Warranty on Buildertrend’s mobile app makes it easy to stay on top of post-project service from anywhere. Create, manage, and update warranty claims directly from your phone so issues are addressed quickly and efficiently. Whether you're on site or in the office, you can assign work, upload photos, and communicate with clients and subs to keep everyone informed and the project running smoothly.
Navigating to Warranty
Start by choosing a job for your Jobs List.
Next, tap More, then choose Warranty from the Project Management features list.
Note: If you do not select a specific job from the Jobs List before navigating to Warranty, you’ll see the warranty claims from all your active jobs.
View, Add, and Edit Warranty Claims
Adding a new Warranty Claim
To add a new Warranty claim, tap the + icon, enter the necessary details, and tap Save when you're finished.
Warranty fields
Basic Information
Claim # – Buildertrend automatically generates a numerical ID, but you can enter a custom claim number to match your internal tracking system.
Title – A brief, descriptive name summarizing the issue.
Category – Defines the general type of issue for easier filtering and reporting.
Priority – Indicates the urgency of the issue to help prioritize response and resolution.
Description of Problem – A detailed explanation of the issue from the client or internal team to ensure accurate diagnosis and resolution.
Internal Notes – Notes visible only to internal team members for tracking discussions or instructions that should not be shared with the client.
Assigned Information
Show Client – A checkbox to determine whether the client can see specific information, such as cost or certain notes.
Service Coordinator – The internal user responsible for managing and resolving the claim.
Classification – A label used to indicate the type of warranty coverage associated with the claim. This helps categorize service requests based on coverage terms, such as standard warranty, extended warranty, or out-of-scope, allowing for better tracking and reporting.
Original Item/User – Identifies the original item or user responsible for the related work, useful for accountability or warranty validation.
Added Cost – Enter any estimated or confirmed additional costs associated with resolving the claim.
Follow Up Date – A scheduled date to check on the status of the claim, keeping progress on track and clients informed.
Attachments – Take photos or upload relevant files.
Service Appointments – Coordinate future work by setting a specific date and time for a sub/vendor to address the issue onsite. Only available once the warranty claim has been created/saved.
Jump to Service Appointments
💡Pro Tips
Utilize voice-to-text to quickly add in your Description of Problem and Internal Notes, rather than typing manually.
When adding attachments to a Warranty, use your phone’s camera to capture photos on the spot, making it easy to document and identify the work that needs to be done.
View/Edit existing Warranty Claims
To view and modify an existing Warranty, tap on the Warranty, make your changes, then click Save when finished.
Scheduling and Logging Service Appointments
Once a warranty claim has been created and saved, you can take immediate action by logging or scheduling service appointments.
By documenting service activity directly within the warranty claim, you maintain a clear record that supports accountability and streamlined communication across your team and trade partners.
From the Warranty claim, tap Add Service Appointment, enter the necessary details, and tap Save when you're finished.
Service Appointment fields
Assignee – Select the internal user or subcontractor responsible for completing the service appointment.
Service on – Choose the date the service will take place.
Start/End Times – Specify the expected start and end times for the appointment.
Sub/Vendor Notes – Add important task details, requirements, or instructions visible your subs/vendors and internal team.
Internal Notes – Add any internal-only notes relevant to the appointment that should not be visible to clients or subs.
Attachments – Take photos or upload supporting files or documents related to the task.
Submit to Sub/Vendor – Send the service appointment to the assigned subs/vendors to accept the request.
Submit to Client – Send the service appointment to the client to accept the request.
Builder Override? – Toggle on if you need to provide Client Feedback on their behalf.
Related Items & Comments
In addition to adding and editing Warranty Claims, you can create Related Items like RFIs directly from the warranty claim and leave comments to keep your team informed and aligned.
Interested in Learning More? 📚
The Buildertrend Learning Academy is your one-stop-shop for your online education, whether you're new to Buildertrend or an experienced user looking to learn more.
If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.