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 add 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 a contract in Dealerware Web?
- How do I start a contract in Dealerware Web?
- How do I add additional drivers to a contract in Dealerware Web?
- Can I start a contract with a printed and signed copy of a paper contract?
- How do I finish a Contract in Dealerware Web?
- How do I search for a contract in Dealerware Web?
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 print vehicle QR codes?
- How do I use the Vehicle QR Codes?
Employees
Reporting
Settings
- How do I change my language in Dealerware?
- What is a Customer Agreement and how do I find mine?
- How do I make sure my Customer Agreement file is in .PDF format?
- How do I update the Agreement Summary?
- How do I manage multiple languages on the Agreement Summary?
- Can I bulk upload my fleet in Dealerware Web?
Vehicle Groups
- What are Vehicle Groups and how do I use them?
- How do I add a Vehicle Group?
- How do I remove a Vehicle Group?
- How do I move vehicles between Vehicle Groups?
- How do I change a Vehicle Group 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?
- How do I split a bill and charge the additional payer?
- How can I view my customer’s payment history?
- What is the difference between a Warranty Invoice and Splitting the Bill?
- Why was my customer's card declined?