30-min call with RobBook a proof-of-concept call
Job 01 · Warranty counter

// 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.

Book a proof-of-concept call30 minutes with Rob
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.

Warranty tagFilled in at the counter
Unit model
Unit serial
Installed
Failed on
Part no.Part serialContractor
Made-up example tag
Drafted for
your warranty clerk
Parts claimDraft, not filed
Coverage term
Registered
Install proof
Replacement inv.
Failed partSent outCredit asked
Made-up example claim

// 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

Copies and exports
No portal logins
01

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.

02

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.

03

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.

04

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.

Warranty test termsOwner signs off
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

Claim by claim
Against the factory's answer
On the same 20 to 30 claimsWhat your desk filedThe AI draft
Unit model and serial, and the failed part's number and serialFilled in on your claimsFilled in on your claims
Registration found, and the coverage term that follows from itFilled in on your claimsFilled in on your claims
Install date and the proof behind itFilled in on your claimsFilled in on your claims
Replacement part and its invoice tied to the claimFilled in on your claimsFilled in on your claims
Exclusions caught: labor, refrigerant, online purchases, non-residential useFilled in on your claimsFilled in on your claims
Missing items listed for the clerk, with the reasonFilled in on your claimsFilled in on your claims
Would the factory have credited it as drafted?Filled in on your claimsFilled in on your claims
Empty for now. Every cell waits until your own claims have been through the test.Your reviewer marks each row and makes the call.

// 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

Ideas to weigh with you
One at a time
  1. 01

    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.

    Next
  2. 02

    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.

    Then
  3. 03

    Matched-system certificates

    The AHRI certificate for the outdoor unit and coil on each contractor quote, pulled for the homeowner's utility rebate form.

    After that

// 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?
Yes. Your warranty clerk files every claim through the manufacturer's system, exactly as now. The draft is prepared outside it, with its missing items listed, and nothing is entered for you.
Can it check whether a unit is registered?
Only from records you send. In the test, your clerk's registration lookups come to us as screenshots or exports, and we never sign in to a manufacturer's site. The draft applies the registered or unregistered term and names the record it relied on.
What if the contractor can't give us an install date?
The draft follows the manufacturer's own fallback where its warranty gives one, such as a set period after the manufacture date read from the serial, and marks the claim for your clerk. It never fills in a date nobody can prove.
Who should our reviewer be?
The warranty clerk or administrator who files claims today, or the branch manager who signs off on credits. The owner names them before the test, and their call against the success criteria decides whether it passed.
Rob Eason

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.
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