Create Claim Process

Create Claim Process

Follow the create claim process when the Service Job is ready to be invoiced. 

  1. Scroll to the Products section of the Edit/View Service Job screen.
  2. Click the Create Claim button.

  3. The Warranty Administration screen will open.
  4. Scroll down to the Unit section:
    1. Update the Warranty Type field to Standard.

  5. Scroll down to the Service Details section:
    1. Enter the number of labor hours in the Labor Hours field.
    2. Click the calendar icon next to the Date Repaired field and select the date of repair.
    3. Click the calendar icon next to the Date Repair Started field and select the date the repair started.

  6. Scroll down to the Comments section:
    1. Enter comments to elaborate on pricing for itemized labor, itemized non-covered charges, and any special circumstances.

  7. Scroll down to the Parts section:
    1. Verify all part information transferred correctly.
  8. Scroll down to the Amounts section:
    1. Enter the Labor amount and update the Entitlement to Yes.
    2. Enter the Diagnostic Fee and update the Entitlement to Yes.
    3. If tax is requested, enter the Tax amount, and update the Entitlement to Yes.
    4. If a travel fee is requested, enter the Travel amount, and update the Entitlement to Yes.

    5. Add Additional Charges, if applicable.
      1. Each type of additional charge can be selected only once.
      2. If there are multiple items of the same type, enter the sum total amount.
      3. Itemize the individual amounts making up the sum total in the comments.

  9. Click Save.
  10. When page reloads, scroll back to the bottom, and click Submit.
    1. If claim comes back as Rejected, review the Reject Reason, verify information is accurate and click Approve Override.
    2. If the claim is over your approval limit, reach out to a Specialist or Supervisor for an Override.


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