Create an on-the-fly contract
- Select Customers from the main navigation
- Locate and select an existing customer or create a new customer
- Select Contract Now
- Confirm Pickup and Dropoff dates & times
- Confirm Vehicle Group selection
- Assign a Service Advisor (if none, select None)
- Input Repair Order # & Service Vehicle ID (optional)
- Select Next Vehicles to proceed to vehicle assignment and obtain a signature
How does it work?
Pickup & Drop-off Date & Time
Pickup & Drop-off date and time will auto-populate, where pickup defaults to today's date and the nearest 30-minute increment, and drop-off defaults to 48 hours later.
If a single Vehicle Group is configured, it will auto-populate. If more than one Vehicle Group is configured, the group with the soonest availability will auto-populate (you may choose a different group as needed).
Overbooking alerts will occur if vehicles within the Vehicle Group are unavailable (you may overbook the Vehicle Group as needed or choose a new group).