Often fits plan: Enterprise
Accounting
Central financial control with chart of accounts, journal entries, receivables, payables, reconciliation, and financial reporting.
Module
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
Central warranty information linked to customers and products
Warranty claims with structured steps and accountability
Configurable receipt processes per product group
Process step ownership, estimates, and attachments
Claim status tracking and audit history
Optional customer portal access to warranty info and claims
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.
Link warranty records to customer and product
Store warranty start and end dates
Support warranty period updates when needed
Track warranty records in a searchable list
Warranty Claims
Create and manage warranty claims with clear intake, item selection, and status tracking.
Create claims with claim codes and customer linkage
Attach files and supporting evidence
Track claim status through lifecycle (e.g., processing, paused, done)
Activity logs for accountability
Receipt Process Builder
Define how claims should be processed using receipt processes and step-by-step workflows.
Receipt processes by product group
Ordered process steps with icons and descriptions
Assign person in charge per step
Estimated time per step
Time Tracking and Progress
Track time spent on each claim step and manage progress through the workflow.
Start/pause/done workflow actions
Step-level time tracking
History of work progression per claim
Supports operations review and workload insights
Customer Portal Visibility
Optionally expose warranty information and claims to customers via the client portal.
Portal menu entry for warranties
Customers can view warranty information
Customers can view claim details (if enabled)
Reduces support overhead for warranty status updates
Start with this workflow
Follow these structured steps to launch one controlled process first, then expand.
Create a warranty receipt process
1
Open Warranty Management to Settings to Warranty Receipt Process
2
Create a receipt process for a product group
3
Add ordered steps (process name, person in charge, estimate time, description)
4
Save and reuse this workflow for future claims
Register warranty information
1
Open Warranty Management to Warranty Information
2
Select customer and product (invoice or delivery-linked when applicable)
3
Set warranty start date and warranty end date / period
4
Save so warranty coverage is traceable later
Submit and process a warranty claim
1
Open Warranty Management to Warranty Claim Information
2
Create a claim and select the customer + invoice/item under warranty
3
Choose the correct receipt process (auto-filtered by product group)
4
Process step-by-step: start to pause to done as work is completed
5
Review claim detail page for history, attachments, and logs
Where teams apply this module
After-sales warranty administration for equipment and goods
Repair/replace workflows with step accountability
Customer self-service visibility for warranty status
Operations teams that need structured claim intake and processing
Built-in Reports & Analytics
Warranty information table (coverage and expiration)
Warranty claim table (status and assignments)
Claim detail timeline and step history
Time tracking per claim step
Compliance & Implementation Resources
Practical guides to help you rollout and validate workflows.
Plans that include this module
Confirm commercial fit before rollout planning.
Business Plan
Enterprise Plan
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.
Talk to our solution team
Tell us what you need and we will reply with a rollout plan and recommended modules.
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