A test drive agreement records who is driving, a copy of their licence details, the vehicle and the terms of the drive, such as responsibility for damage and traffic penalties. It protects the dealership and gives you the lead's details in writing. Sign it before the keys leave your hand and keep it with the customer record.
What it covers
- Driver name, address and licence details.
- Vehicle, VIN and starting odometer.
- Date and time out and back.
- Who is responsible for damage and fines during the drive.
- Insurance acknowledgement.
Habits
- Check the licence is valid and matches the person.
- Complete and sign the form.
- Note the odometer before and after.
- Link the form to the lead.
In Dealer Garage
The test drive agreement is the first form in the pre-sale set, and can be filled from the lead and vehicle. See lead management.
What to check at the desk
- The licence is valid, not expired and matches the person.
- The driver is covered or understands their responsibility.
- You have a way to reach them if the car is late back.
Questions people ask
Do I need to check insurance?
Confirm your own garage policy covers test drives, and ask your insurer about requirements.
This is general information, not legal advice. Rules differ by state, province and territory and change over time; confirm what applies to you with your regulator or a qualified adviser.
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