This guide explains how to add and manage insurance companies in Flovix – Workshop. Insurance companies can later be assigned to vehicles and customers for workshop operations.
Step by Step to Add an Insurance Company
- Log in to Flovix – Workshop.
- From the left navigation menu, go to Workshop.
- Select Insurance from the Workshop menu.
- Click the + Add button in the top-right corner.
- In the Add Company window, enter the required company details, such as:
- Company Name
- Contact Person
- Email Address
- Mobile Number
- Phone Number
- Website (Optional)
- Tax Registration Number (TRN)
- Country
- City
- Street Address
- Postal Code
Verify that all information is correct.
Click Save to create the insurance company.
- Edit an Insurance Company
- Open Workshop → Insurance.
- Locate the insurance company in the list.
- Click the Edit (pencil) icon.
- Update the required information.
- Click Update to apply the changes.
- Search for an Insurance Company
Use the Search bar to quickly find an insurance company by its name or other available details.
Insurance List Features
- The Insurance list allows you to:
- View all insurance companies in one place.
- Search for specific insurance companies.
- Edit existing insurance company information.
- Manage insurance records efficiently.