Inventory & Field Operations
Warranty Tracking
Track sold units, warranty expiry, customer equipment and service eligibility. Warranty Tracking links products and serial units to customers, support tickets and expiry alerts.
Last updated
Who it is for
Hardware, electronics, machinery, service and installation businesses.
Part of the Warranty Tracking module. See plans and modules
How it works, step by step
When serial-tracked units are sold or assigned, warranty status becomes visible in Customer 360.
- Turn on serial tracking for the product.
- Set the warranty period.
- Sell or assign the unit to a customer.
- See warranty status on the customer page and link tickets to the unit.
What you get
- Warranty status
- Expiry alerts
- Customer 360 panel
- Ticket-to-unit link
- Serial number search
- Service eligibility
What it connects to
- Inventory ManagementProducts, variants, serial units, stock movement and low-stock alerts, connected to quotations, invoices and purchase orders.
- Support TicketingCustomer complaints, SLA, engineer assignment and resolution history in one workspace.
- Customer 360One page per customer with their leads, quotations, invoices, tickets and warranty units.
- Contracts & AMCKeep customer contracts and annual maintenance contracts in one list, with the signed file attached and invoices drafted on the billing cycle.
Getting set up
Enable serial tracking, define warranty periods and link units to customers.
Warranty Tracking: questions and answers
- Does Warranty need another module?
- Yes. Warranty Tracking needs Inventory, because it works on serial-tracked units.
- Am I told before a warranty ends?
- Yes. Expiry alerts are raised for units nearing the end of warranty.
- Which module is this part of?
- Warranty Tracking is part of Warranty Tracking. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.
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