Warranties on your client's page

Your client’s own page lists everything they hold with you. The one thing it did not list was the thing they most often ring about: am I still covered?

The product already knows. Now they can see it.

What your client sees

A Your warranties section on their page, one line per warranty on their jobs:

• Which job it came from.
• What it covers.
• Labor through a date, and materials through a date — often different, and worth showing separately.
• Whether it is active, expiring soon, or expired. A warranty you gave with no length reads covered, with no end date, once its coverage has started.
• The exclusions the warranty named.

Each unit at their property also shows its manufacturer’s warranty end date, where that is recorded.

A warranty that is still running has Request warranty service. It opens your request form with the job and the warranty already written into the description, so the request lands on your Leads page against that client and you know what it is about before you call back. Where you take no requests online, the button is your phone number instead.

Where warranties come from

Every accepted proposal with a warranty block creates a warranty record on the job. You do not record them separately — they are a consequence of what your client agreed to.

A warranty block is a section on the proposal’s Contract tab in one of the warranty categories — labor, materials, or both combined. Each one says what it covers right on the card: Covers Labor 1 year · Materials 10 years, from when the job is done. Open it to set or change that coverage — how long labor and materials are covered, and whether the clock starts when the job is done or when the proposal is accepted. The change is to this proposal only; the block in your library stays as it is.

To add one, use Add a warranty on the Contract tab: pick one from your library, or write a new one with its coverage. When Generate contract with AI writes a warranty for you, it fills in the coverage too, as long as it can say it in days, months or years.

A warranty with no length set says so on its card. If the customer accepts it like that, the job’s warranty has no end date, and nothing reminds you before it runs out — so set one before you send.

The dates, the coverage and the exclusions are what the proposal said, which is what makes the page safe to show them: it is quoting their own contract back rather than a summary somebody typed.

On the job

The job’s Warranties panel lists each warranty with its coverage, when it started, and when labor and materials each run out. Click one to read it whole. It cannot be changed there: it is what your client accepted, so a change to it is a revision of the proposal or a change order.

Why it saves you the call

Am I still covered? is a phone call that costs you five minutes and gets an answer somebody has to look up. Showing it turns that into something the customer checks themselves — and a customer who can see the cover is a customer more likely to ring you for the work when it runs out.

Reminders

With the warranty reminder on, the product emails you before a warranty runs out — you, not your client, so the follow-up is yours to make. The page is the same information where your client can look it up whenever they want to.

Add it, or put it away

Warranties is one of the tools your business chooses: the owner adds it, or removes it, under Tools in the main menu — see Your tools. The warranty-expiry reminder goes out only while it is on, and is switched on or off in Automations — Warn me before a warranty expires — or on Warranties’ own page, under Works with, which is the same switch. How long before the end it goes is the warranty’s Reminder before expiration, set on it in your Contract sections library — thirty days where none is set, as for a warranty written on the proposal — and one warranty’s reminder can be switched off on its job’s Warranties panel. Removing Warranties deletes nothing you have recorded; add it back and everything is where you left it, its settings included.