Warranty Management

1. Overview

Many property improvements and appliances come with warranties—but without a central place to track them, it’s easy to lose the paperwork or forget what’s covered. 

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Why Track Warranties?

Logging warranties helps you:

• • Know what’s still under coverage
• • Easily find vendor contact information
• • Avoid missing expiration deadlines
• • Reduce paperwork and document hunting
• • Transfer coverage if allowed during a sale

You can attach a warranty to any existing asset, including appliances, HVAC systems, roofing, flooring, or any other major investment you’ve logged.

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2. Accessing the Module

To access the Warranties module:

• Go to Warranties under Properties>One-Time in the left sidebar.

3. Warranty Dashboard

Viewing Your Warranties

The Warranties dashboard displays all entered warranty records across your properties, including:

• Associated Property
• Vendor Name
• Type of Warranty
• Start Date: Date the service begins
• End Date: End date or cancellation date (optional)
• Status: Active, Expired, or Scheduled
• Days until expiration
• Warranty Cost
• Actions: Delete Warranty (with confirmation)

Actions

• View Details – Open the full warranty record by clicking the row to view and modify details.

• Export Warranty List to .xlsx file

• Filtering and Search

  • Use filters at the top of the dashboard to refine your list by:

• • • Property
    • Type
    • Status
  • Tips:

• • • Combine filters for targeted views
    • Clear filters using the reset option

4. How to Add a Warranty

To add a warranty manually:

1. Go to the Warranties module.
2. Click Add Warranty.
3. Fill out the warranty form with the following information:

**Required Fields:**

• Select Type – Select the property, equipment or improvement this warranty applies to.
• Warranty Type – Choose from options like manufacturer, extended, or service
• Provider/Company - Warranty company that provides the service
• Start Date – When the warranty coverage begins
• End Date – When the warranty expires

**Optional Fields:**

• Coverage Amount
• Contact Information
• Warrant Cost
• Policy/Warranty Number
• Notes
• Attach Document – Upload a warranty certificate or proof of coverage (pdf, jpg, png, doc, docx, up to 10MB)

5. Click Add Warranty to save the warranty information

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Pro Tip

Be as specific as possible when filling out the Coverage Description. For example, note if labor is covered, if coverage includes wear-and-tear, or if replacement parts are included.

If your warranty includes service windows or specific claim procedures, include that information so it’s easy to access later.

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Viewing Warranties

Once saved, warranties are listed under the associated asset. You’ll be able to see:

• Start and end dates
• Days remaining
• Vendor and contact info
• Document attachments
• Whether the warranty is transferable

Warranties that are expiring soon or already expired will show alerts in the asset view.

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Need help getting started? Visit the Assets Module Guide to learn how to log assets and improvements before adding warranties.