Here’s a brief walkthrough on how to configure and use First American Home Warranty within the ServiceWorks software
To begin, click the cogwheel in the toolbar to open the configurations tab and navigate to Integration -> Claim Processors Setup
In the Claims Processors Setup menu, click the + button in the upper right-hand corner to create a new processor
In the following popup menu, You’ll be given the option to fill out the corresponding information for your First American account:
- Processor – This field lets you create or select an existing processor. Since this is your initial setup, you’ll want to put FirstAmerican in this field
- Name – This field will designate how your processor appears in ServiceWorks. For ease of use, we recommend naming this FirstAmerican as well
- ID – You can enter your processor’s associated ID number here.
- Username – Enter your First American username in this field
- Password – Enter your First American password here
- Part Submission to Claim – In this field, you can designate whether to base the submission on the cost or sales price with your claims
- Address – Enter the Processor’s address here
- Zip – Enter the processor’s associated zip code/pattern
- City – Enter the processor’s associated city
- State/Province – Displays the state or province associated with either the city or zip code field
- Phone – Enter an associated phone number for your processor here
- Email – Enter the email address associated with the processor
- Auto-Accept – Enable this box to have your ServicePower jobs be automatically accepted into ServiceWorks when posted
- Send Sub Status – Enable this to synchronize the job statuses between ServiceWorks and your processor
- Color – Use this field to change the color coding for your First American Home Warranty jobs on the schedule
Once finished, click Save to continue.
Once saved, you’re claim processor list should be similar to the example below. Each of the green checkmarks validates that the feature is enabled or your account has been verified
Submitting Your Claims With First American
Now that you’ve successfully linked your First American credentials with your ServiceWorks account, you’re ready to begin submitting warranty claims
Once you’ve started to receive and service warranty jobs, hover over the Jobs section of the toolbar and select Warranty Claims
In the following menu, select the unsubmitted claims, and once selected, click the Action button and select Manually Submitted from the drop-down menu. You should see a popup with a downloaded text file if you completed it correctly.
