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Warranty Phase

The Warranty phase tracks post-completion warranty claims and service requests.

Overview​

The Warranty tab provides:

  • Warranty claim tracking
  • Service request management
  • Warranty expiration monitoring
  • Historical warranty records
note

The Warranty phase is only available for full projects (not change orders).

Warranty Tracking​

After project completion, track:

  • Warranty start and end dates
  • Coverage details
  • Claim history

Adding Warranty Items​

  1. Click Add Warranty in the Warranty tab
  2. Enter the warranty details:
    • Description of the issue
    • Date reported
    • Priority level
  3. Assign to a team member
  4. Set target resolution date
  5. Save the warranty item

Warranty Status​

Track warranty items through statuses:

  • Open - New or in-progress items
  • In Progress - Being actively addressed
  • Scheduled - Service visit scheduled
  • Resolved - Issue has been fixed
  • Closed - No further action needed

Warranty Lock​

For completed warranties:

  • Toggle the warranty lock to prevent further claims
  • Locked warranties are read-only
  • Admin override available if needed

Warranty Metrics​

Track warranty performance:

  • Number of claims per project
  • Average resolution time
  • Outstanding warranty items
  • Warranty costs incurred