How do I start a contract using Dealerware Web?

Overview

To start a contract, first locate a previously booked reservation or book a new reservation.

After you have located a previously booked reservation or have booked a new reservation, you can begin the start-contract workflow, which consists of the following actions:

1. Assign a vehicle
2. Set fuel and odometer values
3. Select the customer's preferred credit card
4. Collect the customer's signature

Start the Contract

Begin by locating a previously booked reservation or booking a new reservation. See the steps below.

Locate a Previously Booked Reservation

• Select Contracts from the main menu
• Locate and select the reservation in a Booked status (the Created On column will indicate the booked date)
• In Contract Details, select Start Contract

Book a New Reservation

• Select Contracts from the main menu (alternatively, you may begin from a complete customer profile) 
• Select Add Contract 

• In New Reservation, assign the customer by using the search bar (applies to existing Customer Profiles only)
• Set the Pickup & Dropoff date & time
• Assign the Vehicle Group
• Assign the Service Advisor (select None if one does not apply)
• Add the Repair Order and Service Vehicle ID (optional)
• Select Save Reservation

• After booking the reservation, select View Reservation Details

Begin the Start Contract Workflow

Assign a Vehicle & Set Fuel & Odometer

• In Select Vehicle, search for the vehicle you wish to assign
• Select the vehicle
• Set Fuel Level & Odometer (values will auto-populate for vehicles enabled with Connected Car Services)

Add Additional Drivers & Select the Customer's Preferred Credit Card

• Add Additional Drivers (optional)
• If Credit Card Hold is configured, select the appropriate credit card

Collect a Customer's Signature

• Obtain a signature (via Contactless Contracting: Select Send Text Message (US) or Send Email (Canada) or manually: Select Skip, manually obtain signature)
• If the contactless option was selected, the Signature Status will indicate whether the customer submitted their signature

• After the customer has submitted their signature, select Start Contract

*Credit card hold declines may be due to insufficient funds. When a decline occurs, add a new payment method and try again.

Update the Assigned Vehicle Before Starting the Contract (optional)

If you need to update the assigned vehicle, you may do so after you’ve obtained a customer signature. Updating the vehicle will require collecting a new signature. Follow the steps below.

• While on the Start Contract page, navigate to Vehicle Information
• Select Edit
• Assign a new vehicle
• 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 Vehicle Group settings. You can confirm the hold amount before starting the contract by viewing the Credit Card Hold section.