Overview
When adding a new customer in Dealerware, a Customer Profile is created containing personal, payment, and insurance information.
Before creating a new customer in Dealerware Mobile, first scan the customer's driver's license to determine if a profile already exists. If a profile exists, it will populate and provide the option to edit the profile and/or create a contract.
You can use Dealerware Mobile to edit an existing customer profile. To delete a customer profile, use Dealerware Web.
Create a New Customer
Add Driver’s License & Personal Details
- Select Customers from the main navigation
- Select the + symbol
- Scan the Driver’s License (the customer profile will populate if the customer already exists)
- Input the customer’s mobile phone number (US customers will receive their Driver Agreement via text message)
- Add the customer’s email address (Optional in the US, mandatory in Canada. Canadian customers will receive their Driver Agreement via email)
- Select Save
- Verify the information on the Driver's License detail screen
- Select Save
- Optional - To bypass the camera, select the X to close the camera, input name, mobile phone number, email address, select Save; then and add the Driver's License details once the profile is created
Add Insurance Information
- Select the Insurance tab
- Select Take Photo to capture a photo of the customer’s insurance information
- Enter the insurance policy expiration date
- Select Save
Add a Payment Method
- Select Payment Method tab
- Select Add a card
- Select Scan Card to scan the customer’s credit or debit card and capture name, card number, expiration date, and CVV
- Select Allow Debit if it is a debit card
- Manually enter the billing Zip Code
- Select Save
*Dealerware is PCI Compliant, therefore your customer’s information is secure and won’t be stored on the device.
Add Employer Information (optional)
- Select Employer Info (optional) from the customer profile
- Enter the Employer Name and Employer Phone (required)
- Enter Employer Address (optional)
- Select Save
Edit Customer Information
- Select Customers from the main navigation
- Search for the customer and select their profile
- Select Edit to update name, email, phone number
- Or, select the applicable tab to add or edit details