Edit Contract Details, Manage Notes, and Add Vehicle Issues
In Contract Details, you can edit contract information and add notes and vehicle issues based on contract status.
Start by locating the section you wish to edit within each tab, then select the edit button next to the section, add or edit information, and then select save.
See contract statuses and the tabs in which details can be edited below.
Contract Status | Tab | Editable Details |
Booked | Overview | Customer Information
Scheduling & Service Information
Notes
|
Pending | Overview | Customer Information
Scheduling & Service Information
Notes
|
Pending | Manage | Select Vehicle: Vehicle
Vehicle Condition
Additional Driver
Start Contract Button
|
Started | Overview | Customer Information
Scheduling & Service Information
Notes
|
Started | Manage | Vehicle Condition
Warranty Configuration
Finish Button
|
Finished | Manage | Vehicle Condition
Warranty Configuration
|
Update the Assigned Vehicle Before Starting the Contract (optional)
You can update the vehicle assigned to the contract prior to starting the contract. If a customer signature was obtained prior to updating the vehicle, you will have to obtain a new signature after updating the vehicle.
While in Contract Details: Manage, navigate to Select Vehicle
Locate the search bar, and select the X
Using the search bar, input the details of the vehicle you wish to assign to the contract
Navigate to Contract Signature and obtain a customer signature (the Send Text Message (US), Send Email (Canada) and Skip, Manually Obtain Signature options will be active)
After the customer has submitted their signature, select Start Contract
*Updating the assigned vehicle may result in a credit card hold based on Program's settings. You can confirm the hold amount before starting the contract by viewing the Credit Card Hold section.