When a customer returns with a courtesy vehicle, it is time to finish the contract.
To Finish a Contract:
- Tap the Vehicles icon on your device and search by license plate, stock, or VIN
- Select the vehicle and tap Finish Contract
- Enter the ending fuel and mileage. If you use Connected Car Services, Dealerware automatically updates fuel and mileage
- Tap Save
Then, walk around the vehicle with the customer. Review the car’s condition and document any issues. This will associate new damage to the customer’s contract.
- Tap Finish Contract
- Tap Yes to continue, or No to return to Vehicle Details
If there are no charges, tap Done.
If there are charges, tap Charge Customer to process the payment. It is best practice to charge the customer at the contract finish. If charges are postponed, the likelihood of cost recovery diminishes.
To process the payment at a later time, tap Charge Later. Consult your Service Director or GM regarding your dealership’s specific cost recovery policies.
Let your customers know they will receive a text with a link to their contract and receipt.