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Help Center Overview & Best Practices

• Get Support as a Dealership Customer
• Introduction to Dealerware
• Learn about Dealerware's Current Operational Status
• Learn About Dealerware Mobile's Capabilities
• Learn about Dealerware's Insurance Verification Capabilities
• Authentication Best Practices and Troubleshooting Steps

Accessing Dealerware

• Dealerware Web Login
• Dealerware Mobile Login
• Password Update and Account Activation
• Access Dealerware Web on a Mobile Device

Placing Orders

• Place a Fleet Increase or First-Time Order for Connected Car Devices or Toll Equipment
• Place a Replacement Order for Connected Car Devices or Toll Equipment
• Activate Scheduler Integration

Integrations

• Scheduler Integrations
• RedCap

Booking, Starting, & Finishing Contracts

• Contract Statuses
• Creating and Starting a Contract
• Finishing a Contract
• Booking a Reservation Without Starting the Contract
• Generate a Quote
• Printing/Emailing a Driver Agreement

Mobile Check-Out/In

• Book a Reservation Using Dealerware Mobile
• Learn How to Use Quick Contracting in Dealerware Mobile
• Learn How to Use Contactless Contracting in Dealerware Mobile
• Create a Contract in Dealerware Mobile
• Download the Dealerware App & Learn Which Devices are Compatible
• Assign Additional Drivers to a Contract in Dealerware Mobile

Editing Contracts

• How to Edit Contract Information
• What Can Be Edited on Contracts?
• Edit Contracts FAQs
• Edit Fuel and Odometer values on a Started Contract
• Change the Vehicle on a Started Contract
• Change the Program on a Started Contract

Invoicing & Billing Overview

• Charge a Customer
• Postpone Charging When Finishing a Contract (Mobile Only)
• Charge a Customer for Tolls in Dealerware Web
• Learn When a Customer is Charged for Tolls
• Managing Off-Platform Invoices/Charges
• Update a Customer's Payment Method

View & Manage the Calendar

• View and Navigate the Dealerware Calendar
• Create and Modify Reservations Using the Dealerware Web Calendar
• Drag and Drop Reservations in the Calendar

Create, Edit, or Delete Customers

• Create a New Customer
• Delete a Customer Profile
• Learn How Dealerware Keeps Customer Information Secure

Editing Customer Profiles

• How to verify a customer’s insurance using Manual Override
• Add/Edit Customer Details
• Add/Delete a Payment Method
• Set a Customer's Preferred Language
• Add/Remove a Customer from the "Do Not Rent" List
• Set a Customer's Preferred Language in Dealerware Mobile

Adding, De-Fleeting, & Editing Vehicles

• Add a Vehicle
• Activate Pre-Fleet Vehicles
• Remove a Vehicle
• View All Vehicles
• View & Edit a Vehicle's Details
• View and Update Vehicle Status

Connected Car Services & Telemetry

• Connected Car Solutions Benefits
• GPS Tracking Best Practices
• Verify a Vehicle has Connected Car Services Enabled
• Determine a Vehicle's Telemetry Source in Dealerware Web
• Connected Car Device (CCD) Installation Guide
• CCD Harness Installation Guide (Connected Car Devices)

Dealerware Toll Services

• Learn about the Dealerware Toll Services Upgrade
• Toll Management Solutions Benefits
• Learn How Dealerware Automates the Recovery of Customer Tolls
• Set up Dealerware Toll Services in Dealerware Web
• Assign a Toll Barcode to a Vehicle in Dealerware Web
• Install Dealerware Provided Toll Equipment in Vehicles

Vehicle QR Codes (Mobile Check-Out/In)

• Vehicle QR Codes Overview
• Print a Vehicle QR Code in Dealerware Web

OEM Specifics

• Audi: Installation Guide for Q4 E-tron Connected Car Devices
• Ford Specific: Set up Ford Pro Telematics
• Mercedes-Benz Specific: Learn About the Direct Connect Integration
• Lexus Specific: Learn How to Manage LCCS and Non-LCCS Vehicles in Dealerware
• Toyota & Lexus Specific: Learn How to Set up Connected Car Services

Non-SSO Employee Management

• Create or Locate an Employee Account in Dealerware Web
• Deactivate or Reactivate an Employee Account in Dealerware Web
• Learn about Employee Account Permissions
• Update an Employee's Account Permissions in Dealerware Web

