Warranties

Warranty claim tracking with cost detail and a link back to the equipment and customer. For the full callback flow, see Warranties & Callbacks.

Claim fields

• The equipment and customer (and the original job, if there was one).
• Manufacturer and warranty type.
• Issue description and resolution notes.
• Claim amount (what you're claiming) and approved amount (what the manufacturer allowed).

Status workflow

Filed -> Submitted -> Under Review -> Approved or Partially Approved or Denied -> Completed. Denied and Completed are terminal; the claim can't move on from there. Marking a claim Approved, Partially Approved, or Completed requires an approved amount, and it can't exceed the claim amount.

Turn a claim into a job

From the claim, Create Job spins up a callback job linked to the same customer and equipment, pre-titled "Warranty repair: ...", so the rework gets scheduled and tracked like any other job.

In Analytics

Analytics -> Warranty & Claims: total claims, approval rate, total and approved amounts, average resolution days.

Plan tier

Warranties is on Business.