Archived Release Notes: 2019 - 2021

Later Releases

What's New (2022)

Version 1.2.76 (December 15, 2021)

Web System Reports in Alphabetical Order

That way, it's easier for you to locate the report you want to run.

Mobile App Firmware Update for the BBPOS 2X BT Mobile Card Reader

If you use credit card and payment processing with Clutch (Stripe) and a BBPOS 2X BT Mobile Card Reader for payments on the mobile app, a mandatory firmware update is required for the card reader. You must update to the latest firmware before December 31, 2021 to continue accepting payments with your BBPOS card reader. You can perform this firmware update through the TSD DEALER mobile app, during the agreement process. The update process may take 5 - 15 minutes.

See https://stripe.com/docs/terminal/readers/bbpos-chipper-firmware-update for more information about updating the firmware, and refer to the instructions below.

How to update your BBPOS Chipper 2X BT mobile card reader device firmware from the TSD DEALER mobile app:

First, make sure you’ve downloaded the latest version of the TSD DEALER mobile app, and allowed your mobile device’s Bluetooth to use the card reader.
After Bluetooth access is allowed, make sure the card reader device is powered on, charged to more than 50%, and in range to your mobile device.
Open the TSD DEALER mobile app and begin the agreement process.
On the agreement, in the Credit Card section, your device's ID, battery life, and current firmware version are shown. Tap PAIR BBPOS to begin the update process.

On the Pair Reader dialog, choose the Device ID of the BBPOS card reader.

The system checks whether an update is available for the device. If so, a message is displayed: "There's an update for this reader device's firmware from [Version] to the latest version. It should take approximately 5 to 15 minutes. Do you wish to update?" Tap Yes to continue updating the device. (If you tap No, you cannot pair your device.)
The update may take 5 to 15 minutes. The card reader's LED light next to the power button rapidly flashes blue and orange when it begins installing a software update. A message is displayed when the firmware update is successful. When the card reader is ready to use, the LED light will return to a slow blinking blue light.

Version 1.2.75 (December 1, 2021)

Web & Mobile App Extended Access to Signed Agreements Sent via Text

When a link to an agreement is sent to a customer via text for a remote signature, and the customer signs the agreement, he or she receives an automated follow-up text with a URL to the signed agreement. Previously, that URL expired after 24 hours, but now it only expires after the agreement is closed, so customers can access the signed agreement through the duration of the rental.

Mobile App Pre-Authorization Decline Message on Mobile Agreements

For locations with Credit Card and Payment Processing, in a previous release, we introduced a pre-authorization error message on the web version of the application when a pre-authorization against a credit card is declined, so you can collect another form of payment, if needed. This functionality is now also available saving a new agreement on the mobile, as long as Pre-Authorize is selected. After you tap OK to acknowledge the message, the app directs you the credit card information section, so you can update the card details, if needed.

Version 1.2.74 (November 17, 2021)

Web Quickly Identify Turnback Reached, Idle, and Recall Units on Dashboard

Last release, we updated the Open Over 30 Days metric on the Agreement Operations dashboard to be displayed in red (text and tile outline) if the value is greater than 0, to help draw your attention to these agreements.

We've applied this same enhancement to the Turnback Reached, Idle > 5 Days, and Recall metrics on the Fleet Operations dashboard, so you can be more aware of these units and take action, if needed. If the value is greater than 0 units, the metric is shown in red.

Version 1.2.73 (November 3, 2021)

Web Require a Customer VIN to be 17-characters

A new Require 17-Character for the Customer VIN management setting is available for you to make the VIN field only accept 17 characters when adding a customer automobile on a customer record, appointment, or agreement.

Version 1.2.72 (October 20, 2021)

Web Add Customer Automobiles and Search by Customer VIN

You can now add and remove customer automobiles when creating a new customer record. A Customer Automobile section and Add AUTOMOBILE button are available on the New Customer screen.

You can also search by a partial or full Customer VIN on the Search Open, Customer, or Agreement tabs to find records with that customer automobile on file.

Mobile App Today's Appointments on 'Home' Screen

The 'Pending Appointments' metric on the mobile app's 'Home' screen has been renamed to 'Today's Appointments'. Similar to the Dashboard tile on the web, you can can tap this metric to view a list of booked appointments with a Checkout Date of today. From there, you can tap an appointment from the list to quickly view a more in-depth summary or open an agreement.

Web Increase Session Timeout to 30 Minutes

The Session Timeout (Minutes) management setting, which is used to manage the number of minutes after which the web version of TSD DEALER logs out any user session if there is no activity (that is, no mouse movement, clicking, or typing on any of your open tabs), can now be increased up to 30 minutes instead of a maximum of 15 minutes.

Additionally, on the web version of the application, a warning message is now displayed two (2) minutes before session timeout with an option to Stay Signed In so you stay logged in and can keep working or save your work.

Web Edit Turnback Days and Edit Turnback Miles Permissions

On the Roles Hub, the Edit Turnback permission, which previously allowed employee roles to edit a unit's Turnback Date and Turnback Miles, has been split into two separate permissions: Edit Turnback Date and Edit Turnback Miles. These permissions only apply if your manufacturer allows you to edit a unit's Turnback Date.

Note that, if your manufacturer allows you to edit a unit's Turnback Date, the updated value(s) cannot exceed your manufacturer's setting(s), if applicable.

Web Days Out in Agreement Hub 'Table' View

On the Agreement Hub, when viewing search results in table view (), the Days column is now labeled Days Out and shows the number of days, in 24-hour increments, from the agreement's Checkout Date / Time to the Return Date / Time, if the agreement is Closed, or to today's current date/time, if the agreement is still Open.

Web Option to Default Opt Out of Emails

A new Agreement Emails management setting is available for you to turn on Default Opt Out Of Emails. When enabled, the Opt Out of Emails option is automatically selected for customers, by default, on new customer records, appointments, and agreements, going forward.

Note that the Opt Out Of Emails option is only available on agreements at locations that do not use Toll Processing, since an email address is required for Toll Processing.

Version 1.2.71 (October 7, 2021)

Mobile App View Unit Number When Reconciling Fleet

When using the mobile app Reconcile Fleet feature to generate a physical inventory from your location's lot at the end of the day, the Unit Number is now displayed next to each unit in the inventory list, next to the License Plate.

Version 1.2.70 (September 22, 2021)

Web Set Acceptable Performance Goals for Lifetime Utilization

A new Acceptable Performance management setting is available to set an "acceptable" minimum target for utilization over the lifetime of each unit. It's set to 0, by default, but you can enter a whole number to represent the target percentage (e.g., 75 for 75%). Note: This setting may be managed by your manufacturer and may be unavailable for editing.

A unit's lifetime utilization and its relation to your location's Acceptable Performance target is color-coded throughout TSD DEALER, so you can view, at-a-glance, how individual units are performing and take action. If a unit's lifetime utilization meets or exceeds the Acceptable Performance level, it will be color-coded green. If not, it will be color-coded red. Anytime you see a color-coded value, you can hover your cursor over the field to view a helpful tooltip with more information.

Lifetime utilization color-coding can be found in the following areas of TSD DEALER:

on the unit record's Lifetime Utilization field.
when assigning a unit to an open agreement (Lifetime Utilization column).
on the Full Inventory Report's Unit Number column.

Web Track Units That Need Maintenance

Use the new Maintenance Due tile on the Fleet Operations dashboard, as well as the Maintenance Due special status search filter on the Fleet Hub, to track units that are due for maintenance, based on your location's Maintenance Intervals.

That way, you can quickly view units flagged as Needs Maintenance so you can either change a unit's status to On Maintenance so it won't be available for use, or reset the maintenance interval after maintenance is complete.

Version 1.2.69 (September 8, 2021)

Web Edit Custom Reports

Previously, you could only save changes to an existing custom report in the Report Builder if you were the one who created the report in the first place. If the report was created by another employee, you could not save edits or delete the report; you could only save the report as a brand new report by clicking SAVE AS NEW.

Now, you can save changes to or delete an existing custom report as long as your employee role has the Edit Custom Report permission and the report access is set to Anyone.

After a custom report has been updated, the name of the employee who made the most recent changes is displayed in the header of the report, along with the date and time the updates were saved.

Version 1.2.68 (August 25, 2021)

Web GPS Location Tracking on Agreements

For locations with TSD Telematics integration with the GPS location tracking component, we've made changes when it comes to viewing the locations of units on a map:

Customer consent for GPS location tracking on agreements. The law in certain states requires a customer's consent for vehicle tracking. Therefore, a new Location Tracking option is available on new agreements for you to obtain the customer's consent for GPS tracking: No, to opt out of tracking (selected by default) or Yes, to allow tracking.

The selection is remembered on the customer's future agreements, and cannot be changed after the agreement is opened.

GPS tracking for units that are In Use. Depending on the state of a unit's Owner Location or Current Location, location tracking may be unavailable while the unit is In Use on an agreement, regardless of whether the customer consented to tracking. This is managed by TSD and your manufacturer, if applicable.

Though we removed the Location search filter earlier this year, your searches still return results for all locations to which you have viewership, and you can view those records without having to manually change your location.

So, let's say your current Location (selected at the top of TSD DEALER) is Location 01, and your search results contain an agreement from Location 02, If you click that search result to view the agreement, TSD DEALER displays a message letting you know that the record exists at Location 02 and you're provided the option to automatically switch to that location to view the record.

Web Search for ROs and Customer VINs on Search Open Tab

You can now enter an RO Number or the VIN of a customer's automobile to search for open agreements on the Search Open tab.

Web More Custom Report Builder Options

When building a custom fleet report with TSD DEALER's Report Builder, you have some additional reporting options to choose from:

Include all active units. Select Total Active Fleet from the Status list if you want to include all active units, or those not Removed From Fleet or Removed From Pending Import.
Show revenue earned by each unit. A new Revenue Per Unit column option is available for you to view all revenue (rates, fees, fuel, miles, and tolls), excluding taxes, earned by the unit on its closed agreements. Revenue is attributed to the unit assigned to the agreement at the time of close, and to the month in which the agreement was closed. So, if an agreement was opened on 7/25 and closed on 8/2, the revenue is attributed to August, the month in which the agreement was closed.
More agreement report column options. When building a custom agreement report, you can choose to include the additional columns:

Body Style: The Body Style of the most recent unit assigned to the agreement.
Rate Code: The name of the Rate Code applied to the closed agreement.
Tax Amount: The total tax amount applied to the closed agreement.
Fuel Charge: The total fuel charges applied to the closed agreement.
Mileage Charge: The total mileage charges applied to the closed agreement.
Toll Charges: If you use Toll Processing, the total toll charges incurred on the closed agreement.
Split Bill: If a split invoice was applied to the closed agreement, the amount that was billed to the third party company.

