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Open the job and set the status dropdown at the top of the overview tab to Completed. ShopWrk issues a warranty for each eligible service on that job at that moment. You do not open Warranties and type it in. One warranty per eligible service. If coverage is for a specific panel, you get one warranty for that panel. Completing the same job again does not create a second copy.

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When a warranty is issued

A service is eligible when it has an active warranty profile. A warranty profile is the coverage length and terms you attach to a service in your catalog. ShopWrk copies these onto the warranty when the job becomes Completed:
  • Customer
  • Vehicle
  • Job
  • Service, or the panel when coverage is panel-specific
  • Coverage length and terms from the warranty profile
Work that is still in progress does not get a warranty yet. If the whole service is covered, you get one warranty for that service. You do not get extra warranties for each panel on the same line. You only get a panel warranty when the service as a whole is not covered and that panel is. If you later change the profile or the catalog, issued warranties keep the original terms. The customer is covered for what you sold that day, not for a rewrite you made a year later.
If two people mark the same job complete at the same time, you still get one warranty per eligible service, not two.

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Where it shows up

After you mark the job Completed, open Warranties in the sidebar. The new warranty is already in that list, with the customer, vehicle, job, and terms from completion. That list is for looking up coverage and claims. It is not where completed-job warranties are created.

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How it connects to jobs and customers

The warranty belongs to the customer and vehicle on that completed job. Look the warranty up later from Warranties and you can see which job it came from, and which customer and car it covers. If the customer sells the car, coverage stays with the vehicle and the original job. It does not follow the person onto a different car.

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Adding a warranty yourself

You can still add a warranty by hand when ShopWrk did not issue one automatically. Same rules: the job must be complete, the service must be eligible, and you still get one warranty per eligible service or panel.

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Claims

If a customer comes back with a problem, open the issued warranty and log a claim. Attach photos there. Check the terms locked in at completion, even if you have changed the profile since then.

Jobs

Mark the job complete. That is when eligible services get a warranty.

CRM

Each warranty is tied to the customer and vehicle from that job.