Claims

Claims can come from you or straight from the customer's portal — either way they land on the Claims page.

1. 1Open Claims and log a new claim with the issue details — or start one from the project's Warranty tab.
2. 2Claims customers submit from their portal show up here automatically.

Claims move through: Submitted, Inspection Scheduled, Under Review, Approved or Denied, Repair Scheduled, Resolved, and Closed.

1. 1Open the claim and choose Schedule visit.
2. 2Set the date — it lands on your schedule and moves the claim to Inspection Scheduled or Repair Scheduled.

1. 1Once the fix is done, open the claim and mark it Resolved with a note on what was done.
2. 2Close it out when there's nothing left to track.

If they have portal access, customers can submit a claim themselves. It arrives on your Claims page flagged as portal-submitted, so nothing gets lost in email.

Warranty coverage and any claims tied to a job live on the project's Warranty tab — open the project to see them in context.

Thirty days before any project's warranty expires, a follow-up task is created automatically for whoever runs the project, due on the expiry date — a built-in reason to check in with the customer (and often the source of the next job). You'll never have more than one open reminder per project.