How to replace or install windshields and glasses with insurance

To easily manage windshield and glass replacements or installations with insurance, we suggest that you create a kit. This way, when adding the kit on estimates, the required products are all added at the same time. Furthermore, all the required information for insurers is also populated in fields automatically. To do so, follow the instructions in the sections below.

1. Branch identification

Add the branch number at the bottom of your logo. For more information, see Logo configuration.

2. Create the windshield and glass replacement job

Create a job in the 500 (APPOINTMENT) category with the following inventory item code and description.

JRW: REPLACE WINDSHIELD

For more information about categories and inventory items management, see Inventory management

3. Create the windshield and glass replacement parts

Create the following parts in the 200 (PARTS) category with the following inventory item codes and descriptions.

W: WINDSHIELD
UK: URETHANE KIT
MO: MOULDING

For more information about categories and inventory items management, see Inventory management

4. Create the note inventory items

Create the following note inventory items in the 90 (NOTES) category with the following inventory item codes and descriptions.

OD: Opening date
NP: No policy
ED: Expiration date
DD: Damage date
CN: Claim number
AV: Authorization: Verification code
DLN: Driver’s license number
BN: Broker number
D: Deductible (Enter a negative quantity (-1))
EWC: EXPERTISE – WINDSHIELD CONDITION
- Beyond repair / replacement necessary
- Break the field of vision
- Repairable – Refused by owner
- Repair attempted but refused by repairer
- Repair attempted but refused by owner

For more information about categories and inventory items management, see Inventory management

5. Create the windshield kit

Create the following windshield kit that includes all items created in 2, 3, and 4 with the following inventory item code and description.

KWS: WINDSHIELD KIT

For more information about kit creation, see Management of kits

6. Insurance declaration message on invoices

If needed, add or edit the insurance declaration message on invoices. For more information, see General information: Messagesand agenda tab: Insurance declaration message on invoices.

7. Estimates and invoices

When creating estimates and invoices, add the kit on them with the amount of the deductible and indicate the estimate or invoice number as a reference. For more information, see Management of kits: Manage kits in the Point of sale