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.
- Create the job: Category 500 items (Appointment)
- JRW: REPLACE WINDSHIELD
- Create the codes: Category 200 items (parts) with the option to request the checked cost price
- w: “WINDSHIELD”
- UK: “URETHANE KIT”
- MO: “MOULDING”
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
Create a “KPB: Windshield” kit with the products created above.
The legal notices on the invoice can be modified in the “General Configuration” menu.
Invoice the client for the amount of the deductible and indicate the estimate/invoice number as a reference.