Create a New Contract
Before you start
You can create Contracts from Dealerware Mobile and Dealerware Web. Dealerware Mobile is recommended.
Create a new contract by accessing either the Contracts tab in the left navigation bar or a completed customer profile in the Customers section in the Dashboard
If you have already booked a reservation, locate the reservation on the Contracts page to start the contract
Steps to add a new contract from the left navigation bar
Click the Contracts button in the left navigation bar
Click the Add Contracts button in the upper right corner of the central interactive pane
Search for the customer to whom you want to apply the contact
Add scheduling details–including pickup/dropoff dates, pickup/dropoff times, and program
Add any additional information (Service Advisor is required)
Click Save Reservation. This action creates a new contract
Locate new contract information by clicking the Customers button in the left navigation bar
Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue
Click Contracts in the Customer Details section
OR
Locate new contract information by clicking the Contracts button in the left navigation bar
Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue or by clicking the contract number highlighted in blue
Steps to create a new contract from the Contracts tile in the Command Center located in the central interactive pane
Click the Add button in the Contracts tile in the Command Center located in the central interactive pane
This action will open a fly-in on the right side of the screen in which to enter new contract details
Search for the customer to whom you want to apply the contact. You can use the customer's name, mobile number, or email address
Add scheduling details–including pickup/dropoff dates, pickup/dropoff times, and service advisor
Select vehicle information, including program and specific vehicle
Click Save. This action creates a new contract
Locate new contract information by clicking the Customers button in the left navigation bar
Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue
Click Contracts in the Customer Details section
OR
Locate new contract information by clicking the Contracts button in the left navigation bar
Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue or by clicking the contract number highlighted in blue