Delivery and Collection Hub

Navigation from your Home screen:   Delivery and Collection

This tab is only applicable for locations using Delivery and Collection integration. Contact your TSD Sales Representative at sales@tsdweb.com for more information.

The Delivery and Collection Hub is the place to search, view and manage deliveries and collections of all statuses.


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Use Delivery and Collections Operations dashboard as a quick way to access appointments and agreements with delivery and/or collection.

Operations Dashboard

Navigation from your Home screen:   Delivery and Collection>

Your employee role must have the View Dashboard and Operations permissions to view operations information. See "Roles & Permissions" for more information.

On the Search Open or Delivery and Collection tabs on the Home page, the Operations dashboard () offers a snapshot of all vital Delivery and Collection appointment and agreement statistics for your current location.

Click a hub card to view a list of those records. See "Delivery and Collection Statuses" for full descriptions of each status.

  • Pending Customer Details: Booked Expedited Appointments that are marked for Delivery and/or Collection but still require the customer to submit his or her appointment information. (You may need to manually resend a new expedited appointment form URL.) Once that is complete, or after an agreement is created from the appointment, the appointment will no longer be considered Pending Customer Details and the tag will be removed.
  • Pending Trip Details: Appointments marked for Delivery and/or Collection on which trip information must be entered before the trip can be started. Once this information is filled in, this tag is removed.
  • Ready for Delivery: Appointments or agreements marked for requiring delivery to the customer, meaning the Delivery Address toggle is selected and delivery information, including address, driver, and delivery date / time, are filled out.
  • Pre-Delivery:  Pre-delivered agreements are those that are created as Incomplete agreements prior to delivery to the customer, so updated Fuel, Miles, Checkout Date / Time, and inspection information (if applicable) must be submitted before the agreement can be officially opened, and a signature must be obtained either electronically or on a printed hard copy. This information will either be obtained and submitted by the driver after delivery is complete at the customer's destination (using the Delivery and Collection driver checklist on the mobile app), or by the dealer at the location (via the Continue button). (Pre-Delivery agreements can also be voided.)
  • Driver En Route: Appointments and agreements on which the delivery or collection trip is in progress, as indicated by the location or driver sending the Deliver Now or Collect Now notification at the start of the trip. There is no Enroute tag, but you can find these records using the Driver Enroute hub card on the Dashboard or search filter on the Delivery and Collection Hub. Once the driver arrives back at the dealership, this sub-status is no longer applicable.
  • Collection:   Appointments or agreements marked for requiring collection from the customer, meaning the Collection Address toggle is selected and collection information, including address, driver, and collection date / time, are filled out.
  • Pickup (CVT): Appointments or agreements marked for requiring pickup of the customer's automobile for service, applicable for Customer Vehicle Transfers (CVTs).
  • Return (CVT: Appointments or agreements marked for returning the customer's automobile after service, applicable for Customer Vehicle Transfers (CVTs).

Delivery and Collection Searches

Note: Your search results contain records from all locations to which you have viewership. If you select a record from another location, a message is displayed letting you know that the record exists at another location and you're provided the option to automatically switch to that location to view the record.

  1. On the Delivery and Collection tab, type search criteria, such as the customer's name or Appointment Number.
  2. Press Enter or click SEARCH.
  3. (Optional.) Use the search filter check boxes in the Status, Sub-status, and Days of Week search filters to narrow results.
  4. Click a record to view it.
  1. On the Delivery and Collection tab, type search for the appointment or agreement and click the record from your results to view it.
  2. Use the edit icons () to make changes, and click SAVE for each edited section.

Search results on the Delivery and Collection Hub are formatted in a grid view () that can be exported to a PDF or .CSV file, if needed.

  1. On the Delivery and Collection Hub, enter search criteria and/or use the filters on the left to narrow your results.
  2. To export results to a CSV spreadsheet, click the CSV button (). See "Delivery and Collection Hub" for a list of columns included in your exported results.
  3. To export results to a PDF, click the PDF button (). Exported results contain the same columns as displayed in the application.
Key Reporting Columns in CSV or PDF ExportClosed