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Finance and Technology
Advisors
The Warranty Advisor
Introduction
The Warranty Advisor is a customer service program designed to help builders provide
superior customer service. It gives Customer Service Managers the ability to:
• Find all of their buyers from a single screen
• Identify the buyer by name, address, legal description, or phone number
• For each buyer, chose to see all of their customer service requests, or only
those that are open
• Track customer service requests at three levels:
o Individual customer service Claims, such as walk-through lists,
letters, faxes, telephone calls, and emails;
o Claim Items track each item on the walk-through list, letter, etc.
o Claim Item Details represent the specific Purchase Orders, Back
Charges, Work Orders that are issued to complete a claim item
• Report customer service activity, including
o The number of new and completed requests (for any period chosen,
such as last week, last month, last year)
o The number and aging of open activity
§ Summarized by project, subcontractor, or service rep
o The ability to create their own custom reports
• Automate the issuance of customer service documents, including faxing of
customer service work orders, purchase orders, and back charges
• Learn the system in less than three hours
When the program is opened, the user is taken to the main screen of the program, shown in
Figure 1 on the next page. Typically the Customer Service Manager spends most of their
time in this screen from which the customer service function can be seen from an overview
down to the detail of individual transactions.
Warranty Advisor User Manual (05.15.2000)
Page 1
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www.PCAdvisors.com