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Adding a Test Drive on the Motorcentral Mobile App

Becky Bouterey Updated

The Motorcentral mobile App is available to download from the App Store or Google Play on iPhone and Android.

 

Step 1: Open the Motorcentral App and log in.
The Motorcentral App is available for download for Apple and Android devices. You can download this here.

 

Step 2: Search for the vehicle that is being test driven > Open vehicle.

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Step 3: Tap the pop out menu (3 dots) on the top right and select Add activity.

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Step 4: Select Test drive.

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Step 5: Search for the customer via mobile or email.

You can also search via name, but mobile or email is more accurate to identify a customer and to prevent duplicate customer records.

Either select the customer from the search results or choose to add a new customer.

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Selecting an existing customer
You will be taken to this screen, tap Next to confirm the customer or tap 'Select a different customer' to go back.

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Adding a new customer
Choose if you are adding an Individual or Company. In this example we will be adding an Individual

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Choose how you would like to add the contact details. In this example we will using the NZ driver licence.

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Read the tips – They are important!

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Take a photo of the licence, it will scan the details and pull through the customer’s name and licence information.

You can choose to Use these details or retake the photo
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You will be prompted to fill in the missing customer details > Click Next

 

Step 6: Take the Driver Licence front and back images by tapping on Add, then tap Next.

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Step 7: Confirm the vehicle by tapping Next.

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Step 8: Confirm the details on the screen and add a Referral Source, then click Next to proceed.

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Step 9: You will be taken to the test drive agreement that the customer will need to read over, agree to and sign before tapping Finish.

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