The main idea is to create a kit that will fill in the invoice with the fields/information that are required for insurers. You can thus avoid filling in the invoice template with fields that are not required for the other types of repairs.

Step 1: Branch
Add the branch number to the bottom of your logo.
 
Step 2:

  • Create the job: Category 500 items (Appointment)
  • JRW: REPLACE WINDSHIELD

 
Step 3:

  • Create the codes: Category 200 items (parts) with the option to request the checked cost price
  • w: “WINDSHIELD”
  • UK: “URETHANE KIT”
  • MO: “MOULDING”

 
Step 4:
Create category 90 items (Note)
OD: “Opening Date”:
NP: “No Policy”
ED: “Expiration Date”
DD: “Date of Damage”
CN: “Claim Number”
AV: “Authorization: Verification Code”
DLN: “Driver’s Licence Number”
BN: “Broker Number”
D:  “Deductible” (Put a -1 in the quantity)
EWC: “EXPERTISE – WINDSHIELD CONDITION”
__ Beyond repair / replacement necessary
__ Break in field of vision
__ Repairable – Refusal by owner
__ Repair attempted but refused by repairer
__ Repair attempted but refused by owner
 
Step 5:
Create a “KPB: Windshield” kit with the products created above.
 
Step 6:  
The legal notices on the invoice can be modified in the “General Configuration” menu.

Step 7:  
Invoice the client for the amount of the deductible and indicate the estimate/invoice number as a reference.