Knowledge Base
Get Started
Learn the fundamentals of WarrantyHub and get set up for success.Account Management
Learn how to set up business preferences, manage passwords and account users, and much more.Integrations
Enhanced product features that add additional account functionality.
Popular Articles
Integrate Authorize.net and WarrantyHub
Learn how to link your Authorize.net account with the WarrantyHub platform. You will need to generate 3 types of keys and add them to your WarrantyHub account dashboard. The 3 keys you will need to generate in your Authorize.net account are: Public ...Create a Contract or Warranty
Create a single year contract or warranty Go to Contracts in the dashboard. Select + Add Contract in the top right corner. Choose Group Select a Policy Group Note: Policy Groups are containers for organizing and managing policies. Choose your Policy ...Manage the Contract Ledger
Effectively handle the financial aspects of warranty contracts with our guide on 'Managing the Ledger Feature' in WarrantyHub. Learn how to accurately track and manage financial transactions, from recording payments to reconciling balances. We'll ...Add a Policy Welcome Packet
Providing a comprehensive welcome packet is crucial for client engagement and clarity in warranty services. This guide on ‘Adding or Updating a Welcome Packet’ in WarrantyHub ensures you have the necessary know-how to upload the latest information ...Add and manage Policy Coverage
Learn how to edit a policy’s coverages. Whether it’s changing limits, setting costs, or updating coverage types, you’ll find the flexibility you need to offer bespoke warranty solutions. Navigate to Manage Policies Go to Settings. Select Manage ...
Recent Articles
Add and manage Servicers
Learn how to add and edit a Servicer in your WarrantyHub account. A warranty servicer is a company or entity responsible for repairing, maintaining, or replacing items covered under a warranty plan. Add a Servicer Go to Servicers. Select + Add ...Set up and manage SMTP credentials
Customize your WarrantyHub email events to suit your company preference. The "From" address will utilize an SMTP service of your choosing for sending outgoing replies. Set up SMTP Go to Settings. Select Misc Settings. Scroll to the SMTP Settings ...Add and manage Agencies
Discover how to effectively add and edit agencies within your WarrantyHub account. Add an Agency Go to Agencies. Select + Add Agency in the top right corner. In the Manage Agency window, enter agency details: Agency Name * Type* Brokerage Closing ...Add and manage Affiliates
Discover how to effectively manage affiliates by learning how to add, edit, and invite them to the WarrantyHub platform. Add an Affiliate Note: Before proceeding, affiliate profiles must be associated with an Agency, so ensure you have created an ...Add the Optional Coverage meta tag into an email event
Identify the event email event to display the meta tag information Go to Settings, select Event Config. Search and select the ContractNew.Homeowner event In the Email Editor, choose a location for displaying Optional Coverage information. Type in ...