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
1. Set up your warranty tiers once — see How to create a warranty tier. 2. 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. 3. 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.
- If tier selection matters to you today, register from the mobile app — it's the only flow with a tier picker right now.