Overview
Dealerware makes it easy to view booking, vehicle, and service info, view or add notes, manage Additional Drivers and preview credit card hold amounts during the start-contract workflow.
Starting a Contract
How do I start a contract using Dealerware Mobile?
There are two ways you can start a contract using Dealerware Mobile:
- Locate a previously booked reservation then proceed to the start-contract flow:
- Select Schedule from the main navigation
- Locate & select the reservation in a Pickup status
- In Reservation Overview, confirm Booking, Vehicle, and Service info is accurate
- Add Additional Drivers (optional)
- Add or review Notes (optional)
- See: Assign Vehicle & Input Vehicle Usage Data for next steps
- Create and start a contract on the fly using the Contract Now feature:
- Select Customers from the main navigation
- Search and select the applicable customer or create a new customer profile
- Select Contract Now
- Confirm Vehicle Group selection
- Add Additional Drivers (optional)
- Select Next: Vehicles
- See: Assign Vehicle & Input Vehicle Usage Data for next steps
Assign Vehicle & Input Vehicle Usage Data
- In Assign Vehicle, choose from the list of staged vehicles, or search by License Plate, Stock #, VIN, or scan the vehicle QR code
- In Vehicle Usage Data, enter the starting Fuel Level & Odometer readings (if using Connected Car Services: these values will auto-populate)
- Select Save
Verify Vehicle Details
- In Vehicle Details, review the vehicle condition with the customer & document issues
- Select Continue
Review Reservation Overview & Capture Customer Signature
- In Reservation Overview, confirm Booking, Vehicle, and Service info is accurate
- Add Additional Drivers (optional)
- Add or review Notes (optional)
- Review Credit Card Hold details & collect verbal content from the customer (applies only if Credit Card Hold is enabled)
Capture a Customer Signature
- In Reservation Overview: Customer Signature, select On This Device to capture a signature using your dealership device or Contactless to send the agreement to the customer’s personal device
Choosing On This Device
- Select On This Device
- Pass the device to the customer
- Ask the customer to review the Agreement 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
- Select OK
- The customer will receive a text message (email for Canadian customers) containing a link to view their Customer Agreement
- The customer must agree to each agreement term, sign the agreement, and select Sign Contract
- Dealerware Mobile will redirect you back to the Reservation Overview screen
After the customer has submitted their signature, Dealerware Mobile will refresh, and the customer’s contract will appear in a Signature Completed status. If the reservation remains in a Contract Not Signed status, pull down on the screen to refresh.
*Note that text messaging capability is not available to locations in Canada, therefore emails will be sent to customers as an alternative.
Canceling a Reservation
How do I cancel a Reservation?
- Navigate to Schedule
- Select the applicable reservation in a Pickup status
- In Reservation Overview, select Cancel Reservation
- When a confirmation alert appears, select Yes