How to create a warranty tier

Warranty tiers are your shop's reusable coverage catalog — build the list once, then pick a tier (optional) when you register a warranty on a finished job. Every registered warranty gets a PDF certificate with a QR code linking to a public, always-current warranty record.

Setup

1. Go to Warranties → Tiers (in the main nav, not under Settings).
2. Click "New tier" — or click "Seed 3 defaults" to start from a standard tint-shop set and edit from there.
3. Fill in:
   • Label — what customers see (e.g. "Lifetime", "5-Year", "1-Year Limited")
   • Coverage text — a single free-text field describing what's covered; it's snapshotted onto every warranty registered on the tier and printed on that warranty's certificate PDF
   • Duration (years) — leave blank for lifetime coverage
   • Add-on price — optional upsell price if this tier is sold as an add-on
   • Inspection cadence (days) — optional; if set, warranties registered on this tier get a recurring maintenance-inspection due date (e.g. 365 for annual)
   • Transferable — yes/no switch
4. Save. There's no logo field on the tier.

There's no separate covered / not-covered list — put all of that in the single Coverage text field. Keep it in plain language: it prints on the certificate PDF under Coverage (see Customer experience below), so it's what the customer reads when a coverage question comes up. Edits to a tier only affect warranties registered after the edit — existing certificates keep the text they were registered with.

Registering a warranty on a job

Tiers aren't attached to services in Settings. Instead, a tier is picked when the warranty itself is registered:

• Mobile app — after a job, the installer opens Warranty → New, optionally picks a Coverage tier from the shop's catalog, sets the film product and windows covered, and registers it.
• Web app — once an appointment is marked Completed, a "Register" button appears on the appointment's Warranty card. That dialog captures the film product, windows covered, and notes, and creates the certificate. It also offers a Coverage tier picker — the same as the mobile flow — whenever your shop has at least one warranty tier configured.

Registration is a manual step your team takes after the job — there's no automatic PDF generation triggered by payment or job completion alone. If your shop's QC gates (Settings → Quality Control, QC Gates tab) require a warranty on file before an invoice's pay link can be sent, that gate blocks the send until someone registers one — it won't register the warranty for you.

Customer experience

• The certificate is a one-page PDF with your shop name, customer name, vehicle, film/windows covered, install date, warranty period, a cert number, and a QR code with a "verify online" link. If the warranty was registered on a tier, the tier's Coverage text prints in the details block under Coverage. It doesn't include your shop logo, and the warranty-language paragraph above the details is fixed, generic coverage wording (bubbling, peeling, cracking, color change).
• The certificate email now sends automatically — a background job checks hourly and emails it to the customer, so a newly-registered warranty's certificate typically goes out within about an hour, with no staff action required. Staff can still trigger a manual resend anytime from the warranty record ("Email certificate"), and can pull the PDF directly (a "Certificate PDF" button on the warranty's detail page) to print or share it another way — but the customer has no self-serve download of their own; email is still the only delivery channel, with no SMS, push, or in-app option.
• Warranties also show up read-only in the customer's magic-link portal (film/product description, status, certificate number, registration date) — there's no PDF download button inside the portal itself.
• The QR code links to a public warranty record page (salesthumb.com/warranty/{certificate-number}) that shows your shop's logo, the vehicle, and coverage status/expiration — it also doesn't currently display the tier's Coverage text.
• From that public page, customers can file a warranty claim (issue type and a description of what happened) — the form doesn't accept photo uploads yet. Filed claims land in your Warranties → Claims queue for your team to review — they don't email your inbox automatically.

Tips

• Keep Coverage text accurate — it prints on every certificate registered on that tier, so the customer sees exactly what you wrote.
• Seed the defaults first if you're setting this up for the first time, then edit labels/pricing to match your shop.
• Set an inspection cadence on tiers where you want a maintenance touchpoint (e.g. annual ceramic re-inspection) — it drives the maintenance-due list on the Warranties page.

Each shop keeps its own tier catalog today — there's no org-level/HQ tier catalog shared or inherited across shops yet.