Prepare the facts for a warranty request
When a customer asks for a repeat visit, pull the original job and warranty terms so a person can decide.
Customer support · Home services · When you ask · Updated
Works with
- Slack
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Box
- Dropbox
- Notion
- Microsoft 365
Slack
HubSpot
Salesforce
Attio
Pipedrive
Box
Dropbox
Notion
Microsoft 365How do you prepare the facts for a warranty request?
To prepare the facts for a warranty request, ask Maito in Slack. It pulls the job history from Jobber, the customer record from your CRM and the contract and warranty documents from your files, then summarizes dates, coverage and gaps for you to decide.
How it's done today
Staff search old invoices and warranty documents.
What Maito does
- Find the original job and warranty terms
- Gather the new symptoms
- Prepare the eligibility facts
- Hand the decision to an authorized person
Example
@Maito Hooli Cafe wants a repeat visit on their walk-in cooler. Does warranty cover it? Pull the facts.
Facts for the decision, nothing decided. Original job 2088, Jul 14: replaced evaporator fan motor, labor 2.5 hours, $740. Marcus. Warranty terms (signed quote): 90 days labor, 1 year on parts. This request (email, Oct 12): cooler is warming to 44 degrees F overnight. Customer says same symptom. Dates: Jul 14 plus 90 days is Oct 12, so the request is on the last covered day. Parts warranty runs to Jul 14, 2027. Catch: a visit on Oct 12 also shows in the notes, where Marcus found a failed door gasket, which isn't covered. The symptom may not be the same fault. Source: the CRM history, the job record and the signed quote.
@Maito thanks. Draft a note to Kate with those facts. She decides.
Drafted for Kate: the dates, the gasket finding and the question "labor covered or billable?" Posting it in her DM thread once you OK it.
Sam (9:48 AM):
Hooli Cafe wants a repeat visit on their walk-in cooler. Does warranty cover it? Pull the facts.
Maito (9:49 AM):
Facts for the decision, nothing decided.
Original job 2088, Jul 14: replaced evaporator fan motor, labor 2.5 hours, $740. Marcus.
Warranty terms (signed quote): 90 days labor, 1 year on parts.
This request (email, Oct 12): cooler is warming to 44 degrees F overnight. Customer says same symptom.
Dates: Jul 14 plus 90 days is Oct 12, so the request is on the last covered day. Parts warranty runs to Jul 14, 2027.
Catch: a visit on Oct 12 also shows in the notes, where Marcus found a failed door gasket, which isn't covered. The symptom may not be the same fault.
Source: the CRM history, the job record and the signed quote.
Sam (9:55 AM):
thanks. Draft a note to Kate with those facts. She decides.
Maito (9:56 AM):
Drafted for Kate: the dates, the gasket finding and the question "labor covered or billable?" Posting it in her DM thread once you OK it.
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
- Connect field service software
- Jobber
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It doesn't give a legal opinion on coverage. A decision stays with your team.
Questions
No. It prepares the facts and your team decides.
Jobber, your CRM such as HubSpot or Salesforce, and files in Google Drive, Box, Dropbox or Notion.
It quotes what it found and says what it could not confirm.
