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Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

Create a Custom Warranty

Create a Custom Warranty

Open the Warranties page. Wait for the warranties dashboard to load. Click Set Custom Warranty to start creating a custom warranty.

Watch the demo (13 seconds)

Read transcript · Download captions

Overview

Open the Warranties page. Wait for the warranties dashboard to load. Click Set Custom Warranty to start creating a custom warranty. Wait for the custom warranty dialog to open.

Steps: 6 · Time to complete: ~13 seconds · Difficulty: medium

Prerequisites

  • Access to the Create a Custom Warranty feature.

Steps

Step 1 — Navigate to /warranties · 0:00

Open the Warranties page.

Step 1: Open the Warranties page.

▶ Watch this step · Try it →

Step 2 — Wait for role=button[name="Set Custom Warranty"] · 0:02

Wait for the warranties dashboard to load.

▶ Watch this step · Try it →

Step 3 — Screenshot: warranties-landing · 0:00

Screenshot: warranties-landing.

Screenshot: warranties-landing

▶ Watch this step

Step 4 — Click role=button[name="Set Custom Warranty"] · 0:05

Click Set Custom Warranty to start creating a custom warranty.

Click 'Set Custom Warranty'

▶ Watch this step · Try it →

Step 5 — Pause 800ms · 0:09

Wait for the custom warranty dialog to open.

▶ Watch this step

Step 6 — Screenshot: custom-warranty-dialog · 0:00

Screenshot: custom-warranty-dialog.

Screenshot: custom-warranty-dialog

▶ Watch this step

Expected outcome

Wait for the custom warranty dialog to open.

Assets

  • 📹 Full video — 13 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
Custom Warranties: Coverage That Matches the Job, Not the Template
Every job is a little different — and warranty terms should be too. Custom warranties let teams record the exact coverage they actually offered, not the closest preset.
Read the post →