An auto glass CRM that ties the VIN, the part, the claim and the calibration to one job.
A windshield job is short on the calendar and long on details. The right part has to be ordered, the payer identified, the van routed, the adhesive given time to cure, the camera recalibrated and the paperwork kept. Generic job software stores a name, a time and an invoice. We build the rest in.
Every glass job hangs on the vehicle, the payer and the calibration
Most service software is organized around the customer's address. Auto glass is organized around the vehicle. One customer may bring a sedan this spring and a pickup next year, each with different glass, different features and a different calibration requirement. The job record has to start with the VIN and carry the glass part, moldings and clips ordered for it, or the office ends up checking the same details by phone again and again.
Payment is the second complication. A cash customer pays at the van. A claim may involve the carrier, a third-party claims administrator, a referral number and a deductible the customer pays you. A fleet or dealer job runs on a purchase order and a monthly statement. A body shop may send the car and pay you directly. Each path needs its own fields and follow-up, and unpaid claims and account balances are where shops quietly lose money.
What an auto glass CRM has to track
Anything missing from this list ends up on a sticky note on the dashboard of a van.
The vehicle, decoded
VIN, year, make, model and trim plus the glass features (sensors, heads-up display, heating, camera mount, tint), saved per vehicle and reused when the same car comes back.
Parts from order to install
Distributor, part and molding numbers, order date, expected delivery and arrival check, so nobody books the customer before the glass is on the shelf.
Claims and who owes what
Carrier or administrator, claim or referral number, deductible owed by the customer, amount billed, amount paid and date, with a list of open claims sorted by age.
Calibration on the record
Whether recalibration was required, the method used, pass or fail, the technician, the equipment and the printed or digital report, attached to the job and the VIN.
Cure time and release
The adhesive used and its minimum drive-away time recorded on each install, with the customer told when the vehicle can be driven and the time noted.
Accounts with their own rules
Fleets, dealers, rental companies and body shops with approvers, purchase order rules, agreed pricing and statement dates, so account work is billed correctly every month.
How we build an auto glass CRM
Our first CRM ran our own service companies; yours is shaped around how your shop works.
Job types that match your work
Chip repair, windshield replacement, door and quarter glass, back glass, calibration only and fleet batch work, each with the fields and checklist that job really needs.
A technician app for the van
The day's jobs in route order, vehicle and part details, a photo checklist (before, after, VIN, calibration result) and a payment screen, working offline in parking garages.
Weather-aware scheduling
Mobile jobs flagged when rain or cold is forecast for that town, so the office can offer a shop slot or a new day before the tech drives out.
Claim aging and reminders
Unpaid claims and account invoices listed by age with a reminder to follow up, so a payment that has stalled is chased in weeks rather than discovered at year end.
Owner reports on one screen
Jobs by type and source, repair versus replacement mix, calibrations performed, revenue per technician and unpaid balances by payer, without exporting a thing.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for auto glass, answered.
Will a custom CRM connect to our glass distributors?
Where a distributor offers ordering by email, file or an interface, we connect to it. Where it does not, the CRM still keeps the order, part numbers and arrival status in one place.
Can it handle insurance glass programs?
It records the claim details, referral numbers and payments for each job. How you submit invoices to a particular program depends on that program, and we fit the workflow to the ones you use.
Can we bring in our existing customers and vehicles?
Yes. We import customers, vehicles and job history from your current system or spreadsheets and check the records before switching over.
Is it built for one location or several?
Either. Multiple shops and vans can share one system, with each location seeing its own schedule and the owner seeing all of them.
Custom CRM for auto glass. Owned by you.
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