To add a new customer:
- Tap Create New Customer
- Scan the barcode on the back of the customer's drivers license or manually enter their driver's license information
- Add the customer’s cell phone number. They will receive their loaner agreement by text
- Tap Save
- Verify the driver’s license information
- Tap Save
To add the customer’s payment information*:
- Scan the customer’s credit or debit card to capture the name, number, expiration date, and CVV
- Manually add billing Zip Code
- Tap Save. Dealerware is PCI compliant so your customer’s information is secure and not stored on the device
To add the customer’s insurance information:
- Set the expiration month and year
- Tap Take Photo to take a picture of their insurance card or mobile device with a picture of their insurance
- Tap Save
*This step may not be required if you do not use Dealerware for cost recovery.