Mobile App Clear Cached Image Data

As you use any mobile app, image files (e.g., insurance card images), may be stored temporarily in the app's "cache". This ultimately saves you time and data when using the app, but anytime you want to save some space by clearing this data, go to your Settings and tap CLEAR IMAGE DATA.

Version 1.2.67 (August 11, 2021)

Web Introducing: TSD University, on TSD DEALER's New Training Hub

We're expanding TSD's suite of training resources available at your fingertips in TSD DEALER. The Tutorials button on the menu at the top of your screen has been renamed to TRAINING. Here, you'll find a new Training Hub, designed to help you become an expert at using TSD DEALER, and making the most out of key features to streamline and improve your business.

On the Training Hub, you'll find two categories of training resources:

Tutorials: Learn the How's. These are the same self-guided training courses previously available to you in TSD DEALER. Each course contains multiple topics with how-to videos, written walkthroughs, and practice software simulations that cover key setups and usage of the application.
TSD University: Learn the 'Why's. TSD University consists of short videos led by TSD experts to help you learn why key features benefit your business. These are broken down by level of difficulty (Bachelor's, Master's, and Doctorate), with filters on the left panel, so you can choose what works for you.

Web New Background Color for Appointments on Dashboard Bar Graph

We've changed the background color of appointments in the bar graph on your Appointment Operations dashboard. Appointments are now in brown, instead of green, so they stand out against the blue bars.

Web Alert for Reopening Closed Agreement with a Removed Unit

If you click Reopen Agreement when viewing a closed agreement, and the unit assigned to that agreement has been removed from the fleet, the system prevents you from reopening the agreement and a message is displayed: "Unit [Unit Number] on agreement has been removed from fleet. Add unit back into fleet to Reopen Agreement."

Mobile App View TSD Number and Dealer Number on the Mobile Settings

Just as your TSD Number and Dealer Number are displayed under your current location in the web version of TSD DEALER, they are also now displayed on the mobile app within your settings ().

If you’ve been through a buy/sell or your Dealer Number has changed, please email your request to support@tsdweb.com along with your TSD Number and your new Dealer Number.

Version 1.2.66 (July 29, 2021)

Web & Mobile App Introducing: Monthly Rates

Offer competitive pricing for long-term rentals and loaners by setting up monthly rates, in addition to daily and weekly rates. You can do this within your existing Rate Codes. (Note: You can only set up monthly rates for Rate Codes with a Billing Type of 24-Hour.)

After you've set up monthly rates for all new appointments agreements going forward, head over to the Rate Thresholds Configuration setting and configure thresholds for these rates, so they can be calculated based on the actual length of an agreement. In other words, define the number of days at which an agreement becomes eligible for a monthly rate (e.g., 30 days, the default).

For long-term agreements and monthly rates, make sure to check your Maximum Days for an Agreement setting to increase the allowed length of appointments and agreements, if necessary. By default, this is set to 29 days.

Mobile App Send Feedback From the Mobile App

Mobile app users: We want to hear from you! While using the iOS mobile app, if you have a suggestion, product inquiry, or anything else you want us to know, you can instantly submit your feedback. Just tap the Settings icon () and then Submit Feedback. Enter the topic (e.g., Agreements), tell us what's on your mind, and hit Submit.

Version 1.2.65 (July 14, 2021)

Web Removed All Charges Report and Updated the Closed Contract Revenue Report

The All Charges report has been removed as a system report in TSD DEALER. Instead, run the Closed Contract Accounting report (previously named the Closed Contract Revenue report) to view a breakdown of charge, payment, and refund transactions on closed agreements. We've made the following enhancements to this report:

New columns have been added: Repair Order Number, Split Bill, and Refunds.
Export your results to a PDF by clicking PDF
The list of Agreement Types contains all those that are available for your location. Select from this list to report on certain types of agreements.

Web Corrected Charge-Related Columns in Custom Reports

We've made the following corrections to custom agreement reports run with the Report Builder:

The Rate Amount column has been renamed to Total Bill Rate Charge and now correctly displays the sum of hourly, daily, and weekly rate charges applied to the agreement.
The Total Charges column now correctly includes all charges, including rates, taxes, and fees, so that it matches the Charges grid on the agreement.

Web Prevention of Saving Credit Card Numbers in Text Fields

To protect customers’ sensitive data and ensure it is properly encrypted, employees are prevented from saving credit card numbers in text fields.

This safeguard is already present on some text fields, such as Customer Notes, and it has now been applied throughout other TSD DEALER text fields. If a credit card number is entered into one of these fields, a message is displayed: "It appears you are attempting to save a credit card number in a non-secure field. Please use the appropriate credit card number fields to save this information. You will not be able to proceed until this information is removed from the field."

Version 1.2.64 (June 23, 2021)

Web Rate Code and Model Group Selections Never Change After Unit Assignment

Previously, assigning a unit to an agreement automatically selected the appropriate Model Group for that unit. (The Rate Code list would then be filtered based on the selected Model Group.)

Now, when you assign a unit, neither the Rate Code nor Model Group selection is updated. That way, if a customer reserves a unit at, say, $100 a day, that rate won't automatically change if you have to assign another model at the time of pickup.

Bug Fix Correcting Application of Amount Cap on Split Invoice

When creating a split invoice to add a company to the bill, any Amount Cap you enter now correctly only applies to the rate charges on the agreement instead of the total charges.

Version 1.2.63 (June 9, 2021)

Web Limit Viewership of Custom Reports

After running your own custom report in TSD DEALER's Report Builder, you can now choose whether to set up the report for your own exclusive use or allow other employees at your location to access it. Just select your viewership preference from the Report Access options: Anyone or Only You. Then make sure to save your report.

Web Set up Appointment Caps for Rental Agreements per Model Group

We've made a few changes when it comes to setting up your location's daily Appointment Cap, which helps prevent overbooking by limiting the number of appointments that can be scheduled for pickup on any given day.

We've renamed the "Daily Appointment Cap" setting to "Appointment Caps", and moved it to the Rates tab of the Admin Hub.
Previously, having a Daily Appointment Cap set to 0 essentially meant the same thing as having no cap on appointments, Now, a Daily Appointment Cap of 0 no longer means "unlimited" availability on a given day; it means no availability on a given day.
Within the Appointment Caps setting, a new Enable Caps by Model Group and Agreement Type option is available to set up separate caps for Rental appointments, based on Model Group. For example, you can cap the number of Rental appointments with SUVs at 10, and Sedans at 15.

Your previous Daily Appointment Cap value still applies to all types of appointments, however. If either this total cap or a Model-specific cap is met on a Checkout Date, you cannot schedule an appointment with that unit for that date.

Web & Mobile App Add Notes to Unit Records

For situations that call for a unit-related note that is independent of any specific agreement, you can now enter these notes when adding or editing a unit record using the Unit Notes text box, similar to Agreement Notes. An event is logged in the unit's history when a note is saved, containing the note contents and employee who made the change.

Web Applying Taxes to Rates, Fuel, and Mileage Only Available for Percentage Taxes

When adding or editing a tax, the Rates, Fuel, and Mileage options are now only available for daily percentage taxes, not flat daily taxes. If you have a flat daily tax set up, it will be applied to any agreement on which a rate is applied.

Version 1.2.62 (May 26, 2021)

Web New Default One-time Refueling Fee

Within the Fees Setup setting, we've set up an additional one-time Refueling Fee for you to use, if you want to charge a fee for refueling vehicles on your agreements. You can edit the amount ($0.00, by default) and apply taxes to this fee, but the fee name (Refueling Fee), frequency (one-time), and auto apply option (off) are set and unavailable for editing.

Web Pre-authorization Declines

For locations with Credit Card Processing integration that allow pre-authorizations to be taken on agreements, TSD DEALER displays a message if the pre-authorization attempted against a credit card is declined, so you can collect another form of payment, if needed. This message is displayed when saving a new agreement or at the time a credit card is changed on an agreement, as long as Pre-Authorize is selected, The same message text is also present in red next to the credit card information on the agreement, so you can't miss it.

Web Delete Rate Codes and Model Groups

We've fixed an issue with deleting Rate Codes. You can now delete a Rate Code within the Loaner Rate Setup and Rental Rate Setup settings by clicking the delete icon ().

You can also now delete a Model Group within your Model Group setting by clicking the delete button (), available as long as the Model Group is not currently associated with a rate record. If you don't see the delete button, edit your rates and remove the Model Group from the applicable rate records, as necessary.

Web View Idle Days for Pending Import Details Units

If your location uses automated fleet import, when viewing a list of units Pending Import Details in table view (), a Subsidy / Idle Days column is included to show the number of days the unit has been in the Pending Import Details status. Once you add (import) the unit to your active fleet, Subsidy / Idle Days becomes 0.

Version 1.2.61 (May 12, 2021)

Web Rates in Charges Grid and Invoices

Hourly, daily, and weekly rates are only displayed in an agreement's Charges grid if they apply to the agreement. For example, let's say a Rate Code with a daily and weekly (7-day) rate has been selected on a 5-day agreement. Since the agreement is only eligible for the daily rate, not the weekly rate, only the daily rate is shown in the Charges grid and on invoices. If the agreement is extended to 7 days, then only the weekly rate is shown.

Web Third Party Agreement Types

We've added Third Party to the list of services you can turn on in the Agreement Types setting. Locations that use a Third Party service can open agreements on which a third party is providing a unit to the customer, instead of your fleet.

Web Show Number of Agreements Opened or Closed in Custom Fleet Reports

When building a custom fleet report in the Report Builder, "Close Agreement" and "Open Agreement" are now available as column options, if you want to view the number of agreements associated with each unit that were closed or opened, respectively, during the reporting period.

