If an asset does not have a warranty contractor available, it usually means no contractors are assigned to that asset's trade type. Warranty contractors are assigned based on the trade or item type linked to the asset.
Add a contractor to the warranty selection
Follow the steps below to update a contractor's trade types so they appear as an eligible warranty contractor for an asset.
From the Admin area, click Add/Edit Contractors.
Select the contractor who should be eligible as the warranty contractor.
Click Trades/Item Types in the left menu.
Unlock the green padlock
icon.Select the trade or item type that matches the asset.
Click Save.
Once updated, return to the asset record. After unlocking the asset page, the Warranty Contractor field will display a list of eligible contractors, including the one you have just updated.
The warranty contractor is shown when raising a job
If you are unable to select another contractor for a job and only the warranty contractor is displayed, this is because the trade type is linked to an asset-based item that has a warranty contractor assigned. The system will always prioritise the warranty contractor for that asset while the warranty is active.
Follow the steps below to remove the warranty contractor from the asset.
From the Admin area, click Asset Management.
Select the required asset category.
Click the required asset type within that category.
Select the site where the asset type has been allocated.
Unlock the green padlock
icon.Remove the warranty contractor from the asset-based item.
Click Save.
β οΈ Warning: Only remove the warranty contractor if you are certain the warranty has expired, or the change has been agreed with your customer. Removing it while the asset is still under warranty may affect coverage and prevent issues from being resolved under the warranty agreement.
