Dealerware Web

Overview

• What is Dealerware Web?
• How do I access Dealerware Web?
• What browser should I use to access Dealerware Web?
• Can I use Dealerware Web on a mobile device?
• Who should use Dealerware Web?
• Does Dealerware have training available?

Dashboard

• What information can I find in the Dashboard?
• How should I use the Dashboard?
• How do I use the Fleet Map?

Customers

• How do I create a new customer?
• How do I search for an existing customer?
• How do I update a customer profile?
• Can I add a customer to a "Do Not Rent" list?
• Can I email or print a loaner agreement for my customer?
• Where can I find my customer's insurance information?

See all 7 articles

Contracts

• Can I use Dealerware for paid rentals?
• Where can I find Contract information?
• How can I create a Warranty Invoice?
• Can I make changes to a contract?

Vehicles

• How do I add a vehicle to my loaner fleet?
• How do I resolve the error "Unable to look up vehicle details for VIN"?
• Can I upload my fleet rather than adding vehicles individually?
• How do I remove a vehicle from my fleet?

Customer Transactions

• Is my customer's information secure?
• How do I delete credit card information from Dealerware?
• Where can I find the customer's receipt?
• What are unsettled balances and how do I manage them?
• What should I do if a credit card charge has declined?
• Why was my customer's credit card declined?

See all 9 articles

Employees

• How do I deactivate an employee?
• How do I update an employee's permissions?
• What permissions should my employees have?
• How do I add an employee to Dealerware?

Settings

• How do I configure the Loaner Agreement Summary toggles?

Reporting

• Is there training on each report?
• What reports are available to me?