The platform, screen by screen
Forty screens across the whole return lifecycle. Every one runs on the same seeded data, so a unit you advance on the bench is genuinely there when reconciliation opens.
Public
What a service partner meets before they sign in.
Landing
Explains the return process, and checks a date code against warranty using the platform’s own module.
The platform
This page — every screen in the system, grouped by what it does.
Sign in
Email and password, with recovery. No account confirmation step to get stuck in.
Accept an invitation
An invited user sets their own password from an emailed link.
Claims
The record everything else hangs off.
Claims list
Filtered by stage, shipment or upload. The columns follow the stage, and a bulk selection survives paging.
Claim
Every field, the live warranty determination, the test that was recorded, and the full audit trail with dwell time per stage.
Submit a claim
Cascading brand and model, property search with inline creation, and a warranty verdict that updates as the date code is typed.
Record & advance
The shared modal, opened from the list, the claim, and both benches. Warranty badge, out-of-warranty lock, calculated outcome, manual override.
The benches
Where the physical work happens.
Money
From adjudicated units to a credit on a statement.
Shipments
Every crate, with its stage derived from where its units actually sit.
Shipment
What is in the crate, grouped by property, with the allowance that follows.
Reconciliation
Per property: confirm the warranty decision, set which claims draw, and watch the allowance re-derive with its invariant checked.
Settlement
Replacement model, where it goes, and what happens to the faulty unit — defaulted from the partner’s returns policy.
Settlement history
Every settlement, its snapshot, and Finance marking the payment complete.
Generated emails
The customer summary from an editable template, and the fixed bookkeeping entry. Rendered to copy, never sent automatically.
Intake
Getting claims and reference data in at volume.
Bulk upload
File, rows, mapping, per-row validation and purchase-order verification — then create, all or nothing.
Legacy import
Historical spreadsheets, with a missing mapping fixed and revalidated without re-uploading.
Purchase orders
The source of truth for warranty terms, and a date-code verification view by brand and model.
Workflow
The pipeline is data, not code.
Statuses
Reorder, retire, and see what each stage collects and who can act on it.
Status editor
Fields, batch rules, list columns, role access and every behavioural flag on one screen.
Diagram
Generated from the records on every load. Solid is automatic, dashed is manual, outcomes are labelled.
Role visibility
Who can see each stage, and who can act — enforced at the query layer, not in the markup.
Catalogue
The vocabulary the whole platform speaks.
Alarm models
Brand, SKU, power source, warranty term and the inventory id CIN7 pushes under.
Applicability
Which faults and conditions apply to a model, and whether it needs a voltage reading at all.
Faults & conditions
What the partner reports, what the bench observes, and the outcome each one carries.
Brands & aliases
Every spelling mapped to a canonical brand — because the allowance rate is looked up by brand.
Service partners
Who returns units, and on what terms.
Platform
Configuration, and the integration that feeds it.
Users
Roles, the platform-admin flag, invitations, and acting as another user.
Navigation
Per-role sidebars, resolved against a code registry that configuration can narrow but never widen.
Email templates
The customer settlement email, with merge fields and a live preview.
Settings
Including the low-voltage threshold, with a worked example of what changing it does.
Partner API
Two bearer-token endpoints: alarm models and purchase orders, both idempotent.
Engine checks
Assertions over warranty determination, outcome routing and the allowance invariant.
Self-service
The parts people set up for themselves.
Dashboard
Panels and widgets scoped to a role, opening on what needs attention rather than a greeting.
Dashboard builder
Arrange panels on a twelve-column grid and choose who else sees them.
Help centre
Instant search across titles, summaries, keywords and article text.
Help articles
Write, publish, and decide whether a partner sees it.
Reports
Honest about not being built yet, and specific about what answers those questions today.
Start where the work is
Switch role at any time from the control at the bottom of the sidebar — the whole platform changes with it.