Workflow

Warranty Expiration Planning

Get ahead of out-of-warranty devices before they fail.

When to use

Run quarterly to plan the next refresh cycle.

Step 1Completed
Pull the warranty report
Planning → Warranty Expirations for the next 12 months.
Step 2Active
Group by site and client
Cluster devices for efficient on-site visits.
Step 3Pending
Estimate refresh budget
Use bill-of-materials export for finance.
Step 4Pending
Open replacement projects
Create one project per refresh wave.
Step 5Pending
Schedule with customer
Confirm install windows and close planning loop.