WarrantyOS: How-To
Step-by-step instructions for completing common tasks and workflows in WarrantyOS.
29 articles
Service Request Management
Manage the full lifecycle of service requests — from creation and assignment to filtering and status updates.
- How to Update a Service Request StatusSteps to update the overall status of a service request
- How to Update an Individual Issue StatusSteps to update the status of a specific issue within a service request
- How to Add an Issue to an Existing Service RequestSteps to add a new issue to a service request that has already been submitted
- How to Create a Service Request on Behalf of a HomeownerSteps to manually create a service request for a homeowner
- How to Filter Service RequestsSteps to filter service requests by status, community, or assignee
- How To Assign a Service RequestSteps to assign the owner of a Service Request
AI Work Orders
Review, edit, accept, or reject AI-generated work orders, and create work orders manually when needed.
- How To Accept an AI-Generated Work OrderSteps to accept an AI-generated work order draft and create it as an active work order
- How To Edit an AI-Generated Work OrderSteps to edit an AI-generated work order draft before creating it
- How To: Reject an AI-Generated Work OrderSteps to reject an AI-generated work order draft and create one manually
- How To: Create a Work Order ManuallySteps to manually create a work order from a service request
Work Orders & Vendors
Assign vendors, add notes, track root cause, and manage work orders from open to close.
- How To Notify a VendorSteps to send a notification to a vendor from a Work Order
- How To Add Internal Notes to a Work OrderSteps to add internal notes to a Work Order for your team
- How To Assign a Vendor to a Work OrderSteps to assign a vendor to an existing Work Order
- How To Reassign a Work OrderSteps to change the vendor assigned to a Work Order
- How To Use Root Cause TrackingSteps to log a root cause for an Issue within a Service Request
- How To Close a Work OrderSteps to close a Work Order once the repair is complete
- How To Add a VendorSteps to add a new vendor to your WarrantyOS vendor directory
Purchase Orders
Create and manage purchase orders, including back charges, cost codes, and supporting documentation.
- How To Create a Purchase OrderSteps to create a Purchase Order for a Work Order
- How To Create a Back Charge Purchase OrderSteps to create a Back Charge PO to recover costs from a vendor
- How To Add Multiple POs to a Work OrderSteps to attach more than one Purchase Order to a single Work Order
- How To Add Cost Codes to a Purchase OrderSteps to apply cost codes when creating or editing a Purchase Order
- How To Attach Supporting Documentation to a Purchase OrderSteps to upload and attach files to a Purchase Order
Scheduling
View your warranty schedule and manage events, including creating, editing, and rescheduling.
Communication
Send messages, view conversation history, and manage notifications and community-wide updates.
- How To Send a Message from a Service RequestSteps to send a message to a homeowner from within a Service Request
- How To View Message HistorySteps to review past messages on a Service Request
- How To Send a Community-Wide Warranty UpdateSteps to send a message to all homeowners in a community
- How To Edit NotificationsSteps to update your notification preferences in WarrantyOS
