How To Delete A Warranty

At times a warranty could have been created incorrectly or in the wrong property.   Because a warranty cannot be edited, they must be deleted and re-created.   

Deleting a warranty is simple to do.  Below we have outlined the necessary steps to delete a warranty and ensure it has been correctly deleted.

 

Step 1: Warranties are created at the property level of your FCS CRM.  To view the warranty at the property level please click on the "Service" tab below the aerial image.  Once in the service tab click on the "Service" tab on the left side of the record below RTM.  All current warranties will be housed here in the "Warranty Info" box.  This is where you can see the details of the erroneous warranty we will delete.

Screen_Shot_2018-08-30_at_8.11.53_AM.png 

 

Step 2: In order to delete the erroneous warranty, we must click on the "Cloud" icon within the property level as shown below.  First, we must select and highlight the blue box on the left side of the record.  Second, simply click on the "delete" option on the right side of the record.

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Step 3: Once deleted, we should go back into the service tab at the property level, click on the service tab within service and notice the warranty has been removed.  You will notice in the Warranty Info box the erroneous warranty has been removed.

Screen_Shot_2018-08-30_at_8.19.14_AM.png

 

Step 4:  You can also verify a warranty has been successfully deleted by checking the "Warranty Report".  Below is a before and after screenshot of the same warranty.

                                       Before the warranty was deleted

Screen_Shot_2018-08-30_at_8.35.50_AM.png

                                     After the warranty was deleted

Screen_Shot_2018-08-30_at_8.37.19_AM.png

Great Job!  You can now successfully delete a warranty!

 

 

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