Create a Contract & Assign Pickup & Dropoff Valet Tasks
- Log in to Dealerware Web
- Create a Contract
- In Contract Details, select the Manage tab
- In Manage, navigate to the Valet Task section
- In Valet Task, select Add Valet Task
- When the side panel appears, select the Task Type dropdown
- Select the Service Pickup option to create a task for the driver to deliver a loaner vehicle to the customer
- Assign a Primary Driver & Additional Driver (optional)
- Add a Destination Address, where the driver will meet the customer
- Add any relevant Task Notes to help the driver accomplish the task (like a gate code)
- Select Create to finalize the task
- In Contract Details, proceed to create a Service Drop-off task for the driver to retrieve a loaner vehicle from the customer, by following the steps above
Manage Valet Tasks
- Log in to Dealerware Web
- Select Tasks from the main menu
- Select the Status dropdown to filter the table by task status
- Select the Service dropdown to filter the table by task type
- Select the Driver dropdown to filter the table by the driver assigned to the task
- Select the 3 dots within the Action Column, followed by View Details to view or edit a task from the side panel
- Select the 3 dots within the Action Column, followed by Cancel Task to cancel a task