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How to Create, Delete, and Restore Warranty Issues

Written by Hannah Weidman

How to Create a Warranty Issue

To start, navigate to the Warranty Issues tab and select New Issue.

Add issue details

When you create a warranty issue, enter the information your team needs to track:

  • Title*: Enter a short name for the issue.

  • Description: Add details that explain the issue.

  • Status*: Select Open, Work Scheduled, Pending Approval, or Closed.

  • Priority: Select Low or High.

  • Responsible Contractor: Select the contractor responsible for resolving the issue.

  • Trade: Select the trade associated with the issue.

  • Root Cause: Select why the issue occurred.

  • Warranty Type: Select the category your team uses to classify the issue.

  • Cost: Enter the cost associated with the issue.

  • Location: Select where the issue is located.

  • Attachments: Drag files into the upload area or click browse files to add supporting documents or photos.

Fields marked with an asterisk (*) are required. When you have entered the necessary details, click Create.

How to Delete Warranty Issues

Select the issue you would like to remove. Click More > Delete.

How to Restore Warranty Issues

In the Warranty Issues tab, select More > View Deleted Issues.

Next, click Restore on the desired warranty issue. Once restored, the Warranty Issue will reappear in the issues tab:

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