Create a New Contract
Before you start
- You can create Contracts from Dealerware Mobile and Dealerware Web. Dealerware Mobile is recommended.
- Create a new contract by accessing either the Contracts tab in the left navigation bar or a completed customer profile in the Customers section in the Dashboard
- If you have already booked a reservation, locate the reservation on the Contracts page to start the contract
Steps to add a new contract from the left navigation bar
- Click the Contracts button in the left navigation bar
- Click the Add Contracts button in the upper right corner of the central interactive pane
- Search for the customer to whom you want to apply the contact
- Add scheduling details–including pickup/dropoff dates, pickup/dropoff times, and program
- Add any additional information (Service Advisor is required)
- Click Save Reservation. This action creates a new contract
- Locate new contract information by clicking the Customers button in the left navigation bar
- Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue
- Click Contracts in the Customer Details section
OR
- Locate new contract information by clicking the Contracts button in the left navigation bar
- Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue or by clicking the contract number highlighted in blue
Steps to create a new contract from the Contracts tile in the Command Center located in the central interactive pane
- Click the Add button in the Contracts tile in the Command Center located in the central interactive pane
- This action will open a fly-in on the right side of the screen in which to enter new contract details
- Search for the customer to whom you want to apply the contact. You can use the customer's name, mobile number, or email address
- Add scheduling details–including pickup/dropoff dates, pickup/dropoff times, and service advisor
- Select vehicle information, including program and specific vehicle
- Click Save. This action creates a new contract
- Locate new contract information by clicking the Customers button in the left navigation bar
- Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue
- Click Contracts in the Customer Details section
OR
- Locate new contract information by clicking the Contracts button in the left navigation bar
- Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue or by clicking the contract number highlighted in blue