Overview
There are two ways you can start a contract in Dealerware Mobile: locate a previously booked reservation and begin the start-contract workflow, or book a new reservation and proceed to contract creation in the same instance.
Begin the Start-Contract Workflow
- Proceed from the New-reservation workflow, or select Contracts from the main menu to locate the booked reservation
- In Contract Overview, select Assign Vehicle
- Choose from the list of staged vehicles, or search by License Plate, Stock #, or VIN, or scan the vehicle QR code
- Enter the starting Fuel Level and Odometer Reading (if you use Connected Car Services, fuel and odometer values will update automatically.)
- Select Save
- Verify Vehicle Details
- Review the vehicle condition with the customer and document issues (issues documented during the Start-Contract workflow will appear on the Customer Agreement as pre-existing issues)
- Select Continue
- Confirm Contract Details are accurate
- Inform the customer that a credit card hold will be applied to their credit card and collect verbal consent (applies only if Credit Card Hold is enabled)
- Obtain a customer signature: Select On This Device to obtain a signature using your dealership device or Contactless to send the agreement to the customer’s device
Choosing On This Device
- Select On This Device
- Pass the device to the customer
- Ask the customer to review the Contract Terms, toggle through each line item, and select Continue
- Ask the customer to sign the agreement and return the device
- Select Start Contract to complete the process
- The customer will receive a link via text message to access a copy of their agreement
Choosing Contactless
- Select Contactless
- Select Send Text Message
- Dealerware Mobile will direct you to the Contracts screen
- The customer will receive a text message containing a link to view their Customer Agreement
- The customer must toggle through each line item, sign the agreement, and select Sign Contract
After the customer has submitted their signature, Dealerware Mobile will refresh, and the customer’s contract will appear in a Signature Submitted status.
- Select the contract
- Select Start Contract to complete the process
- The customer will receive a link via text message to access a copy of their agreement
*If the contract remains in a Signature Pending status, pull down on the screen to refresh.
Cancel a Contract
- Navigate to Contracts
- Select the contract you wish to cancel
- Select Cancel Contract (a confirmation alert will appear)
- Select OK to cancel the contract
*Please note you cannot cancel a contract after it has begun.