Quotes and warranties are separate systems in SalesThumb. There's no toggle that puts a "what's covered" section on the quote your customer sees, and no default warranty tier attached to services. Here's what's actually there, and how coverage reaches the customer.
The one real touchpoint: the Suggestions panel
On a quote's detail page (the internal view, not what the customer sees), you'll sometimes see a "Suggestions" card with heuristic upsell ideas.
If the quote has a film or service line and you have an enabled warranty tier with an add-on price, one suggestion offers to add that tier.
Clicking "Take action" links you to Warranties → Tiers — it doesn't attach anything to the quote automatically, and none of this appears on the customer-facing quote page.
How warranty coverage actually reaches a customer
- Set up your warranty tiers once — see How to create a warranty tier.
- After the job is done, a staff member registers the warranty — from the mobile app's job screen, or from the "Register" button on the appointment's Warranty card in the web app. Both flows offer a "Coverage tier" picker (when your shop has configured tiers) — pick one and its label, coverage text, duration, and transferability get snapshotted onto that warranty. Leaving the picker on "No tier (optional)" registers the warranty with no tier attached.
- The certificate email now sends automatically — a background job checks hourly and emails it to the customer without staff action, typically within about an hour of registration. Staff can still trigger a manual resend anytime with "Email certificate" on the warranty record. The email includes a link to a public verification page at salesthumb.com/warranty/{certificate number}, which is also where the customer files a claim if there's an issue (name/contact info, issue type, and a description — no photo upload yet).
None of this happens automatically when a quote is accepted — registration is a separate, manual step tied to the completed job, not the quote.
Tips
- If you want to set expectations with the customer before the job, put warranty terms in the quote as plain text (a line item description or a note) — there's no structured field for it, but nothing stops you from writing it in.
- Use plain language in your tier's coverage text. "We replace film that peels, bubbles, or fades for 5 years" beats legalese — customers read this when deciding whether to file a claim.
- Both registration flows (the mobile app and the web Register dialog) offer the Coverage tier picker once your shop has at least one enabled tier.