Service work, warranties and maintenance after the job is done.
4 articles · 3 answers
Open a service ticket against the finished job from Aftercare, under Tickets. The address and history travel with it. Assign a tech, book the visit into the Service lane, and flag whether it's covered warranty work or billable.
A short guided step that opens when you finish a job. It checks the warranty the finish made, asks for a review, and offers a maintenance plan. You can skip a step and say why.
About 30 days before a warranty ends, once per warranty, on team accounts. You can change the number of days or turn it off for one warranty. On other accounts, send your own by hand.