What's New in TSD DEALER?

Check out our most recent features & improvements to the web and mobile versions of the product, from small enhancements to new integrations.

Version 1.3.14 (Coming March 27th, 2024)

Web View and Print Unit Inspection Details

The Fleet Unit Inspection grid on a unit record and agreement contains a comprehensive list of inspections performed on the unit.

You'll find a new View Details button to view more information for each inspection, such as uploaded photos and notes, and print this list as a PDF.

Web Auto Resolve Current Condition Inspections at Close and Void

As you may know, logging "Current Condition" is a way of inspecting a vehicle and uploading photos and/or adding notes but not associating the inspection as damage to any zones. You can log and resolve Current Condition inspection entries in all areas of the application where you can inspect the unit, namely the unit record, and on agreements after a unit is assigned.

Previously, these inspection entries could only be removed from a unit if manually resolved by editing the inspection and clicking RESOLVE. In order to prevent these from adding up, Current Condition inspection entries are automatically resolved when closing or voiding an agreement.

Web & Mobile Preventing Reopen or Date Update When Unit is On Recall Hold

For locations with manufacturers using an automated Recall Hold process with TSD DEALER to make sure recalled units cannot be provided to customers on agreements, there was an issue with TSD DEALER allowing agreements to be reopened or backdated despite having an assigned unit that had an active recall during that original time.

This has been fixed. When it comes to determining fleet availability at any point (assigning a unit, exchanges, editing dates, reopening an agreement, using the Forecast Availability tool), a unit is not considered available if it was on an active Recall Hold during that time period.

Mobile App Add Miles Out Back to Close Agreement

We fixed an issue with the Miles Out and Fuel Out fields not being shown on the Close Agreement screen. This information is now displayed for your reference when returning a unit.

Web & Mobile VIN Fields Only Accept Alphanumeric Characters

To help prevent inaccurate VINs from accidentally being entered in the system, we've added alphanumeric character validation to VIN fields (i.e., VIN for a unit in the fleet and VIN of a customer automobile) on all types of records: customer and unit records, appointments, and agreements.

Version 1.3.13 (March 6th, 2024)

Mobile App Customer Vehicle Transfer Agreements

For locations with TSD's Delivery and Collection module, the mobile app now supports opening Customer Vehicle Transfer (CVT) agreements.

You'll find a new Open Agreement toggle on the mobile app trip checklist for CVTs to create an agreement, and you can search for, view, edit, and close these types of agreements within the mobile app.

Web & Mobile Unit Inspections on Agreements When Unit is In Use

We're now allowing unit inspections to be performed when viewing agreements on which the unit is currently In Use. (Inspections still cannot be performed on the unit record of an In Use unit.)

Web Weekly Dealer Report Card

TSD DEALER now offers an automated weekly Report Card, so managers can review a location's Key Performance Indicators (KPIs) without having to log into the application.

Each Report Card is generated and emailed to select employees on a weekly basis (on Sunday nights) and contains a snapshot of a single location's agreement, fleet, and charges information, as well as metrics over various reporting periods: Now, Month to Date, and Last 30 Days.

To have this Report Card emailed to select employees, access the new Report Card Emails management setting (as long as you have a High employee role in TSD DEALER), and simply toggle on the employees you want to receive this report an email attachment.

Web & Mobile Add Interior Damage During Unit Inspections

We've added a new Interior area (Zone) to unit inspections for you to note damage to the interior of a vehicle. Just select Interior from the list of zones.

Web Sort Locations List by Name

We've updated the Location dropdown list at the top of TSD DEALER to be sorted in alphabetical order, by Location Name.

Version 1.3.12 (January 24th, 2024)

Happy new year! Here are some upcoming features to expect with the first TSD DEALER release of 2024:

Web & Mobile Upload Driver's License Photos on Expedited Appointments

To provide an extra layer of security when it comes to confirming customer identities, your customers can now take or upload photos of their driver's license when submitting expedited appointment information.

  • Upload driver's license images on Expedited Appointments. In the Driver's License section of the expedited appointment accessible by customers, a Capture Card toggle to Take Photo or Upload a File of the front and back of the driver's license.
  • Viewing driver's license images during deliveries and collections. For locations with TSD's Delivery and Collection module, drivers can more easily and accurately confirm a customer's identity through the mobile app trip checklist. If a driver's license photo has been uploaded by the customer on an expedited appointment, then the photo and key information is displayed when the Physically Inspect DL step is toggled on. That way, the driver can compare the photo and information on file with the physical driver's license.
  • Purging driver's license images. Images of driver's licenses are purged from the system based on the following criteria:
    • For customers not currently associated with an open agreement: 1) 60 days after the customer's most recently closed agreement's Return Date, or 2) if the only other agreement statuses are void.
    • For customers currently associated with an open agreement: 90 days after the agreement was opened.

Web Delivery and Collection Training Tutorial

As you know, the TSD DEALER's Training Hub offers a suite of training resources to help you become an expert at using TSD DEALER and taking advantage key features. In particular, the TUTORIALS section offers interactive, self-guided training courses with multiple topics, consisting of videos and written walkthroughs.

Here you'll find a new tutorial: Delivery and Collection. For locations using TSD's Delivery and Collection module, this course covers the ins and outs of using this feature to your advantage, including:

  • Setup requirements to get started
  • A high-level overview of the Delivery and Collection process from a manager or service advisor's perspective
  • A walkthrough of the trip checklist from a driver's perspective
  • An in-depth look at key components of the feature, such as pre-deliveries, customer text and email notifications, driver and route tracking, and more.

To get started, head to the Training Hub and on the TUTORIALS tab, click the Delivery & Collection tile.

Web & Mobile Optional Agreement Clause on Easy Signature

Depending on a new setting available for your manufacturer, an optional toggle may be displayed during the electronic signature process (specifically, to the Easy Signature process) for your customers to opt into receiving marketing material.

Here is an example of what that might look like:

Web Available Model Setting Accommodates Multiple Model Names

We're updating the Available Model setting, which helps you set up a model to be displayed separately on the Operations Dashboard, counting the number of Ready vehicles of that model.

Previously, you could only set up one model (Year, Make, and Model). However, to accommodate manufacturers with multiple variations of a model, we've made two changes:

  • added a + NEW MODEL button to add multiple model names for that model. The first model listed will determine the actual name of the Dashboard hub card.
  • added an Include Like Models check box to have the system include in the Dashboard card units like the model name, instead of the name exactly as entered. So, if you've set up a model named TSD-2 as an available model, instead of only including models named 'TSD-2', it would search for units like 'TSD-2% and include models named TSD-20, TSD-21, etc.

Web Updated Text Labels on Expedited Appointment for CVT

For locations with TSD's Delivery and Collection module, we're updating text labels on the expedited appointment form for Customer Vehicle Transfer appointments, which provide customer service pickup and return of an automobile but without a loaner or rental vehicle.

Specifically, instances of the "Delivery" and "Pick Up" have been updated to "Pick Up" and "Return", respectively.

Mobile App View Agreement Shows Agreement Type

To make the mobile app more consistent with the web when it comes to viewing agreements, we've updated the mobile View Agreement screen to indicate the Agreement Type (i.e., View Rental Agreement A1234).

