Warranty claim

Template

Pipefy’s Warranty Claim Template is designed to help you manage and keep track of your customer’s requests when they face product malfunction or defect. The process of managing warranty claims involves dealing with approvals, shipping and deadlines.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Full name

  • 2. Email

  • 3. Phone

  • 4. Address 1

  • 5. Address 2

  • 6. City

  • 7. State

  • 8. Country

  • 9. Postal code

  • 10. Product

  • 11. Problem/defect

  • 12. Protocol number

  • 13. Product serial number

Form analysis

  • 1. Form approval checklist

    • Valid address
    • The conditions apply to the warranty policy
    • No product information missing
  • 2. Complementary info

  • 3. Urgency level

Product arrival

  • 1. Did the product arrive?

    • Yes
    • No
  • 2. Receipt

Audit and report

  • 1. Product specialist

  • 2. Product description

  • 3. Attach the audit report.

  • 4. Can the product be repaired?

    • Yes
    • No

Approval committee

  • 1. Approval committee

  • 2. Approval

    • Approved
    • Approved with reservations
    • Denied
  • 3. Reservations

  • 4. Comments

Product delivery

  • 1. Has the repaired (or new) product been delivered?

    • Yes
    • No
  • 2. Attach note of receipt.

  • 3. Shipping date and time

  • 4. Tracking number

Delivered

Request denied

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