Equipment warranty certificate
Leave a warranty certificate with the furnace, water heater or air conditioner you put in: make, model and serial, the maker's years and the longer ones once it's registered, your warranty on the work and the care that keeps it. Each piece goes on the home profile, and the day to register it on Today.
Help and background Back to the tool
How it works
- 1 Open the job the equipment went in on. A done job from the estimate builder opens here with one press.
- 2 Write each piece that went in: what it is, the make, model and serial off the label, the floor it's on, and what it replaced.
- 3 Set the maker's parts warranty, and the longer one if the maker gives more once it's registered, with the days it allows to register.
- 4 Say what your own warranty on the work covers, for how long, and what it doesn't.
- 5 Print the certificate and leave it with the homeowner. Each piece goes on the home profile, and the day to register it is on your jobs board until it's done.
The certificate is kept on its job in your account, for you only: never in a link, a log or an AI prompt, and it's in your export. The jobs board shows the place's name and the equipment, never the address. Signed out, everything works on a made-up install, and nothing is kept.
Good to know
- Why register the equipment?
- Some makers give a longer parts warranty when the equipment is registered within a set number of days after it goes in, and a shorter one when it isn't. The days and the years differ by maker and model: the maker's warranty card or website says what they are. The page counts from the day it went in and reminds you before the last day, and “Registered today” marks it done.
- Whose warranty is whose?
- The certificate keeps the two apart. The parts warranty is the maker's, on the maker's own terms, and the certificate only says what you were told it is. The warranty on the work is yours: what you'll come back and fix, for how long, and what isn't covered.
- What goes on the home profile?
- Each piece, with its make, model, serial, the year it went in and the last day of its warranty, on the place the job is at. What it replaced comes off. Change the certificate and the home follows; a piece already there isn't added twice.
- What about the filter and the service?
- Write how often the filter is changed and the equipment serviced, and the certificate says so, with the first dates. Many maker warranties ask for regular care, so it's worth the homeowner knowing. The maker's manual says what's needed.
- Is this legal advice?
- No. It's a record of what went in and what was promised, not advice on what a warranty must say. The maker's terms are the maker's, and the rules for your trade and where you work still apply.
Where it fits in a trade
On the job Clock the hours on each job, keep each van stocked, know each home's equipment and the way in, leave a warranty on what you put in, sell a yearly plan of spring and fall visits, ticket what's dropped off, keep the cleaning rounds, log every visit to an icy lot, and pay the crew.
Its work comes from
It hands its work on to
A hand-off only moves when you press it, and never through a link: signed in, the next tool reads your account's book; signed out, it waits in this browser until the next tool picks it up.
On the job
More for this part of the day
Billable hours log
Start the clock when you get there, or type the hours after. Each job's hours against the quote, and the ones not billed go straight onto the invoice.
Save it: every stretch of hours, on its job
Van stock list
What each van should carry and what's on it. See what a van is out of, pick the restock list off the shop shelf, send the supplier an order and print a label for every bin, and take the parts off as each job is marked done.
Save it: your vans, with Today saying when one is out of something
Home profile
Keep what's in each home you work on: the furnace and water heater with their model, serial, filter and dates, where the shut-offs are, and how to get in. Filters and services come up on Today when they're due, and the equipment prints as service tags.
Save it: each home's equipment and the way in, on its place
Maintenance plan
Sell a yearly plan for the furnace, air conditioner and water heater: spring and fall visits, the price in payments and the perks. They sign on your phone, each visit's checklist moves the home's service dates, and Today says when a visit is due and a payment's to bill.
Save it: each home's plan, signed, with its visits
Alterations ticket
Pin each job on a drawing of the garment, price it, and print the claim stub and a tag for every piece. Then see the whole rack by pickup day.
Save it: every ticket on the rack, with a text when it's ready
Recurring cleaning schedule
Weekly, every-other-week and monthly homes, with extras that come round every few cleans. Even out your days, print day sheets, and send each client their dates.
Save it: your homes and their rotation
Snow & salt log
Tap when the snow stops, and again each time you clear or salt. A clock to your town's sidewalk deadline, the Region's salt guide, and a log to print.
Save it: a winter log kept for you, season after season
Timesheet & overtime checker
Type in who worked when. Get hours, overtime and gross pay, what Ontario's rules flag, and a timecard to sign.
Save it: your staff, rates and hours