Version 1.3.11 (December 6, 2023)

Web & Mobile Unit Inspections: Log Current Condition

We're introducing a new concept to TSD DEALER when it comes to unit inspections: Current Condition. This is a way of inspecting a vehicle and uploading photos and/or adding notes but not associating the inspection as damage to any zones. This function is available in all areas of the application where you can inspect the unit, namely the unit record, and on agreements after a unit is assigned.

Updates to Current Condition are logged in Inspection History, accessible via the Inspection History button on the side panel of a unit record.

To Log Current Condition:

  1. Within the Unit Inspection section on a unit record or agreement, click LOG CURRENT CONDITION. (An ADD DAMAGE button is also available to log unit damage, as normal, or you can continue to use the damage diagram.)
  2. On the Log Current Condition dialog, upload an image file of the unit and/or add notes.
  3. Click SAVE.
  4. The inspection is added to the Fleet Unit Inspection grid, with the Zone listed as "Current Condition" and the Type as "N/A".

To Resolve a Current Condition record:

  1. Current Condition inspections are present in the Fleet Unit Inspection grid. To make edits or resolve the inspection, edit () the inspection.
  2. On the Log Current Condition dialog, click RESOLVE.
  3. The inspection is removed from the Fleet Unit Inspection grid.

Mobile App Test Drive Appointments and Agreements

Last release, we introduced Test Drive types of appointments and agreements on the web application. These types of records are now supported on the mobile app. Specifically, this means:

  • Test Drive appointments are present in the app and show up on the 'Home' screen Dashboard's "Today's Appointments" metric, so you can view them and create an agreement.
  • Test Drive agreements are present in the app and can be opened, viewed, edited, and closed.

Mobile App Current Location Moved to 'Home' Screen

We've made it easier to view and change your current location on the mobile app. Previously, this was accessible from the Settings () menu. Now, we're moving it right to the top of the 'Home' screen.

Mobile App Display Battery Percentage for Electric Vehicles

We've made several updates to the mobile app to display a free-entry Battery % text field (as a percentage instead of a fraction) for electric vehicles (units with a Fuel Type set to Electric).

This change has been made on the following areas of the mobile app:

  • Open agreements and viewing agreements: The Battery Out % can be entered to represent the percentage of battery level for the newly-assigned unit. This field accepts a value between 0 and 100.
  • Close agreements: The Battery In % can be entered to represent the percentage of battery level for the returning unit. This field accepts a value between 0 and 100.
  • Exchange units on an agreement: The Battery In % can be entered to represent the percentage of battery level for the returning unit, and the Battery Out % can be entered for the replacement unit. These fields accept a value between 0 and 100.
  • Edit unit records: The Battery % can be entered to represent the current percentage of battery level for the unit. This field accepts a value between 0 and 100.
  • Reconcile fleet: The Battery Level can be entered as a percentage to represent the current percentage of battery level for the unit. This field accepts a value between 0 and 100.
  • Delivery and Collection trip checklist: For locations with TSD's Delivery and Collection module, drivers can enter the Battery % while using the trip checklist to delivery or collect the vehicle.

Version 1.3.10 (October 25, 2023)

Web Electric Vehicles on Agreements

Back in version 1.2.85, we added a Fuel Type field to the New Unit screen to identify units as electric vehicles when manually adding units to the fleet, so that the Fuel Capacity and Fuel Input Units fields wouldn't be displayed and electric vehicles wouldn't generate fuel charges on agreements.

We're expanding on how the system treats electric vehicles:

  • Designate vehicles as electric during the fleet import process. The Fuel Type field mentioned above is now also available on the Pending Import Details dialog, for locations that use automated Fleet Import to add unit to the fleet.
  • Event logging. An event ("Is Electric Vehicle") is generated in the Unit History log when you update the Fuel Type of a unit from Gas to Electric or vice versa.
  • Electric units use Battery Level instead of Fuel Level. We're adding a Battery Level (%) field to unit records to replace the Fuel Level field for electric vehicles. This is applicable for the New Unit screen (Local Information section) when adding or importing a unit to the fleet, when viewing a unit record, and when removing a unit from the fleet.
  • Battery information on agreements. When electric units are assigned to new agreements or as part of a unit exchange, the Current Battery Level (%) is displayed for reference (instead of the Current Fuel Level), and the Battery Level Out (%) is available to enter the percentage. Similarly, when a unit is returned at close agreement or during an exchange, the Battery Level In (%) is available to enter the battery level.
  • Note that while fuel charges may be displayed in the Charges grid, the value will be $0.00 as electric vehicles do not generate fuel charges.

Web Test Drive Agreements

We're making a series of enhancements to TSD DEALER to support dealership test drive programs, where potential dealership customers temporarily take possession of a new vehicle to determine if they want to buy it. Because the vehicles used for sales are typically separate from those used as loaners, it is important for you to be able to differentiate these types of appointments, agreements, and fleet.

  • Setting up for Test Drive Agreements:
    1. Agreement Types. We're introducing Test Drive as an Agreement Type to differentiate from loaner and rental agreements. You can turn on these types of agreements by toggling on "Test Drive Service" within the Agreement Types management setting, and use the Enable Rates Charges option to make rates selectable on that type or appointment and agreement.
    2. Rates. Once you've made this Agreement Type available, you can set up rates for Test Drive appointments and agreements using the new Test Drive Rate Setup setting on the Rates tab, just as you would loaner or rental rates. Click here to refresh yourself on how to set up rates.
  • Creating Test Drive Agreements: When you create an appointment or agreement, Test Drive is included as one of the Agreement Type options. For now, a Test Drive agreement is similar to a Loaner agreement, except there are no Repair Order Number, Customer Tag Number, or PO Number fields.
  • Additionally, if you use the Classification field to further categorize types of agreements, you can now select Test Drive from this list on the New Test Drive Agreement screen.

  • Searching for Test Drive Appointments & Agreements:
    • Tracking appointments: Test Drive appointments show up in your Search Open and Appointment Hub searches.
    • Tracking agreements: Test Drive agreements show up in your Search Open and Agreement Hub searches. As a bonus, on the Agreement Hub, you'll find a Test Drive check box in the list of Agreement Type search filters on the left panel to narrow agreement results to these types of records.
    • Dashboard: On the Agreement Operations Dashboard, all types of agreements are shown by default, but you can select Test Drive from the All Types list to filter metrics.

  • Reporting on Test Drive Agreements: A new system Test Drive report is available for you to view Test Drive agreement date for a given reporting period, based on the Checkout Date. Results include key data such as Agreement #, Checkout Date, Return Date, customer information, and unit information.

Stay Tuned! Future Changes to Test Drive Agreements:

In the future, we will introducing more features to support your Test Drive programs. Stay tuned.

Mobile App Mobile Telematics Hub

For locations using TSD Telematics integration, we're updating the mobile app so you can view a single unit's current location on the Telematics Hub map.

There are two ways to access the map. You can tap Telematics Hub from your main menu and search for a unit, or use the Fleet menu to view a unit record and tap View on Map.

