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Adding Coverage Plans

Autosoft -

Once you've added a coverage provider to the system, you can add their coverage plans directly to their coverage provider record. 

Step 1. Click on the Setup app button in the main navigation bar. The Setup app will open to the Dealership Information page.

Step 2. Click the Sales button from the horizontal button bar running across the top of the screen. The Sales options drop-down menu will open.

Step 3. Select Coverage Providers from the Sales options menu. The Coverage Providers Search screen will open. 


Step 4. Type a coverage provider's name in the Search field and click Search, or scroll through the list of providers to find the provider for which you want to add a coverage plan.

Step 5. Click on the provider in the list. The provider's quick look card will open. If this is the provider you're looking for, click View Provider

Step 6. The coverage provider's record will open to the Overview page. Use the Gap Plans, Maintenance Plans, Service Plans, and Warranty Plans buttons to open pages where you can view existing plans and enter new ones of each respective type. 

Step 7. Each plan type page will contain a New Plan button in the upper-right corner. The label on the button will be specific to the individual page. Click this button to begin adding a new plan. A plan pop-up window will open.

New Gap Plan
New Maintenance Plan

New Service Plan

New Warranty Plan 

Step 8. Type the Plan Name.

Step 9. The Active toggle is automatically set to Active (the background will be blue). Leave this setting for new plans.

Step 10. Use the Retail field to enter the coverage plan’s retail price to be applied to the deal.

Step 11. Enter the cost of the coverage plan in the Cost field.

Step 12. Type a description for the plan in the Description field.

Step 13. Use the Default In Deal toggle to determine if the plan will automatically be added to new deals. The toggle option that is highlighted in blue is selected. 

Step 14. Use the Default In Payment toggle to signify whether the plan will be automatically added to monthly payments. The toggle option that is highlighted in blue is selected. By default, the toggle will be set to Yes

Step 15. In all the pop-ups except for the Gap Plan pop-up, use the Disappearing Deductible toggle to signifying if the plan should have a disappearing deductible. The toggle option that is highlighted in blue is selected.

Step 16. Click Save and Close to save the information. The information will appear in the respective plan page for the coverage provider. 

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