What is the difference between a Warranty, a Warranty Issue, and a Service Appointment?
These three records work together as a sequence within Warranty Tracking:
- Warranty — A Warranty is the foundational record that documents the coverage provided for a specific project. It defines the Coverage Type(s), duration, start date, and key details such as the underwriter, policy number, and service fee. A Warranty must be created and set to Active before it can be referenced by a Warranty Issue.
- Warranty Issue — A Warranty Issue is a detailed record of a specific claim or area of concern that requires attention under an existing Warranty. It documents what the issue is, where it's located, which trade is involved, who requested it, and its current status. Warranty Issues can be created by Company Users directly or submitted by clients through the ClientLink Portal. Once created, a Warranty Issue becomes a service request that a designated Service Manager can review and act on.
- Service Appointment — A Service Appointment is the scheduled response to a Warranty Issue. It establishes an appointment window for the builder to arrive on-site and address the service request. Appointments are sent to the client's email and portal for approval or rejection.