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:
- Assign a vehicle
- Set fuel and odometer values
- Select the customer's preferred credit card
- 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.