Record the equipment job
Keep the customer, install date, equipment, model, and serial details together.
Claim and rebate tracking for the trades
Keep equipment claims moving.
ClaimBack gives HVAC, plumbing, and electrical contractors one private place to record equipment jobs, track claim deadlines, and log what has actually been recovered.
Private to your account · Enter and update records yourself
ONE JOB, RELATED CLAIMS
A clear record from install to recovery
JOBEquipment and customer detailsTrade · install date · model · serial
01
WarrantyRepair and replacement claims
02
Utility rebateLocal or regional incentive claims
03
Manufacturer incentiveEquipment and product programs
A practical tracking flow
Keep the job details close to the follow-up.
Add the claims to follow up
Choose a warranty, utility rebate, or manufacturer incentive and enter its deadline.
Update status and recovery
Move each claim through your own process and log the dollars actually recovered.
Built for direct entry
Your team stays in control of every record.
Add equipment jobs and related claims yourself. Update deadlines, statuses, and recovered amounts as work progresses.
Automatic program matching, field-service connections, and claim submission are later roadmap items and are not part of this workspace.
Create an account from the header to start your private workspace.