Schedule recurring report

Set it once. WarrantyVault generates and sends the report on the schedule you choose — forever.

Which report?

Report type *

Scope

Report name used in email subject

When to send

DailySent every weekday at the chosen time

WeeklySent on a chosen day of the week — most common cadence

MonthlySent on a chosen day of the month (e.g. 1st of every month)

QuarterlyFirst business day of each quarter — useful for board / governance reporting

AnnuallyYear-end deliverables (warranty register, owner handover package)

Day of week

Time

Starts

Who receives it

Recipients can be team members, project stakeholders, or anyone with an email address

Tracy Almazan— [email protected] (you) Jordan Castillo— [email protected] (team) Linda Chen— [email protected] (Westfield Charter — Facilities Director) Dr. Patricia Ng— Westfield Charter (Head of School)

Add other recipients comma-separated emails

Format & delivery

File format

Delivery

If empty

Email preview

Subject: Weekly portfolio summary — Hope Built Advisory · week of Apr 20, 2026

Hi Linda & Tracy,

Your weekly portfolio warranty summary is attached. Highlights from this week:

• 2 warranties expiring in next 90 days (Westfield Roof, GC 1-yr)
• 1 11-month walkthrough due within 14 days
• 2 open claims · $0 in vendor charges to date

See attached PDF for full detail.

— WarrantyVault, on behalf of Hope Built Advisory

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