// HVAC equipment manufacturers · Warranty claims
A field warranty claim, assembled and read against your written terms for your warranty administrator.
A compressor or motor fails on a commercial unit, and a claim reaches your factory from a rep or a contractor with half of what your desk needs. A free AI proof of concept rebuilds that file from copies of 20 to 30 claims you already closed: the claim form, serial number, ship date, start-up report and failed-part details, read against the written warranty, with what is missing listed. Your reviewer, whoever knows your warranty desk best, compares each draft with what your team found. Your warranty administrator decides every claim, in the test and after.
- Closed claims
- 20 to 30
- Claims decided by AI
- None
- Live claims touched
- None
// The one job
From a claim form to a file your administrator can decide
A claim usually shows up with a model and serial number, a failure date and a description of the part. Your administrator finds the order and the ship date, looks for the start-up report or registration, works out which version of the warranty applied when the unit shipped, and goes back to the rep or contractor for whatever is missing. The failed part may still be on a roof, on its way back or long gone.
For the test, AI works from copies of those files and assembles each claim into one file: serial number and model, ship date, start-up date and the record behind it, the failed part and its return paperwork, the coverage period each failed part falls under with the clause quoted, and a list of what is missing. It doesn't say whether the claim is covered, and nothing reaches the person who filed it.
your written terms
// What makes it hard
Why a commercial warranty claim takes a whole file to read
One serial number carries several warranties. A published warranty for one line of commercial air handlers runs two years on internal functional parts and five on the casing, both counted from shipment, while accessories delivered but not built in get one year from the certificate of occupancy or a certified start-up date. A commercial rooftop warranty counts its longer periods from the end of its first-year parts warranty: four more years on the motor compressor, two on controls, and nine on the heat exchanger, or fourteen where the gas-fired heater is stainless. Another rooftop certificate starts everything on the original installation date and gives fifteen or ten years on the heat exchanger, five on the compressor and one on parts. A fan maker's terms run one year from shipment, with five on certain duct fans. The draft works each failed part through the period that covers it and shows the arithmetic.
The start-up record proves more than a date. One commercial rooftop maker's installation manual says to return its registration form to the warranty department within 10 days. The form takes the unit's model and serial, the model and serial of up to six compressors, the person who did the start-up, fan motor amps per phase, fan rpm, supply and return static pressure, and whether crankcase heaters ran for 24 hours before start-up. A file without it leaves the first date unproven, and a file with it can raise questions of its own. Construction use is one: a published commercial air handler warranty lists use during construction among what it won't cover, and the chairman of SMACNA's HVAC contractors council steering committee told ACHR News in 2004 that at least one maker's written material says construction use voids all warranties. The draft names any start-up record it finds, the date on it and any entry left blank.
The failed part has its own paper trail. Under one rooftop maker's procedure, material other than compressors comes back only with factory permission, on a return goods tag, freight prepaid, and sending a part back doesn't count as ordering its replacement: a purchase order goes in through the local representative, and credit follows if the factory finds a defect within the period. A failed compressor that never comes back gets billed. A fan maker refuses any return without a Return Materials Authorization number, any collect shipment and special orders outright. A published air handler warranty is void for work done without prior authorization and an authorization number, and it excludes any part whose tag or nameplate was removed, altered or defaced. One rooftop warranty limits the remedy to the part its own inspection shows to be defective, F.O.B. factory. So the draft records the return tag or authorization, the part and unit numbers, where the part is, and whether an inspection result is on file.
Written terms turn on how the unit was run, and the law sits behind them. Published commercial terms exclude freezing of water, corrosive atmospheres, voltage problems, filter changes and coil cleaning. One certificate requires proof of maintenance at least once a year and coverage only at the original installation location, and asks for written notice by certified or registered letter at least 30 days before any legal action. Under the Uniform Commercial Code, which each state adopts in its own form, section 2-719 lets a contract make a remedy exclusive and opens other remedies when a limited one fails of its essential purpose, and it does not treat a limit on commercial consequential damages as presumptively unconscionable. Section 2-725 allows four years to sue, reducible by agreement to not less than one, and a breach of warranty occurs at tender of delivery unless the warranty explicitly extends to future performance. So the ship date can matter for more than the coverage period. The draft quotes the clause it read; what that means for a given claim belongs to your administrator and your counsel.
