Before adding a new customer to Dealerware, search for the customer to determine if they already have a profile.
*Customer profiles can be edited but not removed from Dealerware Mobile or Dealerware Web.
Add a new Customer
- Select Create New Customer
- Scan the barcode on the back of the customer's driver's license or manually enter driver's license information
- Add the customer’s mobile phone number (Customers in the United States will receive their Customer Agreement via text message)
- Add the customer’s email address (optional in the United States, mandatory in Canada — Customers in Canada will receive their Customer Agreement via email)
- Select Save
- Verify the driver’s license information then select Save
Add the Customer’s Payment Method
- 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 the Customer’s Insurance information
- Enter the expiration month and year
- Select Take Photo to capture a photo of the customer’s insurance information
- Select Use Photo
- Select Save
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.