Version 1.2.60 (April 28, 2021)

Web View Your Location Code

The Location Code is included next to each location in your Location list at the top of TSD DEALER, as well as in the Location Lookup list in the Admin Hub, and on your Account Information page.

Web Rate Code Kept After Changing a Unit, Regardless of Model Group

On an appointment or agreement with a Rate Code and Model Group selected, if you change the unit, the Model Group selection is updated, but the Rate Code selection is kept, even if the new unit's Model Group is not associated with the selected Rate Code. If this is the case, the lowest set of rates within that Rate Code is applied, by default.

Version 1.2.59 (April 15, 2021)

Web View TSD Number and Dealer Number

For quick reference, your TSD Number and Dealer Number are displayed at the top of TSD DEALER under your current location. If you’ve been through a buy/sell or your Dealer Number has changed, please email your request to support@tsdweb.com along with your TSD Number and your new Dealer Number.

Web & Mobile App Rate Required on Rental Appointments & Agreements

When creating a Rental appointment or opening a Rental agreement, a rate must be selected in order to complete (save) the record.

Mobile App Bill Company for Taxes on Mobile Split Invoices

Recently, we added a new feature to the web that allows you to have a company responsible for taxes on its portion of the rate charges when splitting an invoice. You can now do the same thing on the mobile app.

Mobile App Split Invoices Only Available With Daily Rates

You can only split an invoice between a customer and a company if the Rate Code contains only a daily rate. This change was recently added to the web version of the application, and now applies to the mobile app. If hourly or weekly rates are included in the Rate Code applied to the mobile agreement, the ADD SPLIT INVOICE button is unavailable.

Mobile App Mileage Charges on Mobile Agreements

If your location charges for mileage, you'll find applicable mileage charges displayed in the Charges grid after entering the Miles In at close. If your employee role has the Allow Modify Agreement Rate permission, you can edit a Mileage Charge amount and the number of free miles, if applicable.

Version 1.2.58 (March 31, 2021)

Web Charge for Mileage Driven & Offer Free or Unlimited Miles

If your location charges rates, you can now charge for mileage, set a number of free miles allowed per calendar day, or offer unlimited miles on your agreements.

Setup: Add a Mileage Charge and apply it to Rate Codes.

Mileage charges on agreements. Mileage charges, if applicable within a Rate Code, are calculated after entering the Miles In when the agreement is being closed, and are included on your location's agreement form PDF, as well as customer and company invoices, and payment receipts. If your employee role has the Allow Modify Agreement Rate permission, you can edit a Mileage Charge amount within the agreement's Charges grid.
Mileage charges in reports: If a mileage charge was applied to an agreement, you'll find it included in the All Charges and Closed Contract Revenue reports.

Version 1.2.57 (March 17, 2021)

Web Export Agreement and Fleet search Results as a PDF, and More

We've made some improvements when it comes to viewing Agreement Hub and Fleet Hub search results in Table view ():

The column headers are fixed, so you can see them while scrolling.
Up to 100 results are shown, by default, but you can change this to 10, 25, 50, or 250 in the bottom left corner.
A PDF button () is available to export your results to a PDF.

Web Expired Appointments

Booked appointments now automatically expire four (4) hours after they are overdue, based on the Checkout Date and time. The status of the appointment changes to Expired, which means:

any assigned unit is removed from the appointment
no confirmation texts or emails are sent to the customer

However, you can still view and edit an expired appointment, revert the appointment back to Booked status by changing the dates, and open an agreement from an expired appointment, both on the web and mobile app. You can find expired appointments:

On the Appointment Hub, using the new Expired status search filter
On the Search Hub (Search Open tab); expired appointments are included in results so you can quickly create a new agreement, if needed
On a customer's record, in the Past Events section

Web Appointments Automatically Cancelled After 72 hours

Appointments are automatically cancelled after 72 hours past the scheduled Checkout Date and time. Appointments with a status of Cancelled cannot be opened in an agreement, but you can uncancel the appointment by viewing the appointment and clicking Uncancel.

Web Company Split Invoice Enhancements

The following changes apply to agreements on which a third party billing company has been added via the ADD SPLIT INVOICE button:

Choose to bill the company for taxes on its portion of the daily rate charges. A new Include Taxes check box is available on the Edit Split Invoice dialog, as long as Amount Daily or Percent Daily is selected. (If a company is responsible for the entire bill, this already includes all applicable taxes.) If you leave the Include Taxes check box cleared, the customer will be responsible for all taxes.
The company invoice now only contains itemized charges billed to the company. So, if a Smoking Fee was billed to the customer and the company is only responsible for covering a percentage of daily rate charges, this fee is only included on the customer's invoice, not the billing company's invoice. You can print and email invoices from the closed agreement.
Because a company can only cover a flat or percentage of daily rate charges, you can only click ADD SPLIT INVOICE if the Rate Code contains only a daily rate. If hourly or weekly rates are included in the Rate Code applied to the agreement, the button is unavailable

Web View Unit Record From Agreement / View Agreement From Unit Record

When viewing an agreement, you can quickly view the assigned unit record and vice versa:

When viewing an agreement, click VIEW UNIT in the unit details section to view the unit record.
When viewing the unit record of an In Use unit, the associated Agreement Number and Expected Return Date are displayed, as well as a View Agreement button on the side panel to view the agreement record.

Web You Can Only Switch Current Location on the Home Page

You can now only switch your current location on the Home page (Search Open tab). The Location list, which contains locations to which you have viewership, is only available for selection on the application's Home page (the Search Open tab). On all other tabs and pages throughout TSD DEALER, you can view, but not change, your current location.

Get to the 'Home' page from anywhere in the application by clicking the product logo in the upper left corner.

Version 1.2.56 (March 3, 2021)

Web & Mobile App Rebranding of TSD DEALER, Formerly Cirro

We are pleased to announce the rebranding of TSD DEALER, formerly known as Cirro. For those of you who know the product as 'Cirro', you should expect to see logo, color, and font changes when logging into both the desktop and mobile versions of our product, as well as when viewing the Online Help. Please rest assured that this effort has no impact on functionality.

Hover over the image to view a sneak peek of the redesigned mobile app:

Web & Mobile App Pre-Authorizations for Toll Charges

For locations with Credit Card and Payment Processing integration with Toll Processing, you can now set an additional flat pre-authorization amount to reserve specifically for possible future toll charges incurred on the agreement.

Setting up a toll pre-preauthorization amount:

Taking a pre-authorization on an agreement for future toll charges:

Using a toll pre-authorization as payment for toll charges incurred on an agreement:

Web New Search Category Filters on the Customer Hub

In last version's release, we implemented new search filters on the Fleet Hub and Agreement Hub so you could narrow your searches by certain categories of information. We've done the same thing on the Customer Hub. Select from one of the following filters to narrow your customer searches: First and Last name, Phone Number, or Driver's License Number. Then, click Search.

Web Improvements to Help You be Proactive about Fleet Maintenance

Scheduling maintenance goes a long way toward ensuring your fleet consistently operates at peak performance. So, we've made some improvements to how the application handles maintenance intervals:

Your Maintenance Intervals management setting, where you can set up intervals for maintenance (e.g., an oil change every 3000 miles or 180 days) applies to all units in your fleet, not just new units going forward.
When a unit reaches a maintenance interval, instead of its status being automatically set to On Maintenance and being unavailable for assignment, a Needs Maintenance tag is added to the unit record, so you can easily identify these units when browsing the Fleet Hub and change its status to On Maintenance, if needed. When a unit needs maintenance, an alert will be displayed when assigning the unit to an appointment or agreement, if the date range conflicts with the scheduled maintenance, as well as upon the unit's return when closing the agreement.
After maintenance on a unit is complete, you can view the unit record and click RESET to reset the maintenance interval, so that the system no longer considers the unit as needing maintenance. Maintenance alerts will no longer be displayed until the unit reaches the next interval.

Web Set Default Preference When Viewing Search Results

Do you prefer to view search results as a table or as a list? You can now set your preference using the new Default View check box at the top of your search results. So, if you prefer to view results as a table, switch to Table view (), then select Default View. The next time you perform a search, or access the Hub from one of the Dashboard status tiles, the system remembers your preference.

Mobile App Stay Informed with Mobile App Alerts

All alerts turned on in the Alerts Hub management setting are now accessible on the mobile app. From the mobile app 'Home' screen, tap Alerts to view unread alerts. Like alerts on the web, an employee role must have the Display Alerts permission to view alerts on the mobile app.

Bug Fix Fixed Rate Calculation for Calendar-Billed Rate Codes

We addressed an issue with the Rate Thresholds Configuration setting interfering with how rates are calculated on agreements when the Billing Type of the Rate Code is Calendar. Since hourly rates can only be set up for 24-hour Rate Codes, your Rate Thresholds Configuration setting's Hours Until Daily Rate value only applies to 24-Hour Rate Codes, and is ignored for Calendar rates

Version 1.2.55 (February 17, 2021)

Web New Filters on Agreement Hub and Fleet Hub

Let's say you want to search unit records or agreements for Unit 123. To prevent you from having to scroll through too many results, select from the new Filters list to narrow results by category (in this case, Unit Number).

Filters on the Fleet Hub: Unit Number, License Plate Number, VIN, Model, and Trim
Filters on the Agreement Hub: Agreement Number, Repair Order, Unit Number, License Plate, VIN, and Customer Phone Number

Web View Number of Agreements Opened Today

A new "Opened Today" status tile is available on the Agreement Operations dashboard to view the number of agreements that are currently open at the current location, with a Checkout Date of today. Like the other status tiles, you can click it to view a list of applicable records on the Agreement Hub, where OPENED TODAY is also available as a status search filter option.

Web Faster and More Efficient Close Agreement Process

When closing or close pending an agreement, or when performing a quick return, your cursor starts off in the Miles In field, so you can quickly enter the returning unit's mileage and close the agreement.

Mobile App Back to Home After Edit Agreement

After editing an agreement on the mobile app, you're directed back to the Home screen (Dashboard).

Version 1.2.54 (February 3, 2021)

Web Reopening Closed Agreement Regardless of Expired Driver's License

You're no longer prevented from reopening a closed agreement if the customer's driver's license has expired.

