Recording Extended Warranties in a Customers Profile

[Jess]

**THOUGHTS AND SUGGESTIONS PLEASE**

I would like to know how everyone records when a customer purchases an extended warranty. Currently we are adding this as an "Equipment" but are not convinced this is the best way.

We would like for it to be visible to techs and office staff so everyone can easily see what equipment the warranty covers as well as the coverage dates.

[alliefischer]

We use equipment numbers in a slightly different manner, employing them to associate with door locations and the assigned serial number we've provided to each specific door. If we were to need to track extended warranties, we would likely create an 'Extended Warranty' item as either a task or material and associate it with the equipment when it's sold. This allows you to trace back to the original sale date, invoice, etc.

[RandiThompson]

We have a task that is added to the invoice which adds a tag to the location, we also add the tag to each piece of equipment and in at least one that is covered we add the registration number. 

[MirandaMel]

We utilize the memo field for the piece of equipment and put the contract number in there.  It is a good idea to load up the contract copy to the location file, too.  Also, using tags to tag a location with extended warranty is a really fast visual for both office and technician.