AI dealer management for OEMs — the whole network on one platform.
Give machine builders, their dealers and their service partners one AI-led platform: guided error-free warranty claims from the dealer side, claims AI that auto-approves within policy while your team judges the exceptions, full parts ordering, pricing, substitution and RMA returns, and a repair copilot — all reasoning over one knowledge graph of your warranty, entitlement and parts rules. Built for heavy-equipment, automotive and EV manufacturers.
A portal per task is a tax on your network.
Every function a dealer or service partner touches — warranty, parts, returns, repair — lives in a different tool, reconciled by hand, with warranty spend and parts revenue leaking the whole way through.
Every task is a different tool
Dealers file warranty by email, order parts by phone and hunt for manuals in a shared drive. Nothing connects, and nothing is auditable.
Claims arrive incomplete and wrong
Without serial lookup and a guided, validated form, claims come in missing data, bounce back, and warranty spend leaks while approved money sits unpaid.
Adjudication is slow and inconsistent
A person reads every claim against a rulebook in their head. Simple claims wait behind hard ones, and two reviewers reach two answers.
Parts and returns live outside the loop
Ordering, substitutions, defective-part returns and RMA cases run in spreadsheets and inboxes, disconnected from the claim that triggered them.
Service partners are off-system
Work done by independent and authorised service partners never reaches the OEM cleanly, so policy isn't enforced and data is lost.
No single view of the network
Dealer registration, claim acceptance, parts revenue and repair activity live in separate reports, so problems and opportunities surface far too late.
Built for machine builders, their dealers and service partners.
The same platform, seen from three sides — the OEM setting policy and adjudicating, the dealer submitting and ordering, the service partner doing the work — over one shared model.
Push warranty policy, the parts catalogue and pricing to the whole network; adjudicate claims with AI and human judgement; and see every dealer, every machine and every claim in one place.
Submit error-free warranty claims through a guided, feed-based flow, order parts seamlessly, return defective parts, and run repairs with an AI copilot — all against the exact machines they service.
Independent and authorised service partners get the same guided claims, parts ordering and repair copilot — so work outside the dealer channel is still on-system, on-policy and captured.
Guided claims that leave the dealer complete and correct.
The claim starts from the serial number, validates before it sends, and arrives on a feed — so dealers and service partners submit error-free, and your team stops chasing missing data.
A step-by-step flow validates every required and custom field before submission, so the claim leaves the dealer complete and correct instead of bouncing back.
Claims, statuses and requests for more information arrive as a live feed the dealer works — not an inbox to chase or a portal to remember to check.
Scan or enter the serial number and the claim auto-fills model, production date and warranty status, and suggests likely failed parts and failure codes.
Fault description, technician diagnosis, failed part number, modification, usage application, mileage or hours — you define and name the fields the claim captures.
Photos, video and documents captured on the phone at the machine and carried with the claim all the way through adjudication and settlement.
Claims AI that auto-approves within policy — humans judge the rest.
Adjudication against the as-built record and your warranty rules, so simple claims settle themselves and your team spends its judgement on the exceptions that need it.
A multi-stage pipeline validates coverage against the as-built record, reviews the documents, scores fraud signals and produces a line-item recommendation for parts, labour, travel and freight.
Straightforward claims inside policy are approved automatically; the exceptions — high value, anomalous, out of pattern — are routed to a person, so your team judges the hard ones, not the paperwork.
Where policy requires it, claims route through service manager, then finance, then general manager, with CC notifications and a complete audit trail.
Dead-on-arrival claims run their own process, distinct from standard warranty, so first-shipment failures are handled the way they actually differ.
When root cause points to a component, a structured recovery claim is generated automatically with the liability split, so recoverable cost is claimed rather than absorbed.
Submitted → under review → approved / rejected → parts shipped → completed, with an auto-generated RMA number, rejection reasons and audit trail at every step.
Guided submission to settled claim, with recovery.
Order, substitute and return — all tied to the claim.
The parts side runs on the same platform and the same rules: your catalogue and pricing, seamless ordering, knowledge-graph substitution, and defective-part returns as complete RMA cases.
Build and manage the parts catalogue and categories yourself, at SKU level, with publish / unpublish control — the catalogue dealers order against, kept current by your team.
Uniform or tiered dealer pricing, set and enforced per dealer — with MOQ, credit and net terms applied automatically on every order.
Order parts against the exact machine, config-accurate and correctly priced, with live SKU stock and order status — quick order and one-click reorder for the parts a desk buys every week.
When a part is superseded or out of stock, the knowledge graph proposes the valid substitute automatically — no manual cross-referencing, no wrong part shipped.
Return defective and warranty parts with shipping and warehouse-receiving tracked to the shelf, tied to the claim that required them — nothing lost between the field and the store.
Every return runs as a case — reason, approval, shipment, receipt, credit — so RMA is a managed workflow with a full history, not an email thread.
A copilot that helps the dealer actually do the repair.