Version 1.2.53 (January 20, 2021)

The latest version of the application contains minor fixes and performance improvements to improve your experience.

Version 1.2.52 (January 6, 2021)

WebTSD DEALER Alerts

Keep apprised of important appointment, agreement, and fleet information with TSD DEALER alerts. For instance, you can have the application immediately alert you when a unit is low on fuel, an appointment is booked, a customer has submitted a remote signature or contactless appointment information, and more.

Setup requirements:

Grant employee roles access to view alerts. In the Roles Hub, a new Display Alert permission is available and turned on for all roles, by default. Only employees with this permission can view alerts.
Turn on types of alerts at your location. Within the new Alerts Hub management setting, choose the alerts you want to be available at the location in the Alerts Panel (accessible via the Alerts button at the top of the screen), and alerts you want to be emailed to employees.
Each employee must manage his or her own alert preferences. By default, visibility to all alerts is turned off on an employee-basis. That means that, after alerts are enabled for a location, the employee must customize which alerts he or she wants to receive by opening the Alerts Panel, clicking the Settings icon (), and using the toggles to turn on alerts. (Remember, an employee's role must have the Display Alerts permission in order to view any alerts.)

Alerts Panel in TSD DEALER:

When you have a new unread alert, a red notification is displayed with the number of unread alerts. Click the ALERTS button to open the Alerts Panel, which contains the most recent alerts at the top, with unread alerts highlighted so they stand out. (An alert is considered "read" after it is viewed in the Alerts Panel by an employee.) All alerts continue to be displayed in the Alerts Panel for three (3) days after the event.

Email Alerts:

Alerts set up to be emailed to employees are sent immediately upon the event. So, for example, if you have an Appointment Booked email alert set up for your location, an employee with 1) the Display Alerts permission and 2) the Appointment Booked alert turned on within the Alert Panel settings receives an email when an appointment is created for a customer in the application or through a web scheduler.

Web Unit Mileage by Agreement Report

A new Unit Mileage by Agreement report is available for you to view the number of miles driven on closed agreements in a selected month, grouped by unit VIN.

Web New Criteria for Duplicate Driver's License Checks

The criteria by which the system checks for duplicate driver's license information has been expanded to include the Date of Birth, in addition to Driver's License Number and State or region.

That means every time you enter or update a Driver's License Number, State, and Date of Birth on an appointment or agreement, the application checks to make sure a customer with matching information doesn't already exist. If a record is found, a message is displayed with the existing customer's name and the option to USE EXISTING CUSTOMER, or CANCEL to clear the driver's license number and enter a new one.

Web Driver's License Expiration Carried Over on Agreements Opened from Contactless Appointments

As a rule, when a new agreement is created, the driver's license expiration date is not carried over from the customer's record or appointment. However, an exception to this rule has been made when the agreement is being opened from a Contactless Appointment, since this information is submitted by the customer.

Version 1.2.51 (December 16, 2020)

MobileDo more with Delivery and Collection on the mobile app. If your location is using our Delivery and Collection feature with a partner integration, the mobile app agreement process now lets you send the agreement form to your provider's app to obtain a customer signature.

You can use TSD DEALER's Delivery and Collection feature without a partner integration. If you prefer to use a third party driver app component, contact the TSD Sales Team at sales@tsdweb.com.

MobileEasier way to open consecutive agreements. After you finish opening an agreement on the mobile app, you're directed back to the Home screen so you can easily open another agreement.

Version 1.2.50 (December 2, 2020)

WebPermissions for adding and editing custom reports. You can now limit an employee's ability to add or edit custom reports created with the application's Report Builder. An employee role must have the new Add Custom Report permission to create a new custom report, and the Edit Custom Report permission to save updated criteria of an existing custom report.

By default, these permissions are turned on for the High role.

MobileQuick and easy unit assignment on mobile agreements. We've made it easier to assign a unit to a mobile agreement, including an exchange, by displaying more information about available units (such as License Plate, Make, and Year) and letting you filter the list by Model.

Version 1.2.49 (November 18, 2020)

WebDaily Appointment Cap setting. The Daily Appointment Cap management setting, used to prevent overbooking by limiting the number of appointments that can be scheduled for pickup on any given day, has been moved from the Management tab to the Rates tab.

After your location's daily cap is met on a Checkout Date, if you attempt to schedule a new appointment (or change the dates of an existing one in such a way that the cap would be exceeded), a message is displayed that you have reached your appointment cap and a different Checkout Date must be selected.

Your location's Daily Cap is shown on your Appointment Operations dashboard. Click the Daily Cap link to be directed to the Rates Hub, where you can find the setting and adjust the cap.

Version 1.2.48 (November 4, 2020)

Web + MobileRemove a billing company from an invoice. You already know that you can produce two invoices on a web or mobile agreement, for cases when a third party company (e.g., an insurance company), is responsible for some or all of the agreement's rate charges.

Now, you can remove a company from an invoice when viewing an agreement (opened or closed), or when closing an agreement. Once a split invoice has been removed from an agreement, the Charges grid, invoice, and amount due from the customer are updated accordingly.

Version 1.2.47 (October 21, 2020)

WebPermission to access reports. The previously-named Payment Report role permission, which allowed employee roles access to the All Charges and Dealer Credit Card Reconciliation reports (for locations with Credit Card and Payment Processing integration), has been changed to Reports, and now allows access to all system and custom reports, accessible via the Reports button.

At the time of release, this Reports permission is set to on for all employee roles, by default

MobileNow available on mobile: edit and remove newly-added fees after an agreement is closed. On the mobile app, in addition to the web application, if you add a fee after an agreement is closed, you can now edit that fee amount or remove the fee, as long as a payment hasn't already been processed for the newly-added fee (for locations with Credit Card and Payment Processing).

Version 1.2.46 (October 7, 2020)

WebTake payment information on Contactless Appointments. If your location uses Credit Card and Payment Processing integration provided by CenPOS and you're taking advantage of TSD DEALER's Contactless Appointment feature to speed up the customer experience, your customers can now click CAPTURE CREDIT CARD and add or change credit card information on the online version of the appointment.

Note that credit card information may be required for locations with the Credit Card Capture Required at Open Agreement management setting turned on, as this setting also applies to the appointment page accessible by the customer.

Version 1.2.45 (September 23, 2020)

WebClosed Contract Revenue report. Run the new Closed Contract Revenue report to find out how much revenue in charges, fees, and taxes your location is generating from closed agreements. You can narrow report results by Agreement Type (Loaner or Rental), and choose to view:

a summary version, which contains total charges for each agreement, including fees and taxes.
a detailed version, which contains additional columns for each individual fee and tax applied to the agreement.

WebFilter your Agreement Operations dashboard by Agreement Type. If your location has a rental service set up in Agreement Types, you can filter the status breakdown on the Agreement Operations dashboard by Loaner or Rental agreements. All Types is selected by default, to display status breakdowns for all agreements available at your location, including Rental, Internal Use, Shuttle, Third Party, as well as voided agreements.

WebRequire Repair Order Number per Agreement Type. If your location uses both Rental and Loaner Agreement Types, you can now use the Require Repair Order Number management setting to make a repair order mandatory based on the type of appointment or agreement: Loaner or Rental.
WebDefault date range updated on some reports. Previously, the default report period for the All Charges, Appointment Summary, and Length of Use reports, as well as custom reports created from the Report Builder, defaulted to the past 30 days, with the End Date being today's date.

Now, the Start Date defaults to the first day of the current month, and the End Date defaults to today. You can still change the report period, if necessary, before running the report.

MobileNow available on the mobile app: a company can be responsible for the total invoice. A few releases ago, we added a Total Bill option to the Edit Split Invoice dialog on the web application, for situations in which the company will be responsible for the entire bill. This option is now available when adding a company to an invoice on the mobile app.

Version 1.2.44 (September 9, 2020)

WebEdit and remove newly-added fees after an agreement is closed. If you add a fee after an agreement is closed, you can now edit that fee amount or remove the fee, as long as a payment hasn't already been processed for the newly-added fee (for locations with Credit Card and Payment Processing).

Version 1.2.43 (August 26, 2020)

WebInclude Rental and Internal Use agreements in your custom agreement reports. When building a custom agreement report with TSD DEALER's Report Builder, locations with Rental and Internal Use Agreement Types have two new options to choose from in the Type list: Rental and Internal Use.
MobileStreamlining the mobile open process. We've made two changes to the open agreement process:

Easier navigation. The New Agreement screen now looks and functions like the View Agreement screen, with icons at the top to access different sections of the agreement.

Select an agreement form and collect a signature after the agreement is open. You can now select an agreement form PDF and collect a signature after the agreement is opened. After you save a new agreement, the app displays a prompt for you to choose a form and print the PDF, collect an electronic signature with Signature Capture, or collect a remote signature via text or email for a Contactless Agreement.

WebMore agreement, unit, repair, and insurance information added to invoices. The following additional information has been added to customer and company invoices, which you can print or email after closing an agreement:

Important agreement and driver information, including the main driver's name and number of agreement days
Most recently-assigned unit information, including VIN, plate, year, make, model, and distance driven
Repair and insurance information, including Insurance Policy #, Repair Order #, Service Advisor, and Claim #, if an invoice was split between a customer and company

Version 1.2.42 (August 12, 2020)

WebIntroducing: hourly and weekly rates! Set up hourly and weekly rate amounts, in addition to daily rate amounts. You can do this within your existing Rate Codes. (Note: You can only set up hourly rates for Rate Codes with a Billing Type of 24-Hour.)

After you've set up hourly and weekly rates, head over to the Rate Thresholds Configuration setting and configure thresholds for these rates on new agreements going forward, so rates can be calculated based on the actual length of an agreement. In other words, define the number of hours at which an agreement becomes eligible for a daily rate (e.g., 24 hours, the default), and the number of days at which an agreement becomes eligible for a weekly rate (e.g., 7 days, the default).

If you have hourly, daily, and weekly rates set up for a selected Rate Code and Model Group on an appointment or agreement, those rates will be displayed in the Charges grid. Calculations are determined by the length of the appointment or agreement, the Rate Code's Billing Type, and your Rate Thresholds Configuration setting.

