Equipment Warranties and Maintenance

Tracking Warranties #

For each piece of equipment, track:

• Warranty Start: Usually installation date
• Warranty Expiration: End of coverage
• Warranty Type: Parts, labor, or both
• Extended Warranty: If purchased

Warranty Status Indicators #

• Active (Green): Under warranty
• Expiring Soon (Yellow): Within 90 days
• Expired (Red): No longer covered

Scheduling Maintenance #

1. Open equipment details
2. Click Schedule Maintenance
3. Set frequency (Monthly, Quarterly, Semi-annually, Annually)
4. Set notification preferences
5. Save

Maintenance Types #

• Filter Change: Monthly-Quarterly – Replace air filters
• Spring Tune-Up: Annual – AC check, clean coils
• Fall Tune-Up: Annual – Heating system check
• Comprehensive: Annual – Full system inspection

Automated Reminders #

When maintenance is due:

• Dashboard notification appears
• Customer can be notified automatically
• Easy creation of maintenance work order

Best Practices #

1. Record all equipment
2. Fill in all available information
3. Keep information current
4. Track serial numbers
5. Note equipment locations
6. Schedule regular maintenance
7. Never miss warranty claims