Incident under warranty

Exception

Situation

A customer’s equipment fails under warranty.

Recommendation

Ticket linked to the asset; a Field Service Job under warranty creates no Invoice.

Why

Warranty work is not billed. Out-of-warranty work needs an explicit billing type or a Service Order.

Steps

  1. Create a Ticket linked to the asset.
  2. Dispatch a Field Service Job.
  3. Warranty part: close without charge.
  4. Out-of-warranty part: choose a billing type or create a Service Order.

Avoid

  • Push warranty work into the Billing queue.

Roles & permissions

Service coordinator / Service Management manager.