WarrantyOS: How-To
Step-by-step instructions for completing common tasks and workflows in WarrantyOS.
28 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
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.
How To View Your Warranty ScheduleSteps to access and review your team's warranty schedule
How To Schedule a Warranty EventSteps to schedule a warranty event from a Service Request
How To Edit or Reschedule a Warranty EventSteps to update the details or date of an existing warranty event
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
