Service plans, fleet contracts, and insurance billing, unified in one app

Prepaid plan drawdown, fleet job authorization with PO capture, split insurer and owner invoicing, and technician commissions — standalone on stock Odoo, with no proprietary garage-management suite required.

The problem

Prepaid service plans, fleet authorizations, and insurance claims get buried in free-text notes on generic repair tools. Plan coverage and visit entitlements are tracked by memory, fleet and insurer jobs are performed before a purchase order or authorization limit is captured, and split insurer/owner billing is handled by hand — so margin leaks away and invoicing-time disputes become routine.

The solution

One standalone app gives service plans, fleet job authorization, insurance split billing, sublet outwork, and technician commissions a structured home. Plan drawdown, authorization limits, rate cards, and invoice splits are all computed and enforced automatically, with no dependency on any proprietary garage-management suite.

Capabilities

Everything a service-plan and fleet-contract workshop needs

Every capability below is implemented in the module.

01

Prepaid Service Plans

Sell service plans upfront with both time- and mileage-based coverage. Each plan tracks included visits, inclusions, and payment status in one record.

02

Automatic Plan Drawdown

Every completed visit decrements the plan's remaining visit count automatically, and the app blocks marking a visit done once entitlements are exhausted.

03

Coverage & Expiry Alerts

A daily check flags plans approaching their mileage or date limit, posts a chatter warning, and schedules a follow-up activity before coverage lapses.

04

Fleet Job Authorization

Capture the purchase order number and authorizing account before work begins, so fleet and insurer jobs are never billed on trust after the fact.

05

Authorization Limit Enforcement

Jobs exceeding the contract's authorization limit are flagged and routed to a configured approver instead of being silently blocked or billed anyway.

06

Versioned Multi-Tier Rate Cards

Maintain retail, trade, fleet, and insurer rate cards per account, with version history so a historical invoice always matches the rate that was active at the time.

07

Split Insurance Billing

Insurance claims generate one invoice to the insurer for the authorized amount and a separate invoice to the vehicle owner for the excess, computed automatically.

08

Sublet & Outwork Margin

Outsourced work is tracked as its own record with vendor cost, markup percentage, and a computed sell price and margin, so sublet profitability is never lost.

09

Technician Commission Tracking

Calculate commission per hour sold, per labour sold, or per job margin, with an efficiency floor and a reconciliation and dispute workflow before payout.

Workflow

How it works

1

Sell the Plan

Set up a prepaid service plan with mileage and date coverage, included visits, and price, then confirm it.

2

Log Visits

Record each service visit against the plan; completing a visit draws down the plan's remaining entitlements automatically.

3

Authorize Fleet Work

Capture the PO number and rate card for fleet or insurer jobs; over-limit jobs route to an approver before authorization.

4

Bill & Reconcile

Invoice authorizations, split insurance claims between insurer and owner, and reconcile sublet margin and technician commissions.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. It installs standalone on stock Odoo Fleet, Accounting, and Discuss (mail) apps, with no dependency on any third-party garage-management product.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Vehicle Service Plans & Fleet Service Contracts

Prepaid service plans with automatic drawdown, fleet job authorisation with limit enforcement, versioned rate cards and split insurance billing — plus sublet margin and technician commission tracking.

Buy on Odoo App Store