For complex machines, the hard part isn’t filing the claim — it’s the repair. The repair-order copilot drafts the likely diagnosis, the parts list and the labour steps from the machine’s own history and the knowledge graph, so a dealer or service partner is guided through the work instead of depending on one expert technician. The repair stays on-system, so parts, warranty and history are captured as it proceeds.
Register, permission and monitor every dealer and partner.
Register and onboard dealers and service partners in bulk, provision catalogue and pricing access, and activate them without stitching several systems together by hand.
Each dealer gets an owner account with technician sub-accounts and granular permissions; you create, import or disable accounts network-wide.
Live claim acceptance, processing time, parts revenue and repair activity by dealer and partner — one view of network performance instead of stitched-together reports.
Service manuals, parts diagrams and datasheets by model with access control; claims, RMA, dealer and order records exportable to Excel, filtered by time, dealer and model.
All the rules, held once — not re-coded in every tool.
Warranty terms and coverage windows, entitlement, parts compatibility and supersession, substitution logic and pricing — in most stacks these live in four systems that argue with each other. In ServiceCPQ they are one knowledge graph.
That single decision is why a claim adjudicates against the real configuration, a substitute part is guaranteed valid, a repair can be guided, and the OEM, the dealer and the service partner all see the same rules — instead of three tools drifting apart.
AI dealer management vs a portal per task.
Most OEMs stitch dealer management from a warranty portal, a parts inbox, a returns spreadsheet and a document drive. One AI-led platform, over one knowledge graph, replaces all four — for dealers and service partners alike.
| Capability | Portals, email & DMS bolt-ons | ServiceCPQ |
|---|---|---|
| One platform for warranty, parts, returns & repair | A separate tool, or none, per task | Builders, dealers and service partners on one platform |
| Claim submission | Free-form forms and email; frequent rework | Guided, serial-linked, validated — error-free on the first pass |
| Adjudication | Manual review against a rulebook in someone's head | Claims AI auto-approves within policy; humans judge exceptions |
| Parts substitution | Manual cross-referencing; wrong parts shipped | Valid substitute proposed from the knowledge graph |
| Returns & RMA | Spreadsheets and email threads | Complete RMA case management, tracked to warehouse receipt |
| Repairs | Technician expertise, undocumented | Repair-order copilot assists diagnosis, parts and labour |
| The rules | Coded into each tool separately, drifting apart | One knowledge graph — warranty, entitlement, parts & substitution |
OEM dealer management: frequently asked questions
It's a single platform a machine builder gives its dealer network and service partners to run warranty and RMA claims, parts ordering and returns, and repairs — with AI handling serial lookup, guided claim submission, claims adjudication and parts substitution over one knowledge graph of the rules. It replaces the separate warranty portal, parts inbox, returns spreadsheet and document drive most OEMs stitch together.
Claims AI validates each claim against the as-built record and your warranty rules, reads the attached evidence, scores fraud signals and drafts a line-item decision. Claims that are inside policy are auto-approved; anything high-value, anomalous or out of pattern is routed to a person, with multi-level approval (service manager, finance, GM) where you require it. Your team judges the exceptions, not the paperwork — and every decision is audited.
The dealer or service partner submits through a step-by-step flow that starts from the serial number — auto-filling model, warranty status and likely failed parts — and validates every required and custom field before the claim can be sent. Because the claim leaves complete and correct, it doesn't bounce back for missing data, and adjudication is faster and more consistent.
Yes — end to end. Dealers order against the exact machine at their pricing with MOQ and net terms; you manage the catalogue and SKUs and set pricing; the knowledge graph proposes valid substitutes when a part is superseded or out of stock; and defective-part returns run as complete RMA cases tracked from the field to warehouse receipt and credit.
It's an AI assistant that helps a dealer or service partner run a repair — drafting the likely diagnosis, the parts list and the labour steps from the machine's history and the knowledge graph, so complex repairs are guided rather than dependent on one expert technician. The work stays on-system, so parts, warranty and history are captured as the repair proceeds.
The knowledge graph holds the rules once — warranty terms and coverage windows, entitlement, parts compatibility and supersession, substitution and pricing — so claims adjudicate correctly, substitutions are valid, repairs are guided and every side of the network sees the same rules. It's the reason warranty, parts and repair stay consistent instead of drifting across separate tools.
Yes. Independent and authorised service partners get the same guided claim submission, parts ordering and repair copilot as dealers, so service done outside the franchised channel is still on-policy, captured and visible to the OEM — closing the gap where warranty and service data is usually lost.
Machine builders running a dealer and service-partner network across heavy equipment, automotive and commercial vehicles, and EVs — including electric vehicles, golf carts, LSVs and outdoor power equipment. It is not tied to one industry; the warranty rules, parts catalogue and documents are yours.
Yes. Each dealer gets an owner account with technician sub-accounts and granular permissions, and you register, bulk-import or disable accounts network-wide, with brand-side admin visibility across every dealer and service partner.
Give your dealers and service partners one platform.
Bring your warranty rules and parts catalogue — we'll configure the dealer, claims and repair flow live.