What's your process for warranty or callback tracking?

So here's the thing. We just crossed 200 callbacks in the last quarter and I'm trying to figure out if that's... normal? Bad? Depends on the tech?

Right now we log callbacks as a separate job type in FieldPulse. Tech finishes original job, customer calls back within 90 days for same issue, dispatcher creates 'CALLBACK' job with link to original. Simple enough.

But I'm hitting walls when I try to pull patterns:

  • Which techs have highest callback rate per job completed?
  • Are certain equipment brands or install types trending higher?
  • What's our actual cost — labor hours, parts, customer goodwill?

Reports are giving me totals but not the ratios I need. And I suspect we're under-reporting because techs sometimes just... handle it quietly on their next scheduled day instead of flagging it properly.

How are you actually tracking this? Custom fields? Tags? Separate workflow entirely? Someone tell me I'm not the only one making this up as I go...

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  • in my experience the 'techs handling it quietly' problem is bigger than most managers think

    we had a guy who'd just swap the part on his next visit, no ticket, no parts logged, customer happy, books look good. until inventory's mysteriously off and you have no paper trail for warranty claims with the distributor.

    fixed it by requiring photo of old part serial number before any warranty replacement. dispatch holds the new part hostage until photo uploaded. sounds harsh but stopped the leakage.

  • truck stock for anything under $200. supervisor override for unreadable plates — happens maybe 5% of the time. not perfect but way better than the honor system we had before.

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