Delivery and Collection (Mobile App)

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TSD's Delivery and Collection is sold separately. Contact your TSD Sales Representative at sales@tsdweb.com for more information.

If your fleet is integrated with HMA SRC's Delivery and Collection integration, you can use the mobile app to deliver a unit and pick up a customer's vehicle for service, then collect the unit when the repair is complete. For more information about this integration, see "Delivery and Collection with TSD".

Depending on your provider of the integration, or whether you are using the no-partner version, different features may be available to assist with your delivery and collection process.

Delivery and Collection: With TSD

How to Add a Delivery or Collection

1. Access the Delivery and Collection section of the agreement.

Agreements on mobile have a Delivery and Collection section within the Customer stepper.



2. To mark an agreement as requiring delivery of the unit to the customer:
1. Tap the Add Delivery toggle ().
2. Enter the address. (A Clear Address button is available to clear the entered address.)
3. (Optional.) Tap Map Route to view the estimated distance (Est. Distance) and travel time (Est. Travel Time) from your location to the destination address, along with a message in red if the destination is a certain distance away from your location.



When a route is mapped, a Refresh Route button becomes available to refresh, and a View Map button becomes available to view the destination on a map.



3. To mark an agreement as requiring collection of the unit from the customer:
1. Tap the Add Collection toggle ().
2. Enter the address. (A Clear Address button is available to clear the entered address, along with a Copy Delivery Address button to use the delivery address.)
3. (Optional.) Tap Map Route to view the estimated distance (Est. Distance) and travel time (Est. Travel Time) from your location to the destination address, along with a message in red if the destination is a certain distance away from your location.



When a route is mapped, a Refresh Route button becomes available to refresh, and a View Map button becomes available to view the destination on a map.



4. Save. Tap Save. The appropriate tag is added to the record, so when you search for the agreement, you can easily identify it as needing delivery or collection.

For Drivers: View Today's Trips

Prepare for your day by viewing your scheduled trips, contacting the customer, if needed, and viewing the destination addresses on a map.

1. Tap the My Trips card on your Dashboard or access from the main menu ( > ).



2. The My Trips screen shows today's scheduled delivery and collection trips to which you are assigned as the driver. (View all other trips by tapping the My Trips filter to clear it, and change the departure date as needed to view other trips.)
• Call the customer.  Tap the call icon () to call the customer's ph
• View the address on a map. Tap the location icon () to view the destination on a map and get directions.
• Start the trip. Tap the trip record. If no driver is currently assigned, you are prompted with the option to assign yourself as the driver. "Assign yourself as driver and start the trip?" Tap START TRIP or CANCEL to go back.

For Drivers: How to Deliver a Unit

Note: Even though you're using the mobile app for deliveries and collections, appointments must be created either directly in HMA SRC on the web, or through your integrated web scheduler. Once booked, you can open an agreement or start a trip from the mobile app.

When an appointment or agreement requires a delivery to bring a unit to the customer, the driver can start the trip from the mobile app.

1. Tap the My Trips card on your Dashboard.



2. The My Trips screen shows today's scheduled deliveries and collections, as well as customer vehicle transfer (CVT) pickups and returns to which you are assigned as the driver. (View all other trips by tapping the My Trips filter to clear it, and change the departure date as needed to view other trips.)
3. Tap the trip record to start the trip. If no driver is currently assigned, you are prompted with the option to assign yourself as the driver. "Assign yourself as driver and start the trip?" Tap START TRIP or CANCEL to go back.



Note: If this is an appointment, the appointment is automatically opened into an Incomplete Pre-Delivery agreement, where you as assigned as the Driver (even if there was a previous driver assigned).

However, if this is an appointment still in Pending Trip Details / Pending Details status, which means it still requires additional trip information, the app displays the following message: "Trip Details needed before delivery can begin."

4. Use the Trip Checklist to toggle through each step of the trip. Each item can only be toggled on once.

Important Note: Keep your TSD mobile app open during the trip, if your location is using the Driver GPS Tracking component of the feature.

