Building the quote materials
W-SCREEN - Enter the identified windscreen code from NAGS here
M-DING - Enter the applicable moulding code from NAGS here or use a generic moulding OZM/TP756
GEL PAD - Enter the applicable gel pad code here Windscreen Installation Kit - this can be standard or with technology
ADAS - If the screen has lane assist we need to calibrate - add this if applicable
GDF - Glass disposal fee for all windscreen replacements
Freight - Freight is charged for each windscreen delivery
Tip: If an item is not required for the job, remove the line item. Only include the options that apply to the job.
Once the quote has been prepared, review each line item to ensure all calculations are accurate.
You need to check that the document theme has "Detailed info" selected as insurance needs a breakdown on every item quoted.
Approve the quote and email this to the insurance provider using the "Quote Auto" email template. You must put the claim number or the policy number in the subject line. Change the tradify job status to "To Be Ordered".
Note: We do not invoice insurer until after the installation.
If the customer doesn't have glass cover with insurance, you must prepare a quote using the "(Cash Sale) Auto Windscreen Replacement" quote template. This information needs to be entered correctly based on the information the customer provided, the items highlighted need to be updated accordingly:
Using the "(Cash Sale) Auto Windscreen Replacement" or the "(Cash Sale) Auto Windscreen Replacement ADAS" quotation template. This information needs to be entered correctly based on the information the customer provided, the items highlighted need to be updated accordingly:
To supply and install a new aftermarket front windscreen on a (enter the make and model here)
Technology on windscreen - ADAS camera, Rain sensor, Acoustic glass, Solar glass, Antenna, Heated wiper release, Heated screen (select if applicable)
Registration: (enter the rego here) Notes: Quote subject to verification of parts required. Whilst all attempts are made to correctly identify vehicle glass, North Glass Ltd accepts no responsibility in the event of incorrect glass being quoted where the vehicle has not been visually identified by one of our team members. Quoted for works to be carried out at our workshop located at 2/194 Molesworth Dr, Mangawhai Heads. North Glass are proud members of the New Zealand Auto Glass Association and we stand behind our work with a lifetime workmanship guarantee. For added confidence, check out our Google reviews, with over 200 five-star ratings. Payment Terms: 50% initial invoice due upon quote acceptance. Remaining amount invoiced upon completion.
To supply and install a new aftermarket front windscreen on a (enter the make and model here)
Technology on windscreen - ADAS camera, Rain sensor, Acoustic glass, Solar glass, Antenna, Heated wiper release, Heated screen (select if applicable)
Registration: (enter the rego here) Notes: Quote subject to verification of parts required. Whilst all attempts are made to correctly identify vehicle glass, North Glass Ltd accepts no responsibility in the event of incorrect glass being quoted where the vehicle has not been visually identified by one of our team members. Quoted for works to be carried out at our workshop located at 2/194 Molesworth Dr, Mangawhai Heads. North Glass are proud members of the New Zealand Auto Glass Association and we stand behind our work with a lifetime workmanship guarantee. For added confidence, check out our Google reviews, with over 200 five-star ratings. Payment Terms: 50% initial invoice due upon quote acceptance. Remaining amount invoiced upon completion.
Building the quote materials
W-SCREEN - Enter the identified windscreen code from NAGS here, we must put in the actual cost and apply a discount so the net profit = around the $250 mark.M-DING - Enter the applicable moulding code from NAGS hereGEL PAD - Enter the applicable gel pad code here Windscreen Installation Kit - this can be standard, european, with technology or a truck installADAS - If the screen has lane assist we need to calibrate - add this if applicableGDF - Glass disposal fee for all windscreen replacementsFreight - No freight charged unless we are charged freight
W-SCREEN - Enter the identified windscreen code from NAGS here, we must put in the actual cost and apply a discount so the net profit = around the $250 mark.M-DING - Enter the applicable moulding code from NAGS hereGEL PAD - Enter the applicable gel pad code here Windscreen Installation Kit - this can be standard, european, with technology or a truck installADAS - If the screen has lane assist we need to calibrate - add this if applicableGDF - Glass disposal fee for all windscreen replacementsFreight - No freight charged unless we are charged freight
Once the quote has been prepared, review each line item to ensure all calculations are accurate. Please check that the total net profit = +/- $250 mark.
Approve the quote and email this to the insurance provider using the "Quote with 50% Deposit" email template. Change the tradify job status to "Quoted". Note: The quote wil need to be approved before we carry out any works.
Approve the quote and email this to the insurance provider using the "Quote with 50% Deposit" email template. Change the tradify job status to "Quoted". Note: The quote wil need to be approved before we carry out any works.
Customer with insurance:
Copy the quote to an invoice after the installation has been completed. Email the invoice to the insurer using the "Invoice" template. You must put the claim number or the policy number in the subject line.
Customer with no insurance:
If the customer is happy with the quote, we need to collect a 50% deposit and then order the screen in. Please check you have coded the line item on the invoice to the right account code (41000 - Auto glass (41000) otherwise this defaults to account code: 42000 - Materials (42000).
Book the customer in and change the job status to "waiting on parts". Email the customer their booking confirmation using the "Auto Windscreen booking confirmation - STD Screen" or the "Auto Windscreen booking confirmation - ADAS" email template.
On completion of the replacement, create an invoice for the remaining amount from the quote. Please check you have coded the line item on the invoice to the right account code (41000 - Auto glass (41000) otherwise this defaults to account code: 42000 - Materials (42000). Final payment is required before we hand over the keys.
Note: Customers without insurance may pay using the eftpos machine or cash. Add the payment on the invoice and hit the save and continue button.
Change the job status to "Post invoice Email".
Our sales aftercare process consists of a simple follow-up email requesting a customer review. Please send an email using the standard "Review Email" or "Review Email - Giveaway" email template during promotional times. This allows us to gather valuable feedback, measure customer satisfaction, and build trust with future customers, while keeping post-sale communication minimal and non-intrusive. Change the job status to "Completed."