Charm × Moov Pool Products
Proposal · June 2026
Proposal · June 2026

The Moov RMA & Vendor Claim Tool

Turn every dealer warranty contact into a clean, tracked RMA, right inside Zendesk.

Prepared for Moov By Charm v1 live by end of July
1 click
From screened ticket to agent hand-off
300–400
Peak-season RMA claims handled per month
2 tools
Snapcall & Zendesk Advanced AI, retired
The challenge

The hard part isn't volume. It's triage.

The claim volume is high, but that isn't really the problem. The problem is everything that has to happen before a claim is even worth working. Today those requests scatter across Zendesk Advanced AI and Snapcall, the tools this project is built to sunset, with nothing screening them first, so your agents spend their day sorting submissions and checking whether each one is real and accurate. Plenty aren't. Unauthorized and duplicate requests land straight in the queue, sit in the backlog, and eat up agent time, which makes the volume feel even bigger than it is.

This tool fixes that. Every request gets checked and validated up front, before it ever reaches an agent, so the junk never makes it into the queue. What your team sees is clean, verified, and ready to work. It's one tool for both the US and Canada Service teams, with a simple step-by-step flow for the dealers filing claims and a clear, sorted queue for the agents handling them.

How it works

Contact to RMA, in six steps.

01

Contact Support

Dealer call or email opens a ticket.

02

Pre-screen

Support confirms the required questions.

03

One click

Mints the dealer link, hands off to Service.

04

Dealer submits

Photos & invoice required. No skipping.

05

RMA generated

MRMA###### written back to the ticket.

06

Approve & route

Service approves, routes to resolution.

Architecture

The system at a glance.

One screening-and-RMA engine sitting between your dealers and your Service teams, wired straight into Zendesk.

Intake
Dealer contactCall or email
Zendesk ticketOne front door for every request
Charm RMA Tool
Screening & RMA engine Support pre-screen gate One-time dealer link Mobile evidence capture RMA generator · MRMA######
Resolution
Write-back to ZendeskRMA on the original ticket
Service approvalLead signs off
Route to fixParts · replacement · technician
Runs on Dedicated VPS Next.js PostgreSQL S3 storage Zendesk API & webhooks
Version 1 · live by end of July

What ships in v1.

🔗
One-time dealer linkSecure, single-use, not a public form.
📱
Mobile evidence capturePhotos & invoice required, no skipping.
🏷️
RMA generatorUnique MRMA######, mapped to the ticket.
🔄
Zendesk hand-offTriggers, webhooks & API write-back.
Approval gateNothing fires until Service approves.
📈
Peak-season readyBuilt for ~300–400 claims / month.
🌐
Multilingual by designThe dealer-facing flow is built for English, French & Spanish, so each region and its dealers work in their own language, and is easily extended to others.
Delivery

From signature to go-live in about four weeks.

Week 0 · Kickoff

Sign-off & setup

Set up your Moov-owned accounts.

Weeks 1–2 · Build

Build & integrate

Dealer link, mobile evidence form, RMA engine, and the Zendesk write-back.

Week 3 · Pilot

Live pilot

Run with a first group of dealers and tune the screening rules.

Week 4 · Go-live

Full rollout

Live across both US and Canada Service teams by end of July.

Then 60 days of maintenance and troubleshooting, included after go-live.

The road ahead

A foundation built to grow.

Once the core is live, the same clean intake becomes a platform you can keep building on. A few directions it could take as the tool matures:

Vendor claims

A vendor claim ledger

  • Extend the same intake to Pinch a Penny & SCP dealers
  • Path-based routing and payout tracking
Connected systems

Deeper integration

  • Flow data into Odoo once it owns RMA tracking
  • One source of truth, end to end
Automation

Less manual checking

  • AI serial-plate validation
  • Technician scheduling built in
Stack & ownership

Built inside your accounts. Yours to keep.

App & hostingNext.js on a dedicated VPS
DatabasePostgreSQL (self-hosted)
MediaS3 storage (replaces Snapcall)
IntegrationZendesk API & webhooks
🔑

You own it outright.

Repo, deployment, and access handed over complete, with no lock-in and no black box. Includes 60 days of maintenance and troubleshooting after completion; optional ongoing support after that.

Why build it custom

Custom-built vs. the alternatives.

Charm custom build Off-the-shelf tool Status quo today
Fits your exact dealer workflowPartial
You own it outright, no lock-in
No per-seat or per-ticket fees
Multilingual: English · French · SpanishPartial
Stops duplicate & unauthorized claims up front
Native Zendesk write-backPartial
Fast to launch
Lower total cost over time
The investment

One number for the v1 build.

v1 implementation · one-time
$15,000

Everything in the v1 scope, designed and integrated, handed over in your own accounts.

Ongoing support is available and scoped separately whenever you'd like it.

Running costs

What it costs to keep running.

The system runs entirely inside your own accounts. You pay the providers directly, with no markup from us.

VPS hosting$120 / first year
S3 storage (video & image)$25 / month
Optional domain, for VPS lockdown & added security$15 / year

~$50 / month, all-in.

That's the typical cost to run the whole system, billed straight to your Moov-owned accounts.

Next step

Greenlight v1 and we start this week.

We'll lock the end-of-July go-live and begin the Zendesk integration.