1. Verify Loaner Unit

Before you start your trip, make sure you're delivering the correct unit to the customer by checking that the Unit Number and License Plate Number associated with the appointment / agreement matches the actual vehicle you're set to deliver. Tap Verified if it's the correct unit, or Cancel to return to the checklist without verifying the unit.



2. Deliver Now

Notify the customer via email / text1 Method of notification depends on whether the customer has opted to receive texts, emails, or both. that you're on the way, and start your trip.

For locations using Driver GPS Tracking, your location and your customers can track the driver's route on a map for the duration of the trip. See "Driver Tracking & Route Monitoring" for more information.



3. Indicate Arrival

Notify the customer via email / text2 Method of notification depends on whether the customer has opted to receive texts, emails, or both. that you've arrived.

4. Physically Inspect Driver's License

Make sure you're delivering the unit to the correct individual. Check that the Driver's License information on the appointment / agreement matches the customer's physical driver's license.




5. Verify Customer Unit

Make sure you're picking up the correct automobile for service. Check that the Year, Make, and Model of the customer automobile on the appointment / agreement matches the actual vehicle. Tap Verified if it's the correct vehicle.



6. Inspections: Loaner Walkaround

Perform an inspection of the unit you're delivering to the customer.



7. Inspections: Customer Unit Walkaround
Perform an inspection of the customer automobile you're picking up for service.
8. Record Miles, Fuel
Enter the unit's Miles Out and Fuel Level Out, so the agreement has the latest information.
9. Sign Agreement
Collect a signature from the customer (electronic, contactless, or hard copy). The signed form will be saved to the agreement.
10. Arrived at Dealership
When you've arrived back at the location, confirm your arrival to update the status of the trip, so it is no longer considered En Route.

For Drivers: How to Collect a Unit

When an agreement requires a collection to retrieve the unit from the customer and bring it back to your location, the driver can start the trip from the mobile app.

1. Tap the My Trips card on your Dashboard.



2. This shows scheduled trips to which you are assigned as the driver. (View all other trips by tapping the My Trips filter to clear it.)



3. Tap the record to start the trip.
4. Use the Trip Checklist to toggle through each step of the trip. Each item can only be toggled on once.

Important Note: Keep your TSD mobile app open during the trip, if your location is using the Driver GPS Tracking component of the feature.

1. Verify Customer Unit

Make sure you're bringing the customer the correct automobile after service. Check that the Year, Make, and Model of the customer automobile on the agreement matches the actual vehicle. Tap Verified if it's the correct vehicle.



2. Collect Now

Notify the customer via email / text3 Method of notification depends on whether the customer has opted to receive texts, emails, or both. that you're on the way, and start your trip.

For locations using Driver GPS Tracking, your location and your customers can track the driver's route on a map for the duration of the trip. See "Driver Tracking & Route Monitoring" for more information.



3. Indicate Arrival

Notify the customer via email / text4 Method of notification depends on whether the customer has opted to receive texts, emails, or both. that you've arrived.

4. Verify Loaner Unit

Make sure you're collecting the correct unit by checking that the Unit Number and License Plate Number associated with the agreement matches the actual vehicle you're set to collect. Tap Verified if it's the correct unit, or Cancel to return to the checklist without verifying the unit.



5. Inspections: Customer Unit
Perform an inspection of the customer automobile you're bringing back after service.
6. Inspections: Loaner Unit

Perform an inspection of the unit you're collecting from the customer.



7. Record Miles, Fuel
Enter the unit's Miles In and Fuel Level In, so the agreement has the latest information for the returning unit.
8. Arrived at Dealership
When you've arrived back at the location, confirm your arrival to update the status of the trip, so it is no longer considered En Route.

Open a Customer Vehicle Transfer (CVTs)

For situations in which a customer wants service pickup and return of an automobile but doesn't need a loaner or rental vehicle, you can use Customer Vehicle Transfers (CVTs).

