This applies to all technicians returning warranty parts.
Warranty Return Requirements
When removing a part under warranty, technicians must complete all of the following:
- When ordering a warranty part for a job, the PO is always * JOB # -W *
- Alert someone immediately (Service Manager, Install Manager, or Warehouse Manager)
- State that the part is a warranty return
- Provide the job number and part description
- Fill out a Warranty Return Sheet completely, including:
- Job number
- Customer name
- Date of removal
- Technician name
- Equipment make/model/serial
- Part description and failure reason
- Box the part properly
- Place the failed part in an appropriate box
- Tape the completed warranty sheet directly to the box
- Write the JOB NUMBER clearly on the outside of the box
- Place the box in the designated warranty area
- Do not leave warranty parts in scrap, stock, or random locations
- Document the return in Workiz
- Note that the part was removed under warranty
- Reference that it was returned to the warehouse
- Include the date and any relevant details
Common Issues That Cause Lost Warranty Credit
- No alert given to management or warehouse
- Missing or incomplete warranty sheet
- Job number not written on the box
- Paperwork not taped to the box
- Part left in an incorrect warehouse location
