency in maintenance solutions while keeping customer service our #1 goal. Upkeep will be used to initiate and track service requests.

Effective _Date_, we ask that all work order requests are submitted through UpKeepโ€™s request portal.

To reach UpKeepโ€™s request portal, you can access it from the below link. Included is a quick instructional video on how to submit a work order request.

Work Order Request Portal: (insert URL here; learn how to find your request portal URL here)

How to Submit Work Order Request Video:

If you have any questions, please do not hesitate to contact _admin name_. Our #1 goal is ensuring the ease of adoption of this powerful maintenance tool across the company.

Thank you.

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