Within a Customer Record, select the Desired Vehicle tab and select the Car Search icon.
This will then allow you to search for Used Stock Vehicles within the system to add to the customer record as a desired vehicle:
Enter a Registration Number or Min/Max Price or select a Make, Model, or Location and select search. This then returns the list of results that apply to the search criteria the user has entered.
Brief details of the vehicle are displayed, along with photos on the vehicle stock card and the price. Select the record and it will take you to the Vehicle Details.
The vehicle details tab allows users to select the photos to enlarge these on the tablet and details of the vehicle are displayed.
The documents and extras tab will show any documents uploaded on the stock card already in a display only view. The types of documents that can be uploaded are: .doc, .pdf, .docx, .bmp, .gif, .jpeg, .jpg, .png, .tiff, .msg and .htm
If the customer then decides they would like to mark this as their desired vehicle on their record, select the button and the user will be asked to confirm they want to update the desired vehicle details. Click Yes to update this and below is displayed at the bottom of the app:
If the customer would like to book a Test Drive of the vehicle select the icon. This will display the Test Drive Declaration:
The customer's driving licence will can be photographed in order to continue, click the camera icon located in the top left which will bring up the camera on the device. Once done this will be updated with a green tick and an entry will be added to both the Contact History and Documents tabs of the customer record.
Once the customer has read through the Test Drive Declaration and agreed to the terms and conditions click Continue.
The customer will need to use their finger or a mouse to draw their signature, this can be redone by clicking the Refresh button.
Once completed, click Sign. This will prompt the Email Document pop-up pulling the email against their record.
The app will then confirm the desired vehicle details have been updated and print the Test Drive Document to the default printer set on the tablet/laptop.