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

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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.

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.

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