Warranty and completion

A finished job closes out with its warranty and certificate of completion. This video covers the Warranty and completion board, the certificate editor, and sending it to sign.

The board

Open Production, then Warranty and completion. A job lands here once it's marked Completed. Each row shows where its certificate stands: Not made yet, Made, not sent, Out to sign, To countersign, or Signed by both. Switch to Board for a lane per step.

Make the certificate

On a job without one, click Make the certificate. It's filled in from the project, including the total: the contract plus its signed change orders.

The editor

Check each field: the owners, the address of the job, the project, the designer, the certificate and issue dates, the contract date, when construction began, final completion, the total amount, and the warranty in months. Change anything before it's signed. The paper copy beside it is what the client signs.

Length and wording

The warranty's length comes from Settings, under Change orders and warranty, and its wording from Document wording. On the board, the More menu's Warranty length and wording takes you there.

Send to sign

Click Send to sign, type the client's email and a note, and click Email it, or Just make a link. Add a spouse or co-owner under Also signing: each signs on their own link. The client initials the marked spots and signs.

In person or on paper

With the client there, click Sign here and hand them your device. If they signed a printed copy, click Signed on paper and record who signed and when.

Countersign

Once the client signs, the row moves to To countersign. Open it and click Countersign. An owner, an admin or the person who sent it signs for the company, and the client gets the copy signed by both. It shows in their portal, under Documents.

Make the certificate on the day the job is done, while every date is fresh, and countersign it as soon as the client signs. Next: Service calls.