Overview
There are two ways you can start a contract in Dealerware Web: locate a previously booked reservation and begin the start-contract workflow, or book a new reservation and proceed to contract creation in the same instance.
Begin the Start-Contract Workflow
- Proceed from the New-reservation workflow, or select Contracts from the main menu to locate the booked reservation (the Created On column will indicate the booked date)
- In Contract Details, select Start Contract
- Assign a vehicle
- Set Fuel Level & Odometer (values will auto-populate for vehicles enabled with Connected Car Services)
- Add Additional Drivers (optional)
- If Credit Card Hold is configured, select the appropriate credit card
- 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.
- 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.
