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Submit a Claim

Build a claim from a vehicle serial, add the required elements, and submit it for approval.

Video coming soon

This video is in the works.

What you'll learn​

  • Selecting an item serial and claim type
  • Adding claim elements (labor, items, subcontractor/other)
  • Attaching files and submitting or saving a draft

Before you start​

  • Go to Services and open the Claims tab (it opens by default). You need permission to manage claims to see the create controls.

Steps​

  1. Click Submit New Claim at the top right (on an empty list, click Create Claim instead). The Claim Submission window opens.

  2. Under Details, next to the item serial click Change, search in the Item Serial Selection window, and click Select to pick the vehicle serial.

  3. Choose a Claim Type from the dropdown (it appears once a serial is selected). For a warranty-based type, confirm the Warranty and set the Date of issue.

  4. Set the Date of repair.

  5. If a Required Information step appears, fill in every field it lists.

  6. Under Claim Elements, click Add Claim Element, then pick a Type:

    • Labor Code — select a Labor Code, then check the Duration (hours), which starts at the code's standard duration. Your dealer's hourly labor rate is shown next to the code.
    • Item — select the Item and set the Quantity (check Incident item if prompted). The unit price is filled in for you next to the item; hover over it to see the base price and the bonus percentage applied.
    • Subcontractor/Other — enter the Amount.

    Add Details and/or a Proof file wherever an element requires them, and repeat for each element.

  7. Under Additional Details, add Comments and upload any Files and Photos.

  8. Review the Claim Summary and read the Legal Notice.

  9. Click Save Draft to finish later, or Submit Claim to send it for approval. Once it is saved, the claim opens so you can review it.

Good to know​

  • Before you can submit, you must pick an item serial ("You must pick an item serial.") and a claim type ("You must pick a claim type."); warranty-based types also require the Date of issue.
  • The Date of repair cannot be before the Date of issue and cannot be in the future.
  • Add Claim Element stays disabled until an item serial is selected ("You must first select an item serial.").
  • Depending on the claim type, some elements require a file ("You must attach a file.") or details, one element may have to be flagged as the incident item ("You must pick an item to be the incident item."), and a labor code may be required ("You must add a labor code for this claim.").
  • Some claim types limit how many labor codes a claim can have. Once you reach the limit, Labor Code no longer appears in the Type list.
  • In the Required Information step, mandatory fields are marked (required). Number fields may only accept whole numbers or a set number of decimals.
  • An item's unit price is its dealer price plus your claim bonus. For some vehicle types, the distributor reimburses parts at MSRP or applies its own bonus on warranty claims; the unit price already reflects this. A draft or a claim sent back to you keeps the price it was saved with unless you pick a different item.
  • When you create a claim from a service notice, its claim elements are pre-filled. Each one shows the expected standard quantity after its field (for example "/ 2"); hover over it to see Expected Standard Quantity.
  • The Claim Summary step totals your claim elements, then subtracts the Deductible carried by the warranty you selected to give the Total. The deductible is set by the warranty, so it is not something you can edit on the claim - picking a different warranty is what changes it.
  • Submitting confirms "The claim was successfully submitted."; saving a draft confirms "The claim was saved successfully."