MaintenanceBusiness and above

Warranties, service contracts and insurance

Record warranties, service contracts, insurance, leases and AMCs against assets and see what is expiring.

Updated Sep 28, 2026 · 2 min read
Prerequisites
The “edit” permission to add contracts.
  1. Add a contract

    From the asset’s Contracts tab, or Finance & Records → Warranty & Contracts: choose the type (warranty, service, insurance, lease or AMC), provider, policy reference, start and end dates, cost and coverage notes.

  2. See what’s expiring

    Filter the contracts list to those ending within, for example, 30 days. Contracts past their end date change to expired automatically.

  3. Renew or cancel

    Update the dates when a contract is renewed, or set it to cancelled.

    Tip
    Expiry reminders by email are not sent automatically yet — check the expiring list as part of a regular routine.
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