Expiry tracking

Expiry tracking helps teams act before warranty or contract coverage ends.

Screenshot needed: Warranty or AMC/CMC list with expiry date

What this is for

Use expiry information to plan renewals, customer communication, and service coverage checks.

Who uses it

Owners, office admins, service coordinators, and sales users.

Steps

1. Open Warranties or AMC/CMC Contracts.
2. Review expiry dates.
3. Sort or filter if the page provides controls.
4. Open records nearing expiry.
5. Start follow-up or renewal work.

Important notes

To be verified: final expiry alert behaviour depends on notification and dashboard configuration.

Common mistakes

• Waiting until after expiry to contact the customer.
• Updating the wrong coverage record.
• Forgetting to link renewed coverage to equipment.