WebA company can now be responsible for the total invoice. When adding a company to an invoice (via the ADD SPLIT INVOICE button), you now have the option to select Total Bill, if the company will be responsible for the entire bill, including applicable fuel charges, fees, and taxes.
WebEasier agreement searches with Agreement Type tags. To complement TSD DEALER's Agreement Type search filters, we've made sifting through search results even easier by adding gray Agreement Type tags next to the status tag on the agreement: Rental, Loaner, Internal Use, and Shuttle, depending on the Agreement Types set up for your location.
MobileQuicker and more efficient handling of duplicate driver's license numbers on the mobile app. When you open a new agreement on the mobile app and enter a driver's license number, the app lets you know if the customer already exists in the system. You can choose to use the existing customer record for the agreement, or click CANCEL to clear the Driver's License field and enter a different license number.

Version 1.2.41 (July 29, 2020)

WebTake "hands-free" to another level with Contactless Appointments! Expedite service to your customers by letting them remotely submit their information for appointments in advance. TSD DEALER's Contactless Appointments feature uses automatic texting and emailing to provide customers links to access their appointments and submit their information, saving time for you and your customers!

Setup requirements:

How it works:

Tracking Contactless Appointments: Click the new Contactless status tile on the Appointment Operations dashboard. Or, use the new Contactless check box in the Attributes search filter panel on the Appointment Hub.

View Contactless Appointments on the Appointment Summary report: The new Contactless column in the Appointment Summary report displays 'Y' (Yes) for appointments in which the customer has accessed the online version of the appointment and submitted his or her information.

Web + MobileMaintain security with credit card pre-authorizations. If you're taking advantage of our secure Credit Card and Payment Processing integration, you can turn on the new Pre-Authorizations management setting if you want to take credit card pre-authorizations on agreements. You can choose to allow an authorization of a flat amount on every agreement, regardless of the total charges, or allow an authorization of an additional amount over the cost of the total charges. Read more:

Web + MobileTSD DEALER supports split invoicing for agreements. You can now split agreement rate charges to produce two invoices, for cases when a third party company (e.g., an insurance company), is responsible for at least some of the rate charges. Just click the new ADD SPLIT INVOICE button above the Charges grid on an agreement, then submit the invoice information. Read more:

MobileQuickly view open Contactless Agreements on the mobile app. On the mobile app's Home screen, you can easily view signed or unsigned contactless agreements by tapping View, then Contactless List. You can filter the list by signed or unsigned agreements.
MobileView closed agreements on the mobile app. After closing an agreement on the mobile app, you're now directed to the View Agreement screen, so you can generate invoices or receipts, view agreement forms, manage charges and payments, add a credit card, and more.
MobileEasier Rate Code and Model Group selection on the mobile app. Last release, we improved the rate selection process on the web by having TSD DEALER automatically select the Model Group or Rate Code on an appointment or agreement, if your location only had a single Model Group or Rate Code set up. The same now applies to mobile app agreements.

Version 1.2.40 (July 9, 2020)

WebMore rate flexibility: choose a Billing Type when setting up Rate Codes. When creating a Rate Code for loaner or rental agreements, you have two Billing Type options for daily rates: 24 hour, for daily rates to increment every 24 hours, starting from the checkout time, or Calendar, for daily rates to increment at midnight. The Billing Type also applies to any daily fees you have set up.
WebSelecting a unit is no longer required for the Charges grid to display. Previously, the Charges grid was only displayed on a new appointment or agreement after you assigned a unit. Now, the Charges grid is displayed after you select a date range and a rate, if applicable. If you don't have rental or loaner rates set up, but you still use fuel charges, fees, and taxes, the Charges grid is displayed after you select a date range.
Web + MobileA streamlined rate selection process for appointments and agreements. If your location uses loaner or rental rates, we've made a few improvements to speed up the rate selection process:

To save you a step, if your location only has a single Model Group or Rate Code set up, TSD DEALER automatically selects it for you on the appointment or agreement (web).
If you assign a unit before selecting a rate, TSD DEALER automatically selects the appropriate Model Group for that unit. If you select a Rate Code and Model Group before assigning a unit, and that unit is not associated with the selected Model Group, your previous Model Group selection will be cleared.
After you select a Rate Code, the list of Model Groups is filtered accordingly. Similarly, if a Model Group is automatically selected after assigning a unit, the Rate Code list will be filtered accordingly.

Version 1.2.39 (June 24, 2020)

Web + MobileStay connected, with automatic texting or emailing. A hands-free approach to communicating with your customers is not only beneficial in the era of social distancing, but necessary to set your business apart in terms of customer service and convenience. In TSD DEALER, you can have the system automatically text or email appointment and agreement confirmations to the customer, as well as provide copies of agreement forms.
WebLast release, we brought you Rental Agreements to accommodate a rental service. Now, you can book Rental appointments! If your location uses a rental service and has rental agreements set up in Agreement Types, you can now create rental appointments. Read more: When you create a new appointment, an Appointment Type dialog is displayed, similar to the Agreement Type dialog that displays when creating a new agreement. Any agreement opened from a rental appointment will automatically be a rental agreement.
WebEnhancements to rental and loaner rates. Configure rates all in one place with the new Rates tab, turn on and off rates per Agreement Type, and more.

A one-stop shop to creating rates: the Rates tab of Admin Setup.Read more:

Turn rates on and off for each Agreement Type.Read more:

We've renamed the Rental Rate Sets and Loaner Rate Sets management settings to Rental Rate Setup and Loaner Rate Setup.

Web + MobileContactless Agreement notifications, longer expiration for signatures, and more. If you're taking advantage of TSD DEALER's Contactless Agreement feature to collect a remote signature via email or text, you'll appreciate these new enhancements:

With one click, view open agreements that are pending a contactless signature.Read more:

Longer expiration for contactless signatures: 24 hours.Read more: Previously, the customer had only 3 hours in which to remotely sign a contactless agreement. After that, the link would expire and you'd have to text or email a new one. Now, the customer has 24 hours to sign the agreement.
Get notified on the mobile app with Push Notifications.Read more:

Web + MobileFast-track the open agreement process ahead of time with appointment charges and fees. You can now select a rate on a Rental or Loaner appointment, if you have Enable Rates Charges turned on for the Agreement Type and have rates set up. If you assign a unit to the appointment, a Charges grid is displayed, so you can manage charges and add fees before the agreement is even opened. Rates, charges, fees, and taxes are carried over onto the agreement - on both the web and mobile app.
WebSave new fees to a closed agreement. Previously, only locations with Credit Card and Payment Processing could save newly-added fees on a closed agreement, after processing a payment. Now, processing a payment isn't required to save these newly-added fees. So, if you add a fee after close, TSD DEALER automatically saves the fee to the agreement and includes it on the invoice.

Version 1.2.38 (June 10, 2020)

Web + MobileRetail rates are here! Introducing: flexible rate options to accommodate service or rental charges. Action is needed the morning of June 11th, for those using Daily Rates - you must instead create Rate Codes and associate each daily rate with a group of models.After rates are set up, you can apply a daily rate on an agreement by selecting a Rate Code and Model Group.
WebSave time and offer a quicker agreement experience for the customer by adding insurance information, uploading an insurance card photo, and, if your location uses credit card processing, adding a credit card to an appointment.
WebFor locations with rates set up, the system notifies you when a new model requires association with a Model Group. If your location uses daily rates, it is important to keep your active Model Groups up-to-date. To remind you when you have models awaiting association, the application displays a brief message each time you add or import a new unit record if its model is not yet associated with a Model Group. (For locations that don't have rates set up, you can disregard this message.)
Web Offer a rental service to your customers with Rental Agreements.Read more: Turn on the new RENTAL SERVICE AVAILABLE option within the Agreement Types management setting, so you can create Rental Agreements, search for these types of agreements on the Agreement Hub, create rental rates using the new Rental Rate Sets management setting (as described above), and more.
WebSince TSD DEALER offers many types of agreements (Shuttle, Internal Use, and now Rental agreements), you must now select an Agreement Type when creating a new agreement.Read more:

WebWe've added new topics to our interactive training tutorials, available by clicking the TUTORIALS button in TSD DEALER:

Delivery and Collection. Available within the Agreements tutorial course, learn how to setup the Delivery and Collection feature, enter delivery and collection information, view addresses on a map, and more.
Contactless Agreements: Remote Signatures. Available within the Agreements tutorial course, learn how to collect a remote signature via email or text for a completely contactless agreement process.
CCPA Compliance. Available within the Best Practices tutorial course, learn about the California Consumer Privacy Act (CCPA) and explore the tools TSD DEALER provides for CCPA compliance.

Version 1.2.37 (May 27, 2020)

WebIntroducing: automatic text messaging for open agreements! You can set up your location to have TSD DEALER automatically send a text message when you open an agreement, as long as the customer has agreed to receive text messages. The text contains a link to view the a copy of the signed or unsigned agreement form PDF.
WebDefine taxes and surcharges for your location, and apply them to your location's charges and fees. If your location charges for daily rates, fuel, or incidentals, you may need to tax any of these items. Use the new Taxes Setup management setting to set up daily percentage and flat taxes for your location, then use the Fees Setup setting to apply one or more of your taxes to a fee. Read more:

WebA new Appointment Summary report is available to view a list of all appointments scheduled to be picked up at your location in a given date range.
Web + MobileFor locations using credit card processing, we've added flexibility to charges and payments.

We've removed the BILLABLE check boxes from the Charges grid. Instead, all charges and fees listed are included in the total due amount. If your employee role has the Allow Modify Agreement Rate permission, you can edit an individual charge amount, or remove a fee that has been applied to an agreement.
At close agreement, you can now edit the payment amount before processing it against a customer's card. The PROCESS PAYMENT button is now PAYMENT; clicking this button brings up a Payment dialog, where you can enter a lesser payment amount than the default (total due), if needed, and then submit this amount to your credit card processor.

MobileDelivery and Collection on an opened agreement. Last release, we added a way to mark an opened agreement for Delivery and Collection on the web (by viewing the agreement and editing the Delivery and Collection section). You can now do this when viewing an agreement on the mobile app.
WebTSD DEALER's online training tutorials have a new look-and-feel for a more streamlined learning experience. These are always available in TSD DEALER as an independent and flexible training resource that can be completed at your convenience. Click the TUTORIALS button at the top of your TSD DEALER screen to start learning.

