Contracts Guide 1/9 — Prepare Your Customers and Drivers

Before your first contract: add customers and document drivers. Learn the customers list, adding a customer with blocklist check, and the 2-step driver documentation with automatic OCR.

📄 Contracts Guide Series — Part 1 of 9  ·  Stage: Preparation  ·  Full series index

🗺 Guide map — the contract lifecycle in 9 parts

This series follows the contract exactly as you live it: prepare the customer, create and sign, hand over the car, manage the money, extend when needed, then close or cancel. Read the parts in order — each one leads to the next.

  1. Prepare Your Customers and Drivers (Preparation)
  2. Create a New Contract with the Wizard (Creating the contract)
  3. The E-Contract, Signatures and Sharing (Creating the contract)
  4. Hand Over the Car and Document Its Condition (Operation)
  5. Payments and Debts on the Contract (Finance)
  6. Discounts and the Receipt Voucher (Finance)
  7. Extend the Contract Without Creating a New One (Operation)
  8. Receive the Car Back and Close the Contract (Closing)
  9. Cancel a Contract the Right Way (Closing)

What you will learn

  • Browse the customers list and read each customer's debts and balance from their card.
  • Add a new customer (individual or company) and run the blocklist check before contracting.
  • Document a new driver in two steps, with their data auto-filled from a photo of their document.

Before you start

  • You need an account with customer/driver management permissions (the company owner always has them).
  • Prepare a clear photo of the driver's document (ID card, driving licence, or passport).

Step 1: Browse your customers list

From the top menu open “Customers”. Each customer appears as a card with their name and phone plus two live financial indicators: “Debts” (what they owe you) and “Balance” (what they hold in their wallet with you). Use the search box for quick access, and the “Import customers” / “Export” buttons to move data in and out via Excel.

KIRA customers list: customer cards with debts, balance, import and export buttons

Step 2: Add a new customer

Click the add button inside the customers page (or add the customer later directly from the contract wizard). Choose the type: “Individual” or “Company”, then enter the full name and phone number with the correct country code — this is the number that will receive WhatsApp notifications and the e-contract link later.

Before saving, click “Check the blocklist”: the platform checks the customer's number across the KIRA network and warns you if they are blocked by other rental companies — the warning can be overridden, but the decision is yours.

Add-customer form: individual or company, with the blocklist check button

Step 3: Document the driver — basic info

From the “Customers” menu open “Driver documents” and click add. In step one choose the client type (citizen / resident / tourist), enter the driver's name and phone, then press “Next”.

Driver documents step 1: client type, name and phone

Step 4: Upload the document — auto-filled by OCR

In the “Documents” step, drag the document photo (or a PDF) into the upload zone. The platform reads the document and fills the fields automatically — document number, expiry date and the rest — you only review, pick the “Document type” (national ID, driving licence, passport…) and save. Up to 3 documents can be attached per driver.

Documents step: upload the document photo with automatic OCR and pick the document type

Common mistakes

  • Wrong country code on the phone: WhatsApp messages and the e-contract link will never reach the customer. Verify the code before saving.
  • Skipping the blocklist check: one second saves you a troubled contract with a customer blocked elsewhere.
  • A contract with no driver documents: the contract can still be created, but a warning appears and the e-contract will have missing data. Document the driver first.

⬅ Next in the series: Part 2: Create a New Contract with the Wizard

Series index