How to setup Warranty Work

When Manufacturers (Firestone, Carlisle, etc) give you work, How do you set that up in FCS?


Traditional software systems would have you enter in "Firestone" as a customer, and add in all of the work inside. In FCS, we recommend that you add in the customer/building as if you were doing business directly with them. Heres an example:

If Firestone has you go out to do a warranty repair for 'Wayne's Bowling Alley', we recommend you add a company "Wayne's Bowling LLC".  Add a property "Wayne's Bowling Alley."

Note: Your vendor (Firestone) should be listed in your system as a Vendor [if not, you can add through the "Vendors" Tab within Contacts].

Step 1: Go to the property to add a warranty. Click the add new document button.

Screen_Shot_2018-05-22_at_3.40.57_PM.png

_____________________________________________________________________________

 

Step 2: Click on the pulldown menu labeled "Type" and choose "Warranty" (highlighted in blue).

Screen_Shot_2018-05-22_at_3.43.52_PM.png

______________________________________________________________________________


Step 3: Fill out the warranty fields, and click "add document":
Screen_Shot_2018-05-22_at_3.50.04_PM.png

 

______________________________________________________________________________


Note: To change the available Terms, see the Warranty Durations section below.

Note: Warranties are stored to the property, and can be accessed through the Service tab as well as the property cloud tab.
Warranty located at the service tab

 

______________________________________________________________________________

Warranty located within the property cloud
Screen_Shot_2018-05-22_at_4.04.28_PM.png

______________________________________________________________________________


Note: When a Warranty is added to a property, the manufacturer becomes a "Bill To" option when invoicing.  
Screen_Shot_2018-05-22_at_4.09.17_PM.png

______________________________________________________________________________



All work billed to Firestone can be viewed by going to Firestone and looking at the "Service Tab" under the "Dispatch Board"


Warranty Durations

The list of available Terms options can be edited by a system Admin.

Go to Toolbox > Admin > Edit Custom Warranty Durations



Here, you can add, delete and re-order warranty durations. 

We recommend using whole numbers here and not spelled out. i.e. '2 Year' or '6 Months' instead of 'Two Year' or '1/2 Year'. This will make it easier for the system to calculate the proper lifetime of the Warranty.

Congratulations!  You are now able to Setup Warranty work!

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk