SERVICE BENCH WARRANTY TRAINING. General Information and Policy

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1 SERVICE BENCH WARRANTY TRAINING General Information and Policy

2 AGENDA Service Bench Overview and Technology Service Bench Navigation Search for Dealer Accounts Entitlement Claiming Claims Management

3 SERVICE BENCH Logging On, Users, and Security

4 SERVICE BENCH What is Service Bench

5 SERVICE BENCH Browsers Supported

6

7 MAIN MENU PAGE Navigation

8 DEALER ACCOUNT My Trading Partners

9 DEALER ACCOUNTS My Trading Partners

10 DEALER ACCOUNTS My Trading Partners

11 DEALER ACCOUNTS My Trading Partners

12 DEALER ACCOUNTS My Trading Partners

13 SERVICE PROVIDER MASTER (SPM) My Trading Partners

14 DEALER ACCOUNTS My Trading Partners

15 DEALER ACCOUNTS My Trading Partners

16 DEALER ACCOUNTS My Trading Partners

17 DEALER ACCOUNTS Dealer Log In

18 DEALER ACCOUNTS Dealer 1 st Log In

19 DEALER ACCOUNTS Dealer 1 st Log In

20 DEALER ACCOUNTS Dealer 1 st Log In

21 DEALER ACCOUNTS Dealer User Log In Change Password

22 DEALER ACCOUNTS Dealer Admin

23 DEALER ACCOUNTS Dealer Admin

24 DEALER ACCOUNTS Dealer Admin Adding Additional Users

25 DEALER ACCOUNTS Dealer Admin

26 DEALER ACCOUNTS Dealer Admin

27 DEALER ACCOUNTS Dealer Users

28 ENTITLEMENT Overview

29 Entitlement Confirm Warranty Coverage 1 2

30 Entitlement Confirm Warranty Coverage 3

31 Entitlement Registration information Warranty Coverage

32 Entitlement Product History

33 CLAIMING Standard Claims

34 CLAIMING Start in Entitlement 1 2

35 CLAIMING Start in Entitlement 1 2 3

36 CLAIMING If the Dealer is loaded in My Trading Partners then enter the Service Provider ID or click on the magnifying glass and type in the Dealer s Name If the Dealer is not registered enter your ICP Account Number (distributor number) or Click the Select Service Provider button

37 CLAIMING Standard Warranty

38 CLAIMING Standard Warranty Equipment information Customer information

39 CLAIMING Standard Warranty

40 CLAIMING Standard Warranty Service call details Parts details Quality info (failure details)

41 CLAIMING Standard Warranty Parts details

42 CLAIMING Standard Warranty Parts details Quality info (failure details)

43 CLAIMING Standard Warranty

44 CLAIMING Standard Warranty

45 CLAIMING Standard Warranty

46 CLAIMING Service Parts

47 CLAIMING Service Parts Definition A Service Parts claim is when the unit is out of the manufacturer s warranty. The part was purchased out of stock and receives a one year part warranty from purchase date.

48 CLAIMING Service Parts

49 CLAIMING Service Parts

50 CLAIMING Operating Letter

51 CLAIMING Operating Letter Definition Operating letters outline policies and procedures pertaining to labor. Operator letters encompass DOA labor such as compressor failure within 30 days of installation or minor component failure within 30 days.

52 CLAIMING Operating Letter

53 CLAIMING Service Bulletin Definition Service Bulletin Claim is a claim against a service bulletin.

54 CLAIMING Service Bulletin

55 CLAIMING Unit Exchange Definition A Unit Exchange Claim is the exchange of a defective unit for another for the remainder of the warranty (held by the original unit).

56 CLAIMING Unit Exchange

57 CLAIMING No Hassle Definition A No Hassle allows for one-time replacement of the original unit to the original purchaser Refer to the Warranty Certificate The Replacement unit assumes the remainder of the warranty of the original unit. Coverage applies for owner occupied, single- family residential applications only.

58 CLAIMING No Hassle

59 Best Practices 1. Organize claim information prior to entry. 2. Register all equipment The registration serves as the mechanism that auto populates 40% of the fields on the claim form. 3. Use the entitlement screen to start the claiming process In addition to confirming standard warranty coverage, information on owner registration, installation date and optional warranty coverage (if applicable) is accessible.

60 Best Practices 4. Utilize the Product History page to confirm claim activity associated with a model / serial number. 5. Use the magnifying glass search tool to confirm model and part numbers. 6. Submit warranty claims within 90 days of repair date. 7. Provide a complete description of service performed in the space provided Poor example broke, fixed it Better example Prop fan out of balance, hub seized to motor shaft

61 Best Practices 8. Do not enter a failed part install date (on the part item line) unless required. The only time a failed part install date is required is when the warranty type is Service Parts. 9. For a Service Part claim ensure that the failed part install date is entered in the part detail section of the claim and the base unit install date is entered in the unit install / startup field claim.

62 CLAIMS MANAGEMENT Hotlist, Claim Review

63 CLAIM MANAGEMENT Hotlist Stores claims in a saved status that have been initiated but not yet submitted. Displays all claims entered by the user. Ability to narrow the view by service provider account number, ID number, name, city, state. User has the option to complete or delete claims.

64 Claim Hotlist or Claim Review Access

65 Claim Hotlist Narrowed Search

66 CLAIM MANAGEMENT Claim Review Basic Search Used for locating and managing claims. Allows users to search for all claims not just those in review status.

67 CLAIM MANAGEMENT Basic Search Use serial number, claim or reference number to locate claims. Use system icons to view, access and edit claims.

68 CLAIM MANAGEMENT Advanced Search Use Advanced Search if basic search is unsuccessful. When using date ranges, results are typically limited to 99 days. If the requirement is > 90 days, use report functionality..

69 CLAIM MANAGEMENT - Advance Search

70 CLAIM MANAGEMENT Advanced Search Results

71 Contact and Support Claims and Claiming questions: ICP Excellence: ICP Support Line ServiceBench Online Help: ServiceBench New User Training ServiceBench Support Line SBENCH -( ) Contact ServiceBench Support only for: password reset issues log in issues and server issues

Service Bench Re-launch Dealer Training Webinar Module #1 Warranty Preparedness, Claiming May 1 st, May 7 th, May 9 th, May 11 th, May 21 st

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