What your reviewer watches. Usually your warranty administrator: the serial number tied to the right order, the right record behind each date, each failed part under its own period, nothing assumed about a start-up no record shows, exclusions quoted and never applied, and every missing item named. Claims you denied, cut or paid as goodwill belong in the sample, because the test is whether the file would have shown your administrator what your administrator needed to see.
// What you send
Files your warranty desk has closed
20 to 30 closed claims
Claim forms and attachments as they came in, with the serial numbers, ship records and start-up reports your desk found. Include denials, partial credits and a claim held up by a missing report.
What your desk decided
The approval, denial, credit or request for more on each file, so every draft is compared with your administrator's own call.
The warranty terms in force
Each written warranty, terms of sale or warranty procedure for the product families in the sample, as of each unit's ship date.
Copies, after an NDA
Owner and contractor names can be masked. Nobody signs in to your ERP or claims system, no live claim is opened, and if files have to stay in the building, we build look-alikes with your reviewer.
// Before it starts
Put on paper before any claim is copied
Your owner settles each of these before a single claim file changes hands.
- Your reviewer
- The owner's pick, usually the warranty administrator
- Product families
- Chosen by your reviewer, each with the terms that applied
- Success criteria
- In writing: which items must match, how a missing report counts
- Who decides
- Your warranty administrator, every claim
- Price
- A range for the live job, stated before anything moves
- NDA
- Signed first
// How the test is judged
Each assembled file beside the one your desk closed
| Across the same 20 to 30 claims | The file your desk closed | The assembled draft |
|---|---|---|
| Serial number and model tied to the right order | Scored on your claims | Scored on your claims |
| Ship date and start-up date, with the record behind each | Scored on your claims | Scored on your claims |
| Coverage period and clause for each failed part | Scored on your claims | Scored on your claims |
| Failed part, return tag and any inspection result | Scored on your claims | Scored on your claims |
| Exclusions the file raises, quoted from your terms | Scored on your claims | Scored on your claims |
| Missing items listed, with who holds each one | Scored on your claims | Scored on your claims |
| Files held for your administrator, with the reason | Scored on your claims | Scored on your claims |
// After a yes
About 30 days on new field claims
With your reviewer's yes, new claims get the same assembly for about 30 days.
Your warranty administrator still decides every claim, and decisions and credits go out the way they do now.
The comparison keeps running on live claims. A next job is priced separately, with monthly support after that.
// What could come next
Possible next jobs for the same desk
- 01Next
Equipment schedule quote requests
A rep's forwarded schedule and spec section read line by line into a quote sheet for your applications engineer.
- 02Then
Returned parts log
Each return tag tied to its claim and credit, so parts that never came back are visible to your warranty desk.
- 03After that
Replacement part quotes by serial
The build record behind a unit's serial number used to draft a parts quote once a claim has been decided.
// One hard limit
It never decides a claim and never touches a live one.
The draft assembles records, quotes your written terms and lists what is missing. It doesn't decide whether a claim is covered, grant or deny credit, or send a decision to a rep, a contractor or an owner, and it never opens your ERP, your claims system or any live claim. A warranty administrator decides every claim. This page describes published terms and general law and isn't legal or engineering advice. Defense and aerospace jobs stay out of the test.
Priced per job. You get a range before the proof of concept and a fixed price before you sign.
On the call Rob sets the range from your monthly claim count and the number of warranty versions your desk reads.
// Questions
Claim file questions
Will the AI decide whether a claim is covered?
Our warranty terms have changed over the years. Does that break it?
Claims reach us from reps, contractors and building owners on different forms. Is that a problem?
What if there is no start-up report?
Can this tell us what our warranty means legally?

Rob Eason, founder
// Book a proof of concept call
Bring the claims your desk had to chase twice.
Thirty minutes with Rob on your product families, your role, the job you'd try and roughly how many claims close each month. Claim files stay with you 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.
