Warranties
GrowthWarranty coverage on installed equipment, customer warranty claims, manufacturer reimbursement claims and recall campaigns.
Included in the Growth and Full Platform plans. On the Core plan it shows in the sidebar with a lock.
Register Warranty
- 1Click Register Warranty.
- 2Pick the customer and, optionally, the serialized unit.
- 3Choose the Warranty Type (Manufacturer, Extended or Labor Only) and enter the provider.
- 4Set the start and end dates, check whether parts and labor are covered, and add coverage notes.
- 5Click Register Warranty.
Catalog items with Warranty Coverage set up create warranties automatically when they are invoiced.
File Customer Warranty Claim
- 1Open the Customer Warranty Claims tab and click New Claim (or File Customer Claim from a warranty).
- 2Pick the customer and the appliance, or add a new appliance.
- 3Confirm the warranty that applies, or file without one for goodwill or out-of-coverage work.
- 4Choose the Claim Type (Part Failure, Labor Redo, Goodwill, Recall or Other) and describe the problem.
- 5Save. An unscheduled work order is created for the repair.
Update Warranty Claim Status
Open the claim and click Update Status. Record the approved amount, the reason for a denial (the linked work order stays open and becomes billable to the customer), or the amount reimbursed. Use Edit Tracking for the manufacturer claim number, RMA and return tracking.
File Manufacturer Claim
- 1Open the Manufacturer Claims tab and start a new claim (or File Manufacturer Claim from a warranty).
- 2Pick the customer and the warranty coverage the claim is against.
- 3Choose the claim type, describe the failure and the repair, and enter the claim amount and RMA number.
- 4Click Submit Claim.
Use Update Status as it moves through Under Review, Approved or Denied, Record Reimbursement when you are paid, and Link WO to attach the repair work orders.
Run Recall Campaign
- 1Open the Recalls & Campaigns tab and click New Campaign.
- 2Enter the name, type, manufacturer, recall reference number and what needs to be done.
- 3On the campaign, type or paste the affected serial numbers, one per line. Each is matched to the customer who owns that appliance.
- 4Add the required replacement parts. They are added to every work order created from the campaign.
- 5Work through the list with Mark contacted, Mark done or Not applicable.