### Overview

Dealerware makes it easy to view booking, vehicle, and service info, view or add notes, manage Additional Drivers and preview credit card hold amounts during the start-contract workflow.

### Starting a Contract

#### **How do I start a contract using Dealerware Mobile?**

There are **two ways** you can start a contract using Dealerware Mobile:

1. **Locate a previously [booked reservation](https://support.dealerware.com/hc/en-us/articles/8990203154707) then proceed to the start-contract flow:**
   - Select **Schedule** from the main navigation  
   
   - Locate & select the reservation in a **Pickup** status
   - In Reservation Overview, confirm **Booking**, **Vehicle**, and **Service** info is accurate
   
   - Add **Additional Drivers** (optional)
   - Add or review **Notes** (optional)
   - See: [**Assign Vehicle & Input Vehicle Usage Data**](https://support.dealerware.com/hc/en-us/articles/360022103213-Start-a-Contract-or-Cancel-a-Reservation-in-Dealerware-Mobile#h_01GMR3XV2XT19FNJH7452E2ZTD) for next steps

2. **Create and start a contract on the fly using the [Contract Now](https://support.dealerware.com/hc/en-us/articles/9487643086995-What-s-Quick-Contracting-and-how-does-it-work-) feature:**  
   - Select **Customers** from the main navigation
   - Search and select the applicable customer or [create](https://support.dealerware.com/hc/en-us/articles/360021901314-How-do-I-create-a-customer-or-edit-their-information-using-Dealerware-Mobile) a new customer profile
   - Select **Contract Now**  
   
   - Confirm **Programs** selection
   - Add **Additional Drivers** (optional)
   - Select **Next: Vehicles**
   - See: [**Assign Vehicle & Input Vehicle Usage Data**](https://support.dealerware.com/hc/en-us/articles/360022103213-Start-a-Contract-or-Cancel-a-Reservation-in-Dealerware-Mobile#h_01GMR3XV2XT19FNJH7452E2ZTD) for next steps

*If a customer has an outstanding balance or is on the Do Not Rent list, it will be indicated on the customer's profile. In these cases, it's advised to access the Customer Profile using Dealerware Mobile and manage the [balance](https://support.dealerware.com/hc/en-us/articles/360041643014-How-do-I-charge-a-customer-in-Dealerware-Web-) or remove the customer from the [Do Not Rent](https://support.dealerware.com/hc/en-us/articles/360022028874-How-do-I-add-or-remove-a-customer-from-the-Do-Not-Rent-list-in-Dealerware-Web-) list as needed.

### Assign Vehicle & Input Vehicle Usage Data

- In Assign Vehicle, choose from the list of [staged vehicles](https://support.dealerware.com/hc/en-us/articles/360022104033-How-do-I-update-vehicle-status-in-Dealerware-Mobile), or search by License Plate, Stock #, VIN, or scan the vehicle [QR code](https://support.dealerware.com/hc/en-us/articles/360045343633-How-do-I-use-the-Vehicle-QR-Codes-)
  
  
- In Vehicle Usage Data, enter the starting **Fuel Level** & **Odometer** readings (if using [Connected Car Services:](https://support.dealerware.com/hc/en-us/categories/360002292014-Connected-Car-Services) these values will auto-populate)
- Select **Save**

****

### Verify Vehicle Details

- In Vehicle Details, review the **vehicle condition** with the customer & [**document issues**](https://support.dealerware.com/hc/en-us/articles/360022104093-How-do-I-document-vehicle-issues-and-damage-in-Dealerware-Mobile-)
- **Select** **Continue**

### Review Reservation Overview & Capture Customer Signature

- In Reservation Overview, confirm **Booking**, **Vehicle**, and **Service** info is accurate
- Add **Additional Drivers** (optional)
- Add or review **Notes** (optional)
- Review **Credit Card Hold** details & collect **verbal content** from the customer (applies only if Credit Card Hold is enabled)

#### **Capture a Customer Signature**

- In Reservation Overview: Customer Signature, select **On This Device** to capture a signature using your dealership device or [**Contactless**](https://support.dealerware.com/hc/en-us/articles/360049548233-How-do-I-use-Contactless-Contracting-) to send the agreement to the customer’s personal device
  
**Choosing On This Device**
- Select **On This Device**
- Pass the device to the customer
- Ask the customer to review the [**Agreement Terms**](https://support.dealerware.com/hc/en-us/articles/360036645414-How-do-I-update-the-Agreement-Summary-), toggle through each line item, and select **Continue**
- Ask the customer to sign the agreement and return the device
- Select **Start Contract** to complete the process
- The customer will receive a link via text message to access a copy of their agreement

**Choosing Contactless**
- Select **Contactless**
- Select **Send Text Message**
- Select **OK**
- The customer will receive a text message (email for Canadian customers) containing a link to view their Customer Agreement
- The customer must agree to each agreement term, sign the agreement, and select **Sign Contract**
- Dealerware Mobile will redirect you back to the Reservation Overview screen
  
After the customer has submitted their signature, Dealerware Mobile will refresh, and the customer’s contract will appear in a _Signature Completed_ status. If the reservation remains in a _Contract Not Signed_ status, pull down on the screen to refresh.

*Note that text messaging capability is not available to locations in Canada, therefore emails will be sent to customers as an alternative.

### Canceling a Reservation

#### **How do I cancel a Reservation?**

- Navigate to **Schedule**
- Select the applicable reservation in a **Pickup** status
- In Reservation Overview, select **Cancel Reservation**
- When a confirmation alert appears, select **Yes**