Asset warranty alerts
Warranty alerts turn upcoming expiries into action. A daily background job checks your active assets against your alert rules and, when a warranty hits a configured threshold, automatically raises a ticket and notifies the account manager.
How it works
Each rule defines one or more days-before thresholds (for example 90, 30, and 7). Every day the job looks for active assets whose warranty_expiry lands exactly on a threshold date. Assets marked auto-renew are skipped, and a rule can be limited to specific asset types.
What an alert produces
- A ticket is created on the rule's chosen board (or the default board), assigned to the account manager, with source automation. The description includes a table of the affected assets, and any checklist items you defined are added as tasks.
- An in-app notification and an email are sent to the account manager (when enabled on the rule).
Grouping and routing
By default a rule groups all of a company's expiring assets into a single ticket. Switch grouping off for one ticket per asset. The recipient is resolved as: the company's account manager first, then the rule's default agent, otherwise no assignee.
Manage rules
- Go to Admin → Ticket templates and open the Warranty tab.
- Create or edit a rule: set its name, thresholds, asset-type filter, board, default agent, ticket title template, and checklist.
- Use Toggle to pause or activate a rule, and the History view to see alerts already sent.
The Warranty pipeline view lists, by company, all assets expiring within the next 90 days alongside their alert history.
Deduplication: SummitPSA records every alert it sends, so the same company/rule/threshold/expiry-period will not be alerted twice.