How does Planfix capture warranty and return requests from multiple channels?

Planfix turns every incoming request into a task automatically. Email, messengers, telephony, and store counters all feed the same workspace. Each task stores photos, receipts, and device data. Routing rules and Planner lists then send the task to the correct branch or service partner, so operators do not retype data or forward messages.

Can stores, warehouses, and service centers work in the same system without seeing each other’s data?

Yes. You set role-based access so stores, warehouses, and service centers see only their tasks. External restricted UI lets partners update status or upload diagnosis without entering your full account. This keeps the audit trail inside Planfix while keeping customer and financial data safe for internal users only.

How do AI agents help with warranty cases?

AI Dataminer reads messages and photos to extract serial numbers, models, and purchase dates directly into task fields. Summarizer writes the final outcome when you close the case, which makes disputes faster. You can also use AI in scripts to classify requests, reducing operator time and keeping inputs standardized.

Can I report to vendors and finance from Planfix?

All tasks carry products, brands, stores, and reasons. With data tags for time and cost you can group cases by vendor and export the report. Finance can filter refunded cases only, see supporting files, and verify that the case followed the correct path before payout. Everything is audit-ready.

Consumer electronics retail - warranty support & returns

Capture Every Request from Any Channel

Turn calls, emails, messenger threads, and store visits into structured tasks on the first try. Planfix routes them to the correct branch, service partner, or vendor, keeps receipts and photos in one place, and gives customers a way to update the case without extra calls.

Channel to task intake

Capture Signals

Collect warranty and return requests from every channel without losing context.

Route by Rules

Planner conditional lists send tasks to the right branch and team instantly.

Keep Customers Informed

Client dashboard lets customers send photos and check status themselves.

Close with Audit

Status sets and scripts ensure photos, diagnosis, and refunds are recorded.

Start with Intake

Every warranty call, messenger chat, or service center email is auto-created in Planfix and linked to the customer. No more lost claims, no switching between inboxes, and no manual forwarding.

Notifications and intake

Show the Better Way

One Planner board shows tasks that appear automatically based on branch, product group, or service center. Customers upload photos or receipts right into the task from the client dashboard without calling again.

Workspace views

Full Signal Capture

Reach 100% of warranty and return signals across stores and channels.

Faster Classification

AI agents write receipt and device data into fields in seconds.

Traceable Devices

Location fields and subtasks show where a device is at any moment.

Better Vendor Talks

Clean, structured, exportable reports for brands and finance teams.

Is This You

Claims land in different inboxes. Operators retype receipts. Customers call twice to ask where the device is. Finance wants proof on refunds. Service centers send diagnosis in email and it is hard to connect. Planfix organizes all of it.

Roles and access

1. Capture and Structure

2. Validate and Pick Path

3. Orchestrate Logistics

4. Close with Audit

1. Capture and Structure

Channel to task intake for email, messengers, and telephony.

Auto match or create the customer in CRM.

AI Dataminer extracts model, serial, and purchase date.

Planner lists show only new claims for a branch or team.

Intake in Planfix

2. Validate and Pick Path

Task forms with device, purchase date, and defect fields.

Status sets for warranty, non warranty, DOA, vendor RMA.

Directories for products and vendors by brand.

Customer is notified from the same task.

Status rules

3. Orchestrate Logistics

Subtasks for pickup, transfer, and return to store.

Location field tracks where the device is.

External restricted UI for warehouse or partners.

Data tags for time and cost for later billing.

Time and cost tags

4. Close with Audit

Closed only when photos, diagnosis, and refund fields are present.

Summarizer agent writes final outcome into a field.

Reports by brand, model, store, and reason.

Dashboards pinned to workspaces for managers.

Reporting in Planfix

Your Target State

Every device equals a task. Every task has a customer, product, receipt, photos, diagnosis, and outcome. Branches and partners see only their work. Customers check status themselves. Finance audits refunds in minutes.

Documents from templates

Clean Intake

Email, messengers, telephony, and stores all land in one place.

Predictable Routing

Conditional Planner boards and status rules drive every next step.

Fast Closure

Documents and refunds are generated from templates without extra tools.

Why Planfix Instead of Current Tools

Shared inboxes and spreadsheets become structured tasks with status rules so no case is lost. You keep the full conversation in Planfix and send vendors only what they need. Planner, client dashboard, directories, AI agents, and data tags fit retail warranty work without custom development.

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