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Send the rental contract

This is how you get the rental agreement in front of the customer to sign. FleetLoop fills in a contract from the rental’s details (the renter, the vehicle, the dates, and your shop’s information) and creates a link the customer can open to sign it. See Get the signature for the three ways to put that link in front of them. If you’d rather sign on paper, you can print the contract instead.

Before you start

Section titled “Before you start”
  • The rental needs enough information filled in to build the contract: the renter’s name, address, and driver’s license; the vehicle’s year, make, model, and VIN; the pickup and return dates; and your shop’s name and address. FleetLoop tells you exactly what’s missing if anything is.
  • Know whether you’re sending this by text, by email, or handing a device to the customer in person.

Steps

Section titled “Steps”

  1. Open the rental, click Actions, then click Send contract for signature.

  2. If any required contract details are missing, FleetLoop lists them here instead, for example “Renter address” or “Vehicle VIN,” each with a Fix in customer / Fix in vehicle / Fix in rental link that takes you straight to where you enter it. Fill those in, then come back and try again.

  3. Choose Send via SMS and/or Send via email. Each is only available if the customer has that contact on file. Leave both off if you just want to copy the link yourself.

  4. Click Send. FleetLoop shows the signing link here so you can copy it.

  5. If you’d rather sign on paper instead, close this dialog, go to the rental’s Contract tab, and click Print contract. Have the customer sign the printed copy, then click Upload signed paper contract and choose a photo or scan of the signed page.

Troubleshooting

Section titled “Troubleshooting”

You can only send once a minute. Sending a contract link is limited to once per minute (and five times per hour) per rental. Wait a moment and try again.

A pop-up blocker stops the printed contract from opening. Allow pop-ups for FleetLoop in your browser, then click Print contract again.

The customer has no phone or email on file. The SMS and email toggles stay off and disabled in that case. Add a phone number or email to their customer record, or just copy the link and hand a device to them in person instead.