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Set up and manage contract and claim handler email notifications
Learn how to set up email notifications for contract and claim product events for your internal users. Link an email address for contract actions and another for claim actions. Permission required: Users with the Settings permission can access this ...
Set up business profile
Customize your business branding by entering your company details. These will be displayed in the headers and footers of emails and invoices sent from WarrantyHub. Permission Required: Users with the Settings permission can access this feature. 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. Permission Required: Users with the Settings permission can access this feature. ...
Add and invite users
Learn how to add and invite your teams users in WarrantyHub. Permission required: Users with the Settings permission can access this feature. Add a user Before you add a user: If you haven't set up member access groups yet, you'll need to create them ...
Set up and manage role-based permission groups
Learn how to set up role-based permission groups and assign users to them. Permission required: Users with the Settings permission can access this feature. Set up role-based permission groups Go to Settings, select Manage Users. Here, you’ll see a ...
Add a policy welcome packet
Learn how to add a welcome packet to delivering essential policy details to your customers. Permission required: Users with the Settings permission can access this feature. Add a policy welcome packet Go to Settings, select Policies. Select the ...
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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. Permission required: Users with the Settings permission can access this feature. ...
Create a contract or warranty
Create a contract in the dashboard Go to Contracts in the dashboard. Select + Add Contract in the top right corner. Property Enter the address associated with the contract. Note: Be sure to select the address from the Google Places dropdown (see the ...
Manage the contract ledger
Learn how to accurately track and manage financial transactions, from recording payments to reconciling balances. We'll guide you through each step to maintain precise and up-to-date ledger entries, crucial for the financial integrity of your ...
Add a policy welcome packet
Learn how to add a welcome packet to delivering essential policy details to your customers. Permission required: Users with the Settings permission can access this feature. Add a policy welcome packet Go to Settings, select Policies. Select the ...
Add and manage policy coverage items and optional coverage add-ons
Learn how to add, edit, and manage a policy’s coverage items. Whether it’s changing limits, setting costs, or updating coverage types, you’ll find the flexibility you need to offer bespoke warranty solutions. Permission required: Users with the ...