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Equipment Warranties

How to create and manage Equipment Warranties within Service Geeni.

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Written by Jo Bigg
Updated over a month ago

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An Equipment Warranty is offered to you by your supplier or by you to your customer and easily enables you to raise jobs under warranty. You can apply a Warranty to any Equipment Record.


Getting There

You can access Equipment Warranties by:

  • Heading to the Equipment Records module.

  • Then, you can find the equipment you want to work on, and using the Action Tray, click the Edit icon.

When the editor opens:

  • Scroll down to the Warranty section.

  • Click on the plus (+) icon.

  • If the section is blank, click on the plus icon to the right of the screen to open the Warranty window.


Creating an Equipment Warranty

Now that you are here in the editor window, you can start to build up your warranty.

  • You can start by entering a Warranty Name.

  • Then, select a Warranty Type, (Supplier or Customer).

For Example, is this a warranty offered to you by your supplier or by you to your customer?

  • Next, you can enter a start date for the warranty a starting number of Clock Hours, or both.

  • Then, toggle if you want to set a time period a number of hours, or both.

  • If you select both, specify if the warranty applies to one or both conditions being met.

  • Set your starting dates or hours and the duration.

If you have Time Period and Hours selected, an additional field "Condition" will appear asking which warranty duration should take priority or if both durations should be taken into account.

  • Click Save and then repeat the process to add more warranties as required.

  • You can apply multiple Supplier and Customer Warranties to one equipment record.

You have successfully set up an Equipment Warranty.

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