Warranty Management
Full control over warranty lifecycle and claims.
Warranty Management helps administrators manage warranty information and warranty claims end-to-end. It supports configurable receipt processes, step-by-step claim handling, time tracking, and customer portal visibility.
Business outcomes teams expect
What teams use most in this module
Practical capabilities that make day-to-day execution faster, cleaner, and easier to govern.
Warranty Information Register
Record warranty coverage and expiration per delivered item or invoice-linked item, so teams know what is covered and until when.
Warranty Claims
Create and manage warranty claims with clear intake, item selection, and status tracking.
Receipt Process Builder
Define how claims should be processed using receipt processes and step-by-step workflows.
Time Tracking and Progress
Track time spent on each claim step and manage progress through the workflow.
Customer Portal Visibility
Optionally expose warranty information and claims to customers via the client portal.
Start with this workflow
Follow these structured steps to launch one controlled process first, then expand.
Create a warranty receipt process
Open Warranty Management to Settings to Warranty Receipt Process
Create a receipt process for a product group
Add ordered steps (process name, person in charge, estimate time, description)
Save and reuse this workflow for future claims
Register warranty information
Open Warranty Management to Warranty Information
Select customer and product (invoice or delivery-linked when applicable)
Set warranty start date and warranty end date / period
Save so warranty coverage is traceable later
Submit and process a warranty claim
Open Warranty Management to Warranty Claim Information
Create a claim and select the customer + invoice/item under warranty
Choose the correct receipt process (auto-filtered by product group)
Process step-by-step: start to pause to done as work is completed
Review claim detail page for history, attachments, and logs
Where teams apply this module
Built-in Reports & Analytics
Compliance & Implementation Resources
Practical guides to help you rollout and validate workflows.
Plans that include this module
Confirm commercial fit before rollout planning.
Ready to evaluate Warranty Management with your team?
We will map this module to your current process, owners, controls, and rollout timeline.
User guide
How to use Warranty Management
Setup checklist, key workflows, reports, and troubleshooting.
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