Auto Glass Force β Odoo 19 ERP Implementation
Auto Glass Force LLC (Hayward, CA)
Auto Glass Force LLC, based in Hayward, CA, specializes in the repair and replacement of auto glass. Their services include windshield replacement, door and rear glass services, chip repair, ADAS calibration, and window tinting, catering to both retail customers and insurance providers through in-shop service and mobile technician visits.
**Project Overview**
The project involved the implementation of six key modules tailored to the auto glass industry:
- **CRM**: A centralized system for managing leads from website forms, email, phone calls, and walk-ins, equipped with customizable fields for vehicle details (Year, Make, Model, VIN), service type, damage location, and the status of insurance claims.
- **Sales & Quoting**: A custom quote calculator with VIN lookup (myautobolt.com), pricing information (mygrantglass.com), and automatic calculations for parts cost, adhesive, CA sales tax (9% on parts), service type labor, and ADAS calibration fees ($150 in-shop, $250 mobile).
- **Field Service**: Features include visual drag-and-drop scheduling, mobile access for technicians via a browser, digital job checklists, the ability to capture before and after photos, e-signature collection, on-site payment recording, and real-time updates on job status.
- **Inventory Management**: Allows for tracking stock across multiple locations, part reservation linked to scheduled jobs, low-stock notifications, automatic reordering rules, and categorization of products such as windshields, door glass, rear glass, adhesives, moldings, clips, tinting film, and ADAS materials.
- **Purchase Management**: Streamlines supplier interactions for Grant Glass (MYGRANT) with features like RFQ generation, purchase order creation, delivery tracking, and three-way matching (purchase order, receipt, and vendor invoice).
- **Accounting**: Fully replaces QuickBooks with a custom chart of accounts consisting of over 270 accounts specifically designed for auto glass operations. This module manages all payment methods (Cash, Card, Zelle, Venmo, Insurance), tracks insurance claim receivables through various status updates (Submitted β Pending β Approved β Paid), deductible collection, CA sales tax liability (9%), and facilitates the complete transfer of customers, vendors, outstanding AR/AP, and starting balances from QuickBooks.