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DealerTeam

Create a Service Contract Template

Goal

Create Service Contracts to be used as templates and available to be sold on Deals.

After completing this article you will be able to:

  • Navigate to service contracts
  • Create a new service contract
  • Understand the requirements of a service contract

 

Step One: Navigate to the Service Contracts

  1. Click the App Launcher icon.

1 Create a Service Contract Template- app launcher.png

 

  1. Enter Service Contracts in the quick find area.
  2. Click Service Contracts.

2 Create a Service Contract Template- service contract navi.png

 

Step Two: Create a New Service Contract

  1. Click New.

3 Create a Service Contract Template- new btn.png

 

 

2. Fill in the required fields to start the new Service Contract.

Complete additional fields to include important details: 

(a) Deductible (e) Cost
(b) Description (f) Expiration Months
(c) Type (g) Expiration Mileage
(d) Sale Price  

 

2019-11-15_15-37-52.png

 

3. Check the Contract Template box.

4. Click Save.

 

 

Note:

  • The required field Deductible is set to 0.00 by default.
  • Selecting the Contract Template checkbox to make the Service Contract available to add to Deals.
  • Once saved, Gross will be calculated and display directly under Cost.
  • Price , Cost, Months, and Mileage are editable at time of sale.

 

What's Next

Service Contracts marked as Contract Templates are available and display on the Deal Screen. Learn how to add a Service Contract to a Deal.