On the Telematics Hub, you can switch between map and satellite views, zoom in and out and see key vehicle details.

Mobile App More Interactive Dashboard KPIs on the Mobile Home Screen

We're making all Key Performance Indicators (KPIs) on mobile app 'Home' screen interactive, so you can tap a KPI to view an applicable list of records. Previously, only the Ready Vehicles and Today's Appointments items were interactive.

  • Available Units: Units with a status of Ready that are available to be used on appointments and agreements. Tap this KPI to access a list of these units on the Available Units screen, where you can select a unit to begin the open agreement process.
  • Open Agreements: Agreements with a status of Open. Tap this KPI to view a list of these agreements, where you can select an agreement to close or view.
  • Due In: Units that are due to be returned, based on the open agreement's expected Return Date. Tap this KPI to view a list of these agreements, where you can select an agreement to close or view.
  • Today's Appointments: Number of pending appointments today. Tap this metric to view a list of booked appointments with a Checkout Date of today, where you can tap an appointment to open an agreement or view a more in-depth summary.

Version 1.3.9 (September 27, 2023)

Web & Mobile Enhancements for TSD's Delivery and Collection

Delivery and Collection with TSD is a paid module. Contact your TSD Sales Representative at sales@tsdweb.com for more information.

In this release, we've dedicated our efforts to enhancing TSD's Delivery and Collection module to provide an even more seamless experience for you and your customers. From expanding what you can do on the mobile app to fine-tuning statuses for better tracking, below is a full list of enhancements applicable for locations with this module.

Pending Trip Details & Pending Customer Details

Previously, the Delivery and Collection Hub only had the Pending Trip Details status to indicate appointments (specifically, Expedited Appointments) that still required the customer to submit his or her appointment information.

We're adding the Pending Customer Details status to cover this situation, so you can differentiate between records on which customer information is missing (so you can send a new expedited appointment form, if needed) and records on which you must still enter trip details.

You can read more about changes to Delivery and Collection statuses below.

Status Tags & Dashboard Cards

We're finessing how Delivery and Collection tags are shown on appointments and agreements, so you can better identify exactly the exact stage of the delivery or collection process.

  • (New) Pending Customer Details: This tag is displayed when an appointment is booked and the customer still needs to submit the expedited appointment form. Once submitted, this tag is removed, and replaced with the Pending Trip Details tag.
  • Pending Trip Details:  On appointments, this tag is displayed after the customer submits the expedited appointment form; it indicates that trip information must be entered before the trip can be started. Once this information is filled in, this tag is removed.
  • Ready for Delivery: On booked appointments marked for Delivery, this tag is displayed when all required trip details are filled in and the appointment is ready to start the delivery to the customer (via the mobile trip checklist or the Deliver Now button the web appointment). Once the delivery starts (on mobile) or after the appointment is opened into an agreement (on mobile or web), this tag is removed.
  • Pre-Delivery: This tag is displayed on Incomplete status agreements marked for Pre-Delivery, which means the PRE-DELIVERY button was selected on the agreement instead of completing the open. Once the driver submits fuel and mileage during the delivery (using the mobile trip checklist) or the Pre-Delivery is opened into an agreement on the web, this tag is removed and the agreement is considered Open.
  • Collection:  This tag is displayed on open agreements with a pending collection seven (7) days before the Collection Date. The tag will remain until the agreement is closed.
  • Driver Enroute: This is considered a sub-status alongside one of the above stages (e.g., Pre-Delivery). Once the driver starts the delivery or collection by notifying the customer that they are on the way, the status is "Enroute". There is no Enroute tag, but you can find these records using the Driver Enroute hub card on the Dashboard or search filter on the Delivery and Collection Hub. Once the driver arrives back at the dealership, this sub-status is no longer applicable.
  • Pickup (CVT): This tag mimics the Ready for Delivery tag on booked appointments, except it is applicable for Customer Vehicle Transfers (CVTs).
  • Return (CVT): This tag mimics the Collection tag on open agreements, except it is applicable for CVTs.

Similarly, we've updated the Operations dashboard hub cards to reflect these statuses. Note that tiles such as Pending Customer Details, Pending Trip Details, Ready for Delivery, and Pre-Delivery, include records that have a Delivery Date within the next seven (7) days from today, and the Collections tile includes all currently open agreements marked for collection (excluding CVTs), including those with a Collection Date in the next 7 days.

Default Business Source for Delivery and Collection

We've added "Delivery & Collection" as an option in the Business Source list on appointments or agreements, and to save you time going forward, it will be selected by default whenever you mark an appointment or agreement for Delivery and/or Collection.

Note: The Available Repair Business Sources management setting is used to add or remove business sources that can be tracked on appointments and agreements. As of the release, we've added "Delivery & Collection" as one of the Business Sources.

Re-labeled "Delivery" and "Collection" for CVTs to "Pickup" and "Return"

This change is applicable to locations performing Customer Vehicle Transfers (CVTs) for service pickup and delivery without a loaner or rental vehicle.

The terms "Delivery" and "Collection" when it comes to CVT appointments and agreements have been renamed to "Pickup" and "Return", where the customer's automobile is first picked up for service, and then returned when service is complete. This relabeling affects the following areas of the application.

  • CVT appointments and agreements. You'll see the sections are now Pickup Address and Return Address.
  • Mobile app driver trip checklist: The "Deliver Now" and "Collect Now" toggles have been changed to "Pickup Now" and "Return Now", respectively.
  • Status tags: The tags displayed on these records have been updated on the web and mobile app.
  • Delivery and Collections Operations dashboard: The Dashboard hub cards and search filter check boxes on the Delivery and Collection Hub are now: "Pickup (CVT)" and "Return (CVT)".

CVT Mobile Trip Checklist

This change is applicable to locations performing Customer Vehicle Transfers (CVTs) for service pickup and delivery without a loaner or rental vehicle.

We're providing a way for the driver to open a CVT agreement after starting a CVT pickup and close the agreement after the customer's automobile has been returned from service.

When the driver starts the pickup, the agreement is initially in an Incomplete status; a new Open Agreement toggle is available on the Pickup checklist. This opens the agreement with the current date and time set as the Return Date / Time.

Similarly, a new Close Agreement toggle is available on the Return checklist (above the "Arrived at Dealership" step). This closes the agreement with the current date and time set as the Return Date / Time.

View CVTs on mobile

This change is applicable to locations performing Customer Vehicle Transfers (CVTs) for service pickup and delivery without a loaner or rental vehicle.

Good news for mobile app users! You can now view and edit CVT agreements on the mobile app. They will turn up in agreement search results.

Web Require Insurance on Expedited Appointments

The Require Insurance Information management setting now also makes insurance information required on the expedited appointment form accessible by customers via TSD DEALER's Expedited Appointments feature, in addition to agreements.

To meet this requirement, the customer can fill in the required insurance fields), upload a photo of the insurance card, or both.

Version 1.3.8 (August 30, 2023)

Mobile App Delivery & Collection: Delivery & Collection: Driver Checklist Changes

Delivery and Collection with TSD is a paid module. Contact your TSD Sales Representative at sales@tsdweb.com for more information.

