Warranties and Service Plans
Both warranties and service plans are linked to projects and to installed equipment. A warranty covers what happens if something breaks; a service plan defines how often it gets maintained.
Warranties
Section titled “Warranties”A warranty is a guarantee that defects or failures will be covered for a period of time. One warranty can cover multiple pieces of installed equipment within a project.
Warranty fields
Section titled “Warranty fields”| Field | Description |
|---|---|
| Name | A descriptive name |
| Warranty type | Free text — e.g. “manufacturer”, “installer”, “extended”, “SLA” |
| Status | Active, Expired, or Void |
| Provider | The company providing the warranty |
| Length | How many months the warranty lasts, measured from the installation date of the covered equipment |
| Terms | What is covered |
| Exclusions | What is not covered |
Warranty status
Section titled “Warranty status”The system can determine whether a warranty is currently active for a given piece of equipment by comparing today’s date against the installation date plus the warranty length. A warranty with Active status may still have expired in practice if the covered equipment was installed long enough ago.
Linking a warranty to a project
Section titled “Linking a warranty to a project”A warranty is linked to one or more projects. When assigning a warranty to installed equipment, the warranty must already be linked to the same project as the equipment.
Service Plans
Section titled “Service Plans”A service plan defines a recurring schedule for maintaining installed equipment. When a service plan is active, the system generates customer requests automatically based on the schedule.
Service plan fields
Section titled “Service plan fields”| Field | Description |
|---|---|
| Name | A descriptive name |
| Description | What this plan covers |
| Frequency | How often maintenance happens (see below) |
| Custom interval | Number of days between occurrences, if frequency is “Custom days” |
| Start date | When the schedule begins |
| End date | When the schedule ends (leave blank for open-ended) |
| Active | Whether this plan is currently generating occurrences |
| Calendar colour | The colour used to display this plan’s events on the calendar |
Frequency options
Section titled “Frequency options”| Option | Interval |
|---|---|
| One time | Single occurrence |
| Monthly | Every month |
| Quarterly | Every 3 months |
| Semi-annual | Every 6 months |
| Annual | Every 12 months |
| Custom days | Every N days (you set N) |
Calendar colours
Section titled “Calendar colours”Each service plan has a colour for the calendar view. Default colours per frequency:
- One time: blue · Monthly: green · Quarterly: yellow
- Semi-annual: pink · Annual: cyan · Custom days: purple
You can override the colour per plan. Individual equipment can also have its own colour, which overrides the plan’s colour for that device’s events.
Automatic service event generation
Section titled “Automatic service event generation”When a service plan is active and assigned to equipment, the system creates customer requests automatically based on the plan’s frequency and start date. Each request is tied back to the service plan and the equipment so you can trace which schedule triggered which visit.