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Workflow Scenario

Renewables - Managing a Warranty Claim

Logged. Diagnosed. Fixed. Documented.

Step by step
1
Log the Warranty ClaimJobs

Create a warranty claim job, recording the reported fault, system type, installation date, and date first noticed.

2
Identify Warranty TypeJobs

Determine whether the fault falls under the product warranty, performance warranty, or workmanship warranty before taking further action.

3
Retrieve System DocumentationeForms

Pull the MCS certificate, commissioning report, panel and inverter serial numbers, and Insurance Backed Guarantee policy details from the original job record.

4
Contact Manufacturer or Schedule Site VisitPurchase Orders

For product or performance claims, contact the manufacturer's warranty team with the required documentation. For workmanship issues, schedule a diagnostic site visit.

5
Complete Remedial WorkWorks Orders

Carry out the repair or coordinate the manufacturer's response, ensuring site access is available and the visit is properly signed off.

6
Issue Updated DocumentationeForms App

Provide the customer with a warranty repair record, revised commissioning note, or manufacturer resolution confirmation as appropriate.

7
Close and Record the ClaimInvoices

Update the job record with a full account of the claim and work carried out, confirm resolution to the customer in writing, and close the claim.

What this workflow solves

A customer called about their inverter showing a fault code and we could not find the original commissioning report or serial numbers - it took three days just to get the warranty claim registered with the manufacturer.

We completed a workmanship repair within the 2-year MCS guarantee period but issued no updated paperwork, and the customer is now asking what happens if the same fault comes back.

A panel defect turned out to be covered by the manufacturer's product warranty, but they wanted an installer report we had not kept - the claim dragged on for six weeks longer than it should have.

Frequently asked questions

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