For locations with TSD's Delivery and Collection module, we've made the following adjustments to the trip checklist available for drivers on the mobile app:

  • Moved Record Miles, Fuel after inspections. We're updating the order of the checklist items, particularly when it comes to loaner vehicle inspections and recording mileage and fuel. We've moved the Record Miles, Fuel toggle so it comes after the Loaner Walkaround and Customer Unit Walkaround steps.
  • Renamed Scan Loaner VIN to Verify Loaner VIN. We've renamed the Scan Loaner VIN toggle to Verify Loaner VIN. Toggle this step to confirm the Unit Number and License Plate Number on the agreement match the vehicle you're delivering or collecting. Tap Verified, if it's the correct unit.
  • Renamed Scan Customer VIN to Verify Customer VIN. Similarly, we've renamed the Scan Customer VIN toggle to Verify Customer Unit and updated the functionality. Toggle this step to confirm that the Year, Make, and Model of the customer's automobile associated with the agreement match the customer's vehicle being picked up for or returned after service. Tap Verified if it's the correct vehicle, or Cancel to return to the checklist without verifying the unit.

The updated trip checklist:

Version 1.3.7 (July 26, 2023)

Web & Mobile Delivery and Collection: Customer Vehicle Transfer (CVT) Appointments and Agreements

Delivery and Collection with TSD is a paid module. Contact your TSD Sales Representative at sales@tsdweb.com for more information.

For locations with TSD's Delivery and Collection module, to account for situations in which a customer wants service pickup and delivery but doesn't need a loaner or rental vehicle, we're supporting a new type of appointment and associated agreement: Customer Vehicle Transfer (CVT). This type of record tracks the collection and/or delivery of the customer's automobile being serviced, but has no unit from your fleet associated with it.

Note: Unlike deliveries and collections with a loaner unit from your fleet (where you first "deliver" the loaner car), with CVT agreements, you'll start off by collecting the customer's automobile, and/or delivering it when service is complete. Stay tuned as we make additional improvements to differentiate the two processes.

Creating a CVT agreement ideally starts with an appointment. We've added a new Customer Automobile Only toggle in the "Assign Unit or Model" section of rental and loaner appointments that only displays if the appointment is marked for Delivery or Collection. Flagging this option makes certain information, such as unit, rate, and model group, unnecessary for the trip, so you don't have to fill in those details before starting the trip.

Note: Currently, opening CVT agreements on the mobile app requires an appointment to be booked on the web. Walkup CVT agreements are not supported on the mobile app.

CVT agreements look and feel similar to loaner or rental agreements with delivery and collection, except some items are not applicable. For instance, there is no need for you to assign a unit from your fleet, add insurance information, select a rate code, add an additional driver, or collect a signature on an agreement form. To save a CVT agreement on the web, just fill in the required information and click OPEN AGREEMENT.

Similarly, the mobile app trip checklist (accessible from a CVT appointment) to collect the customer's automobile and deliver it when its been serviced is much lighter, as it only contains the applicable steps (e.g., when collecting the customer's vehicle: Collect Now, Indicate Arrival, Scan Customer VINCustomer Unit Walkaround, and Arrived at Dealership).

Web Contactless Appointments to Expedited Appointments

We're renaming the Contactless Appointments feature to Expedited Appointments, and revamping the look-and-feel for a better customer experience.

What's changed:

  • Everywhere you previously saw "Contactless Appointments" has been changed to "Expedited Appointments". This includes:
    • Management settings, namely "Contactless Appointments" and "Contactless Appointments Message", which are now "Expedited Appointments" and "Expedited Appointments Message". (Remember, if you want your customers to know this will speed up their experience, make sure to change the wording of your texts and emails via your Expedited Appointments Message setting.)
    • Dashboard hub cards, namely the "Contactless Appointments" card, which is now "Expedited Appointments".
    • Tag on appointment records (Expedited).
  • The online version of the appointment form accessible by your customers has an updated look-and-feel that renders on both mobile and desktop / laptop devices:
    • The pickup location is displayed at the top of the screen. It's retrieved from your location settings, so make sure that information is up-to-date.
    • A new Vehicle Information section is available for the customer to add details for the automobile being serviced. (Note that these are free-text fields, so the year, make, and model won't be automatically filled in like they are in TSD DEALER.)
    • We've extended the length of the Phone # field.

Version 1.3.6 (July 5, 2023)

Web & Mobile App Introducing: TSD's Delivery and Collection!

We're excited to introduce TSD's Delivery and Collection module as a superior way to help you meet your customers' needs by bringing your dealership to their driveway. Drop off service loaners and sales test drives with TSD's simple step-by-step mobile process. Don't wait! Contact your TSD Sales Representative at sales@tsdweb.com for more information.

With TSD's Delivery and Collection, you'll have an extensive array of features at your fingertips:

  • A foolproof mobile trip checklist for drivers to walk through each step of the delivery and collection
  • Driver availability, GPS tracking, and route monitoring
  • Pre-delivery of agreements ahead of time
  • A convenient new Admin Hub tab to configure drivers, fees, appointment caps, service radius, and more
  • Automatic emails and texts from the driver to keep customers informed
  • Pre-canned reporting and custom reporting columns

See "Delivery and Collection with TSD" for a walkthrough on the setups, flow processes for web and mobile platforms, and all the key features that make this a seamless experience for you and your customers.

Web Appointments Expire the Following Day, Instead of 4 Hours

Because appointments expiring four (4) hours past the Checkout Date and Time is often too soon, we're changing the way appointments expire in TSD DEALER.

Appointments now reach an Expired status when the next calendar day is reached (at midnight, following the Checkout Date). For example, appointments scheduled for checkout on 7/1 at 4:55PM, 8:59AM and 11:55PM will all expire on 7/2 at 12:00AM.

Remember, when an appointment expires, any previously-assigned unit is automatically removed from the appointment, but 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.

Web New Customer Validations

We're adjusting how the system validates new customer records, so you don't mistakenly create incomplete records without key information you'll need later for appointments and agreements.

The following fields are now required when adding a new customer record on the New Customer screen, and when importing a new customer via the Customer CSV Imports tool:

  • First Name
  • Last Name
  • Phone Number (can be opted out)
  • Email (can be opted out)
  • DL #
  • DL Exp Date
  • DOB
  • Country
  • State

Version 1.3.5 (May 31, 2023)

Web Available Models on the Dashboard

You can now view how many vehicles of a certain model are available on your Fleet Operations dashboard. Just use the new Available Model management setting to enter the Year, Make, and Model you want to highlight on your Dashboard.

Once you save, you'll see the tile on your Fleet Operations dashboard, counting the number of Ready vehicles of that model. Like any other Dashboard tile, you can click it to view a list of those units.

Version 1.3.4 (April 26, 2023)

The latest version of the application contains behind-the-scenes fixes and performance improvements.

Version 1.3.3 (March 29, 2023)

The latest version of the application contains behind-the-scenes fixes and performance improvements.

Version 1.3.2 (February 27, 2023)

Web Introducing Easy Customer Signature Capture

We're offering a revamped agreement electronic signature process to improve the customer experience by making it faster and more efficient. This feature can only be configured by TSD. Contact TSD Support at support@tsdweb.com for more information.

