Use the dashboard and switch workspaces
Find your records, understand dashboard counts, and choose the right business or partner workspace.
Read the dashboard
The dashboard shows Active warranties, Expiring soon within 30 days, Expired warranties, and Issued this month. Recent warranties opens the latest records. Owners and Admins on Scale can open Reports for selected-period analysis and CSV exports; report filters and dates can produce different counts from the dashboard. The usage notice reports your plan allowance; its subscription period can differ from the calendar-month dashboard count.
Navigate and switch
- Use the workspace navigation to open Warranties, Customers, Products, Claims, Reports, Team, Settings, or Plan & billing as your role and plan allow.
- On a narrow screen, open the navigation menu to reach additional pages.
- Select the workspace name/selector to open Choose your workspace, then select the business. A partner account can also open Partner Portal there.
Activity and privacy
Owners and Admins can use View activity or Audit log to review important actions. Filter by action, entity, dates, or the User value when known. The audit log is a record, not an undo control.
Technician warranty counts and records are limited to assigned warranties. If expected data is missing, check the workspace and role before creating replacement records.