Get Started

How To Go Mobile

Quick Setup Guide

1. Customer Arrival & Service Write-Up
1. Customer Arrival & Service Write-Up

 

Customer drives into the service drive. Employee greets the customer with a tablet (or other mobile device) already in hand.
2. Open An Agreement
2. Open An Agreement

 

Begin the loaner process. Open a new agreement by scanning the customer’s driver’s license. The scanner will populate all the driver’s license information on the agreement.
3. Complete The Fields
3. Complete The Fields

 

Fill out the remaining customer fields, insurance and RO details. Don’t forget the customer’s email address too!
4. Assign A Unit
4. Assign A Unit

 

Assign a unit and conduct a vehicle walk around with the customer. You can show them features of the car and answer any questions.
5. Get An E-Signature
5. Get An E-Signature

 

Have the customer electronically sign the  agreement and hit “open agreement.” The customer is automatically emailed a copy of the agreement.
6. Close The Agreement
6. Close The Agreement

Customer returns the vehicle. Conduct a vehicle check-in, noting damage and capture images, if needed. Enter fuel and miles, then close the agreement.

Quick Items To Note

Best Practices For a Mobile Process:

Determine the work flow that fits your process. Create a plan.

•  Who greets the customer? 

•  Who is handling the mobile write-up? 

•  Where does the agreement write-up take place? 

•  Who is processing returns and where?

Stick with your plan. If you are not currently using a mobile process, change can be difficult. Stay committed to your process. Remember to ask customers for feedback about their experience.

Hardware Requirements:

Make sure to have the following items before you get started:

•  A high speed, dependable internet connection.

•  Please use a 4G enabled device if no WiFi is available.

•  Forms with signature capture. 

Feeling Stuck?

Submit a Support Ticket
Request an Onsite Visit