CAnopy Glass
description
At North Glass, we provide professional canopy glass replacement services for a wide range of vehicles. Whether the canopy glass has been damaged by an impact, cracked, or shattered beyond repair, our experienced technicians will replace it. We use custom made panels and proven installation techniques to ensure a secure, weatherproof fit and restore the strength and functionality of our customers canopy's.
capture the lead
Before creating a windscreen replacement job, "create a new customer" or confirm the details of an "existing customer":✓ Customer name✓ Property address✓ Email address
✓ Phone number
Purpose: The information gathered during the initial phone call is to determine the following:1. To identify the correct canopy panel requiring replacement.2. To confirm the canopy make, serial number, and glass type.3. To confirm the insurance details (if applicable).
4. To ensure the correct replacement glass is ordered before booking.
Using the "Auto Canopy Glass" job template, always work through the following checklist before booking in with a glazier.
1. Obtain the vehicle registration (Rego) number.
Why we ask: The registration allows us to identify the vehicle's make and model and helps us source the correct panel.
2. Confirm the vehicle owners name.
Why we ask: This ensures the booking is recorded under the correct customer and matches any insurance claim information.
3. Ask if the replacement is being completed through insurance. If yes, obtain the insurance provider, claim number and/or policy number. Why we ask: We require the claim and policy numbers to process the replacement directly with the insurer where applicable. If the customer has no insurance we will have to provide them with a quote. 4. Confirm the date the damage occurred. Why we ask: This information may be required for insurance purposes and helps us confirm the claim details. 5. Identify the canopy glass required. Ask:Is it the Left-Hand (LH), Right-Hand (RH), or a rear canopy glass?Is it a fixed, lift-up, or a sliding glass?What is the canopy make?What is the serial number (if available)? (The stamp is located inside the canopy on the side at the rear)
Why we ask: Canopies are manufactured in different styles and configurations. Confirming these details ensures the correct replacement glass is ordered. 6. Ask for the key number (if applicable). Ask: Do you know the key number for the canopy locks, and would you like the replacement glass keyed alike? Why we ask: If the customer would like the new lock keyed to match their existing canopy keys, we will require the key number when ordering. Before ending the call, confirm:✓ Customer name✓ Phone number✓ Email address✓ Vehicle registration, make and model ✓ Identified the panel they require ✓ Schedule the booking (Always book the customer in) Once you have gathered all of the required information, explain the next steps to the customer: - Let them know we need to prepare a quote for insurance (if applicable). We need their approval before we can order the panel in. Lead time is based on the POA from the manufacturer. - If they have insurance they will need to lodge a claim. - If they have no insurance we will have to do a quote and take a 50% deposit payment before we can schedule their booking. See below. - Tell the customer that we need their vehicle for 1.5 hours for us to carry out the replacement.
Using the "Auto Canopy Glass" job template, always work through the following checklist before booking in with a glazier.
1. Obtain the vehicle registration (Rego) number.
Why we ask: The registration allows us to identify the vehicle's make and model and helps us source the correct panel.
2. Confirm the vehicle owners name.
Why we ask: This ensures the booking is recorded under the correct customer and matches any insurance claim information.