Version 1.2.36 (May 11, 2020)

Web + MobileGive your customers the ultimate hands-free experience with Contactless Agreements. You can now complete an open agreement by obtaining a signature from your customer remotely, through a text message or email that contains a link to a signable agreement form PDF.

We've made several enhancements to TSD DEALER's Delivery and Collection feature, which helps you service your customers by bringing your dealership to their driveway:

Web + MobileView Delivery and Collection addresses on a map. When viewing a booked appointment or an opened agreement that has a Delivery address or Collection address, you can view the location on Google Maps (web) or with your iOS Map app (mobile app).
WebAccess today's Deliveries and Collections with one click from the Operations dashboard. We've also added new search filter options to the Appointment Hub and Agreement Hub for you to more easily locate these records.
WebEnable Delivery and Collection on an opened agreement. If Delivery and Collection wasn't originally enabled on an agreement when it was opened, you can still mark the agreement as requiring collection by viewing the agreement and editing the Delivery and Collection section. When you save your changes, the agreement can be tracked using the search methods described above.
MobileView Delivery and Collection appointments and agreements from the mobile app Home screen. You don't need to jump through hoops to find Delivery and Collection appointments and agreements on the app. Just tap Deliver & Collect from the Home screen menu to view today's appointments marked for Delivery and Collection, as well as open agreements due for collection today, based on the Collection Time.

WebIf you prefer viewing your search results in Table view ( ), we've made a few enhancements so you can get the most from your agreement and fleet searches. Firstly, we've added more relevant information to your Agreement Hub search results, so you don't have to take the extra step of viewing an agreement to see the information you need. This includes information such as RO Number, Service Advisor, the assigned unit's Make and Model (along with the Unit Number), and agreement length.

You can also now view an agreement or unit record while in Table view by clicking a result. (You can return to your same search results by clicking the back button on your browser.)

WebPrint an Internal Use agreement form. If an Internal Use agreement form is configured for your location by TSD, you can now select the form when opening an Internal Use agreement, then click OPEN AND PRINT to complete the process. (If you do not have an Internal Use agreement form, you can just click OPEN.)
WebThe Units In Service (Months) management setting has been re-named to Units in Service (Days); it is set to 180 days, by default. This setting is used to manage the In Service > [X] Days performance metric (also re-named) on your Fleet Performance dashboard, which shows the number of active units in your fleet that have been in service longer than a certain number of days.
WebNew column options are available on your Report Builder for agreement reports: Days Out and Exchange Date. The Days Out column shows the number of days from an open agreement's Checkout Date to the report's End Date. The Exchange Date column shows the date of the most recent exchange, if applicable.
WebUnsigned agreement forms are now attached to emails sent to customers at open and close agreement. Previously, an agreement form PDF was only attached to an email if it was electronically signed by the customer using TSD DEALER's signature capture feature.
WebNew columns have been added to the Agreement Hub CSV export of search results: Classification, Business Source, Status, Make of the assigned unit, and Model of the assigned unit.

Version 1.2.35 (April 25, 2020)

Web + MobileIntroducing: Delivery and Collection! With so many under stay-at-home orders, you should be ready to meet your customers' needs by bringing your dealership to their driveway. TSD DEALER's Delivery and Collection feature facilitates a process of delivering a unit and picking up a customer's vehicle for service, then collecting the unit when the repair is complete. This feature is now available in TSD DEALER at no additional cost, without a partner integration. (If you'd prefer to use a third party driver app component for your service, a partner integration is required; contact sales@tsdweb.com to learn more.)
Web A new type of agreement: Internal Use agreements. Make an Internal Use Service available for your location within the Agreement Types management setting to create Internal Use agreements, which allow you to track the availability and usage of a unit in your fleet that is temporarily unavailable because of internal reasons (for example, an employee is moving a unit from one location to another). Internal Use agreements do not affect your agreement metrics, such as Length of Use (LOU) or utilization, including on reports.
MobileView and edit opened agreements on mobile. We're always expanding what you can do on the mobile app. In addition to opening and closing agreements, you can now view an opened agreement and edit information: just tap the View option from the Home screen and manually search for an open agreement.
WebTrack Test Drive agreements. If the Test Drive agreement classification is available for your location, you can select Test Drive as the Classification at the top of an agreement, then view a list of these agreements using the Test Drive Open tile on the Agreement Operations dashboard. You can also use the TEST DRIVE search filter check box on the left panel of the Agreement Hub, under Agreement Types.

Version 1.2.34 (April 8, 2020)

Web Build your own custom reports from scratch with TSD DEALER's new Report Builder. The application now offers another approach to reporting in addition to pre-defined system reports: custom reports that you can build from scratch. You can choose your own columns and criteria, categorize the report (say, as a fleet or agreement report), and save it so you can run it again.
Web Generate invoices for customers after an agreement is closed. To print or email a PDF invoice for agreement charges and fees, view the closed agreement and click PRINT INVOICE or EMAIL INVOICE, available below the Charges grid. An invoice includes important agreement information (e.g., Agreement Number, Checkout Date, and Return Date), and lists all charges and fees displayed in the agreement's Charges grid. If your location uses TSD Charging (credit card and payment processing), the invoice also includes key card information for the card on which a payment was processed, if applicable.
Web Agreement searches are sorted by most recent open agreement. When searching for agreements on the Agreement Hub, your results are now sorted by the most recent open agreements. So, let's say you type in a license plate to search for all agreements associated with that plate. As long as you don't filter your results using the Status check boxes on the left panel, the results will show the most recent open agreements at the top, followed by other groups of agreement statuses, sorted in descending order by Checkout Date.
MobileUse RO number to search for agreements. You have a new additional way to search agreements on the mobile app: by Repair Order (RO) number. When using the manual search option to close an agreement, you can now enter the RO number as a search term and tap the RO # filter to narrow the list of results.
Web The TSD DEALER Online Help has a new article in its Fuel for Thought series: Top 10 FAQs. From refreshing your live dashboard metrics, to performing quick returns, to setting a default return status for your units, we're bringing you answers to some of your most frequently asked questions.

Version 1.2.33 (March 25, 2020)

Web A new Turn Rate report is available on the Reports dialog. This report provides a breakdown of each unit's monthly Turn Rate, or the number of times in a month that a unit was used on closed agreements. Use this information to make business decisions, such as decreasing your Length of Use (LOU), to increase your Turn Rate and write more ROs with the same fleet.
Web We've made minor visual improvements to all available reports, such as decreasing the size of the header and limiting space between rows, so that you can view more of your results at once. You can also now export results to a PDF without having to adjust your printer settings in order to display all columns.
Web Messages on records are now easier to view. You no longer have to click the Messages button to expand any messages present on customer, unit, appointment, and agreement records. Any messages available on the record are expanded for you at the top of the record, by default.

Version 1.2.32 (March 11, 2020)

MobileTrack your location's Turn Rate. We've added a new Turn Rate metric on the Fleet Performance dashboard for you to more accurately track your monthly Turn Rate, or the average number of times that the units in your fleet were used each month. More specifically, it is the total number of closed agreements, excluding shuttle agreements, divided by the average fleet size, per reporting month.
Web + MobileWhen adding a customer automobile to a customer record, appointment, or agreement, you can now enter a partial VIN of at least three (3) characters instead of the full 17 characters.
Web The "Shuttle Service Available" management setting has been renamed to "Agreement Types", in order to pave the way for future services to be made available in TSD DEALER, in addition to shuttle and loaner services.

Version 1.2.31 (February 26, 2020)

Web Quicker and more efficient handling of duplicate driver's license numbers. Every time you enter a customer's driver's license number (say, on a new appointment or agreement), the application checks to make sure it doesn't already exist in the system. Previously, there was a COMPARE button that became available if there was a match, but could be easily missed during a quick agreement process.

So, we've made this process even easier: If a matching driver's license number is found, a message is displayed with the existing customer's name and the option to USE EXISTING CUSTOMER, or you can ignore the message and enter a new driver's license number.

Web Electronic signature capture fields have been enlarged and signatures on the PDF form made clearer, for easier and more accurate signing.
Web We've made minor fixes to the Full Inventory Report, such as decreasing the size of the header and limiting space between rows, so that you can view more of your results at once. You can also now export results to a PDF without having to adjust your printer settings in order to display all columns.

Version 1.2.30 (February 12, 2020)

WebNew and improved look-and-feel to the header. Changing your location, viewing the Online Help, watching tutorials and logging out has been made even easier. With TSD DEALER's new header menu on the web, it's all right there at the top of your screen, a click away. If you're using the web application on a mobile device, just tap the Menu icon () to see these options.

Web + MobileMake a customer automobile mandatory on web and mobile agreements by turning on the new Require Customer VIN management setting.
MobileThe Customer Notes field and text box are highlighted when notes are present. A few releases ago, we made Customer Notes stand out better on agreements so you can locate them more easily. This now also applies to Customer Notes on the mobile app.

Version 1.2.29 (January 29, 2020)

WebAccessing TSD DEALER reports has been made easier. We've moved reports off the Agreements Performance dashboard, so they're easier to access. To run a report, click REPORTS in the upper corner of the application, select your report and criteria on the Reports dialog, and run the report.
WebA new Full Inventory report is available! Run this report to view a breakdown of active units at your current location, including status,, last loaned date, and more. With one click, you can export your results to Microsoft Excel (.xlsx) or a PDF.
Web + MobileSave a customer's card for the next agreement. For locations with TSD Charging (credit card and payment processing), you can save a customer's credit card so that it will be on file for future agreements opened for the customer.
WebThe following enhancements have been made to the Length of Use report:

The report now shows information for your current location, instead of all locations to which you have viewership (as determined by your employee record).
You can expand a section of results to view a detailed breakdown of a Service Advisor's closed agreements, including columns such as Agreement Number, Repair Order Number, duration of each agreement, and more.

WebView revenue for different agreement business sources with the new "Business Source" column on the All Charges report.
MobileUpdates to how the mobile app handles insurance information after uploading a photo of an insurance card:

When insurance information is required to complete an agreement (based on your location's Require Insurance Information management setting), a new Insurance Card Expiration Required management setting (turned off, by default) now determines whether you must manually enter an Expiration Date for an uploaded insurance card.
Replace and Delete buttons become available for each uploaded photo. If you remove a photo from the agreement, the app displays a confirmation prompt for the deletion.
You can tap an photo thumbnail to a bigger version (with the photo's original quality).

