Editing contracts provides dealerships with flexibility to correct errors, capture missed details, or adjust key information without creating operational friction. This reduces the need for manual workarounds, helping staff maintain accurate records and ensure compliance.
FAQs:
Q: Who can edit contracts?
A: Employees with the EDIT CONTRACT permission.
Q: How far in the past can you select a date/time?
A: As far as you want unless it overlaps with an existing reservation for the same vehicle as the contract being edited.
Q: Will the customer get an updated agreement via SMS/email?
A: Yes, a SMS will be sent to the customer every time a change is made.
Q: How many changes can be made?
A: Unlimited.
Q: If changes are made that affect billing (fuel, dates) will the customer be charged/credited?
A: Yes. The user is given notice that any changes to dates, fuel or odometer readings might affect billing.
Q: What status of a reservation does Dealerware support for this workflow?
A: Finished Contracts
Q: Does Dealerware track who made the changes?
A: Yes. A note is printed in Reservation Notes with Who, what changes, and reason.
Q: Is a reason required?
A: Yes.
Q: Is Customer VIN required and validated if required at contract finish?
A: Yes.
Q: Is Repair Order required if required at contract finish?
A: Yes.
Q: Is this feature available in the mobile app?
A: No. This is a web-only feature.