Warranty tiers are reusable configurations that drive the PDF certificate customers receive after a job. Set them up once, attach to services, done.
Setup
1. Go to Settings → Warranty → Tiers. 2. Click "Add tier". 3. Fill in: - Name — what customers see (e.g. "Lifetime", "5-year track", "1-year limited") - Coverage duration — months (set 999 for "lifetime") - What's covered — bullet list (peeling, bubbling, color shift, etc.) - What's NOT covered — bullet list (impact damage, chemical exposure, etc.) - Transferable? — yes/no - Logo — optional, uses shop logo by default 4. Save.
Attach to services
In Settings → Services, edit any service and pick a warranty tier from the dropdown. When a customer pays for that service, the warranty PDF auto-generates on job completion using the tier's content.
Customer experience
- PDF is delivered via SMS + email + customer portal.
- Customers can download from their portal anytime.
- QR code on the PDF links back to the digital warranty wallet.
- Claims flow built in — customer taps "Make a claim" in their wallet, photo uploads + claim form route to your inbox.
Tips
- Use plain language — your customer isn't a lawyer. "Coverage starts the day we install" beats "Coverage commences at the date of installation."
- Add an FAQ — a 4-question FAQ at the bottom of the PDF answers the same questions you get every week ("Does this cover my windshield rock chip?").
- Test the PDF before committing — preview from the tier editor.
Multi-shop tiers
If you're on HQ tier, warranty tiers can be defined at the org level and inherited by all shops, with per-shop overrides if needed.