Warranty Terms and Replaced Parts helps your shop place clear warranty information on customer documents and record whether a customer wants replaced parts returned.
Set your shop’s usual warranty terms once, then adjust them for individual work orders when needed. You can also record that a customer requested or declined the return of replaced parts before you share the estimate.
What You Can Do
- Save a Default Guarantee in your Company Profile for new work orders.
- Edit the Guarantee / Warranty Terms for a specific work order.
- Record whether the customer requested or declined the return of replaced parts.
- Include the applicable information on customer-facing estimates, invoices, public documents, and PDFs available with paid plans.
How Document Display Works
- Estimates show warranty terms when terms are entered.
- Estimates show the replaced-parts selection when requested or declined is recorded.
- Invoices show the warranty terms or Guarantee: None when no terms are entered.
- The replaced-parts selection does not appear on invoices.
Use the guides below to configure your default terms, make work-order-specific changes, and record a customer’s replaced-parts preference.