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.

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

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Step 3: Fill out the warranty fields, and click "add document":
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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

 

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Warranty located within the property cloud
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Note: When a Warranty is added to a property, the manufacturer becomes a "Bill To" option when invoicing.  
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All work billed to Firestone can be viewed by going to Firestone and looking at the "Service Tab" under the "Dispatch Board"

 

Congratulations!  You are now able to Setup Warranty work!

 

Note: To change or customize the available Terms, please visit our Editing Warranty Durations Article.

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