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Odoo Native • Dual Invoicing • Built-in Insurance

Workshop Management — Powered by Odoo

The complete vehicle repair & insurance management system for modern workshops. From the first damage record to the final invoice — every step of the repair lifecycle, managed in one intelligent platform.

One Platform. Every Step of the Repair.

Manage intake, technical diagnosis, spare parts, insurance claims, repair execution, billing, and vehicle handback in a single connected system. Never lose track of a claim or dispute a bill again.

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End-to-End

The Complete Repair Lifecycle

1

Damage Config

Set up damage categories used across all repair records — dents, scratches, mechanical faults, etc.

2

Fleet Repair Record

Create the master repair job. Record vehicle details, customer info, and observed damage on arrival.

3

Diagnosis

Technicians assess the vehicle and record required parts, products, and labour linked to each damage.

4

Insurance

Flag insured items, raise a formal quotation to the insurer, and record approval before work begins.

5

Sale Order

Create a Sale Order from the diagnosis. Confirm to authorise the repair and trigger stock movements.

6

Work Order

Generate the operational Work Order for the workshop floor. Assign technicians and track progress.

7

Invoicing

Generate two invoices: one to the customer for non-insured items, one to the insurer for covered items.

8

Close & Handback

Close the Work Order, conduct a quality walkthrough, and return the vehicle with all documentation.

Capabilities

Core Features

Damage Type Configuration

  • Unlimited types: dents, scratches, engine faults, glass, etc.
  • Includes name and descriptive notes for intake staff
  • Reusable across all Fleet Repair Records
  • Organised, searchable catalogue for fast intake

Fleet Repair Records

  • Record vehicle registration, make, model, year, colour
  • Link to vehicle owner for accurate invoicing
  • Add multiple damage entries (type, severity, notes)
  • Attach photos for insurance evidence

Technical Diagnosis

  • Add unlimited lines: parts, fluids, labour services
  • Link each line to specific recorded damage
  • Automatic cost calculation (parts, labour, grand total)
  • One-click flag for insurance-covered items

Insurance Handling & Split Billing

  • Generate formal Insurance Quotation directly from Odoo
  • Record approval, partial approval, or rejection
  • System auto-splits customer-payable and insurance-covered
  • Dedicated Insurance Invoice generated automatically

Sale Orders

  • Auto-generated from completed diagnosis
  • One-click confirmation moves to Confirmed
  • Triggers Odoo inventory to reserve spare parts
  • Full order history and revision tracking

Work Orders & Closure

  • Auto-generated from confirmed Sale Order
  • Assign lead technician and individuals per task
  • Pre-closure checklist and quality check
  • Record return date and mileage for history
Smart Interactive Estimator

Build Your Workshop Quote

Select the specific Workshop Management features you need. The system will automatically guide you on required dependencies.

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Your Estimate

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Deep Dive

Insurance Workflow & Split Billing

The most powerful feature of the insurance workflow is automatic split billing. The system always knows what the customer pays and what the insurance company pays — with no manual calculations required.

1. Diagnosis Flag & Quotation

Each line is flagged as insured/non-insured. A formal quotation is generated for the insurer containing only insured items.

2. Dispatch & Approval

Quotation emailed from Odoo. Insurer's approval or partial approval is recorded against the quotation.

3. Dual Invoicing & Reconciliation

Post-completion, a dedicated insurance invoice and a separate customer invoice (for non-insured/excess) are generated and tracked independently.

Support

Frequently Asked Questions

How does the system separate customer and insurance billing?

During diagnosis, each line is flagged. At invoicing, the system generates two separate invoices — one to the customer for non-insured items/excess, and one to the insurer for approved items. No manual splitting is required.

Can I handle partial insurance approvals?

Yes. You can amend the insurance-flagged lines based on partial approval. Non-approved items are automatically reclassified to the customer invoice.

What happens to spare parts stock?

When a Sale Order is confirmed, Odoo Inventory reserves the required parts. Upon Work Order closure, stock consumption is recorded and replenishment is triggered based on minimum stock rules.

Is it compatible with Odoo Community and Enterprise?

Yes. The Workshop Management module is compatible with both Odoo Community and Enterprise editions, and supports Odoo Online, Odoo.sh, and On-Premise deployments.