To add an additional driver to a contract, you must create a contract but not assign a vehicle.
To create a new Contract with an additional driver:
- Create or locate the customer’s completed profile
- Select Create New Contract at the bottom of the customer profile
- Set pick up and drop off date and time
- Enter the repair order number
- Select the service advisor
- Select Save. Do not select Save & Assign Vehicle
To add the additional driver(s):
- Select the Contracts tab
- Select the appropriate contract
- Select Additional Drivers. Up to two additional drivers can be added to any contract
- Enter driver information and select Save Driver’s License
- Select the back arrow to the top left of the screen to return to the contract
Once the additional driver has been added, you can continue with starting the Contract by assigning the vehicle. Any additional drivers will be added to the customer agreement.