At locations with this process turned on, instead scrolling through multiple pages of a PDF and clicking each red-highlighted area to sign or initial, customers are presented with a simple Sign Contract dialog that contains an acceptance toggle to acknowledge all terms and conditions of the agreement, and a box to provide a signature. This applies to signatures captured electronically and contactless signatures captured remotely via email or text, both on the web and mobile app.

Once signed, a SAVE button is available to save the signed agreement, or SAVE & PRINT to save and open the PDF in a new browser tab, as well as Cancel or the exit button (X) to return to the previous screen, and CLEAR to clear the signature, if needed.

Once saved, the captured signature is placed on all designated signature and initial areas, and any field on the agreement form designated as a check box will automatically be selected.

Version 1.3.1 (January 10, 2023)

The latest version of the application contains behind-the-scenes fixes and performance improvements.

Version 1.2.98 (December 14, 2022)

The latest version of the application contains behind-the-scenes fixes and performance improvements.

Version 1.2.97 (November 16, 2022)

Web Create Date-Specific Rate Pricing

We've updated the Loaner Rate Setup and Rental Rate Setup settings to support the creation of Rate Codes with rates applicable for certain date ranges. So, instead of setting up a rate that is valid for its entire existence (until it is either updated or removed), the amount of the rate can vary depending on the time of year.

A new + ADD DATE RANGE button has been added for each Rate Code within the Loaner Rate Setup and Rental Rate Setup settings to add rate pricing applicable for a date range, based on the entered Start Date and End Date. Saving the Add Date Pricing dialog adds a new rate record that shows the date range for which is applies (e.g., EFFECTIVE 12/01/2022 - 12/31/2022). Icons to edit the date pricing (), delete (), and expand () each rate record are also available.

Note: Date-specific pricing for rates within a single given Rate Code cannot overlap; in other words, the End Date of one rate cannot be the Start Date of another within the same Rate Code. If you have a rate applicable for 9/1 through 9/2, you can have another rate for 9/3 through 9/4, but not 9/2 through 9/3. If rate pricing overlaps within a Rate Code, a message is displayed: "Cannot overlap date ranges, please confirm the start or end date is not already in use."

Web Export Length of Use Report Details

We've added Excel Summary and Excel Details buttons to the Length of Use report, so you can export summary breakdown by Service Advisor and a detailed agreement breakdown for each Service Advisor, respectively. Previously, only the summary version was shown in the exported report.

Web Require Unit Inspections on Agreements

A new Require Unit Inspection management setting is available to make an inspection mandatory at open and/or close agreement (including close pend), for each type of agreement.

Version 1.2.95 (October 27, 2022)

Mobile App Access Ready Units from the Mobile Dashboard

As you know, the 'Home' screen of the mobile app shows live a Dashboard with activity statistics and Key Performance Indicators (KPIs) for your current location. Now, you can tap the "Ready" KPI to quickly view a list of Ready units in your fleet.

Mobile App Open Pend an Agreement

The ability to open pend an agreement to postpone assigning a unit is now available on the mobile app. By saving an agreement with a Unit Pending status, you can complete most of the open agreement process and then assign an actual unit as soon as one becomes available. There are many opportunities in which pending an agreement can come in handy for your business:

  • during your busiest hours of the day, when a specific class of unit may not be readily available for a customer (e.g. the unit is being cleaned). You can wait to assign a unit as soon as it becomes available.
  • when prewriting agreements the night before by selecting a future Checkout Date. At the end of the day, converting tomorrow morning's appointments into agreements with a unit pending status helps the following morning run more smoothly. This way, employees in the morning only have to confirm a few details and assign the unit in order to open the agreement for a customer.
  • when opening an agreement ahead of time, so the customer can choose a vehicle on the lot and the employee can assign the unit afterward.

To pend an agreement on the mobile app:

  1. Fill in all required information (*), then tap OPEN PEND.
  2. If you have selected a date range, the agreement receives the status of Unit Pending; otherwise, it receives the status of Incomplete.
  3. When it's time to assign the unit, search for the agreement, assign the unit, and complete the open process.

WebPending Import Details Units with Future Service Start Dates

For locations whose manufacturer uses automated Fleet Import to add units to the fleet, when importing Pending Import Details units, an informative message is displayed if the Service Start Date is in the future, preventing the unit from being added: "Cannot import this unit prior to its In Service Date of MM/DD/YY." Once it reaches the Service Start Date, then you can import the unit.

Version 1.2.94 (September 28, 2022)

Mobile App Expiration Date is Required, if Applicable, for Mobile Insurance Card Photo Upload

In the previous release, we updated the web application so that if your location had the Insurance Card Expiration Required management setting turned on, the Expiration Date entry field became required, including when uploading a photo of an insurance card on an appointment or agreement. This change now applies to the mobile app.

Version 1.2.93 (September 14, 2022)

Web Customer Make Column Added to Custom Reports

When building a custom agreement report in the Report Builder, you can choose to include Customer Make as a column to display the Make of the customer's automobile associated with the agreement.

Web Expiration Date is Required, if Applicable, for Insurance Card Photo Upload

If your location has the Insurance Card Expiration Required management setting turned on, the Expiration Date entry field is required, including when uploading a photo of an insurance card on an appointment or agreement. When the setting is turned off, you can still choose to enter an Expiration Date for the insurance card photo, but the field is optional.

Web Utilization Days In Service Counted for Multiple Life Cycles

Units with multiple life cycles will now reflect utilization for days in service spent in the fleet. If your manufacturer has a Pre-Owned Vehicle program, this includes both life cycles for Pre-Owned units in your location's fleet; days in service during it's first, non-pre-owned life cycle, and days in service during its second pre-owned life cycle will be counted toward utilization.

A new Life Cycle column has been added to the Utilization Report to show the unit's current life cycle. For example, for a pre-owned unit that was removed from the fleet then reinstated as a preowned unit, it may be in its second life cycle.

Version 1.2.92 (August 24, 2022)

The latest version of the application contains behind-the-scenes fixes and performance improvements.

Version 1.2.91 (August 10, 2022)

Web Updated Recall Hold Message

If your manufacturer has integrated an automated safety recall hold process with TSD DEALER to make sure units placed on recall cannot be used on agreements, we've updated the Recall Hold pop-up message to make it clearer when there are multiple recalls associated with a unit. The message now contains a grid with all active recalls and two columns:

  • Placed on Recall: The date and time the unit was assigned a recall.
  • Recall Description: Description of the recall, if provided by your manufacturer when requesting the recall (e.g., Radiator Structure failure).

Version 1.2.90 (July 27, 2022)

Web Event Source on Unit History

To make reviewing unit events easier, we've added an Event Source column to Unit History, accessible via the History button on a unit record. Going forward for new events, it will show whether the event occurred on the web version of the application or the mobile app.

Web Editing Customer Automobile Information

We've simplified the process of adding or editing a customer automobile on an appointment or agreement by splitting up the Customer Automobile and Repair Details information sections, so you can edit these two types of information separately.

