In this article, we will walk through renewing contracts that have been open for 30 days or longer.
Step 1: Navigate to the Contracts Widget on the Dashboard
Select the Contract Limit warning.
You will be rerouted to the Contract Limit filter to view all contracts exceeding your set limit.
Step 2: Review Customer Profile
Check if the customer profile needs updates.
A green checkmark indicates all information is current.
A red X indicates a piece of the customer profile has expired. Send the mobile check-in link for updates.
Step 3: Note Vehicle Information
Take note of the license plate or stock number of the vehicle for renewal.
Step 4: Create a New Reservation
Navigate to the Calendar tab.
Locate the vehicle for the contract you want to renew.
Create a new reservation by clicking and dragging.
A drawer will pop out on the right; search for and select the customer's name.
Adjust the pickup and drop-off date and time as needed.
Update your program if necessary.
Enter the customer VIN and repair order number.
Assign your service advisor and select Save.
Step 5: Open the Reservation
Select View Details to open the Contract Details window.
Go to the Manage tab.
Review the Vehicle Details section.
Ensure the fuel level matches the starting fuel level of the original contract value.
Update the odometer value via Connected Car Services or contact the customer for the latest value.
Step 6: Send Contract Signature Request
Scroll to the Contract Signature section and select Send Text Message.
Wait for the customer to submit their signature.
Look for a green checkmark indicating the signature is completed.
Step 7: Close the Original Contract
Navigate back to the Contracts tab.
Locate the current aging contract for the customer and select the Contract ID.
Go to the Manage tab and scroll down to select Finish.
Ensure the fuel level matches the starting value as you don't want to charge the customer for fuel used yet.
Update mileage using Connected Car Services or contact the customer for the latest value.
Add the repair order number and customer VIN if required.
Select Finish.
Step 8: Start the New Contract
Navigate back to the new contract.
If reauthorizing a hold, select the credit card on file. We highly recommend this if you plan on charging the customer on Dealerware for any contract invoice items, as holds expire around 30 days.
Select Start Contract.
You now have a renewed contract, and the customer will receive a text message with a copy of the agreement.