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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

Set the Standard Warranty

Set the Standard Warranty

Open the Warranties page. Wait for the standard warranty banner to load. Click Edit Standard Warranty to define your default terms.

Watch the demo (12 seconds)

Read transcript · Download captions

Overview

Open the Warranties page. Wait for the standard warranty banner to load. Click Edit Standard Warranty to define your default terms. Wait for the standard warranty editor to open.

Steps: 6 · Time to complete: ~12 seconds · Difficulty: medium

Prerequisites

  • Access to the Set the Standard 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="Edit Standard Warra… · 0:01

Wait for the standard warranty banner to load.

▶ Watch this step · Try it →

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

Screenshot: warranties-overview.

Screenshot: warranties-overview

▶ Watch this step

Step 4 — Click role=button[name="Edit Standard Warra… · 0:05

Click Edit Standard Warranty to define your default terms.

Click 'Edit Standard Warranty'

▶ Watch this step · Try it →

Step 5 — Pause 800ms · 0:08

Wait for the standard warranty editor to open.

▶ Watch this step

Step 6 — Screenshot: edit-standard-warranty · 0:00

Screenshot: edit-standard-warranty.

Screenshot: edit-standard-warranty

▶ Watch this step

Expected outcome

Wait for the standard warranty editor to open.

Assets

  • 📹 Full video — 12 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
A single source of truth for your standard warranty
Warranty terms shouldn't live in a Google Doc that nobody trusts. You can now define your company's default standard warranty once, and have it ready everywhere it's needed.
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