Uber Ride Integration

Uber Ride integration is sold separately. Contact your TSD Sales Representative at sales@tsdweb.com for more information.

ATMS GEN2.0 offers Uber Ride integration with Uber for Business to provide rides from your location to boost your customer service and minimize costs.

With this integration, you can do the following:

  • Request an Uber ride for your customer in lieu of a courtesy vehicle (e.g., if you're running short on fleet during peak periods and don't want customers to wait).
  • Request an Uber ride for your own employees (e.g., to return to your location after delivering a customer vehicle without needing a chase vehicle).
  • Monitor Uber rides on the Uber tab of your 'Home' screen, including viewing details and tracking, if available.
  • Request support on behalf of your rider.
  • Report on Uber trips.

Set Up Uber Ride Integration

  • Contact TSD to get started. Initial configuration of the integration with Uber for Business must be completed by TSD Support. Contact your TSD Sales Representative at sales@tsdweb.com for more information.
  • Check your Agreement Types. Make sure the Uber Ride Service is turned on within your Agreement Types setting (on the Rates tab).
  • Check your Uber Ride settings. Use the Uber Ride Settings management setting to manage your location's pickup/dropoff address, email, and, if you choose, limit ride availability by price:
    • Pickup/Dropoff Address: The address of the location to be used for all new ride requests, going forward. By default, this is the location's address, but can be changed.
    • Support Email Address: Enter a single email address (an individual or group email) to be CC’d when rider support requests are sent to Uber for Business.
    • (Optional.) Ride Spending Allowance, to limit ride availability by price: Toggle on Enable Spending Allowance, then enter a Ride Spending Allowance amount that determines which rides will be available when booking; no rides above the spending allowance will be shown. For example, if your allowance is $75.50, options that cost more than this will not be shown when booking rides.


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  • Check your employee role / permissions. The Modify Uber Ride Agreement permission is required to open, close, and edit an Uber Ride, or take any other action other than viewing the record. It is automatically turned on for High roles, by default. See "Roles & Permissions" for more information.

Book a Ride

The Modify Uber Ride Agreement permission is required to open, close, and edit an Uber Ride, or take any other action other than viewing the record. It is automatically turned on for High roles, by default.

You can request an Uber ride from a customer record (e.g., in lieu of a courtesy vehicle) or from scratch.

  1. Kick off the Uber Ride request from the customer record (NEW UBER RIDE Request) or from scratch ( > New Agreement > Uber Ride). ClosedRead more:
    • From the customer record: On the Search Open or Customer tabs, search for a customer and click NEW UBER RIDE Request. Or view the customer record and click New Uber Ride on the side panel.


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    • Walkup: Click () and select New Agreement, then select Uber Ride as the type of agreement.


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  2. Fill in the name, mobile phone number, and RO Number associated with the rider.
  3. Fill in the Pickup Address and Dropoff Address. (The Dealership Address is toggled on for pickup, by default, but you can use the dealership for either address.) You can also enter a note for the driver.


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  4. Request ride availability and choose a ride by doing the following:
    1. Select a Ride Type: Scheduled, for ride at the selected Pickup Date/Time, or Flexible, for a ride any time on the selected Pickup Date; the customer will receive a text message from Uber to select a time. Flexible rides expire the next morning at 6:00AM.


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    2. Click Request Availability to view available rides and prices1.
    3. Select a ride.

      4. Flexible rides

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      Scheduled rides

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  5. Click Book Trip. Wait a few seconds for the request to process. A brief Trip Booked Successfully message will be displayed when the trip is successfully booked.


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  1. On the Uber Hub, search for the trip and click the record to view it.
  2. To edit rider information, click the Edit icon ().


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You can cancel an Uber ride at any time, but a cancellation fee may be charged if the ride is cancelled after a driver is already matched.

  1. On the Uber Hub, search for the trip and click the record to view it.
  2. Click Cancel on the side panel.
  3. A message is displayed: "A cancellation fee may be charged if the ride is cancelled after driver is matched."
  4. Click Cancel Ride to continue cancelling the ride, or Cancel or close the dialog to go back.

Explore the Uber Hub

Navigation from your Home screen:   Uber

The Uber tab on your 'Home' screen is your place to view all Uber trips, including relevant information, such as Agreement Number associated with the trip and trip status.


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Uber Ride Statuses

The following is a list of Uber Ride statuses, which you can find as search filter options on the left panel of the Uber Hub:

  • Awaiting Pickup: The Uber driver is assigned to the trip and on the way to the pickup location.
  • In Progress: The ride is currently in progress, with the customer on the way to the dropoff location.
  • Upcoming: This ride is scheduled to be pickup up today or in the future.
  • Needs Attention: This ride requires your attention because it was was cancelled by the driver, customer, or by Uber (e.g., due to a timeout); displayed in red text.
  • Completed: This ride is completed.

Uber Ride Searches

  1. On the Uber tab, type search criteria, such as the customer's name or Agreement Number.
  2. (Optional.) Use the Status search filters to narrow results.
  3. Press Enter or click SEARCH.

You can export search results on the Uber Hub to a .CSV file, if needed.

  1. On the Uber Hub, enter search criteria and/or use the Status filters on the left to narrow your results.
  2. Click the CSV button () and open the downloaded AgreementExport. file. Exported results contain the same columns as displayed in the application.
ClosedReporting Columns in CSV Export

View Uber Rides

  1. On the Uber tab, search for the Uber ride and select the record.
  2. On the View Uber Ride screen, you can do the following:
    • Review customer information (name and RO Number), pickup and dropoff, vehicle, and any notes to the driver
    • Edit () is customer information.
    • Cancel the Uber Ride via the Cancel button on the left panel.
    • Request rider support, if support hasn't already been requested, via the Request Rider Support button on the left panel. See "Request Rider Support".


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  1. On the Uber tab, search for the Uber ride and select the record.
  2. Click Cancel on the side panel.

Tracking is available for Uber rides that are Upcoming, In Progress, and Awaiting Pickup.

  1. On the Uber tab, search for the Uber ride and select the record.
  2. Click the link under Ride Tracking.


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Request Rider Support

If your rider has an issue (e.g., left their mobile phone in their Uber), you can initiate support with Uber for Business on their behalf.

Note: You can only send one support request for a given ride.

  1. On the Uber Hub, search for the trip that requires support and click the record to view it.
  2. Click Request Rider Support on the side panel.
  3. Describe the issue (e.g., "Customer left mobile phone in the vehicle") and click Send.


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  4. An email is sent to Uber Support, with your location's Support Email (listed in your Uber Ride Settings management setting) CC'd, so you can stay informed about the issue.

    5. Additionally, a message is displayed under Messages that a request for rider support was sent, with the date and note.


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Reporting Options

  • Uber Ride Report. Stay on top of your location's Uber Ride trips over a given time period.

Frequently Asked Questions (FAQs)

When you schedule a ride for a specific time, such as 10:00AM, Uber allows a 10-minute pickup window grace period. For a 10:00AM booking, the driver may arrive anytime between 10:00 and 10:10AM.

If the driver is running late and will not make this window, Uber may automatically rematch with another driver.

A Scheduled ride is pickup at your selected Pickup Date and Time. Please allow for a 10-minute window for pickup.

A  Flexible ride is pickup at any time on your selected Pickup Date. The customer will receive a text message from Uber to select a time. Flexible rides expire the next morning at 6:00AM.

If your rider has an issue (e.g., left their mobile phone in their Uber), you can initiate support with Uber for Business on their behalf using the Request Rider Support button on the side panel of the trip record. See "Request Rider Support".