To add an additional driver, watch this video or read the instructions below.
Create or locate the customer’s completed profile. 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. Do not tap Save & Continue. Tap the Contracts tab and select the appropriate contract. Next, tap +Add Driver. Enter driver information and tap Add Additional Driver. Up to two additional drivers can be added to each contract.
Once all drivers are added, tap 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.
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. Hand them the keys so they can hit the road!