12.6 Arriving to the Drop-Off Location

Modified on Wed, Mar 24, 2021 at 2:58 PM

This article walks you through the Arrival Actions that must be completed at the customer's location before you drop-off the vehicle and depart from the location. Also included are step-by-step instructions on how to complete the Customer Vehicle Drop


Arrival Action: Changing the Task Status


1. Once you arrive to the customer's location, swipe the action bar at the bottom of the Task Details to the right to change the status to Arrived.


Arrival Action: Call the Customer


2. Tap the phone icon in the Task Details to initiate your arrival phone call to the customer.


3. You will hear a series of rings and a brief silence while the app calls your mobile device. If you are using an iphone, you will need to tap Accept as shown below.



If you are using an Android, you will need to tap OK and then tap Answer, as shown below.



Arrival Action: Customer Vehicle Drop-Off Inspection Form


4. In Task Details, tap on the link in the section titled Drive Dashboard to access the Service Valet Dashboard.



5. Tap on the button that says Customer Vehicle Drop-Off Inspection to launch the Form.



6. Fill out all fields of the Customer Vehicle Drop-Off Inspection Form and tap Finish when you have completed the Form.



a. - b. Enter the customer's first and last name

c. Select yes if the customer has confirmed the vehicle make, model and VIN. Select no if not.



d. Select yes if the customer has confirmed the condition of the exterior of the vehicle. Select no if not.

e. Select yes if the customer has confirmed the condition of the interior of the vehicle. Select no if not.




f. Select yes if the condition of the vehicle is different than what the Dealership reported. Select no if the condition of the vehicle is exactly as the Dealership reported.

g. If you selected yes in the previous question, enter those details here.

h. - i. If applicable, use your mobile device to capture and upload clear pictures of any conditions that are different than what the Dealership reported.




j.  If applicable, use your mobile device to capture and upload a clear picture of any conditions that are different than what the Dealership reported.

k. Ask the customer to either Confirm or Decline that they have checked the condition of the vehicle as reported by the dealership, acknowledge the details and accept delivery of the vehicle.




l. Have the customer or the customer's representative sign inside the box.

m. Select yes if the customer rejected the vehicle for any reason. Select no if not.




n. If the customer rejected the vehicle for any reason, enter those details here.

o. If the customer rejected the vehicle, select yes if the Dealership knows that the vehicle was rejected. Select no if the Dealership is not aware of the rejection.

p. Tap Finish when you have completed the Form.









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