Version 1.2.89 (July 13, 2022)

Web Validation Message Added to Close Agreement for Date Conflicts

To avoid any due date conflicts while closing an agreement you are notified if the return date conflicts with another agreement and which agreement is generating the conflict.

Web Owning Location and Current Location Added to Custom Fleet Report Columns

You can now include two new columns when running custom reports: “Owning Location” and “Current Location”.

Version 1.2.88 (June 22, 2022)

Web Modifying Automated Email Messages for Contactless Appointments

There’s a new setting named "Contactless Appointments Message". For locations using Contactless Appointments, this setting allows customization of the email subject for up to 80 characters and a custom message within the email body or text message for up to 400 characters.

Web Unit History Legacy Data

The new “Unit History” tab will stop displaying legacy information for new units added to your fleet after August 1st. However, legacy information will continue to display for units added to your fleet prior to that date.

Version 1.2.87 (June 8, 2022)

Web View Appointments via the new Over Next 60 Days tile

A new Over Next 60 Days metric has been added to the Appointment Operations dashboard, showing the number of appointments booked from today to 60 days from now. Click this tile to view a list of these appointments in the Appointment Hub.

Web Display Hard Hold Reasons on Closed Agreements

When assigning a unit to an agreement and when closing or close pending an agreement, a message displays letting you know if the unit is on “Hard Hold” status and the reason why.

Mobile App Address Requirement Changes

When attempting to save an agreement on the mobile app, the customer’s full address (Address Line 1, City, State, and Zip Code, and City) is now required to be filled in, even when the Agreement Address Required management setting is turned off. This validation is in place to prevent incomplete (i.e., partially entered) address information.

Web Show CC Token even if Phone Number is Invalid

For locations with Credit Card Processing integration, an invalid phone number no longer prevents the card from being captured on the agreement, but the application displays a message if the phone number on the agreement is invalid, so you can update it, if needed.

Version 1.2.86 (May 26, 2022)

Web Text Message Alerts to Employees

We are expanding the way your location can receive TSD DEALER alerts. In addition to email alerts and the Alerts Panel at the top of TSD DEALER, you can now set up your location to receive text message alerts. New Phone Number and Phone Type fields have been added to employee records, so employees can receive texts.

  1. Edit the Alerts Hub management setting, and select the Text Message toggles if you want your location to receive those alerts as text messages. (Reminder: individual employees manage which alerts he or she wants to receive within the Alerts Panel Settings ().)
  2. For each employee who wants to receive text message alerts, you must edit the employee record within the Employees Hub and enter a valid phone number, and select a phone type (e.g., Mobile).
  3. Individual employees must agree to receive email and/or text alerts within the Account Information page, accessible via the ADMIN button on the top menu. New Email Alerts and Text Alerts toggles are available.
  4. That's it! As long as the employee has consented to receive texts in his or her account and has a valid mobile phone number in the employee record, the applicable alerts will be sent as texts, when triggered by the system.

Web Upload File Attachments to Agreements

TSD DEALER is giving you more ways to add important communications to agreements with file attachments. At the bottom of every agreement, under Agreement Notes, you'll find an Agreement Attachment section, where you can drag and drop a file to upload or click UPLOAD A FILE to select one. The following file extensions are accepted: pdf, docx, png, jpeg, jpg, csv, xlsx, txt.

After your attachment is uploaded, you can replace the file, delete it from the agreement, or download it. An Agreement Attachment event is recorded in the agreement's history log, accessible via the History button on the agreement, whenever an attachment is uploaded or deleted.

Web Warnings for Invalid Customer VIN

Depending on whether your manufacturer has requested VIN validation for customer automobiles in order to automatically fill in other unit details, the system now checks whether a customer VIN is a legitimate, recognized VIN, and lets you know with a warning message if no information is obtained.

Version 1.2.85 (May 17, 2022)

Web Manually Add Units as Electric Vehicles

For locations that manually add units to the fleet, you can now identify units as electric vehicles using the new Fuel Type selection on the New Unit screen. It contains two options: Gas (selected by default) and Electric. Note that when Electric is selected, the Fuel Capacity and Fuel Input Units fields are no longer displayed and electric vehicles will not generate fuel charges on agreements.

Web Tax Exemptions for Rate Codes

By default, all taxes you've set up within the Taxes Setup setting apply to your Rate Codes. Now, you can exempt individual taxes from certain Rate Codes using the new Taxes Exempt tab when creating or editing Rate Codes. Within the Rental Rate Setup and Loaner Rate Setup settings, you can see, at a glance, which of your rates have tax exemptions.

For example, if your state has a flat rental tax that only applies to rental agreements, not loaner agreements, then you can edit your Rate Code(s) within the Loaner Rate Setup setting and exempt the tax, so it will not be applied on agreements with that Rate Code selected.

Web Missing Transponder ID Warnings

In a previous release, we introduced an Active W/O Transponder tile on the Fleet Options dashboard for locations with Toll Processing, to show active units in the fleet that do not have a Transponder ID assigned.

However, because a Transponder ID only applies to locations that use transponders for tolls, not locations in which tolls are paid by license plate, this tile is no longer displayed for locations using pay-by-plate for tolls. Additionally, we've updated the message that displays on the unit record when the unit is missing a Transponder ID: "Unit does not have a Transponder ID, Tolls accrued will be paid by plate."

Web Removed Details from Exported Length of Use Report

The exported Microsoft Excel version of the Length of Use report no longer contains the full, detailed breakdown of results. Instead, it only contains the Summary breakdown of agreements by Service Advisor. See "Understanding results" in the "Length of Use (LOU) Report" topic for a description of columns.

Version 1.2.84 (April 27, 2022)

Web Delete Taxes

A Delete button () is now available for each tax within the Taxes Setup rates setting, so you can remove a tax from all new agreements, going forward. (Existing taxes on open agreements are not affected.)

Web Shuttle Check Box on Edit Unit

Previously, for locations with a Shuttle agreement service, the Shuttle check box was only available when manually adding a new unit to the fleet, and was unavailable when editing a unit record. (Once you a set a new unit as a Shuttle, you could not change the fleet type back to Loaner.)

Now, the Shuttle check box is available on the Edit Unit screen, as long as it is not currently In Use on an agreement.

Mobile App Edit Customer Automobile Information

In the previous release, we made a change to the web version to allow you to edit customer automobile information on an appointment and agreement via an EDIT button. Now, this change applies to the mobile app.

Web Unit History Events Distinguish Between Close & Close Pend

The Unit History dialog, which contains events logged in the record's history, has been updated to distinguish between Agreement Closed and Agreement Close Pending events.

Web Remove From MDL Returns

For locations with MDL autoMation Integration, MDL notifies TSD DEALER when its LPR cameras have detected that a customer's assigned unit has returned to the lot, and the arrival is reflected in the MDL Returns status tile on the Agreement Operations Dashboard.

However, to account for situations in which the customer drives to the dealership (say, to check on the status of his or her repair) and will return another day when the repair is complete, you can click the new Remove from MDL Returns button next to the open agreement in search results to reset the MDL return date, so it will no longer be included in the MDL Returns tile until its next arrival.