WebSave an electronically-signed agreement form without printing. For locations with signature capture, after collecting all required electronic signatures, you can either save the signed form without printing, or click SAVE & PRINT to save and open a PDF in a separate tab.

Version 1.2.28 (January 15, 2020)

WebAdd fees and take payments on closed agreements. For locations with credit card and payment processing, to account for situations in which new fees emerge after an agreement is closed (e.g., parking tickets), you can add fees and process a payment for those fees on a closed agreement.
WebFees are included in the All Charges report. The All Charges report now includes fees, in addition to daily rates and fuel charges. When drilling down to the breakdown of transactions per agreement, the Charge Type column displays (for charge transactions) Fuel, Rate, Toll, or the name of the fee.
MobileAdd a customer's personal vehicle on an agreement. When opening an agreement, a Customer Vehicles section is now available, containing a Vehicles On File list (for existing customers that have at least one personal vehicle on file), as well as buttons to scan or enter a new unit.
MobileAgreement searches. The following enhancements have been made to improve the way you search for agreements on the app:

Search for the customer's name during open. When using the manual search option to open or close an agreement, you can now enter the customer's last name, first name, or both, as a means of searching for customer records.
When opening an agreement, you can choose a pending agreement or create a walkup. Any pending agreements (that is, agreements with Incomplete or Unit Pending statuses) found when opening an agreement are now displayed in a list. You can tap the record you want to use to open the agreement, or you can tap NEW AGREEMENT to create a walkup agreement.
Search filters during close agreement. When searching for an agreement to close on the mobile app, you can now use search filters to get the best results. Just enter your search term and tap the appropriate filter: Name, Unit/Tag #, Plate #, or Agreement #. The app narrows the list of results and you can tap the agreement you want to close.

MobileInsurance Expiration Date may be required, even when capturing an insurance card photo. If the "Require Insurance Information" management setting is turned on for your location, you must manually enter an Expiration Date even when capturing an insurance card photo on agreements.
MobileThe permission to ignore the credit card capture requirement now extends to mobile app agreements. In a previous release (Version 1.2.26), we added a new Allow override Credit Card Capture permission for locations with TSD Charging (credit card and payment processing). This allowed employees to open an agreement on the web without capturing a credit card, even when the "Credit Card Capture Required at Open Agreement" management setting was enabled for the location.

This permission now applies to employees opening agreements on the mobile app. When capturing a card is mandatory, a message is displayed on the app when an employee without this override permission attempts to complete the agreement without adding a card.

Version 1.2.27 (January 2, 2020)

TSD is bolstering its phone support! We recognize how important 24/7 customer service is and we are delivering on this need. When you have a question or problem with your TSD account, we will be there to answer your call. TSD Support Hours are Monday - Friday, 8AM-7PM ET. For non-critical questions and concerns, call 978-296-6187 or email support@tsdweb.com. For critical issues only, call TSD's 24/7 Critical Support line at (978) 296-6187 and wait through all prompts.

WebSearch for toll violations by license plate. Use the Tolls and Violation Filter on the left panel of the Agreement Hub to search for violations (e.g., toll violations, parking tickets) by license plate. Enter a Violation Date and a Plate and click SEARCH to find agreements (open, closed, and close pending) with checkout or return dates falling on that date that have associated units with a matching license plate.
WebSave agreements and exchanges without having to re-authorize with your credentials. The agreement process has been made faster with the removal of the Reauthorize dialog that previously displayed when opening, closing, and reopening any agreement or performing a unit exchange. The only time you must re-authorize with your TSD DEALER credentials is when overriding your location's Customer Minimum Age management setting when opening an agreement, if your employee role has the Override Minimum Age Restriction permission and the Allow Override of Customer Minimum Age on Agreements management setting is turned on for your location.
Web + MobileAbandoning the signature capture process. If you tap CANCEL during the digital signature capture process on an agreement, a message is displayed: "You are attempting to leave the agreement signature. Any captured signatures will not be saved. Do you want to continue?" Tap Yes to continue without saving captured signatures or NO to remain on the signature form screen.
MobilePairing a new BBPOS Chipper 2X BT Card Reader to your mobile device. If there are multiple BBPOS Chipper 2X BT Card Reader devices at your location, you can easily disconnect your card reader from your mobile device and pair a new card reader during the mobile app agreement process. Just make sure the card reader is powered on and in range and tap PAIR NEW READER under the Charges section.
MobileScanned driver's license takes precedence over existing customer record information. Previously, if a record was found that contained conflicting information from the scanned license (such as a different first or last name, address, or date of birth), you could choose to keep the existing record information or use the newly scanned information.

Now, if a record is found that contains conflicting information from the scanned license, the scanned information is automatically used. The following information on the existing customer record is updated based on the scan:

Customer's first and last name (and middle name, if present)
Customer's date of birth
Driver's license number, expiration, state, and country

MobileAn event is logged in Agreement History when a driver's license is scanned on the mobile app.

Version 1.2.26 (December 18, 2019)

WebA new training tutorial for the Mobile App is available on the web. This tutorial contains information opening and closing agreements and managing your fleet with the mobile app, as well as how to access the full web application on a mobile device.
WebExport the agreement history log. We're working on making event logging more user-friendly and informative. Click the History button on the side panel of an agreement to view an associated log of events, including status changes, field changes, and more. An EXPORT TO CSV button is available to export the list of agreement-related events to a Microsoft Excel .csv file.
WebUnit exchanges. There have been some minor flow changes to the unit exchange process (on the web only) to help make exchanges quicker and easier.
WebCapture a signature on the View Agreement screen. When viewing an opened agreement, if your location uses signature capture, a SIGN AGREEMENT button is available for you to select a form, capture a signature, and print a new PDF. This way, you can generate and have the customer sign a new agreement form that captures the latest information after a unit exchange or after you make edits. When viewing an agreement (opened or closed), the Agreement Files section displays all signed agreement forms for printing and downloading, with the most recent signed agreement form at the top.
WebNew permission to ignore the credit card capture requirement on agreements. For locations with TSD Charging (credit card and payment processing), a new permission has been added to the Roles Hub : Allow override Credit Card Capture (turned off, by default). Employee roles with this permission can open an agreement without capturing a credit card, even when the Credit Card Capture Required at Open Agreement management setting is enabled for the location.
MobileMobile app agreement events are recorded in history. When you perform certain actions on the mobile app, an event is recorded in the record's history (accessible on the web using the History button on the side panel of the record). For events generated while using the mobile app, "iOS Mobile" is displayed in the Event Source column for the event.

Version 1.2.25 (December 5, 2019)

Web + MobileTSD DEALER now offers Record360 Integration for our clients who use the Record360 property inspection and documentation application. Access digital photos, videos and notes for a unit from your system's Record360 account using the VIEW RECORD360 button on a unit record or agreement. (On the mobile app, it's the INSPECTION HISTORY button).
WebSearch performance enhancements. To improve application performance and give you faster search results, when using the search feature on any of the hubs on the Home page or on the Admin Hub, results no longer appear as you type. Just enter your search criteria and press Enter on your keyboard or click the SEARCH button.
WebExport the unit history log. We're working on making event logging more user-friendly and informative. An EXPORT TO CSV button is available on the Unit History dialog (accessible from the History button on the side panel of a unit record) to export the list of unit-related events to a Microsoft Excel .csv file.

Version 1.2.24 (November 20, 2019)

WebChoose a default business source for a location to be automatically selected on your agreements.
WebWe've made managing fees easier by adding default fees for you to customize. Read more: The Fees Setup management setting allows you to establish additional fees to apply to agreements. These can be one-time fees (such as a smoking fee), or daily fees. For your convenience, some one time fees are already set up for each location. All you have to do is edit each of these fees and update the amount, frequency, and auto apply indicator, if needed.
WebAdd a fee on an agreement. As you know, fees may be automatically displayed when opening new agreements, based on any auto apply fees you have set up in your location's Fees Setup management setting. Now, you can add a fee from a list of your location's fees that are not already applied.
WebChanges to the open agreement and signature flow process. If your location uses Signature Capture, you'll notice the SIGN AND INITIAL button on a new agreement has been renamed to OPEN AND SIGN. Clicking OPEN AND SIGN officially saves the open agreement. It also opens a new tab with your form so you can collect any electronic signatures and PRINT. You are then directed to the View Agreement screen with the signed agreement form attached.
WebFor locations with Credit Card and Payment Processing, you can now issue payment refunds.
MobileEdit fees on mobile agreements. The ability to edit individual charges and fees on agreements now extends to the iOS mobile app. Employee roles with the Allow Modify Agreement Rate permission can tap the Edit button () for an individual charge and fee and edit the amount.

Version 1.2.23 (October 30, 2019)

WebIf your location uses automated fleet import, get notified when you have units awaiting import into your fleet. Upon logging into the application, if there is at least one unit awaiting import (Pending Import Details status) for your current location, you receive a prompt: "You have [X] vehicle(s) pending import."
WebFor locations with automated fleet import, you can restore a unit that was removed from the Pending Import Details list.
WebSet up additional daily or one-time fees. Use the new Fees Setup management setting to establish one-time and daily additional fees to be made available on agreements for a given location, and have them automatically apply to your new agreements.
Mobile For locations with Credit Card and Payment Processing, the iOS mobile app supports the BBPOS Chipper 2X BT Card Reader for credit card payments. Read more: The card reader accepts payment details (EMV, contactless, and swiped), encrypts sensitive card information, and returns a token to the application so you can confirm payment.

Version 1.2.22 (October 16, 2019)

WebLabel changes on the Fleet Operations dashboard. The "Average Fuel Replacement" and "Average Fuel Replacement Cost" metrics on the Fleet Performance dashboard have been renamed to "Average Fuel Consumption" and "Average Fuel Consumption Cost".
WebCustomer Notes stand out better on customer records, appointments, and agreements. These notes now have a blue font, so you can locate them on a record more easily.
MobileThe latest version of the application contains minor fixes and performance improvements to improve your experience.

