Overview
You may assign up to two Additional Drivers to a contract when creating a reservation or Quick Contract, or during the start-contract workflow. All Additional Drivers will appear on the Driver Agreement.
Create a Contract or Reservation and add Additional Drivers
- Select Customers from the main navigation
- Locate and select the completed customer profile
- Select Create Contract
- Input the Contract Dates, Service Advisor, Repair Order Number and Service Vehicle ID
- Select a Vehicle, verify or update Fuel and Odometer, add Vehicle Notes as needed
- Save
- In Booking, select + Add Driver
- Input the driver’s license info or select Scan License to capture it via scan
- Input the driver’s phone number
- Input the driver's email address (optional for US customers, mandatory for Canadian customers)
- Select Save
. .
Assign Additional Drivers during the start-contract workflow
- After assigning a vehicle and inputting vehicle usage data, you will redirect to the Reservation Overview screen.
- Scroll to the Booking Info section
- Locate Additional Drivers
- Select the + icon to add a driver