Before creating a new customer in Dealerware, you should always search for the customer to see if they already have a profile.
If the customer does not have a profile, you can create 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. They will receive their Customer Agreement by text
- Select Save
- Verify the driver’s license information
- Select 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 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 their insurance card or mobile device with a picture of their insurance
- 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.
* Please note the following Canadian identifications are not yet recognized by the ID scanner but we expect them to be in the near future: Alberta - ID card / BETA, British Columbia - Driver license / Public services card (Combined), British Columbia - ID card / BETA, British Columbia - Public services card, New Brunswick - Driving license, Nova Scotia - Driving license / BETA, Yukon - Driving license / BETA.