Version 1.2.21 (October 2, 2019)

WebBringing your business to your customers' driveways with our Delivery and Collection integration.
WebEmployee role permission to manage billable a
nd toll charges. Now, only employee roles with the new Allow Opt-Out of Charges permission can select the BILL TOLL CHARGES indicator and the BILLABLE check boxes on agreements, for locations with credit card processing integration for rates, fuel, and tolls.
WebVIN is included in exported agreements. If exporting a list of agreements from the Agreement Hub using the CSV button (), there's a new VIN column, for the VIN of an assigned unit, if applicable.
WebRecord damage to a unit's headlights and taillights during an inspection.

Version 1.2.20 (September 18, 2019)

The latest version of the application contains minor fixes and performance improvements to improve your experience.

Version 1.2.19 (September 4, 2019)

WebDesignate employees as service advisers or shuttle drivers. On an employee record, you can select the SERVICE ADVISOR check box to include the employee in Service Advisor selection lists on agreements. Select the DRIVER check box to indicate whether the employee is eligible to be a driver on shuttle agreements.
WebExport closed agreements by date range. If exporting a list of closed agreements from the Agreement Hub using the CSV button (), enter a Closed Between date range in the list of search filters to export only closed agreements where the Actual Return Date falls on or between that range, sorted by the most recent return.
WebExtending agreements due to scheduling conflicts with your fleet. When extending an agreement (say, if the customer's vehicle isn't ready yet), if the assigned unit has already been assigned to a conflicting future appointment, the application notifies you of the conflict. You can choose to cancel the extension or continue extend the agreement, which will remove the unit from the conflicting pending appointment.
WebRequire address information to be entered on an agreement with the new Agreement Address Required management setting.

Version 1.2.18 (August 21, 2019)

WebIntroducing: the Fleet Calculator tool. Gain a thorough understanding of your operation's efficiency using the new CALCULATOR TOOL on your Fleet Performance dashboard. Using the number of ROs you write in a month, as well as your current fleet performance metrics over the last 90 days, the tool calculates your current length of use (LOU), utilization, turn rate, and fleet size compared to recommended values for the industry. Use this information to make business decisions that aim for a lower LOU and a higher utilization so you can write more ROs and ultimately bring in more revenue.
WebManually flag units for removal from the fleet. When editing a unit record, you can manually flag an In Use unit for automatic removal from the fleet.

Version 1.2.17 (August 7, 2019)

Web + MobileSwitch quickly between TSD DEALER and the iOS mobile app. If you're accessing the web version of the application in a browser on an iOS mobile device, you can switch to the iOS mobile app, if installed. On the flip side, open the full web version of the application from the iOS mobile app by tapping WEB in your settings menu ().
Every minute counts, so TSD DEALER scrolls you to any missed required agreement fields. Read more: You're opening an agreement for a customer, but find that certain buttons (e.g., SELECT A UNIT, SIGN AND INITIAL, and OPEN AND PRINT) are unavailable (dimmed) because you've missed a required field somewhere. Well, now instead of wasting time figuring out which field you missed, TSD DEALER scrolls you right to the missed field.

Version 1.2.16 (July 24, 2019)

WebA new TSD Connect training tutorial is available. This tutorial contains information on TSD Connect's suite of integrations: TSD Charging Connect (credit card and payment processing), TSD Toll Connect (automated toll processing), and TSD Telematics (Connected Car Integration).
MobileA new and improved look-and-feel for the iOS mobile app. With this redesign, we're bringing you even more available features, such as the ability to add and remove units.

Version 1.2.15 (July 10, 2019)

WebSearch for units removed from the fleet. Easily locate records of units that were removed from the fleet with the new REMOVED FROM FLEET status search filter on the Fleet Hub. Your Fleet Operations dashboard also includes a fleet inventory status tile ("Removed From Fleet") for these units.
WebPrint and email receipts for toll charges For locations with Credit Card and Payment Processing and Toll Processing, you can print and email receipts for toll charges.
WebAn email address is required on an agreement with Toll Processing. If your location uses Toll Processing, the customer email address is required to save an appointment or agreement, including at close agreement. This way, you can ensure your customers will receive receipts when their credit cards are charged for toll violations.

Version 1.2.14 (June 26, 2019)

WebA Transponder ID field has been added to unit records. For locations with Toll Processing with fleet registered with Verra Mobility, the Transponder ID is the unique identifier for the transponder associated with the VIN of the unit. Browse the Fleet Hub glossary for more information about unit record fields.

Version 1.2.13 (June 12, 2019)

WebSelect a Phone Type (Home, Mobile, or Work) next to the customer's Phone Number on customer records, appointments, and agreements.
WebUpdate miles and fuel when Close Pending an agreement. The Miles and Fuel Level fields are optional; you may update this information when actually closing the agreement.
WebToll processing receipts. For locations with Credit Card and Payment Processing integration with Toll Processing, when a customer's credit card is successfully charged for a toll violation, a receipt is sent to the customer's email address on file, if the customer has opted to receive emails.

Version 1.2.12 (May 29, 2019)

WebYou can now record damage on a unit's wheels and tires during an inspection.

WebFor locations with Credit Card and Payment Processing integration, you can now run the All Charges report by Return Date or Transaction Date. The All Charges report includes results based on the agreement's Date In, by default. However, after you run the report, you can adjust the Date Type if you want your reporting range to include results based on the Transaction Date, as opposed to the agreement's Date In.
WebLicense Plate column has been added to the Fleet Hub and Agreement Hub CSV exports.

Version 1.2.11 (May 15, 2019)

WebEasily locate records of units placed on Hard Hold. Just use the new HARD HOLD special status search filter on the Fleet Hub. Your Fleet Operations dashboard also includes a fleet inventory status tile (Units On Hard Hold) for these units.
WebMonitor your location's fuel replacement expenses. Employee roles with the Payment Report permission can use the new Average Fuel Replacement and Average Fuel Replacement Cost metrics on your Fleet Performance dashboard to understand your location's fuel expenses and budget for future fuel usage. Browse the Fleet Performance Dashboard glossary for more information about these metrics and how they are calculated.
WebFor locations with Credit Card and Payment Processing, apply charges while opening, viewing, and editing an agreement. You can now waive individual daily and fuel charges when opening, viewing, and editing an agreement, in addition to when closing an agreement. Just clear the BILLABLE check box in the Charges grid to exclude a charge from the total amount due.
WebVerify billed charges after an agreement is closed. For locations with Credit Card and Payment Processing, when viewing a closed agreement, the Charges grid displays which charges were marked as BILLABLE at the time the agreement was closed.
WebWe've modernized payment and refund receipts.

Version 1.2.10 (May 1, 2019)

WebView the current location of Connected Cars on a live map. For locations with Connected Car Integration with GPS location allowed, employee roles with the new Access to Map permission can view the physical location of one or more Connected Cars on a map.
WebFleet forecasting. View your projected availability for the next week on your Appointment Operations dashboard.
WebIf you use Credit Card Processing and Toll Processing, run the Dealer Credit Card Reconciliation report to view dealer payments for toll charges. This report is fully customizable to your preferences; choose columns, sorting options, and filters to build your own custom report.
WebSearch for closed agreements by date range with the Closed Between search filter. Read more: Select the CLOSED status filter on the Agreement Hub and enter a date range in the Closed Between search filter. If the agreement's actual Return Date falls within that date range, it will be included in results.
WebTrack units with expired or expiring license plates and inspection stickers. Be proactive about expired or expiring license plates and inspection stickers by easily locating these unit records in the Fleet Hub or Fleet Operations dashboard. The Fleet Hub contains new PLATE EXPIRATION and INSPECTION EXPIRATION "special status" search filters for units with license plates and inspection stickers that are expired or expiring within 30 days. Your Fleet Operations dashboard includes status tiles for these units.
WebAn inspection diagram (with marked damage) is included on printed and emailed agreement forms. Any areas of damage are marked in the vehicle diagram with an 'X'. If there was no damage added, 'NO DAMAGE' is displayed on the diagram.

Version 1.2.9 (April 17, 2019)

Web Run the new Utilization report to evaluate the percentage of time each unit in your fleet has been in use. This report is fully customizable to your preferences; choose columns, sorting options, and filters to build your own custom report.
WebCheck a unit's fuel level before assigning it to an agreement. When assigning a unit to an agreement, the list of available units now includes a sortable Fuel column for you to see the unit's current fuel level.
WebAgreement Hub and Fleet Hub CSV export files contain more information.
Web For locations with Connected Car Integration, TSD DEALER lets you know if it's having trouble connecting with the Connected Car device. Read more: When viewing the unit record, the following message is displayed under Messages: "Failed to connect to Connected Car device in unit [Unit Number], please check the device."

Version 1.2.8 (April 3, 2019)

WebIf you use Connected Car integration, you can now search for these unit records in TSD DEALER.
WebA reason is now required when placing a unit on Hard Hold.
WebFor locations with credit card processing, you can make a credit card required to complete an open agreement.

Version 1.2.7 (March 27, 2019)

Web + MobileTake your fleet management to the next level with TSD Telematics. TSD DEALER's new Connected Car integration provides real-time fleet telematics to help you monitor fuel consumption and mileage on the unit record and on agreements. Contact your TSD Account Representative at sales@tsdweb.com for more information.
WebProcess payments for toll violations with Toll Processing. For locations with TSD DEALER's Credit Card and Payment Processing, a Toll Processing integration is also available to bill a customer's card for toll violations. Contact your TSD Sales Representative at (978) 794-1400 for more information.
WebIf you use Credit Card and Payment Processing, run the new All Charges Report to view charges, payments, and refunds on closed agreements.
WebCapture credit cards and take payments during Quick Returns.

Version 1.2.6 (March 14, 2019)

Web Introducing: Credit Card and Payment Processing! Securely capture credit cards and process payments for your for daily rate and fuel replacement policies.

Version 1.2.5 (February 20, 2019)

WebUpload an insurance card. Ensure accurate customer automobile insurance information on agreements by uploading photos of the insurance card or taking photos with your camera.
WebTrack the location and movement of your fleet with MDL autoMation's Service Drive Concierge™ Integration.
WebFill in the customer's employee with the new optional Employer Name field on a customer record, appointment, and agreement.
WebFix invalid email addresses with a single click on the Company Hub.