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Create a New Warranty from Scratch

Generate a new Warranty using ConstructionOnline's Warranty Tracking feature

BACKGROUND

In today's competitive construction landscape, building trust with clients is crucial. Warranties play a huge role in this process, providing a clear roadmap for addressing potential issues and demonstrating a commitment to quality. However, handling warranty management manually can be time-consuming and prone to errors. ConstructionOnline™ streamlines this process by empowering Company Users to create and manage Warranties within the system. This includes the ability to create a Warranty from scratch, ensuring that the Warranty can be tailored to meet the specific needs and requirements of the project and the client.

THINGS TO CONSIDER

Within ConstructionOnline, any field that shows the gear icon is a Custom Value, allowing users to add, edit, or remove categories. These fields can be customized by clicking on the icon. 

HOW TO CREATE A NEW WARRANTY FROM SCRATCH 

  1. Navigate to the Warranty Tracking feature from within the desired Project. 
    1. If you have chosen to have Warranty Tracking appear as a Project Quick Link, you may also access the Warranty Tracking feature from the Project's "Overview" tab. 
    2. If you have not yet completed the Project’s initial Warranty Tracking setup sequence, you will be prompted to do so by clicking on the green “Create a New Warranty” button. Within these steps, you will have the option to "Create Warranty from Scratch."

      ContructionOnline's Warranty Tracking setup sequence
  2. Within the "Warranties" tab, click the green (+) Add a New Warranty button and select the "from Scratch" option from the dropdown menu.  

     ConstructionOnline's Add a New Warranty button
  3. This will open the "Create Warranty" extension blade on the right side of your screen where you can enter Warranty Details and Additional Information -
    1. Warranty Details
      1. Number: Assign the Warranty a number for organizational purposes.
      2. Warranty Type: Select the type of Warranty from the dropdown menu.
        1. By default, ConstructionOnline populates “None,” “Internal,” and “External” as Warranty type options. 
      3. Warranty Name: Give the Warranty a name. This field is required. 
      4. Details: Provide any additional information or context related to the Warranty for internal use. 
      5. Coverage Types Included: Choose which coverage type(s) to assign to the Warranty. This field is required. 
        1. At least one coverage type must be selected. 
          1. The options that populate in this section will include the coverage type(s) chosen during the initial Warranty Tracking setup sequence. You can manage this information from within the Warranty Settings. 
        2. Each Warranty type will have a "Default Duration" entered in the system when initially created in ConstructionOnline. However, the duration can be adjusted for individual Warranties. 

          ConstructionOnline's Warranty Duration selection
        3. If the coverage type you wish to assign has not been created within your ConstructionOnline account, select the green (+) Add Coverage Type button.  
      6. Make this warranty active?: Utilize the toggle to set the Warranty's status. 
        1. By default, Warranties are created with an "Active" status. 
          1. The "Active" setting implies that the Warranty is in effect, allowing it to be seen in ConstructionOnline by ClientLink Users with the appropriate permission settings. 
        2. Setting a Warranty's status to "Draft" signifies that it is not yet in effect and, therefore, cannot be seen by ClientLink Users, regardless of their Warranty Tracking permissions. 

      7. Start Date: Specify the date on which the Warranty's coverage will begin. 
    2. Additional Information
      1. Underwriter/Provider: Include the underwriter or provider of the Warranty.
      2. Policy Number: Specify the Warranty's policy number as a reference point.
      3. Agency: Include the agency providing the Warranty.
      4. Agency Contact: Add the agency's contact information for communication purposes.
      5. Cost: Note the cost of the Warranty.
      6. Price: Provide the price of the Warranty being charged to the client.
      7. Price Frequency: Indicate how often the price of the Warranty is being charged. 
        1. By default, ConstructionOnline populates "None," "Monthly," and "Yearly" as frequency options.
      8. Service Fee: If a service fee will be charged for service requests related to this Warranty, include it here. 
      9. Expenses to Date: Document the dollar amount of already existing expenses associated with the Warranty. 
      10. Coverage Limit: Note the Warranty's coverage limit. 
      11. Model Number: Add model number(s) for material(s) of the Project that are covered under the Warranty. 
      12. Serial Number: Include serial number(s) for the item(s) covered under the Warranty. 
      13. Tags: Assign any predefined keywords or labels to the Warranty.
        1. By using Tags in ConstructionOnline, you can easily sort and track information within the system. 
  4. Along with these details, set warranty reminders under the “Reminders” tab and upload supporting files, photos, or videos via the green (+) Add New Attachment button in the “Attachments” tab.  
  5. Once you have added all of the information you wish to include, press the blue "Create" button to generate the Warranty. 
    1. The Warranty will then appear in the "Warranty Dashboard" as well as under the "Warranty Details" section. 

ALTERNATIVE ACCESS POINT

  1. From the Company Overview, navigate to the Warranty Tracking feature. 
  2. Click the green (+) Add a New Warranty button and select the "from Scratch" option.

    ConstructionOnline's Warranty Tracking create from scratch option from the Company Overview section
  3. Then, from the "Choose a Project" dropdown menu, choose the Project where the new Warranty should be saved and hit the blue "Next" button.

    ConstructionOnline's "Choose a Project" dropdown menu for creating a new Warranty from the Company Overview section
    1. This field is required. To create a Warranty, it must be assigned to a specific Project. 
      1. Both “Live” and “Pending” Projects will appear in the dropdown menu for Admin Users. 
      2. Company Users with the appropriate Warranty Tracking permissions will only see the Projects that they are team members on and that are set to “Live.” 
    2. If you have not previously created a Warranty for the Project chosen, you will be prompted to complete the Project’s initial Warranty Tracking setup sequence at this point. 
  4. Follow Steps 4 & 5 from the section above. 

ADDITIONAL INFORMATION

  • Subscription Level: ConstructionOnline's Warranty Tracking feature is available for companies with current ConstructionOnline subscriptions at Team, Business, and Enterprise levels.
    • Warranty Tracking is also available as a Per-Company Add-On for all other plans. 
  • Permissions: Admin Users and Company Users with "Can Create & Edit" and "Can Create, Edit, & Delete" permissions can create Warranties from scratch. 
    • Company Users with their permissions set to "Can View" can see all Warranties, regardless of whether the Warranty's status is "Active" or "Draft." 
    • When ClientLink permissions are set to have access to the Warranty Tracking feature and a Warranty’s status is “Active,” ClientLink Users can see the Warranty Name, Coverage Type(s), and Duration within the “Warranty Dashboard.”
  • CO™ Mobile App: The Warranty Tracking feature is available via the mobile app. However, creating new Warranties is currently exclusively available through browser access to ConstructionOnline. 

HAVE MORE QUESTIONS? 

  • Frequently asked questions (FAQ) about Warranty Tracking can be found in the article FAQ: Warranty Tracking.
  • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for more options.