Proset Auto Glass Safelite Invoice Builder TEST MODE
1
Referral
2
Service
3
Customer
4
Vehicle
5
Pricing
6
Insurance
7
Docs
8
Generate
1
Upload Safelite Referral
Required first step

Upload the Safelite referral PDF or image. The system will automatically extract customer, vehicle, and claim data to pre-fill the form.

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Click or drag to upload Safelite Referral
PDF preferred — JPG and PNG also accepted
The referral will be parsed automatically to pre-fill the form
Parsing referral, extracting data...
📋 Extracted from Referral — Review & Confirm
2
Service Type

Select the type of service being performed. This controls which fields and pricing sections are shown.

3
Job Details
4
Customer Information
5
Vehicle Information
Required for windshield replacement. Enter if available for chip repair.
Copy/paste the full description from your vendor site. Appears verbatim in the invoice line item — supports long text.
6
Pricing — Windshield Replacement
GlassNAGS part
R&I Labor
Kit / Adhesive
ADAS Recal
Invoice row: select Static or Dynamic to prefill the recal amount.
6
Pricing — Windshield Repair
1st ChipWSREPAIR
Extra Chips
6b
Invoice Totals
Subtotal$0.00
State Tax (7%)$0.00
Total Due$0.00
⚠️ Total exceeds $1,500 — Safelite authorization required. Do not submit without written approval.
7
Insurance & Billing
Type carrier name or select from list
Auto-fills for known carriers when selected above
Enter from referral — for your records, not included on invoice
8
Documents & Photos
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No referral uploaded yet
Upload in Step 1 above
✍️
Click or drag
PNG, JPG, or PDF
Photo 1 *
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Photo 2 *
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Photo 3 *
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Photo 4 opt
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Photo 5 opt
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Large iPhone photos are automatically resized to keep uploads under the server limit.
8
Generate Invoice Packet

⚠️ Please fix before generating:

Uploading files...
Preview opens a test PDF in a new tab (no Drive/Sheets writes). Generate builds the full packet.