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Warranty Claims Checklist
Have customer information fields completed. (Name, Address,
Phone, E-Mail) Obtain the customer’s Signature on the repair order
at the time of write-up Record the accurate "IN" mileage Read and
attach the vehicle inquiry to the hard copy (checking for warranty
eligibility, extended warranty, service extentions, branded title)
Record the customer's concern accurately (in order of priority) Was
the concern verified on the drive? Yes _______ No _______ Review
the service history (attach to hard copy if repeat repair or
service part warranty) Use the manufacturer’s customer concern
codes as provided by the manufacturer Obtain prior approval when
applicable Have the GM or Service Manager's signature on all stock
units, new or used prior to repair. Employee's ID numbers must be
recorded on each line Ensure that all of the appropriate parts are
billed out and on the correct lines Received prior approval from
Management for goodwill repairs Add-On's must be inspected and
approved by Management prior to the repair (digital image taken and
attached to hard copy)
Service Advisor
www.awninc.com
Please don’t forget any of these items. Missing any of these can
lead to costly chargebacks in an audit.
Let’s take responsibility for our actions and strive to be the
best we can. In the words of Gary Vaynerchuk, “Your legacy is being
written by yourself. Make the right decisions.”
For more helpful tools and training please visit our website or
give us a call. We offer help with claims processing, training, and
auditing for more than 500 dealerships across America representing
all manufacturers.
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Warranty Claims Checklist
Obtain GM or Service Manager's signature on all stock units, new
or used prior to the repair Service Advisor must receive prior
Management approval for any goodwill repair Add-Ons must inspected,
digital image taken and attached to the hard copy prior to the
repair authorization ALL claims must be coded, reviewed and
authorized before claims submission is performed Review all NPF's
prior to claiming NPF
Warranty Administrator
Service Manager
Verify that only OE/Motorcraft parts and fluids are used for
warranty and extended contract repairs Verify that correct parts
are billed on the appropriate lines (correct part numbers and
prices recorded) Stamp and sign hard copy for defective parts
return
Parts Counter
Review the vehicle inquiry to verify warranty eligibility Verify
that all of the necessary forms are attached to the hard copy
Verify that the Manager's authorization signature is present
(Add-On's, Stock Units, goodwill) Flag tech hours and code all
warranty repairs (only if diagnostic sheets with all test readings
are present) Review all warranty claims with Service Manger before
submission (must have Service Manager's signature) Submit warranty
claims through the manufacturer’s site (appeal and correct as
necessary)
www.awninc.com
For more helpful tools and training please visit our website or
give us a call. We offer help with claims processing, training, and
auditing for more than 500 dealerships across America representing
all manufacturers.
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Verify the customer's concern (if test drive is necessary,
record beginning and ending mileage) Verify the labor type
(warranty, service contract, customer-pay, internal) Vehicle
inquiry should be attached with the symptom codes for TSB's, SSM's
to assist in diagnosis NPF diagnostic sheet must be completed and
reviewed by Management prior to claiming NPF Record the "Cause"
including diagnostic test codes, pressure readings, measurements
and test equipment readings Record the "Correction" with all post
test results Indentify and record the casual part and condition
code Verify accurate "clock times" (clock ON, clock OFF individual
repairs) are in the repair order Straight time must be clocked
separately with a complete explanation of the time used (Manager
must approve over 0.5 prior to claiming) ALL prior approvals have
been received before the repairs are completed (Engine/Trans,
Hot-Line, ESP, Management) Management has inspected and digital
image is taken on all Add-On repairs prior to the repair When all
of the repairs are complete, record the accurate "OUT" mileage
Return all of the defective parts to the parts department including
empty fluid containers (tag and record RO and line #) Record
Hot-Line contact number, name of person spoke to, date and
time.
Technician
Warranty Claims Checklist
Please don’t forget any of these items. Missing any of these can
lead to costly chargebacks in an audit.
Let’s take responsibility for our actions and strive to be the
best we can. In the words of Gary Vaynerchuk, “Your legacy is being
written by yourself. Make the right decisions.”
For more helpful tools and training please visit our website or
give us a call. We offer help with claims processing, training, and
auditing for more than 500 dealerships across America representing
all manufacturers.
www.awninc.com