Agreement Types (Rates setting)

Use the Agreement Types setting to choose the services that are available at a location, in addition to a loaner service, and to turn on rates charges to be calculated on those types of appointments and agreements.

Currently, the following services are available:

  • Loaner Service: The Loaner Service Available option is turned on and unavailable for editing.
  • Shuttle Service: Designate units as shuttles and assign them to shuttle agreements. See "Shuttle Agreements" for more information.
  • Internal Use Service: Track the availability and usage of a unit in your fleet that is temporarily unavailable (for example, because an employee is moving it from one location to another). See "Internal Use Agreements" for more information.
  • Loyalty Service: Track the availability and usage of a unit in your fleet that is used as part a loyalty program. TSD must enable this setting on your behalf. Contact TSD Support at support@tsdweb.com. See "Loyalty and Subscription Agreements" for more information.
  • Rental Service. Track units that are rented out to your customers, and create retail rates for rental appointments and rental agreements using the Rental Rate Setup management setting. See "Rental Agreements" for more information.
  • Subscription Service: Track the availability and usage of a unit in your fleet that is used for a subscription program. TSD must enable this setting on your behalf. Contact TSD Support at support@tsdweb.com. See "Loyalty and Subscription Agreements" for more information.
  • Third Party Service.Track agreements on which a third party is providing a unit to the customer, instead of your fleet. See "Third Party Agreements" for more information.
  • Test Drive Service. Track agreements on which customers temporarily take possession of a new vehicle to determine if they want to buy it. See "Test Drive Agreements" for more information.

An Enable Rates Charges option is available for Loaner, Rental, and Test Drive services, to make the Select Rate section available on that type or appointment and agreement. See "Rates, Charges, Fees & Taxes Setup" for more information.