Role catalogs

Service & Warranty workflow catalog

a manufacturing professional who handles customer service cases, warranty claims and replacement parts for products in the field

20
workflows in this catalog
1
industryManufacturing 20
1
area of workLargest: Service & Aftermarket (20)
44k
hrs/yr across these workflowsPlanning estimates from the Process Atlas
Area

20 workflows

Service & Warranty · 1 area · about 44k hrs/yr

Manufacturing (20 workflows)

Service & Aftermarket (20)

about 44,496 hrs/yr

  1. Customer service case intake (Daily, about 2,750 hrs/yr) Customer calls, emails, and portal messages about orders, products, or problems are logged as CRM cases, linked to the account, order, or serial number, categorized, and assigned an owner.
  2. Warranty claim intake (Daily, about 2,750 hrs/yr) Customers or dealers submit warranty claims with serial number, failure description, failure date, and photos.
  3. Warranty eligibility validation (Daily, about 2,750 hrs/yr) Warranty staff check each claim against warranty terms, covering ship or install date, coverage period, covered parts, usage limits, and exclusions such as misuse, before approving or denying it.
  4. Return material receipt (Daily, about 2,750 hrs/yr) Returned items arrive against the RMA.
  5. Returned material evaluation (Daily, about 2,750 hrs/yr) Service or quality technicians test returned items, record findings and failure cause, and recommend repair, replacement, credit, or no fault found, noting the warranty effect.
  6. Field service request (Daily, about 2,750 hrs/yr) Customers request on-site service for installed equipment.
  7. Field service dispatch (Daily, about 2,750 hrs/yr) Dispatchers assign field technicians by skill, location, and availability, schedule the visit with the customer, and confirm the needed parts will be on hand.
  8. Technician time/expense capture (Daily, about 2,750 hrs/yr) Field technicians record labor hours, travel, mileage, and expenses against each service order, feeding customer billing, payroll, and service cost reporting.
  9. Service parts order (Daily, about 2,750 hrs/yr) Parts for repairs or customer spare parts orders are entered, checked for availability and price, shipped, and billed to the customer or charged to warranty.
  10. Spare parts availability check (Daily, about 2,750 hrs/yr) Before quoting or dispatching, parts staff check spare parts stock across warehouses, open supply, and lead times, and confirm what can ship and when.
  11. Service quote (Daily, about 2,750 hrs/yr) For billable repairs, field work, or upgrades, service prepares a quote with labor, parts, travel, and terms, and gets customer acceptance before work starts.
  12. Service contract renewal (Daily, about 2,750 hrs/yr) Before a service contract ends, service reviews usage and cost, prepares a renewal quote, and updates contract dates and price once the customer accepts.
  13. Preventive service scheduling (Daily, about 2,750 hrs/yr) For contracts with scheduled maintenance visits, service plans each visit by due date, coordinates timing with the customer, and assigns a technician.
  14. Customer complaint routing (Daily, about 2,750 hrs/yr) Complaints about quality, delivery, or service are categorized and routed to the right team with a response due date, then tracked to closure.
  15. Customer satisfaction follow-up (Daily, about 2,750 hrs/yr) After a case or repair closes, service asks the customer for feedback, records the score and comments in the CRM, and reopens issues when needed.
  16. Service invoice generation (Daily, about 2,250 hrs/yr) Completed billable service work, parts, and contract fees are invoiced to the customer with labor, parts, travel, and PO references.
  17. Warranty reserve review (Daily / Weekly, about 546 hrs/yr) Finance reviews the warranty reserve against claim history, units still under warranty, and cost per claim, and adjusts the reserve accrual.
  18. RMA creation (Per event / project, about 150 hrs/yr) For approved returns or repairs, customer service creates an RMA in the ERP with customer, part, serial, quantity, reason, and expected disposition, and sends return instructions.
  19. Repair order creation (Per event / project, about 150 hrs/yr) A repair order is created for units to be repaired, listing labor, parts, and estimated cost, and linked to the RMA, the warranty status, and customer approval when billable.
  20. Service contract setup (Per event / project, about 150 hrs/yr) A new service agreement defines covered equipment, response times, included visits, pricing, and billing schedule, and is set up in the ERP or field service system.

No prompts. No babysitting. No Integrations.

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