How do I create an insurance workshop job?

Summary

To create a Workshop Job so that the keeper of the vehicle can pay the excess and the Insurance Company pay the Invoiced amount.

Additional Information

In Order to create a Insurance Workshop Job you will need to first go to "Workshop Management" -> "Workshop Diary". Here you will need to create a workshop job.

On the Job Properties Screen

Create the workshop job as a standard workshop job, adding any relevant labour or parts to the job that will be required to complete the job.

• Enter the Keepers Account code, or search for it via <Ctrl+F1>.
• Enter the Vehicle stock code, or again search via pressing <Ctrl+F1>.

Add as much information to the workshop job as you can. See 'See also' section for articles on how to post job information.

Insurance Invoicing Set-up

Now that the job has been set-up it is time to set-up the invoicing requirements to turn the standard workshop job into a Insurance workshop job.

• Click on the [Third Party] tab.
• On "Type:" select 'insurance'. This will then produce more options on the screen.
• On the "Insurer:" enter the Insurance Account code, for which the workshop job will be charged to. use <C+F1> to search.
• On the "Claim No.:" enter the claim reference number for which the workshop job is for.
• On the "Policy No.:" enter the customers policy number with the insure company.
• Enter the type of policy that the customer has taken out with the set insurance company.
• On the "Excess" enter the amount of excess that the Customer has to pay once the job has been completed. This is an important field to be entered as this will reduce the insurance bill down that the insurance company will be charged.
• On the "Broker" type in the name of the insurance broker.
• On the "Notes" enter any relevant notes for the insurance.

Job Details =

Once the previous step has been completed, you will need to add parts and Labour to the insurance workshop job. Do this in the same fashion as you would when creating a standard workshop job.

Invoicing Insurance Workshop Job

Once the Job has been completed and it is time to invoice out to the two parties involved (Customer and Insurance Company), go into the workshop job Properties screen.

• Press <F6> to go into the Job Details Screen.
• Press <F7> or click [Invoice] to proceed to invoice the parties
• On the Document Control screen check that both total amounts are correct, that being the Invoice account (Customer) and Insurance Account (Insurance Company).
• If both are correct proceed to invoice out via pressing <F7> or by clicking on [Invoice].
• At the vehicle Information screen enter in the relevant fields that are required if any?
• Once done press <Esc> and click [Accept].
• On the Payments screen enter in the correct amount and method of payment that the customer needs to pay. This will be the amount of Excess entered in earlier in the insurance details Screen.
• click [Post] to accept payment method invoice out the workshop job and print out an invoice.
• If Asked to "log Payment in Till?" click [Yes].
• Press <Esc> this will return you back tot he job properties Screen
• Press <Esc> and click [Accept] to come out of the workshop job and complete the job.

See also

• Creating Workshop Jobs
• How do I add more description to a Workshop Job?
• How do I add Parts to a Workshop Job?
• How do I add Labour to a Workshop Job?

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Keywords AND Misspellings

Insurance workshop job