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Create Claim Process
Follow the create claim process when the Service Job is ready to be invoiced. Scroll to the Products section of the Edit/View Service Job screen. Click the Create Claim button. The Warranty Administration screen will open. Scroll down to the Unit ...
Replacement Deductible - SP Will Collect - Claim Credit and Cap
Cinch P3 contracts May require a Replacement Deductible for specific items being replaced rather than repaired. When the Service Type field in SB is updated to Replacement, this begins the Replacement Deductible process: An Email and Text is ...
NSA
NSA Under Review When an NSA Claim goes into an Under Review status in ServiceBench, a Task is created in Zoho and assigned to the National Client-NSA Queue. When working the Task, be sure to verify why the claim needs to be reviewed and follow the ...
Claim Escalations
When a Service Provider enters an Escalation in the ServiceBench Claim, a task is created in Zoho and assigned to the Service Pro Escalations Queue . When working the Task, be sure to review the escalation reason then follow the process to complete ...
SS Claim Credit Review
After a SS Claim Credit Review task is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Client Support team . 1. On the ZOHO toolbar, click the expand button, and select Kanban ...