Warranty requests from the client portal
A door that sticks three months after the job should not start with a phone call nobody writes down. With Warranty requests on, the client reports it from the portal, and it lands on that job's punch list.
Turn it on once.
Settings, Client portal, then switch on Warranty requests. It is off until you turn it on.
Finish the job.
The form shows on the job in the client portal only when the job is in the Closed or Warranty stage. While the job is running, the client keeps using messages and change requests.
The client tells you what is wrong.
On the job page they fill What is wrong, Where (optional) and one Photo (optional), then tap Request warranty service.
You get the request.
It becomes an open item on the job's punch list, marked Warranty request from the client. The person assigned to the job and the company admins get an e-mail and a notification.
Fix it and close it.
Work the item like any punch list item: fix it with a photo and verify it. The client follows it in the Punch list tab of the portal.
What it does not do yet
One photo per request. Moving the job to the Warranty stage stays with your team; the request does not change the stage.
Questions
Does it cost extra?
No. It is part of the client portal on every plan.
Can I turn it off later?
Yes. Switch it off in Settings, Client portal; the form disappears from every job. Requests already sent stay on the punch list.
Does the client need a password?
No. They open the portal from the link you already send them.
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