Short answer

The simplest way is to create a Job the moment you set the warranty up. When you add an asset that has a warranty, enter the Warranty Expiry Date on the asset, then create a Job against it — "Review / renew warranty" — dated to (or just before) the expiry. The job then does the reminding for you: it turns up in your task list when it's due, so you don't have to remember to go looking. If you'd rather review renewals in bulk, you can also add Warranty Expiry Date as a column on the assets list and sort by it, or advanced-filter to the next month or two and bookmark that view.

Detail

The easy way: create the renewal job up front

The moment you know an asset has a warranty, do two things while you're there:

  1. Enter the Warranty Expiry Date on the asset (on the asset's Financial / dates information).
  2. Create a Job against that asset — "Review / renew boiler warranty" — with a due date set to (or shortly before) the expiry, and an assignee.

That's the whole point of doing it at creation: the job reminds you when it's due because it appears in your task list at the right time. You don't have to remember to check anything — the work surfaces itself, and it sits in the asset's history alongside everything else.

The bulk way: review renewals from the assets list

If you'd rather see all upcoming renewals in one place, use the assets list:

  1. Add Warranty Expiry Date as a column (column chooser), then sort by it so the nearest expiries are at the top.
  2. Or open the advanced filter and filter Warranty Expiry Date to a window (e.g. the next 30–60 days) to see only what's due soon.
  3. Bookmark that filtered/sorted view — the URL carries the filter, so returning to it later shows the current state. That bookmarked view is effectively your standing "renewals due" report.

If you haven't filled the dates in yet, you can backfill Warranty Expiry Date in bulk from the assets list rather than one asset at a time.

Watch-outs

  • There's no warranty widget on the dashboard. The current dashboard is being rebuilt; for now the assets-list column + filter is the way to track renewals, not the dashboard.
  • The field has to be populated. Warranty tracking only works for assets where Warranty Expiry Date has been entered — use bulk edit to backfill.
  • The warranty date on its own won't remind you. Entering the expiry date on the asset just stores it — Civic.ly won't automatically email or ping you when it's approaching. That's exactly why the recommended step is to create a dated Job: the job is what surfaces the reminder. (Built-in renewal reminders are on the roadmap.)