Overview
When adding a new customer in Dealerware, a Customer Profile is created containing personal, payment, and insurance information.
Before creating a new customer in Dealerware Mobile, first scan the customer's driver's license to determine if a profile already exists. If a profile exists, it will populate and provide the option to edit the profile and/or create a contract.
You can use Dealerware Mobile to edit an existing customer profile. To delete a customer profile, use Dealerware Web.
Create a New Customer
Add Driver’s License & Personal Details
Select Customers from the main navigation
Select the + symbol
Scan the Driver’s License (the customer profile will populate if the customer already exists)
Input the customer’s mobile phone number (US customers will receive their Driver Agreement via text message)
Add the customer’s email address (Optional in the US, mandatory in Canada. Canadian customers will receive their Driver Agreement via email)
Select Save
Verify the information on the Driver's License detail screen
Select Save
Optional - To bypass the camera, select the X to close the camera, input name, mobile phone number, email address, select Save; then and add the Driver's License details once the profile is created
Add Insurance Information
Select the Insurance tab
Select Take Photo to capture a photo of the customer’s insurance information
Enter the insurance policy expiration date
Enter the insurance policy number
Select Save
Add a Payment Method
Select Payment Method tab
Select Add a card
Select Scan Card to scan the customer’s credit or debit card and capture name, card number, expiration date, and CVV
Select Allow Debit if it is a debit card
Manually enter the billing Zip Code
Select Save
*Dealerware is PCI Compliant, therefore your customer’s information is secure and won’t be stored on the device.
Add Employer Information (optional)
Select Employer Info (optional) from the customer profile
Enter the Employer Name and Employer Phone (required)
Enter Employer Address (optional)
Select Save
Edit Customer Information
Select Customers from the main navigation
Search for the customer and select their profile
Select Edit to update name, email, phone number
Or, select the applicable tab to add or edit details