To add a new customer, tap Create New Customer. Scan the barcode on the back of their driver’s license or manually enter their information. Add the customer’s cell phone. They will receive their loaner agreement by text. When complete, tap Save. Verify the Driver’s License information. Tap Save.
Next, add their payment information. Scan the customer’s credit or debit card to capture the name and number. Manually add the Expiration date, CVV, and billing Zip Code. Tap Save. Dealerware is PCI compliant so your customer’s information is secure and not stored on the device.
Complete the customer’s profile by entering their insurance information. Set the expiration month and year. Then, tap “Scan Insurance” to take a picture of their insurance card. When complete, tap Save.