Warranty Documents

How to use the Easy Desk interface to capture Warranty Documents quickly from the field.

1. What it is

Log installed systems and warranties for final closeout.

2. When to use it

Use this module whenever you need to officially document installing an appliance or system with a manufacturer warranty without navigating through complex project menus.

3. How to access it

From the main Easy Desk dashboard (on mobile or desktop), locate and tap the Warranty Documents module icon.

4. How to create a record

1. Select the Project this record belongs to (Required).
2. Fill out the required information:
   • System / Item
   • Warranty Term
   • Serial Number
3. Add any optional notes or context.

5. Attachments & Photos

6. Saving, Editing, and Deleting

Click Save Record to commit the document to the database. The system will confirm the record has been captured successfully.

7. Relationship to Pro Mode

Once saved in Easy Desk, the Warranty Documents record is automatically routed to the corresponding Project folder in Pro Mode. Office staff can instantly view, cross-reference, and export this record alongside all other project documentation.