To create and start a loaner contract, watch this video or reach the instructions below.
Start from your customer’s completed profile to create a new contract. If profile information is incomplete, it will appear in red on iOS or black on Android.
Tap Create New Contract at the bottom of the customer profile. Set pick up and drop off date and time. Enter the repair order number. Then, select the service advisor. Tap Save & Assign Vehicle to continue.
Choose from the list of staged vehicles or search by License Plate, Stock, or VIN. Enter the starting fuel and mileage. If you use Connected Car Devices, Dealerware automatically updates fuel and mileage. Tap save to continue to vehicle details.
Verify Vehicles Details. Then, walk around the vehicle with the customer -- review the condition and document any issues. Issues will appear on the customer’s contract and remove their liability. Tap Continue.
The Final step is to hand your customer the device and allow them to slide each contract agreement toggle. Customers can tap the agreement tab to review a full version of the contract.
Once they agree to the terms, the customer will tap Continue. Then they will sign, and tap Start Contract.
Let your customer know they will receive a text notification with a link to the loaner contract.