If you have a spreadsheet of warranties that you'd like to track in Buildr, you can import them directly into the project's Warranty Issues page. If you'd like to start with a template, download one here. Once your spreadsheet is complete, convert it to a CSV.
Accepted Column Fields:
Title (required): Accepts any text
Description: Accepts any text
Status (required): maps to one of: Requested, Open, Pending Approval, Closed, Declined
Priority: Maps to one of: High, Low, empty
Responsible Contractor: Maps to a company in the project directory
Trade: Maps to the Buildr trade list
Location: Maps to any location in the project
Root Cause: Maps to predefined causes listed in your Buildr account
Warranty Type: Maps to a warranty type created in your account.
Created By: Maps to any user in the project team (defaults to the current user)
Created At: Accepts any timestamp in the format: YYYY-MM-DD
Closed At: Accepts any timestamp in the format: YYYY-MM-DD
To start, select the appropriate Buildr project then click the Warranty Issues tab. Select the More > Import.
Next, click Upload Data From File and select your CSV, or manually enter your data in the fields provided.
If your CSV file contains column headers, select Yes or Select Another Row. If it does not contain headers, select No Header Row.
Continue through the import wizard and map the spreadsheet values by selecting Confirm Mapping. Make sure to confirm each mapping that you want to import.
Lastly, review your Warranty Issues date and select Continue. Once you submit the import, the warranties will be created in Buildr.