These records track the pickup and/or return of the customer's vehicle and service, but has no unit assigned from your fleet. See "TSD's Delivery and Collection: Customer Vehicle Transfers (CVTs)" for more information about how this works on the web.

Note: CVT agreements can only be opened from CVT appointments booked directly in HMA SRC, or through your integrated web scheduler.

Pick Up a Customer's Vehicle for Service

When a CVT appointment is booked and it's time to pick up the customer's automobile for service, the driver can start the trip from the mobile app.

1. View today's trips from the Dashboard or main menu. Tap a trip to start. (The list includes trips, including pickups, to which you are assigned the driver.) See "For Drivers: View Today's Trips" for more information about this screen.



2. Use the Trip Checklist to toggle through each step of the trip. Each item can only be toggled on once.

Important Note: Keep your TSD mobile app open during the trip, if your location is using the Driver GPS Tracking component of the feature.

1. Pickup Now

Notify the customer via email / text5 Method of notification depends on whether the customer has opted to receive texts, emails, or both. that you're on the way, and start your trip.

For locations using Driver GPS Tracking, your location and your customers can track the driver's route on a map for the duration of the trip. See "Driver Tracking & Route Monitoring" for more information.

2. Indicate Arrival

   Notify the customer via email / text6 Method of notification depends on whether the customer has opted to receive texts, emails, or both. that you've arrived.

3. Scan Customer VIN

   Make sure you're picking up the correct automobile for service. Check that the Year, Make, and Model of the customer automobile on the appointment / agreement matches the actual vehicle. Tap Verified if it's the correct vehicle.

   

4. Inspections: Customer Unit Walkaround

   Perform an inspection of the customer automobile you're picking up for service.

5. Open Agreement

   Officially open the CVT agreement from the appointment. This changes the Incomplete agreement status to Open, with the current date and time set as the Checkout Date / Time.

6. Arrived at Dealership

   When you've arrived back at the location, confirm your arrival to update the status of the trip, so it is no longer considered En Route.

Return a Customer's Vehicle After Service

After service on the customer's vehicle is complete and it's time to return the vehicle to the customer, the driver can start the trip using the mobile app.

1. View today's trips from the Dashboard or main menu. Tap a trip to start. (The list includes trips, including returns, to which you are assigned the driver.) See "For Drivers: View Today's Trips" for more information about this screen.



2. Use the Trip Checklist to toggle through each step of the trip. Each item can only be toggled on once.

Important Note: Keep your TSD mobile app open during the trip, if your location is using the Driver GPS Tracking component of the feature.

1. Scan Customer VIN

Make sure you're returning up the correct automobile for service. Check that the Year, Make, and Model of the customer automobile on the agreement matches the actual vehicle.

2. Return Now

Notify the customer via email / text7 Method of notification depends on whether the customer has opted to receive texts, emails, or both. that you're on the way, and start your trip.

For locations using Driver GPS Tracking, your location and your customers can track the driver's route on a map for the duration of the trip. See "Driver Tracking & Route Monitoring" for more information.

3. Indicate Arrival

   Notify the customer via email / text8 Method of notification depends on whether the customer has opted to receive texts, emails, or both. that you've arrived.

4. Inspections: Customer Unit Walkaround

   Perform an inspection of the customer automobile you're returning.

5. Close Agreement

   Close the CVT agreement. This changes Open status to Closed, with the current date and time set as the Return Date / Time.

6. Arrived at Dealership

   When you've arrived back at the location, confirm your arrival to update the status of the trip, so it is no longer considered En Route.

Delivery and Collection: With No Partner

How to Add a Delivery or Collection

Agreements on mobile have a Delivery and Collection section within the Customer stepper.

To mark an agreement as requiring delivery of the unit to the customer, tap the Add Delivery toggle (). To mark an agreement as requiring collection of the unit from the customer, tap the Add Collection toggle ().

When you're finished, tap Save. The appropriate tag is added to the record, so when you search for the agreement, you can easily identify it as needing delivery or collection.