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Overview

WarrantyPlus is a battery warranty management system. The app supports the full lifecycle from service recording (when a technician installs a battery) through warranty creation (when the sales rep sells it and captures the customer) to optional warranty claims (when the customer needs a replacement under the warranty).

Understanding how statuses change in each flow will help you know where a record is and what to do next.

How the App Works

The flow starts with the Technician: they create a service record (battery install, photos, readings) and submit it. The record then moves to a queue for the Sales rep, who can create a warranty from it when the invoice is available. The sales rep reviews the warranty, uploads the invoice, adds customer details, and after manager approval and customer signature the warranty becomes active. Later, the customer may request a claim; the system calculates eligibility and the claim moves to Approved or Denied, then Completed.

High-level lifecycle

Service Record Flow

The Technician creates the service record, captures photos and readings, and submits it. The record then moves to Ready for Review. The Sales rep picks it from the queue and starts the review (Review Process Started). After review and any manager step, the record is marked Complete. In some cases a record may be in Awaiting Manager Review.

Status progression:

1. Pending
2. Ready for Review
3. Review Process Started
4. Complete

Warranty Flow

When the sales rep creates a warranty from a service record, it starts as Pending, then moves to Ready for Review and Review Process Started. After review it is Approved, then Warranty Generated, and after customer signature Warranty Creation Complete or Active. The warranty later reaches Complete (for example when a claim is completed or when the warranty period ends).

Important: A warranty can reach the end of its term without any claim being filed. That is normal and expected—not all warranties result in a claim.

Status progression:

1. Pending
2. Ready for Review
3. Review Process Started
4. Approved
5. Warranty Generated
6. Warranty Creation Complete / Active
7. Complete

Claim Flow

Claims are optional and start when a customer requests a replacement under the warranty. A claim is created in Pending state. The system runs Eligibility Calculation (service compliance, mileage, dates). The claim is then Approved or Denied, and finally Completed.

Status progression:

1. Pending
2. Eligibility Calculation
3. Approved
/
4. Denied
5. Completed

Flow Summary