Overview
Dealerware makes it easy to view booking, vehicle, and service info, view or add notes, manage Additional Drivers and preview credit card hold amounts during the start-contract workflow.
Starting a Contract
How do I start a contract using Dealerware Mobile?
There are two ways you can start a contract using Dealerware Mobile:
Locate a previously booked reservation then proceed to the start-contract flow:
Select Schedule from the main navigation
Locate & select the reservation in a Pickup status
In Reservation Overview, confirm Booking, Vehicle, and Service info is accurate
Add Additional Drivers (optional)
Add or review Notes (optional)
See: Assign Vehicle & Input Vehicle Usage Data for next steps
Create and start a contract on the fly using the Contract Now feature:
Select Customers from the main navigation
Search and select the applicable customer or create a new customer profile
Select Contract Now
Confirm Programs selection
Add Additional Drivers (optional)
Select Next: Vehicles
See: Assign Vehicle & Input Vehicle Usage Data for next steps
*If a customer has an outstanding balance or is on the Do Not Rent list, it will be indicated on the customer's profile. In these cases, it's advised to access the Customer Profile using Dealerware Mobile and manage the balance or remove the customer from the Do Not Rent list as needed.
Assign Vehicle & Input Vehicle Usage Data
In Assign Vehicle, choose from the list of staged vehicles, or search by License Plate, Stock #, VIN, or scan the vehicle QR code
In Vehicle Usage Data, enter the starting Fuel Level & Odometer readings (if using Connected Car Services: these values will auto-populate)
Select Save
Verify Vehicle Details
In Vehicle Details, review the vehicle condition with the customer & document issues
Select Continue
Review Reservation Overview & Capture Customer Signature
In Reservation Overview, confirm Booking, Vehicle, and Service info is accurate
Add Additional Drivers (optional)
Add or review Notes (optional)
Review Credit Card Hold details & collect verbal content from the customer (applies only if Credit Card Hold is enabled)
Capture a Customer Signature
In Reservation Overview: Customer Signature, select On This Device to capture a signature using your dealership device or Contactless to send the agreement to the customer’s personal device
Choosing On This Device
Select On This Device
Pass the device to the customer
Ask the customer to review the Agreement Terms, toggle through each line item, and select Continue
Ask the customer to sign the agreement and return the device
Select Start Contract to complete the process
The customer will receive a link via text message to access a copy of their agreement
Choosing Contactless
Select Contactless
Select Send Text Message
Select OK
The customer will receive a text message (email for Canadian customers) containing a link to view their Customer Agreement
The customer must agree to each agreement term, sign the agreement, and select Sign Contract
Dealerware Mobile will redirect you back to the Reservation Overview screen
After the customer has submitted their signature, Dealerware Mobile will refresh, and the customer’s contract will appear in a Signature Completed status. If the reservation remains in a Contract Not Signed status, pull down on the screen to refresh.
*Note that text messaging capability is not available to locations in Canada, therefore emails will be sent to customers as an alternative.
Canceling a Reservation
How do I cancel a Reservation?
Navigate to Schedule
Select the applicable reservation in a Pickup status
In Reservation Overview, select Cancel Reservation
When a confirmation alert appears, select Yes