Recover the money you are owed on failed parts. Every claim carries the serial number, the install date, the failure date, the photos, and the manufacturer filing window, so claims go out inside the deadline with the evidence already attached instead of dying in someone email.
The live Taskade Genesis app on this page shows a working claim pipeline. Open a claim, see how proof and deadlines line up, then use it and a running copy is yours in about ten seconds. Try the finished system before committing to anything.
That app is the Inventory Management Dashboard, a live Taskade Genesis app you can click through and clone in about ten seconds. It is not a warranty claim tracker out of the box, so treat it as the starting point: clone it, then carry its parts and serial records across and describe the rest of this build to Taskade Genesis.
The build is a real claims record. Each claim holds the failed part with its serial number, the original install job, the install date, the failure date, the manufacturer, the claim window in days, the labor allowance the manufacturer pays, the replacement part, the photos of the failure, and the current claim status. Because install jobs already carry serialized parts, most of the claim is populated from history rather than typed. The agent calculates the filing deadline and escalates before it passes, which is where most warranty money is actually lost.
Work claims in whichever layout suits:
- Table view for the full claims register with amount, deadline, and status in columns
- Board view to move claims through drafted, submitted, in review, approved, paid, and denied
- Calendar view for filing deadlines so nothing expires quietly
- List view to read one claim with its evidence attached
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations keep claims moving. With Taskade automations, a part replaced under warranty on a job opens the claim automatically with the serial and dates prefilled, a schedule trigger chases anything unanswered after two weeks, and an approaching deadline escalates to a person rather than a folder. Across 100+ bidirectional integrations, manufacturer email replies pull status in while Slack pushes deadline alerts out. See the mailhook trigger and due date triggers.
The AI agents in the app carry 34 built-in tools including file analysis, persistent memory, web search, custom slash commands, and multi-agent collaboration, running on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers. The Claims agent writes the failure narrative each manufacturer expects, which is often the difference between an approved claim and a request for more information that nobody follows up.
Use the app, invite your parts manager and office, and the claims, the evidence, and the recovery history are yours.
Browse live claims trackers in the Community Gallery, start a build at Taskade Genesis, or read document intake. Serial numbers come from van stock tracking, and repeat failures on the same unit surface in the site equipment history map.
Warranty recovery is money you have already earned and simply failed to collect. Individually a claim looks too small to chase, which is exactly why so many go unfiled, but across a year the unclaimed parts and labor allowances in a small shop routinely add up to a serious number. The reason they go unfiled is almost never laziness, it is that the serial, the install date, and the proof live in three different places and the filing window closes while somebody means to get to it. When those three things assemble themselves, filing becomes a five-minute task and the recovery rate changes dramatically.
Frequently Asked Questions
How much of a claim is filled in automatically?
Most of it, provided the install job recorded the serialized part. Serial, install date, job, technician, and customer come from history, so the technician only adds the failure symptoms and the photos.
Does it handle both parts and labor allowances?
Yes. Manufacturers often pay a fixed labor allowance in addition to the part, and both are tracked per claim so you can see total recovery rather than just parts credit.
What stops us from missing the filing window?
The deadline is calculated from the failure date and the manufacturer window, then surfaced on a calendar with escalation as it approaches. Missed windows are the single largest source of lost warranty money in most shops.
Can it tell me which parts fail most often?
Yes. Failure counts by part number, by manufacturer, and by install technician are all visible, which sometimes points at a supplier problem and sometimes points at an installation practice worth retraining.
What happens when a claim is denied?
The denial and its reason are recorded, so the pattern in denials becomes visible and the appeal, where one is worth making, is drafted from the same evidence already on file.
Does the customer need to know a claim is in progress?
Usually not, and that is the point. The customer gets a working unit and a clear job summary while the recovery happens on your side, which is covered in the customer-ready job summary.
Can we track our own workmanship warranty too?
Yes. Your own labor warranty on a job is a separate coverage type, and a return visit inside that window is flagged as a callback rather than a billable job, which is tracked in the callback and rework tracker.
Is it worth claiming on small parts?
Individually no, which is exactly why so much goes unclaimed, but the annual total in a small shop is rarely small. When the claim assembles itself from history and takes a few minutes to submit, the calculation changes and the small claims become worth filing.
