Overview
When adding a new customer in Dealerware, a Customer Profile is created, which contains 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, an alert will populate and provide the option to view the profile or create a new one.
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 Create New Customer
- Scan the Driver’s License or manually enter the information (an alert will populate if a profile 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
Add a Payment Method
- After adding the customer’s personal information, you will be redirected to the Add Payment screen
- Select Scan Card to scan the customer’s credit or debit card and capture name, card number, expiration date, and CVV
- 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 Insurance Information
- After adding the customer’s payment method, you will be redirected to the Insurance screen
- Enter the insurance policy expiration date
- Select Take Photo to capture a photo of the customer’s insurance information
- Select Use Photo
- Select Save
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 the applicable tab to add or edit details