# Warranty Claim: Prepare the Facts in Minutes Source: https://maito.app/workflows/prepare-the-facts-for-a-warranty-request Ask Maito in Slack and it pulls the job history, contract terms and customer record, then summarizes what a warranty decision depends on. When a customer asks for a repeat visit, pull the original job and warranty terms so a person can decide. [Customer support](https://maito.app/workflows/team/customer-support) · [Home services](https://maito.app/workflows/industry/home-services) · When you ask · Updated October 19, 2026 Works with - Slack - Email - [HubSpot](https://maito.app/workflows/tool/hubspot) - [Salesforce](https://maito.app/workflows/tool/salesforce) - [Attio](https://maito.app/workflows/tool/attio) - [Pipedrive](https://maito.app/workflows/tool/pipedrive) - Box - Dropbox - Notion - Microsoft 365 ## How 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 1. Find the original job and warranty terms 2. Gather the new symptoms 3. Prepare the eligibility facts 4. Hand the decision to an authorized person ## Example **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 When you ask Prepare the facts for a warranty request 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 ### Does it approve or deny the claim? No. It prepares the facts and your team decides. ### Which sources does it read? Jobber, your CRM such as HubSpot or Salesforce, and files in Google Drive, Box, Dropbox or Notion. ### What if the warranty terms aren't clear? It quotes what it found and says what it could not confirm. ## More customer support workflows - [Draft replies to tickets you've solved before When a question has been answered before, get a draft reply from that answer. Customer support · When something happens Works with Intercom, Pylon, Notion.](https://maito.app/workflows/draft-replies-to-tickets-youve-solved-before) - [Spot recurring issues early Group tickets by cause so a new problem shows up before it's a flood. Customer support · On a schedule Works with Intercom, Pylon.](https://maito.app/workflows/spot-recurring-issues-early) - [Daily escalations view See every escalated or at-risk ticket in one message each morning. Customer support · On a schedule Works with Intercom, Pylon, HubSpot, Salesforce.](https://maito.app/workflows/daily-escalations-view) - [Reproduce a bug from a customer report Turn "it's broken" into exact steps, a recording and a bug report engineers can use. Customer support · When something happens Works with Linear, Jira.](https://maito.app/workflows/reproduce-a-bug-from-a-customer-report) - [Answer "how does this work?" from the code Support gets the real answer from the product, not from an outdated doc. Customer support · When you ask Works with Notion, Confluence.](https://maito.app/workflows/answer-how-does-this-work-from-the-code) - [Keep help articles current after a release After each release, find help articles that no longer match the product and draft fixes. Customer support · When something happens Works with Intercom, Notion.](https://maito.app/workflows/keep-help-articles-current-after-a-release) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fprepare-the-facts-for-a-warranty-request)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)