Ledger
Core visibility for a team that manages its own warranty follow-up and reconciliation.
US$249 / month
- Up to 5 users
- Case, evidence, custody, and credit ledger
- Recovery dashboard and follow-up tasks
- CSV import and ledger export
Founding-customer pricing
Choose the operating depth you need.
Start with a defined recovery audit or choose an ongoing workspace. Ledger gives your team the core control system; Recovery Ops adds advanced follow-up and a monthly workflow review. Every engagement begins with written scope, and no recovery result is promised.
Workspace access and payment instructions are provided through guided onboarding after Operlay confirms fit and required records.
Recovery Ops
Ledger capabilities plus advanced queues, priority onboarding, and a monthly workflow review.
US$699 / month
- Up to 15 users
- Everything in Ledger
- Advanced follow-up and reconciliation queues
- Priority onboarding
- Monthly workflow review
Warranty Credit Recovery Audit
A bounded review and guided operating setup based on records you authorize.
US$500 one time
- Review of supplied open and historical records
- Missing, aging, short-paid, and unreconciled-item assessment
- Initial workspace setup and in-scope case import or entry
- Evidence and failed-part custody review
- Findings summary, recommended workflow, and guided onboarding
FAQ
Before you put cases in Operlay
Who is Operlay for?
Operlay is built for U.S. HVAC contractors with recurring manufacturer or distributor warranty cases and a back office that needs clearer control of evidence, failed-part returns, follow-up, and received-credit reconciliation.
How do Ledger and Recovery Ops differ?
Ledger is the core workspace for teams that run their own process: cases, evidence, custody, tasks, reconciliation, imports, and exports. Recovery Ops includes those capabilities plus advanced follow-up and reconciliation queues, priority onboarding, and a monthly workflow review. Operlay confirms the written scope before either plan begins.
What records does the recovery audit require?
Operlay will confirm a scoped records list before work begins. It may include open-claim lists, credit memos, RMA or return records, tracking details, invoices, and evidence files that your company is authorized to share. The findings are limited by the completeness and accuracy of the records supplied.
What remains our responsibility?
Your company remains responsible for warranty eligibility, record accuracy, submission and return deadlines, vendor communications, physical failed parts, and accounting treatment. Operlay organizes and reviews the workflow; it does not replace your distributor, manufacturer, accountant, or legal adviser.
Does Operlay determine whether a part is covered?
No. A person at your company records the vendor or manufacturer's decision. Operlay does not make eligibility decisions, represent a manufacturer, or guarantee an approval.
Does Operlay submit or appeal claims for us?
No. Operlay helps assemble an exportable packet and track the work, but an authorized person submits or appeals through the distributor or manufacturer channel.
Does it replace our field-service or accounting software?
No. Operlay is the control ledger between those systems. Cases can start manually or by CSV, and received credits can be exported for reconciliation.
What files can we store?
Private evidence storage accepts PDF, JPEG, and PNG files up to 12 MiB each. Files are authorized per workspace and are not published. Do not upload executable files, payment-card data, passwords, or sensitive information unrelated to warranty operations.
What customer data is required?
Keep it minimal. Customer name is optional, and a service address is not required. Never upload payment-card data, passwords, regulated health information, or unrelated personal records.
Does Operlay use AI to decide claims?
No. Operlay does not use AI to determine coverage, approve or deny claims, or autonomously submit or appeal them. Operlay may use human-reviewed assistive tools for drafting and internal operations; those tools cannot make a warranty decision or binding commitment.
How do cancellation and refunds work?
Monthly plans renew monthly and may be cancelled before the next renewal; access continues through the paid period. Monthly fees are not prorated or refunded except where required by law or stated in written terms. For the one-time audit, the written scope explains when review begins and the applicable cancellation and refund treatment before payment.
How do we contact Operlay?
For onboarding and service help, email support@operlay.com. No response-time commitment applies unless it is included in your written order.