How do I create an insurance workshop job?
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Contents
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 setup it is time to setup 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 <Ctrl+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.
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?
