Overview
Dealerware Reservations lets you unlock rental programs, gain visibility into scheduling, and enhance the customer experience at the dealership by assigning a customer to a Program for a select period of time.
Book a Reservation
Start with a complete customer profile (incomplete profiles appear in red on iOS and black on Android)
In Customer Profile, select Create Contract
In New Reservation, confirm the Pickup, Drop-off date & time, and Service Advisor (select None if one does not apply)
Pickup date and time default to today's date and the nearest 30-minute increment, and drop-off date and time default to 48 hours later)
If no vehicles are available for the duration of the contract, an overbooking alert will occur. You may overbook as needed or select a new Vehicle Group.
Availability calculations are based on the pickup and drop-off dates of booked reservations, and pending and started contracts.
Assign the Program
Select the Vehicle
Confirm the Fuel Level, Odometer, and Vehicle Notes (or damages if applicable)
In Reservation Overview, you can + Add Another Driver (if applicable)
Enter the Repair Order # (optional)
Enter the Service Vehicle ID (optional)
Select Send SMS or Sign on this device for the customer to agree of terms and obtain a signature
After the Contract is Signed, the contract with start
View Contracts
After starting a contract, you can view or manage it in Daily Schedule by selecting Schedule from the main navigation.
Q & A
Q. What happens if I create a reservation, begin the Start-contract workflow at a later date, and observe that there are no available vehicles to choose from during vehicle selection?
A. Vehicles within the chosen Vehicle Group must be available in order to assign a vehicle to a contract.
If a vehicle is not available for selection, you must exit the contract creation workflow and free up a vehicle within the selected Vehicle Group by updating a vehicle's status or completing a contract. Then, resume the contract creation workflow and assign a vehicle.
Alternatively, you may cancel the reservation, create a new one, assign a different Vehicle Group, and then begin the contract creation workflow.
Q. Can I update the Vehicle Group I've assigned to a reservation?
A. You can update the Vehicle Group while on the New Reservation page.
After saving the reservation, you will be unable to modify the Vehicle Group: you must cancel the reservation, book a new one, and assign the applicable Vehicle Group.