You can create a contract in Dealerware Mobile or Dealerware Web.
Dealerships can create a contract from either the Contracts tab or from a customer profile. Creating a contract puts the contract into a booked status.
Once a contract is in a booked status, dealerships can choose to continue on and start the contract, or dealerships can access the booked contract at a later time. Dealerships can access the booked contract from the customer's profile or in the Contracts tab of Dealerware Web.
To create a Contract from the Contract’s tab:
- Login into my.dealerware.com
- Select Contracts on the main menu
- Select + Add Contract
- Search and select an existing customer in the search bar
- Enter the pickup/ dropoff date and time, repair order number, and service advisor
- Select Book
To create a Contract from a Customer’s profile:
- Search and select a customer
- Select Create Contract
- Enter the pickup/ dropoff date and time, repair order number, and service advisor
- Select Book
