Putting warranty terms on the quote — not just the final invoice — raises close rate by 6-10% because the customer can see what's covered before they pay. Here's the setup.
Why this matters
Most shops save the warranty conversation for after the deposit. That's a mistake. The warranty is half the value proposition — "lifetime no-peel" is what justifies the 2x price gap between dyed film and ceramic. Hiding it until after the sale costs you closes.
Step 1 — Attach a warranty tier to each service
In Settings → Services, every service should have a default warranty tier attached. If you haven't set those up yet, see How to create a warranty tier.
Step 2 — Toggle warranty preview on quote template
Settings → Quote template → "Warranty preview" toggle. When on, every quote you send includes a collapsible "What's covered" section showing the tier's bullet list of coverage + the duration + the transferability.
Step 3 — Customize per-quote if needed
On any individual quote, you can override the default warranty tier — useful if a customer wants a longer warranty (paid add-on) or you're running a promo with extended coverage.
What the customer sees
The quote shows:
- Covered for: [duration]
- What's covered: [bullet list]
- What's NOT covered: [bullet list]
- Transferable? Yes / No
- Claim process: "Tap 'Make a claim' in your customer wallet. Photo + form. We respond within 1 business day."
That last line — the claim process — is what sells tier-up. Customers assume warranty claims will be a nightmare. Showing a 2-tap claim flow is a competitive moat.
Step 4 — Send and track
When the customer accepts a quote, the warranty terms are locked into the job record. The PDF certificate they receive after install matches exactly what they saw on the quote — no surprises.
Tips
- Use plain language. Avoid lawyer phrases. "We replace film that peels, bubbles, or fades for 5 years" beats any legalese.
- Add a one-line FAQ at the bottom for the most common questions.
- Test on your own phone — view the quote as a customer to make sure the warranty section renders cleanly on mobile.