Dealerware Web
Features, Functionality and Best Practices
Overview
Dashboard
- What information can I find on the Dealerware Web Dashboard?
- How do I use the Fleet Map in Dealerware Web?
- How do I use the Fleet Status in Dealerware Web?
- How do I use the KPIs in Dealerware Web?
- How do I use the Vehicles Not Under Contract section in Dealerware Web?
- How do I use the Open Contracts section in Dealerware Web?
Customers
- How do I create a new Customer in Dealerware Web?
- How do I search for a Customer in Dealerware Web?
- How do I review and update Customer information in Dealerware Web?
- Where can I find a list of Contracts for a specific Customer in Dealerware Web?
- How do I add or remove a customer to the "Do Not Rent" list in Dealerware Web?
Contracts
- How do I create and start a new contract in Dealerware Web?
- How do I search for a contract in Dealerware Web?
- What information is included on a contract in Dealerware Web?
- Can I update contract information in Dealerware Web?
- How do I finish a Contract in Dealerware Web?
- What is a contract status?
Vehicles
- How do I search for or add a new vehicle in Dealerware Web?
- What information is included in Vehicle Details?
- How do I update Vehicle Information in Dealerware Web?
- How do I remove a vehicle from my fleet and find it again?
- How do I use the Vehicle QR Codes?
- How is Vehicle Utilization calculated in Dealerware?
Employees
Reporting
Settings
Vehicle Groups
- What are Vehicle Groups (Beta) and how do I use them?
- How do I add a Vehicle Group (Beta)?
- How do I remove a Vehicle Group (Beta)?
- How do I move vehicles between Vehicle Groups (Beta)?
- How do I change a Vehicle Group (Beta) name?
- How do I change my Cost Recovery settings?
Customer Transactions
- How do I charge a customer in Dealerware Web?
- How do I refund a customer in Dealerware Web?
- Why was my customer's card declined?
- How do I change a customer's payment method?
- What are unsettled balances and how do I manage them in Dealerware Web?
- Where can I find the customer's receipt in Dealerware Web?