Product Claims template

Product claims in, approved, and off to the right repair partner.

Customers file claims with serial numbers, receipts, and photos. Your CX lead approves each claim or routes it to a repair partner, and partners reply by email without needing a login.

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Who does what

The same three roles, in your words.

Submitter
Customer
Fills out the form, then mostly drops out.
Dispatcher
CX lead
Routes each claim and keeps it moving.
AssigneesFree
Repair partners
Do the work and reply by text or email. No app, no seat.

An example claim

Claim #1042

Approved

Grill igniter fails after eight months

Customer: Online-order customer
CX lead: You
Repair partner: Regional repair partner

Submitted
Approved
Shipped
Closed

Routing ruleProduct + issueCX or repair partner

YouCX lead

Approved under warranty. Can you ship an igniter kit and confirm the install?

Regional repair partnerreplied by email

Kit ships today. Tracking to follow.

Example form fields

Start with these, switch on more from the field library, and rename anything.

Name
Email
Product / model
Serial number
Purchase date
Order number
What happened
Photos or video

Statuses

Submitted
Approved
Shipped
Closed

Routing rule

Based on: Product + issue
Route to: CX or repair partner

Early access

Get early access

Tell us about your claims and who works them. We read every response and reach out personally.

Baton is in early access and not yet generally available.