Before creating a new customer in Dealerware, it is best practice to always search for the customer to see if they already have a profile.
It is recommended that you add any new customers in Dealerware Mobile to utilize the scan the license and credit card function, and capture an image of customer insurance.
Once a customer profile has been created, the profile cannot be removed in either Dealerware Mobile or Dealerware Web.
To create a Customer in Dealerware Web:
- Login to my.dealerware.com
- Select Customers in the main menu
- Select + New Customer
- Enter in customer First Name, Last Name, Mobile Number*, and Email Address* (email is optional for customers in the United States, mandatory for customers in Canada)
- Select Add Customer
- Select View new Customer Profile
- Complete the remaining sections of the customer profile in Customer Details
*The customer's contract and a receipt will be texted (in the United States) or emailed (in Canada) to this number/ email.