Before creating a new customer in Dealerware, it is best practice to always search for the customer to see if they already have a profile.
If the customer does not have a profile, you can add a new customer in Dealerware Mobile or Dealerware Web.
Once a customer profile has been created, the profile cannot be removed in either Dealerware Mobile or Dealerware Web.
To add a new customer:
- Select 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. Customers in the United States will receive their Customer Agreement by text message.
- Add the customer’s email address (optional in the United States, mandatory in Canada). Customers in Canada will receive their Customer Agreement by email.
- Select Save
- Verify the driver’s license information
- Select Save
To add the customer’s payment information*:
- Select “Scan Card” to scan the customer’s credit or debit card to capture the name, number, expiration date, and CVV
- Manually add the billing Zip Code
- Select 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
- Select Take Photo to take a picture of the customer’s insurance card or mobile device with a picture of their insurance
- Select Use Photo
- Select Save
To add the customer’s 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
*This step may not be required if you do not use Dealerware for cost recovery.