A warranty claim form records the product and model, the proof of purchase, the date the fault appeared, and a description of the fault that a reviewer can check against the warranty terms. The claim is a request for review, so the form should gather evidence rather than decide coverage. Ask for proof and a specific fault description in the first submission, so the reviewer does not have to restart the process by email.
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Example only, not a real submission
| Field | Type | Required | Why you ask it |
|---|---|---|---|
Full name | Short text | Required | Matches the claim to the buyer, since some warranties name the original purchaser. |
Email address | Required | Where the decision, and any request for missing details, will be sent. | |
Phone number | Phone | Optional | A second route for an urgent case, such as a tool that has stopped working on a job site. |
Product name | Short text | Required | Matches the product to the warranty terms written for that range. |
Model numberOn the label or in the box. Do not guess. | Short text | Required | Shows which warranty term applies, since one product name can cover several models. |
Serial numberUsually printed near the model number. | Short text | Optional | Identifies the unit, so repeated claims on one item are visible. |
Date of purchase | Date | Required | Starts the check against the warranty period. The proof of purchase should show the same date. |
Where you bought it | Short text | Optional | Identifies the seller, who may handle the claim under its own terms. |
What proof of purchase do you have?A receipt or invoiceAn order confirmationNo proof | Single choice | Required | States what the customer can provide now. The reviewer decides whether that is enough under your terms. |
When did the fault first appear? | Date | Optional | Separates a fault present from the start from one that developed later, which your terms may treat differently. |
Describe the faultSay what you see or hear, when it happens, and what you have already tried. Do not guess the cause. | Long text | Required | The fault in the customer's words. A specific detail, such as an error light or a noise at a set point, lets a reviewer check the claim. |
Has anyone repaired or changed the product?NoYes, our teamYes, someone elseNot sure | Single choice | Required | A repair by someone else can affect a warranty, so the reviewer needs to know before deciding. |
What would you like us to do?RepairReplaceRefundNot sure yet | Single choice | Optional | Records the request. Your warranty terms decide which of these each claim can receive. |
Check the purchase date and the proof against the warranty terms for that model before you decide anything. A claim outside the period, or without proof your terms accept, needs a written reason.
The form cannot accept attachments. When proof or a photo is missing, reply to the claimant from your own mailbox or queue and name exactly what you need.
Before you decide, look for earlier claims on the same serial number in the grid, so a repeat fault on one unit is not missed.
Only the form's creator receives a notice, and only after the hourly production job has run. A customer who expects an acknowledgement right away will not get one from the form itself.
The product and model number, the date of purchase, the proof the customer has, a specific description of the fault, and what they want done. Add a name and a reply route, so you can ask for missing details without starting again.
Use the fields in this guide as the template, and match the proof question to what your warranty terms accept. Name the model and the warranty period in your own terms, so the reviewer can check each claim against a written rule.
Forms built in Attain OS cannot take photos or other files. Ask for them through your team's usual channel once you have read the claim.
Yes, when the warranty depends on the individual unit. If your products have no serial numbers, remove the field. Otherwise, say where the number is printed so people can find it.
Choose a category and a form type in the wizard. Answer three Atty Suggestions questions, then give the form a title. Atty builds the fields in the background. Edit the fields and ask Atty to refine them, then publish and share the /f/ link.
