ClickSabi Pro

Projects & Delivery

Warranty, maintenance and service visits

Issue coverage and record ongoing care against the project.

1 min readLast updated

Issuing a warranty

Use Issue warranty on the project's Warranty tab. Give the coverage a name, such as Workmanship warranty, a type and an expiry. Coverage is recorded against the customer relationship, so the homeowner sees the same record.

Shared or private

Each warranty record shows whether it is Shared with the customer or Private to your workspace.

Maintenance

The Maintenance tab lists service and warranty visits booked on the project. Visits are booked through Appointments; there is no separate booking flow.

What ClickSabi does not do

ClickSabi records coverage and visits. Installation, service and warranty obligations remain with your company, not with ClickSabi.

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