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Manage your Settings in Dealerware Web

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Written by Gabriela Vargas

Overview

Dealerware Web Location Settings includes dealership-specific settings to help you optimize your daily fleet operations. To access Settings > Location from the main menu, the Admin permission is required.

Location Settings is split into 4 tabs:

Learn about each tab below.

General Tab

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The following settings are available in the General tab:

Contact Information

  • Dealership Name

  • Dealership Email

  • Dealership Phone Number

Dealership Location

  • Address

  • Dashboard Fleet Map Configuration: Click & drag to set your dealership location on the Fleet Map

*Address details are displayed on the customer's Driver Agreement and Dealerware receipts.

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Hours of Operation Tab

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The following settings are available in the Hours of Operation tab:

Hours of Operation

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Preferences Tab

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The following settings are available in the Preferences tab:

Contract

  • Repair Order: When enabled, a Repair Order number is required on select contracts prior to contract completion.

  • Manual Signature: When enabled, Dealerware users can skip collecting a digital signature when starting a contract, and instead print the contract to obtain a signature as needed. This setting is disabled by default.

  • Customer VIN Required: When enabled, the Customer VIN field must be filled out before you can complete a contract.

  • Charge Later: When enabled, Dealerware users can postpone charging the customer during the finish-contract workflow on the Dealerware mobile app. This setting is enabled by default.

  • Driver Agreement Required: When enabled, the customer is required to review and acknowledge the Driver Agreement before signing their contract.

  • Automatic Mobile Check-In: Send a Mobile Check-in link to your customers automatically as soon as their reservation is created. Links expire 24 hours after being sent. You still have the option to manually send links when this setting is enabled.

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Calendar

  • Contract Modification Confirmation: When enabled, a pop-up will appear when modifying an event on the Calendar which may impact rates.

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Valet

  • Enable Valet Task: When enabled, this setting allows employees to execute valet tasks in the Dealerware Web and Mobile

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Alerts and Notifications Tab

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The following settings are available in the Alerts and Notifications tab, by Program:

Contract Notifications

  • Contract Length: Create a day limit for each new contract. This limit will not prevent contracts from remaining open past this cap.

  • Contract Length Warning: Specify when to receive a dashboard notification.

Vehicle Notifications

  • Defleet Limit: Create an odometer and/or day limit for all vehicle models.

  • Defleet Limit by Model: Create an odometer and/or day limit for each vehicle model.

  • Defleet Limit Warning: Specify when to receive a notification on the Command Center.

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Command Center – Alerts and Notifications

Contract Limit Warning: When enabled, an alert will trigger on the Command Center – Contracts Card when any contracts assigned to that Program have reached their contract-days limit. Select the notification to redirect to the Contracts tab to manage the impacted contracts.

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  • Defleet Limit Warning: When enabled, an alert will trigger on the Command Center – Vehicles Card when any vehicles assigned to that Program have reached their mileage or days-in-fleet limit. Select the notification to redirect to the Vehicles tab to manage the impacted vehicles.

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