Before creating a new customer in Dealerware, you should always search for the customer to see if they already have a profile.
If the customer does not have have a profile, you can create a new customer in Dealerware Mobile or Dealerware Web.
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.
To create a Customer in Dealerware Web:
- Login to my.dealerware.com
- Click on Customers in the main menu
- Click + New Customer
- Enter in customer First Name, Last Name, Mobile Number*, and Email Address (optional)
- Click Create
- Complete the remaining sections of the customer profile in Customer Details
*The customer's contract and receipt will be text messaged to this number.