3. Ask if the replacement is being completed through insurance. If yes, obtain the insurance provider, claim number and/or policy number. Why we ask: We require the claim and policy numbers to process the replacement directly with the insurer where applicable. If the customer has no insurance we will have to provide them with a quote. 4. Confirm the date the damage occurred. Why we ask: This information may be required for insurance purposes and helps us confirm the claim details. 5. Identify the canopy glass required. Ask:Is it the Left-Hand (LH), Right-Hand (RH), or a rear canopy glass?Is it a fixed, lift-up, or a sliding glass?What is the canopy make?What is the serial number (if available)? (The stamp is located inside the canopy on the side at the rear)
Why we ask: Canopies are manufactured in different styles and configurations. Confirming these details ensures the correct replacement glass is ordered. 6. Ask for the key number (if applicable). Ask: Do you know the key number for the canopy locks, and would you like the replacement glass keyed alike? Why we ask: If the customer would like the new lock keyed to match their existing canopy keys, we will require the key number when ordering. Before ending the call, confirm:✓ Customer name✓ Phone number✓ Email address✓ Vehicle registration, make and model ✓ Identified the panel they require ✓ Schedule the booking (Always book the customer in) Once you have gathered all of the required information, explain the next steps to the customer: - Let them know we need to prepare a quote for insurance (if applicable). We need their approval before we can order the panel in. Lead time is based on the POA from the manufacturer. - If they have insurance they will need to lodge a claim. - If they have no insurance we will have to do a quote and take a 50% deposit payment before we can schedule their booking. See below. - Tell the customer that we need their vehicle for 1.5 hours for us to carry out the replacement.
identifying the panel
To correctly identify the replacement panel for the customer's vehicle before ordering or booking the job, you will need to:
Step 1: Search the vehicle registration in CarJam. Confirm the vehicle details, including:Make and ModelYear (if available)Body type
Step 2: Ask if the customer can either:- Bring the vehicle in for identification; or
- Send us some clear photos of the panel from outside the vehicle.
- Send us a photo of the stamp on the inside of the canopy
- Let us know if they want this to be keyed alike if applicable
Step 3: Contact the OEM suplier and request a POA - You must send photos to the supplier to help them identify which panel is required.
- Make note of the price and if freight is applicable- Request if they can email us a formal quote and to put the rego in the subject line (easier for us to reply to when ordering)- Ask if a trade discount is applied as we are an installer
You will need to have this information ready:- Rego- Make and Model- Year - Body type
Important notes:- Add a "misc" item line in the quote and you must provide the OEM code. The sell price is calculated using the RRP price plus 25%- Add the freight charge, cost plus $45. Minimum sell price is $95 even if freight is free (oversized item)- Panels need to be checked as soon as they come off the truck - do not sign for it if it is broken/faulty (glass can break in transit) - the supplier will need to dispatch another one as soon as possible at their expense. Notes- Always confirm which panel is broken.- If there is any uncertainty about the correct windscreen, request additional information before placing the order.- Correct identification at this stage helps avoid incorrect orders, delays, and additional costs.
Important notes:- Add a "misc" item line in the quote and you must provide the OEM code. The sell price is calculated using the RRP price plus 25%- Add the freight charge, cost plus $45. Minimum sell price is $95 even if freight is free (oversized item)- Panels need to be checked as soon as they come off the truck - do not sign for it if it is broken/faulty (glass can break in transit) - the supplier will need to dispatch another one as soon as possible at their expense. Notes- Always confirm which panel is broken.- If there is any uncertainty about the correct windscreen, request additional information before placing the order.- Correct identification at this stage helps avoid incorrect orders, delays, and additional costs.
Customer has Insurance
The customer may need to lodge a claim. Let them know you will send them an email requesting the policy/claim number using the "Auto Windscreen Insurance Details Req - Steering" email template. Let them know that they can reply to this email with the details. Change the job status to "Insurance Details".
If the customer has already lodged a claim or we have their policy details on file we can proceed with preparing a quote for their insurance provider. Email the insurer the quote and change the job status to "Revised Quote Waiting Acceptance".
Note: The quote wil need to be approved before we carry order the panel in.
Insurance Quote descrption
Using the "Auto Canopy Glass" 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 side / rear canopy glass on a (enter the make and model here)
Registration: (enter the rego here)
Owners Details: (enter the owners name here)
Insurance Details: (enter either the policy number or claim number here)
Date of damage: (enter the date of loss here)
Confidentiality Notice:This quotation has been prepared specifically for the named recipient and their insurer for the purpose of assessing and completing the described works. It is not intended for distribution to other repairers or third parties without the prior written consent of North Glass Ltd.
