// GUIDE 07 · WARRANTIES

How do you track a warranty claim?

A warranty is a kind of We Owe — an open promise tied to a specific asset, with its own claim stage so you always know where it stands with the manufacturer.

Built in

Warranties live as a "We Owe"

In NORDVEST, anything you've committed to follow through on is a We Owe. A warranty claim is one flavor of that — you owe the customer the resolution, and you're chasing the manufacturer to make it good. Tracking it as a We Owe means it shows up on the same open-commitments list as everything else you've promised, so it doesn't quietly fall through.

Tied to the asset

A warranty is attached to the specific asset it covers — the compressor with the failed component, not just the customer. That keeps the claim sitting on the machine's own record, alongside its service history, where it belongs.

The claim stage

Separate from whether the work is done, a warranty tracks where the claim itself stands with the manufacturer:

  • Draft — you're gathering serials, photos, and paperwork.
  • Submitted — it's gone to the manufacturer and you're waiting.
  • Approved or Denied — the verdict's in.

You can also record the manufacturer's claim reference so their number and yours sit side by side. Both matter, and they're tracked apart on purpose: a claim can be Approved while the replacement still has to be installed.

Break the claim into tasks

Most claims are several steps, not one. A warranty can hold a checklist of sub-tasks — "verify the serial," "submit the claim," "install the replacement" — each one assignable to a person and checked off independently. Nobody has to hold the whole sequence in their head.

Closing it out

When the work is finished, the warranty is marked completed and drops off your open list. If a claim dies — denied, or the customer moves on — you cancel it with a note so the reason stays on record.

The point: a warranty isn't a sticky note on someone's monitor. It's an open item with a clear stage, an owner, and a paper trail — visible until it's actually resolved.

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