// HVAC distributors · Warranty claims
Parts warranty claims from the counter, drafted the way each manufacturer wants them.
A contractor sets a failed control board on the counter and needs a replacement now. Before the factory credits it, someone has to tie that part to a unit, a registration and an install date. A free AI proof of concept drafts those claims again from copies of 20 to 30 your clerk already filed, and your reviewer, the person who knows your warranty desk best, checks each draft against the claim that went in and the factory's answer.
- Claims tested
- 20 to 30, already filed
- Claims submitted
- None
- Signed before any file
- An NDA
// The one job
From a failed part to a claim your clerk can file
Today the contractor hands over the failed part with whatever they wrote down: the unit's model and serial, maybe an install date, maybe a rating plate photo. A replacement goes out the door. Later the warranty desk looks up the registration, works out when coverage started, matches the part to the unit and keys the claim into that manufacturer's system.
For the test, AI reads copies of those claim files and drafts each claim in the manufacturer's layout, listing what is missing: no registration found, an install date nobody can prove, a serial that won't decode. It files nothing and approves nothing.
your warranty clerk
// The hard parts
Why an HVAC parts claim comes back
Two sets of numbers on every claim. A distributor's claim form asks for the unit the part came out of, by model, serial, install date and failure date, then the failed part and its replacement, each by model and serial, with the replacement's invoice number and repair date. One large distributor's published procedure has contractors keep the defective part until the warranty department asks for it, wants the claim within 30 days of the replacement's invoice, and issues credit only after the factory authorizes it. A unit serial written where the part's belongs is the first thing to check.
Registration sets the term. Goodman's warranty for its GSX and GSZ outdoor units runs up to 5 years unregistered and up to 10 when the unit is registered online within 60 days of installation. ICP's current certificate for air handlers and coils gives 90 days to register. Goodman's warranty page adds that residents of California, Florida, Georgia and Quebec keep registered-owner rights without registering. So the same failed part can be covered on one street and not on the next, and the draft states which term it applied and the record behind it.
The install date is often the argument. In a new home, Goodman and ICP both count from the day the owner bought the house from the builder, and ICP applies that to build-to-rent and single-family rentals as well. When no date can be verified, Goodman starts coverage three months after the manufacture date and ICP 90 days after it. Goodman's serial carries that date in its first four digits, year then month, so a serial beginning 2002 was built in February 2020. Every brand codes serials its own way, and the draft names the rule it used to read each one.
What a claim can't include. Goodman's certificate excludes labor, freight and refrigerant, units ordered over the internet or by telephone, and damage from unapproved, used or recycled refrigerant, and a part replaced under warranty is covered only for what is left of the original term. ICP's excludes products not installed to government minimum efficiency standards and gives installations outside the home one year on parts. A claim that asks for refrigerant, or an air handler in a dentist's office claimed on residential terms, comes back, so the draft marks those before your clerk files.
What your reviewer watches. Usually the warranty clerk or administrator: the right serial in the right box, the term applied, the proof behind the install date, the replacement tied to its invoice, and the questions left for a person. Denied claims belong in the sample, because the test is whether a draft would have caught what the factory caught.
// What you send
Copies from the warranty desk
20 to 30 filed claims
Claims your desk already filed, each with its counter tag, any rating plate photo, the replacement's invoice and the registration status your clerk found. Include some the factory denied or cut.
The factory's answers
The credit, denial or request for more information on each of those claims, so every draft is judged against what the manufacturer decided.
One manufacturer's terms
Claims from one line you carry, with that manufacturer's warranty certificates and claim instructions if your distributor agreement lets you share them. If not, your reviewer walks us through them.
An NDA, then the files
The NDA is signed before the first claim moves, and we never sign in to a manufacturer's site. Homeowner names can be masked, and if files must stay in the building, we build look-alikes with your reviewer.
// Before it starts
Settled before the first claim is copied
These are the owner's decisions, made before any file changes hands.
- Your reviewer
- Named by the owner, usually the warranty clerk or administrator
- Manufacturer
- One line, chosen by your reviewer
- Success criteria
- In writing: which fields must match, and how a denied claim is scored
- Sample
- Picked by your reviewer, with denials and cut claims in it
- Price
- A range for running warranty claims live
- NDA
- Signed before any claim file moves
// How it's judged
Each draft beside the claim your desk filed
| On the same 20 to 30 claims | What your desk filed | The AI draft |
|---|---|---|
| Unit model and serial, and the failed part's number and serial | Filled in on your claims | Filled in on your claims |
| Registration found, and the coverage term that follows from it | Filled in on your claims | Filled in on your claims |
| Install date and the proof behind it | Filled in on your claims | Filled in on your claims |
| Replacement part and its invoice tied to the claim | Filled in on your claims | Filled in on your claims |
| Exclusions caught: labor, refrigerant, online purchases, non-residential use | Filled in on your claims | Filled in on your claims |
| Missing items listed for the clerk, with the reason | Filled in on your claims | Filled in on your claims |
| Would the factory have credited it as drafted? | Filled in on your claims | Filled in on your claims |
// After a yes
About 30 days on new counter claims
When your reviewer says yes against the success criteria, the same job runs on new failed parts as they come across the counter, for about 30 days.
Your warranty clerk approves every draft and files it in the manufacturer's system the way they do today, and the factory's answers keep landing in the same side-by-side sheet.
You see the live run's fixed price before signing anything. A second manufacturer's line, or any other job, is priced separately.
// What could come next
Possible next jobs, ranked
- 01Next
Refrigerant and equipment sales records
Counter sales checked for the buyer's EPA certification and the refrigerant and efficiency rules, with each record drafted for your compliance lead.
- 02Then
Failed parts held for the factory
Each defective part on the warranty shelf tied to its claim, so the ones a manufacturer calls back are found and the rest are cleared once the credit posts.
- 03After that
Matched-system certificates
The AHRI certificate for the outdoor unit and coil on each contractor quote, pulled for the homeowner's utility rebate form.
// Across industries
The same job in other industries
// One hard limit
It never submits or approves a claim.
Drafts land on a review sheet and nowhere else. Nothing goes into a manufacturer's warranty system, no credit is issued, and no contractor hears from us that a part is or isn't covered. Your warranty clerk decides every claim and files it.
Priced per job. You get a range before the proof of concept and a fixed price before you sign.
What sets the range: claims per month at your counters, how many manufacturers' lines you file for, and how claim files are kept today.
// Questions
Warranty desk questions
Do claims still go in through each manufacturer's own system?
Can it check whether a unit is registered?
What if the contractor can't give us an install date?
Who should our reviewer be?

Rob Eason, founder
// Book a call with Rob
Bring a box of last July's warranty tags.
Thirty minutes with Rob. Expect three questions: your company and role, which job you want tested, and roughly how many warranty claims your counters write in a month. Keep claim files back until the NDA is signed.
- Co-owned a 60-employee financial services firm and sold his share to his partner.
- Ran GOSO Technologies, a Boston solar company rated 5/5 across 24 Google reviews.
- 5/5 across 83 reviews in HighLevel's Certified Admin Directory.
- 4.3/5 from 6 Google reviews of Massmarket AI.
- Every directory and Google review, critical ones included, is shown word for word at massmarket.ai/reviews.
- Takes every proof-of-concept call himself.