Web Print QR Code on Unit Record

The option to print a QR code associated with a unit's VIN on the mobile app is now available on the web. When viewing a unit record, a Print QR Code button is available on the side panel. This opens a QR code and unit information in a separate browser tab, along with a PRINT button.

Version 1.2.83 (April 13, 2022)

Web & Mobile App Offer Free Fuel on Agreements

You can now offer free fuel to customers, similar to offering free miles. The Fuel Charge rates setting now has a Free Fuel field to select the amount of free fuel allowed on every new agreement. (The list contains eighths or sixteenths of a gallon or liter, depending on your Fuel Input Unit and Fuel Capacity Unit settings.)

When returning a unit during an exchange or close agreement, fuel charges are calculated based on the unit's Fuel Level Out, Fuel Level In and Fuel Capacity (tank size), with Free Fuel taken into account. Any free fuel is reflected in the discounted number of gallons or liters in the Charges grid. For example, if you offer 1/4 gallon of free fuel and the total fuel consumed on the agreement (including on units exchanged) is 1/4 gallon, then the Charges grid shows 0.00 gallons of fuel used and a charge of $0.00. If 1/2 gallon was consumed, then the Charges grid shows only 1/4 gallons of fuel used, since the other 1/4 gallon used during the agreement was free.

Web Add a Customer Automobile on New Appointments

The ability to add a customer automobile is now available when creating a new appointment. Previously, it was only available after the appointment was already created.

Web Edit Customer Automobile Information

Previously, there was no way to edit details about a customer automobile selected on an appointment or agreement. To address this, an EDIT CUSTOMER AUTOMOBILE button is now available on appointments and agreements to bring up the Edit Customer Vehicle dialog for the selected automobile, so you can view or edit its information.

Version 1.2.82 (March 30, 2022)

Web & Mobile App Require Customer VIN Based on Agreement Type

The Require Customer VIN management setting now contains separate Require Customer VIN For Loaner Agreements and Require Customer VIN For Rental Agreements options to make a customer automobile required on Loaner and/or Rental agreements on the web and mobile app.

As of the release, locations that had Require Customer VIN enabled will have it enabled for both Loaner and Rental agreements, by default. So, if you want a customer automobile to be optional on, say, Rental agreements, edit this setting and toggle off the Require Customer VIN For Rental Agreements option.

Web & Mobile App Require Purchase Order Number and Customer Tag Number

Two new management settings, Require Purchase Order Number and Require Customer Tag Number, are available to make a Purchase Order Number and Customer Tag Number required when booking new Rental and/or Loaner appointments, opening agreements, and/or when closing agreements.

Web Require New Insurance Information on New Agreements

A new Require New Insurance Information management setting is available to clear any existing customer insurance information, including insurance card photos, on every new agreement going forward. That way, new insurance information can be added on every new agreement.

Note that this does not remove customer insurance information saved to the customer's record; it just doesn't carry over onto new agreements.

Web Exported Length of Use Report Contains Detailed Breakdown

The exported Microsoft Excel version of the Length of Use report now contains the detailed breakdown of agreements by Service Advisor, instead of just the summary breakdown columns. It includes the additional columns present in the on-screen version of the report when you click the expand icon (): Agreement Number, Unit Number, Customer Name, Repair Order Number, Checkout Date, Return Date, and Duration. See "Understanding results" in the "Length of Use (LOU) Report" topic for a description of columns.

Mobile App Purchase Order # Field on Mobile Agreements

A Purchase Order # field is now available in the Repair Order section on mobile app agreements; you can enter a value up to 45 characters.

Web Allow Save Credit Card to Customer Profile Permission

A new Allow Save Credit Card to Customer Profile permission is now available to limit the ability to save a customer's credit card. Only employees with this permission can view and click the Save Credit Card to Customer Profile toggle after adding a card so it can be used on the customer's future appointments and agreements. As of the release, the permission is turned on for all employee roles, by default.

Web Fleet and Agreement Search Result PDF Export on List View

Previously, you could only export Fleet Hub and Agreement Hub search results to a PDF via the PDF button () when viewing results in Table view (). Now, the PDF export option is also available in List view ().

Version 1.2.81 (March 16, 2022)

Web "Digital Signature" Column in Custom Reports

View which agreements were signed electronically by running a custom agreement report and including the new Digital Signature column. The column displays "Yes" or "No" to indicate whether an electronically-signed copy of the agreement form was saved to the agreement (as opposed to printing and having the customer sign a hard copy). This includes agreements on which a signature was captured electronically and contactless signatures obtained remotely via email or text.

Web Customize "Opened Over 30 Days" Dashboard Metrics

A new Opened Over (Days) management setting is available to update the "Opened Over 30 Days" status tile on the Agreement Operations dashboard, as well as the Agreement Open 30 Days status search filter on the Agreement Hub, to a specified number of days. For example, if you want the metric to be Opened Over 15 Days, change the setting from 30 (the default) to 15.

Web Units Without a Transponder ID

For locations with Toll Processing, a new Active W/O Transponder metric is available on the Fleet Operations dashboard to show active units in the fleet without a Transponder ID assigned in the unit record. Edit these units records and enter a Transponder ID, so tolls can be properly matched with units and won't be billed to the dealer.

To help draw your attention to recall units, this metric is shown in red if the value is greater than 0.

Additionally, when assigning such a unit to an agreement, a warning message is displayed under the assigned unit: "Unit does not have a Transponder ID - tolls will be billed to dealer."

Web Add Insurance Information When Creating a New Customer Record

Previously, when creating a customer record, you could not add automobile insurance information; this was only available when editing a customer record.

Now, the Insurance Information section is available when creating a new customer, so you can add insurance information or upload a photo of an insurance card.

Web Toll Summary Report Updates

The Toll Summary Report, available for locations with Toll Processing to help you reconcile toll invoices and research individual tolls has been updated to contain the following columns, in order: Agreement Number, VIN, License Plate, Transponder ID, Toll Date, Authority Name, Entry Plaza, Toll Amount, Dealer Amount, Dealer Fee, and Dealer Message.

Version 1.2.80 (March 2, 2022)

Web Set up Taxable Surcharges

A new Surcharge rates setting is available for you to define a surcharge percentage that applies to rental and loaner rates in your state/province, county, or municipality. You can choose which taxes apply to that surcharge, if applicable (for example, a sales tax).

Surcharge are included on the agreement's Charges grid (web and mobile app) for all new appointments and agreements, going forward, and are applied to the total amount of rate charges. So, if you have a 3% surcharge set up, and an agreement of three (4) days at $39.99 a day amounts to $159.96 in rate charges, then the surcharge amount applied will be 3% of $159.96, or $4.80.

If the surcharge is set up to be subject to one or more of your taxes (e.g., a sales tax), then those taxes will apply to the surcharge.

Version 1.2.79 (February 9, 2022)

Web Changes to Delivery and Collection Appointments & Agreements

  • Enabling Delivery & Collection on appointments and agreements. For locations using the Delivery and Collection feature with a third party partner integration, Delivery and Collection can only be booked through your web scheduler. So, the Delivery and Collection section is now only available on TSD DEALER appointments that were booked through your web scheduler, as well as agreements opened from such appointments.

