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Warranty Claims

How to track and manage your warranty claims in Boatyard

Updated over a week ago

Boatyard’s Warranty Claim feature makes it simple to track and manage warranty claims directly from your Boatyard account. Here's how to make the most of it.

Creating a Warranty Claim

When a line item's bill type is set to Warranty on an order, Boatyard will automatically create a claim item and add it to your Warranty Claims list.

If that warranty line item is later removed from the order, the associated warranty claim will also be deleted.

Writing a Warranty Claim Description with AI Assist

Boatyard’s AI Assist makes it easy to turn technician notes into a polished warranty claim description. Here's how:

  1. Go to the Time section and click the copy icon next to the technician’s notes.

  2. Paste the notes into the Summary tab of the warranty claim.

  3. Click the AI Assist button to rewrite the notes into a professional description ready for submission to the manufacturer.

Claim Status and Tracking

To keep track of your warranty claims:

  • Manually update the status of each claim as it progresses.

  • Use the search and filter tools on the Claims screen to quickly find specific claims.

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