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Use case · warranty-claim-desk

Warranty claim recovery

Every repair on a machine still under warranty is money the manufacturer owes the shop back — but only if the claim has the right serial, covered parts, allowed labor hours, and lands inside the filing window. Today the service desk retypes each finished repair ticket into a claim by hand; whatever slips past the deadline is written off.

01 The work arrives — often on its own

The trigger is the repair itself: a ticket closes in the dealer management system — CDK, Karmak, Lightspeed — and the task opens with the repair order, parts invoices, and tech notes attached. No one at the service desk retypes anything — the filing clock starts the moment the wrench work ends.

02 Grain fans out

Grain cross-checks the ticket against its own paper — parts billed versus parts on the invoice, hours versus the notes — and flags what's missing while there's still time to fix it: here, a fault code, requested from the tech automatically. Then coverage runs as a gate: serial under warranty on the repair date, every part on the covered list, hours inside the published allowance, window still open.

03 It lines up the facts

The claim's facts sit in one place: machine, serial, repair, dollars, deadline. The checks tell Joe what an auditor would — coverage is clean on all four counts, and the one gap, the missing fault code, was already chased and filled.

04 The output is a packet, not an answer

The packet is a claim the manufacturer's warranty desk will accept: the three-part story — what failed, why it failed, what was done — in their wording, the structured claim fields ready for their portal, and the parts-and-hours evidence behind it. Validations catch what auditors reject — hours over allowance, a part off the covered list — before submission; an independent pass reads the story the way the auditor will.

05 Nia brings it back to a person

Joe tells Nia “file it” and the submission goes out through the shop's own channel. If the manufacturer asks for a photo, Nia wakes the task, chases the tech, and re-submits; when payment lands she closes it as recovered — $1,840 that used to be a write-off. Denials come back with her draft of the appeal, not as dead ends.

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