Owners Details: (enter the owners name here)
Insurance Details: (enter either the policy number or claim number here)
Date of damage: (enter the date of loss here)
Confidentiality Notice:This quotation has been prepared specifically for the named recipient and their insurer for the purpose of assessing and completing the described works. It is not intended for distribution to other repairers or third parties without the prior written consent of North Glass Ltd.
Insurance quote item Template
Building the quote materials
Misc - You must provide the OEM code here. The sell price is calculated using the RRP price plus 25%
FREIGHT - Add the freight charge, cost plus $45. Minimum sell price is $95 even if freight is free (oversized item)Standard - CGI Canopy Glass Install - To fit body glass per panel - 1 x glazier @ 1.5 hours
CONS - consumables are used on every job
GDF - Glass disposal fee for all glass replacements
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.
Customer has no insurance
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:
Cash sales Quote description
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.
cash sales Quote Item Template
Building the quote materials
Misc - Enter the identified part here, we must put in the actual cost plus the markup of 25%FREIGHT - Enter the applicable freight charge plus $45Labour - 1 x glazier @ 1.5 hours for the installation CONS - consumables are used on every jobGDF - Glass disposal fee for all glass replacements
Misc - Enter the identified part here, we must put in the actual cost plus the markup of 25%FREIGHT - Enter the applicable freight charge plus $45Labour - 1 x glazier @ 1.5 hours for the installation CONS - consumables are used on every jobGDF - Glass disposal fee for all glass replacements
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 customer 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 customer 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.
quote accepted
If the customer has insurance and the quote has been accepted by their insurer, proceed to order the glass in. Change the job status to "waiting on parts".
If the customer has no insurance, a 50% deposit invoice is issued and emailed to the customer using the "Deposit Invoice" email template. 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). Change tradify job status to "Awaiting deposit".
Upon receipt of payment, materials are ordered. Notify the customer using the "Deposit Received - Order will now be placed" email template. This informs the customer that we have received their payment and can now place the order with our supplier. Proceed to order the glass in. Change the job status to "waiting on parts".
If the customer has no insurance, a 50% deposit invoice is issued and emailed to the customer using the "Deposit Invoice" email template. 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). Change tradify job status to "Awaiting deposit".
Upon receipt of payment, materials are ordered. Notify the customer using the "Deposit Received - Order will now be placed" email template. This informs the customer that we have received their payment and can now place the order with our supplier. Proceed to order the glass in. Change the job status to "waiting on parts".
Order / receipt materials
Upon receipt of payment or acceptance of the quote by insurance, open the quote and select the line item to order and select "Copy to Purchase Order." Enter the supplier for the panel you want to order eg. Fleetline. You do not need to email the supplier our PO as we can reply to their email that the quote was emailed to. Let them know we would like to order the part in ASAP and ask if they can provide an ETA. This is crucial for scheduling. Allow 2 more days to the ETA to be safe. Change the job status to "waiting on parts."
When the glass arrives, a glazier must check the panel is fit for purpose. Receipt that it has arrived by drilling into the job and change the job status to "scheduled".
If the panel broke in transit, you must order another one.
When the glass arrives, a glazier must check the panel is fit for purpose. Receipt that it has arrived by drilling into the job and change the job status to "scheduled".
If the panel broke in transit, you must order another one.
schedule installation
You can call the customer to see if you can bring their booking forward if this was tentatively booked ahead. Change the job status to "Scheduled." Email the customer the booking confirmation using the "Auto booking confirmation - Body Glass" email template. Update the date accordingly.
Our installation team completes the work as scheduled, ensuring all glazing is installed to the required standard. Post installation the glazier will upload photos of the completed job in the notes. He then changes the job status to "To Invoice."
Our installation team completes the work as scheduled, ensuring all glazing is installed to the required standard. Post installation the glazier will upload photos of the completed job in the notes. He then changes the job status to "To Invoice."
invoice
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:
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".
after sales care
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."
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