Warranty Expiration Follow-Up System
A done-for-you construction automation built for the Customer Care Manager, connecting Mailchimp, Google Sheets, and ActiveCampaign so the work below happens on its own.
What this automation does, step by step
Every completed project is logged with its warranty start date, and as each project approaches the end of its one-year (or manufacturer-specified) warranty window, the client automatically receives an outreach email offering a complimentary inspection before coverage runs out.
Clients who book the inspection are automatically scheduled, and those who don't respond receive a second reminder 30 days before expiration along with information on paid renewal or maintenance service plans available after the warranty ends.
The customer care manager sees a rolling 90-day view of every warranty expiring across the client base, turning what used to be a forgotten obligation into a reliable source of repeat inspection revenue and referral goodwill.
- Zapier or Make.com
- Procore or Buildertrend
- Mailchimp or ActiveCampaign (warranty outreach sequence)
- Google Sheets (warranty expiration tracker)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means a customer care manager handles each case reactively, after someone has already noticed something went wrong. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Status updates triggered by real milestones in your systems
- Support requests routed to the right owner with full context
- Escalations when a response deadline is about to slip
- Fewer inbound status calls for your front desk
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