Managing Contracts
Booking, Starting, & Finishing Contracts
- Create and Start a Contract in Dealerware Web
- Create a New Contract
- Understand Contract Statuses
- Finish a Contract in Dealerware Web
- Book a Reservation
- Generate a Quote
Mobile Check-Out/In
- How Customers opt-in to receive Mobile Check-In links
- Scheduled Mobile Check-in
- Add a Purchase Order to Contracts
- View Your Daily Schedule in Dealerware Mobile
- How to enable automated Mobile Check-In
- Book a Reservation Using Dealerware Mobile
Editing Contracts
- Change the Vehicle on a Started Contract
- How to Edit Contract Information
- Cancel a Started Contract
- Edit Fuel and Odometer values on a Started Contract
- How to Create a One-Time Custom Daily Rate for a Contract
- Change the Program on a Started Contract
Invoicing & Billing Overview
- Release Credit Card Holds
- Split a Bill by Source of Business in Dealerware Web
- Create Manual Payment Records for Revenue Reporting
- Invoice/Charge Off Platform Best Practices
- Track External Deposits on PDP Agreements
- Charge a Customer