How do I start a contract using Dealerware Web?

Overview

There are two ways you can access and start a contract in Dealerware Web:

1. Locate a previously booked reservation then start the contract workflow
2. Book a new reservation then start the contract workflow in the same instance

After accessing the contract, begin the workflow by assigning a vehicle, setting fuel and odometer values, setting a credit card, and collecting a customer signature.

Access the Contract

Locate a previously booked reservation then start the contract workflow

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

Book a new reservation then start the contract workflow in the same instance

• After booking the reservation, select View Reservation Details to begin the start-contract workflow

Start the 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 & enable a Credit Card Hold

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

Obtain a customer 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.

• 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.