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Warranty Pipeline
Handover assets by expiration date
Property / Owner
Assets
Warranty runway
Closer
{{ p.name }}
{{ p.owner }}
{{ p.count }}
{{ p.expiry }}{{ p.daysLabel }}
{{ p.pill }}
Next automatic trigger
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Warranty ends {{ triggerExpiry }} · proposal fires at T−{{ triggerDays }}
Assets
{{ triggerAssets }}
Annual PM value
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Activity
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{{ p.pill }}
{{ p.name }}
{{ p.city }} · {{ p.owner }}
Assets
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Warranty ends
{{ p.expiry }}
{{ det.name }}
{{ det.city }} · Owner: {{ det.owner }} · {{ det.contact }}
Substantial completion
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Warranty expires
{{ det.expiry }} ({{ det.daysLabel }})
Annual PM value
{{ det.value }}
Installed Equipment
Photo
Asset
Model / Serial
Location
Warranty
Actions
{{ e.name }}
{{ e.category }} · {{ e.mfr }}
{{ e.model }}
{{ e.serial }}
{{ e.location }}
{{ e.warranty }}
Photo
Asset
Model / Serial
Property
Warranty
Actions
{{ e.name }}
{{ e.category }} · {{ e.mfr }}
{{ e.model }}
{{ e.serial }}
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{{ e.warranty }}
Trigger Queue
Fires automatically at T−{{ triggerDays }} days from warranty expiration
{{ q.name }} {{ q.pill }}
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How the closer works
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Proposal Assistant
AUTO
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WORKING…
Monitoring {{ propCount }} properties. Assistant drafts a proposal the moment a warranty enters the {{ triggerDays }}-day window.
Owner view · secure link {{ proposalLink }}
Stewart Richey
Proposal
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Preventative Maintenance Agreement
Prepared for {{ pOwner }} at {{ pName }}. Your builder's warranty expires {{ pExpiry }}. Stewart Richey installed this equipment — our Service Group already knows every unit, every serial, every access panel.
Coverage begins
{{ pExpiry }}
Assets covered
{{ pCount }} units
Annual investment
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Equipment We Installed
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{{ e.mfr }} {{ e.model }} · S/N {{ e.serial }} · {{ e.location }}
{{ e.schedule }}
Your Service Calendar
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{{ acceptTitle }}
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STEWART RICHEY SERVICE GROUP · 2137 GLEN LILY ROAD, BOWLING GREEN, KY 42101 · 270.842.5184 · ONE CALL SERVICE SOLUTION · A HOUCHENS INDUSTRIES COMPANY, 100% EMPLOYEE OWNED
Stewart Richey Service Group
Secured Contract Inbox
Handoffs from the Contracting Group, ready to dispatch
Recurring revenue captured
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{{ c.no }} Accepted
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{{ c.owner }} · {{ c.count }} assets · first visit {{ c.first }}
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per year
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Installation photo — captured by field crew
Delete asset record?
{{ confirmName }} will be removed from this property and from any proposal not yet accepted.
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