SSO (Single Sign-On) Employee Management

• How to Log in to Dealerware via Single Sign-On (SSO) for Volvo Dealers

Dashboard

• Dashboard Overview
• Manage your Contract & Fleet Activity from the Dashboard
• Dashboard Shows Vehicle "Off Lot" While On Lot

Reports Overview

• Dealerware Web Reports
• How to Search Reports
• How to Create Personalized Report Views
• View and Download Reports in Dealerware Web
• Schedule Reports to Deliver via Email

Contracts Reports

• Learn about the All Contracts Report
• Learn about the Open and Overdue Contracts Reports
• Learn about the Finished Contracts Report
• Learn about the Canceled Contracts Report
• Learn about the Source of Business Report

Vehicle Reports

• Learn about the Missing Miles Report (Fleet Performance)
• Learn about the Revenue by VIN Report (Fleet Performance)
• Learn about the Vehicle Inventory Report
• Learn about the Vehicle Audit Report (Vehicle Inventory)
• Learn How Vehicle Utilization is Calculated in Dealerware
• Learn about the Tolls Report

Valet Reports

• Learn about the Valet Report

Employee Reports

• Learn about the Service Advisor Performance Report

Revenue Reports

• Learn about the Payments Report
• Learn about the Remittance Report
• Learn about the Transactions Report
• Learn about the Unsettled Balance Report
• Understand Rental Revenue via Reports

Insights Builder (Custom Reporting)

• Build a Custom Report with Insights Builder

Creating/Editing Programs

• Add or Remove Vehicles from Programs

• Create or Remove Programs
• Assign Vehicles to Programs in Dealerware Web
• Configuring Program Settings
• Learn about the VINs to Multiple Programs Feature

Billing Configuration

• Configure a Credit Card Hold in Dealerware Web

Daily Rates

• Configure Daily Rates in the Future with Advanced Rates
• Configure a Vehicle Daily Rate in Dealerware Web
• Learn How to Assign Daily Rates by Vehicle Model in Dealerware Web

Program Agreements

• View Program Agreement(s)
• View and Edit Program Agreement Terms
• Add Custom Agreement(s)
• View or Edit Custom Agreement Terms
• Add Agreement Terms in Multiple Languages
• Convert your Custom Driver Agreement File to a .PDF Format

Retail Rental Best Practices

• Retail Rental Best Practices
• Retail Rental Daily Duties
• Retail Rental Weekly Duties
• Retail Rental Monthly Duties

Loaner Best Practices

• ★ Learn How to Maximize your Volvo Courtesy Vehicle Program (CVP) Reimbursements
• Customer VIN Validation
• Improve Your Dealership's Average-Length-of-Contract KPI
• Learn How to Handle Instances Where a Customer's Insurance is Expired

Rental Best Practices

• Configure Daily Rates in the Future with Advanced Rates
• Set up Rental Programs in Dealerware Web
• Enable Connected Car Solutions for Rental
• Enable Tolls for Rental
• Ensure Vehicle Information is Accurate in Dealerware Web for Rental Programs
• Stage Vehicles for Rental

Valet Best Practices

• Learn about Dealerware's Valet Service and How to Enable It
• Create & Manage Valet Tasks in Dealerware Web
• Execute Valet Tasks in Dealerware Mobile

Location & Other Settings

• ★ Require "Customer VIN" on Contracts
• ★ Require Repair Order on Contracts
• Service to Sales Leads
• Employee Email Notifications for Platform Geofence Alerts
• Learn about De-Risk Alerts and How to Configure Them
• Manage your Settings in Dealerware Web

Invoicing

• Update Your Dealership's Billing Information
• View and Download Your Dealership's Dealerware Invoices
• Learn Which Services are Included in Your Dealerware Monthly Invoice
• Learn about the Tolls Incurred Section on Your Invoice
• Learn Which Invoice Payment Options are Available to Your Dealership
• Learn Who to Address When Submitting Payment by Check

Reimbursements

• Learn about the Dealerware Reimbursement Process
• Learn about Dealerware's Transaction Fee
• Learn When Tolls are Collected from Customers and Reimbursed to My Dealership
• Learn about Chargebacks
• Learn How Chargebacks Impact Your Dealership
• Obtain an ACH Request Form

Webinar Recordings

• Learn about Dealerware's Contactless Contracting Feature

Contacting Support

• Contact Dealerware Support

Playbooks

• Guide to Tiered Loaner Programs
• Guide to Great Customer Service
• Dealership Rental Playbook