    If using the feature without a partner integration, you can still turn on the Enable toggle on any appointment or agreement to make Delivery and Collection information available.

  • Messaging when a signature URL is not sent to the Delivery and Collection provider's driver app. When it comes to sending the agreement form to the Delivery and Collection provider's app to obtain a customer signature, after clicking SEND DELIVERY AGREEMENT, a message is displayed either confirming that the agreement form URL was successfully sent to the provider, or informing you that there was an issue. If there was an issue, you can click RESEND to resend the contactless URL to the partner's app, or CANCEL to return the user to the View Agreement screen without resending the agreement URL.

Web Reason Column in Toll Charges Grid on Closed Agreements

In order to help make it easier to review toll charges on closed agreements, a new Reason column has been added to the Toll Charges grid on closed agreements, so you can see why a toll charge was billed to a dealer instead of to the customer. For example, if billed to the customer, the Reason might be "Patron Payment Successful". If billed to the dealer, the Reason might be "Patron Payment Failure: Billed to Patron False", if the Bill Toll Charges toggle was turned off on the agreement.

Web Restrict GPS Tracking by Agreement Types in Certain States

For locations with TSD Telematics, GPS location tracking of units on certain types of agreements can be restricted in certain states. The new Disable GPS Tracking by Agreement Types management setting identifies the list of states in which GPS tracking can be restricted. Within the setting, you can turn on the Disable Unit GPS Location toggle and select the types of agreements for which you want to restrict vehicle tracking in those states: Loaner, Rental, Internal Use, and/or Shuttle agreements.

For example, if California is listed as a restricted state within the Disable GPS Tracking by Agreement Types setting, and you or your manufacturer disable tracking on Rental and Loaner agreements, then you cannot view units on a map while they are In Use on new Rental and Loaner agreements created at California locations, going forward. A message will be displayed upon clicking the MAP button on the agreement: "Tracking is restricted for this unit."

Version 1.2.78 (January 26, 2022)

Web Edit the Utilization Report and Save as a Custom Report

Last release, we offered the ability to save a custom version of the Full Inventory report, as long as your employee role had the Edit System Report permission.

Now, you can do the same thing with the Utilization report. Run the report, click SAVE AS to give the report a new name, then customize your criteria, columns, grouping, sorting and more in the Report Builder. Once you've saved your new report, it will be available as a custom report on the Reports dialog, so you can run it anytime.

Web VIN Column in Utilization Report

A VIN column has been added to the Utilization Report next to the Unit Number column, so you can better identify the unit on results.

Version 1.2.77 (January 12, 2022)

Web Edit the Full Inventory Report and Save as a Custom Report

You may want to run a version of the Full Inventory report that includes additional columns or statuses or other criteria typically available with custom reports. Well, if your employee role has the new Edit System Report permission, you can save a custom version of the Full Inventory Report under a new name, then modify the custom report to your heart's content in the Report Builder.

How to edit the Full Inventory Report and save it as a custom report:Closed

  1. Run the regular, system-level Full Inventory report as a jumping off point for your new custom report. See "Run the Full Inventory report" for more information about running this report.
  2. From your report results, click the SAVE AS button, and enter a name for your modified report.
  3. You are directed to the Report Builder, where you can customize the criteria, columns, grouping, sorting, report access, and more.
  4. Hover your cursor over the thumbnail image to view.

  5. After you have finished modifying your report in the Report Builder, click Save. A message is displayed: "Are you sure you want to update report setup for [your Report Name]? Click OK to continue saving your new custom report.
  6. Your new, modified version of the Full Inventory report will now be listed as an available custom report on the Reports dialog, so you can run it anytime.

Web Redesigned and Restructured Unit History

We've redesigned and restructured the Unit History dialog to make reviewing unit events even easier. When you first access the Unit History dialog via the History button on the unit record, your view is the LEGACY INFO version, so you can review the previous version of events, if needed. Switch to Unit History to view the new version of events. It contains a Filter by Event Type list to narrow events by type: Appointment, Agreement, Fleet, and Telematics, and you can still export the list of events to a Microsoft Excel .csv file.

Web Run the Toll Summary Report to Reconcile Toll Invoicing

Run the new Toll Summary Report to view and export monthly toll information invoiced to a dealer and/or customer. That way, you can reconcile your toll invoicing and research individual tolls (e.g., tolls that were paid for by the dealer because the customer's card was declined).

How to run the Toll Summary report:Closed

  1. On the Reports dialog, select Toll Summary from the list of system reports, then select a reporting month, if different from the default (previous month).
  2. Click RUN REPORT. Tolls charged to customers and to the location are shown based on their toll date (i.e., when the toll was incurred on the agreement) being within the reporting month.
  3. From your results, there are several customization options:
    • Adjust your Date Type. The selected Date Type may drastically affect your results. By default, By Toll Date is selected, which means tolls are included if they were incurred on the agreement during the reported month (e.g., if running the report for December, results will only include tolls triggered by your fleet in December.)
    • If you switch your Date Type selection to By Invoice Date, then tolls are included based on the date they were invoiced by TSD in the reported month (e.g., if running the report for November, results will only include tolls that were invoiced in December, regardless of when they were actually triggered by your fleet).

    • Display tolls for dealer, customer, or both. By default, tolls paid by both customers and the location are displayed. Use the Display Tolls list to narrow results to tolls paid for by the customer, or by the dealer.
    • Sorting, filtering, and more. Like all reports, results are customizable to fit your viewing preferences.
    • Export results. To export results to a Microsoft Excel file (.xlsx), click EXCEL. To export results to a PDF, click PDF.

Web Combine Credit Card Capture Required and Pre-Authorization Settings

We've combined two Credit Card Processing-related management settings: Pre-Authorizations and Credit Card Capture Required at Open Agreement. Both options are now present within the Credit Card Capture Required at Open Agreement management setting. So, you can use this setting to make capturing a credit card required to complete the open agreement process, and to manage whether pre-authorizations are taken.

  • Credit Card Capture Required At Open Agreement: When selected, capturing a credit card is required on all new open agreements, going forward, and the Enable Pre-Authorizations option is turned on and unavailable for editing ().
  • Enable Pre-Authorizations: As stated above, this is automatically selected and unavailable for editing () when capturing a credit card is required. When selected, a pre-authorization will automatically be processed if a credit card has been captured at open agreement. When cleared, a pre-authorization will not be taken. (This means that the Pre-Authorize option under the Charges grid on an agreement has been removed, since a Pre-Authorization is taken automatically based on this setting.)
Example 1 Example 2

Capturing a credit card is required on the open agreement, and a pre-authorization is also performed against the card (this option is turned on and cannot be turned off).

Capturing a credit card is optional on the open agreement; a pre-authorization is only performed if you choose to capture a card.

Example 3

Capturing a credit card is optional on the open agreement; a pre-authorization is not performed, even if you choose to capture a card.

Web Location Field on Admin Setup

A new Website field is available on the Edit Location screen for you to enter the URL of the location's website.

Web VIN Added to Utilization Report

We've added a VIN column to the Utilization Report, so you can view the unit's VIN.

Previous Releases

What's New? (2019 - 2021)