View an Agreement (Mobile App)

Use the mobile app to view an agreement, whether to edit information, swap the assigned unit with a unit exchange, or close (or close pend) the agreement.

How to View an Agreement on Mobile

Quick Steps Full Walkthrough

Quick Steps

1

Access an agreement from the Dashboard or tap View, then search for the agreement.

See all starting options →

2

View/ edit the sections of the agreement: Customer Profile, Insurance, Credit Card, Customer VIN, Delivery and Collection, and Additional Drivers. When finished with a section, tap Update.

See what's in each section →

Full Walkthrough

1. Find the Agreement You Want to View

You can view an agreement from several places in the app. Choose whichever is most convenient for you.

ClosedOption 1: Search for an agreement.

  1. Tap View.
  2. Look up the agreement by entering the customer name, Unit Number, Plate Number, Tag Number, Agreement Number, or RO Number, and tapping the Search icon ().

    3. Search for an agreement

ClosedOption 2: Start from the Dashboard.

  1. Tap any of the agreement cards on your Dashboard: Open Agreements, Due In, or Open Pending.

  2. Select the agreement you want to view. (Use the search feature, as needed, to narrow results.)

  3. Tap VIEW from the available actions.

2. View / Edit Agreement Information

The View agreement screen consists of all sections of the agreement:

Select the icons at the top to skip to different sections.


Hover to view the full-sized image.

ClosedView/Edit Customer Information

The Customer stepper of the agreement consists of several sections.


Hover to view the full-sized image.

When you're finished editing a section, tap Update.

Customer ProfileClosed

This section consists of customer record information, including contact information (name, phone, email, and notes) and driver's license (license number, expiration, date of birth, and address).

When you're finished with this section, tap Update.

Insurance InformationClosed

Integration availability: If your location uses Insurance Verification integration, you can Request Insurance Verification to text a link or have the customer scan a QR code to begin the insurance verification process. (This may be required, based on your settings, but an override option may be available to bypass this requirement.) Learn more.

This section consists of the customer's automobile insurance information, including Company, Policy Number, Expiration, and Insurance Notes.

A Capture Card toggle is available to take or upload a photo of the customer's insurance card instead of filling in the Insurance Company and Policy Number. The photo is present even if Capture Card is toggled off, but a Delete Photo button is available to remove the image.

When you're finished with this section, tap Update.

Credit CardClosed

If your location uses integrated Credit Card Processing for agreement charges and/or tolls / violations, this section consists of options to capture a credit card for future payment. See "Credit Card Processing for Agreement Charges and/or Tolls" in this topic for more details.

  • Capture a credit card for future payment. Depending on your provider, you can do so with a supported card reader device, by scanning a credit card with your mobile device, or by manually filling in credit card information. Capturing a card may be required, based on your settings.
  • Replace a previously captured card. If a card has already been captured on the agreement and no card reader is paired, tap Capture Card (or Manually Enter Card, for CenPOS) to clear the existing entry and manually fill in new card details. If you navigate away without entering a new card, the original card remains on the agreement.
  • Pre-authorize a captured credit card to hold funds. If pre-authorizations are configured for your location's integration, tap Pre-Authorize to have a pre-authorization taken against the card at save.
  • Save the captured card to the customer's profile for next time. Tap Save Card to Customer Profile .
  • Bill potential tolls / violations to the captured card. Tap Charge Violations to Customer . If toggled off, these will be billed to your location.

Customer VINClosed

This section consists of information related to the customer's personal vehicle, including VIN, Year, Make, Model, and Customer Vehicle Notes.

  • Select an existing customer VIN. ClosedRead how:
    1. If the customer automobile is already on file, select it from the list.
    2. Tap Save.
  • Add or scan a new customer VIN. ClosedRead how
    1. Tap Add New Customer VIN and enter the required information, or Scan VIN and scan the VIN barcode.
    2. Tap Save.

Notes:

  • Customer VIN requirements. Certain fields in addition to VIN may be required based on your Require Customer VIN management setting. Additionally, the Make may need to be approved by your manufacturer or you may need to enter the full, 17-character alphanumeric customer VIN, based on the Require 17-Character for the Customer VIN management setting.
  • VIN validation.Some unit information, such as the Year, Make, and Model, may be filled in based on its VIN by the integrated VIN validation service, ChromeData. In this case, if the VIN is decoded to be invalid, a message is displayed: "Customer VIN is not recognized, please confirm the VIN is accurate."

Delivery and CollectionClosed

If your location uses Delivery and Collection integration, you can mark an agreement for Delivery (Add Delivery) and/or Collection (Add Collection), and, depending on your type of integration, manage addresses and times, map the route, and more. See "Delivery and Collection (Mobile App)".

Additional DriversClosed

This section is where you can manage additional drivers authorized to drive the unit on the agreement:

  1. Tap the Additional Drivers section. If additional drivers are already present, tap Add Driver.
  2. Scan a driver's license or choose MANUALLY ENTER LICENSE to enter it manually.
  3. Confirm the driver's information, including contact information (name) and driver's license (license number, expiration, date of birth, state, and country), and tap Save.
  • Edit or delete an additional driver. ClosedRead how:
  1. Tap the Additional Drivers section.
  2. If multiple drivers are present, select the Driver you want to edit or remove.
    • To delete the selected driver, tap Delete Driver.
    • To edit the information, make your changes and tap Save.

ClosedView/Edit Unit Information

The Add Unit section consists of several sections. When you're finished editing a section, tap Update.

Service DetailsClosed

This section consists of the customer's service details, including Service Advisor, Business Source, Repair Order #, Customer Tag #, and Purchase Order #.

When you're finished editing this section, tap Update.

Scheduling and RatesClosed

This section consists of Scheduling details, such as Checkout Date / Time and expected Return Date / Time, and Rate Selection.

Checkout UnitClosed

This section is for reference only; it shows the assigned unit's Unit Number, model, and year.

ClosedView/Edit Charges

Review the breakdown of charges, fees, surcharges, and taxes, as well as total charges, payments, and the customer total due. Tap to expand a line item to view individual charge amounts.

You can also split an invoice.

ClosedEdit an individual charge amount

  1. Tap the Edit icon () to edit individual rate, fuel, and mileage charges on this agreement.
  2. Tap Save.

ClosedEdit, add, or remove fees

  1. Tap the Edit icon ().
  2. Add or remove fees to this agreement using the toggles or edit the amounts of any added fees.
  3. Tap Save.

ClosedCharge for tolls / violations

If your location uses integrated Credit Card Processing for tolls / violations, you can make sure tolls / violations are billed to the captured credit card by tapping Charge Violations to Customer .

If toggled off, these will be billed to your location.

ClosedInspection

The availability of unit inspections on agreements is based on the Enable Agreement Inspection management setting.

The Inspection section of the agreement is where you can edit the assigned unit's Fuel Out / Battery Out and Miles Out, and tap AddInspection to take photos and mark damage, as needed, for all listed zones of the vehicle.

ClosedHow to perform an inspection:

During this inspection, you'll take up to three (3) photos and mark damage, as needed, for all listed zones of the vehicle: Front, Passenger Front, Passenger Rear, Rear, Driver Rear, Driver Front, and Other (i.e., the roof).

  1. Start your walkaround from the front of the vehicle.
  2. Aim your device's camera at the vehicle zone, and tap the Shutter button to take a photo. (If you need to retake the photo, tap Cancel and take it again.)

    3. Tap the Shutter button to take a photo.

  3. To note damage in the photo, tap MARK DAMAGE , and select the type of damage (e.g., dent, scratch, crack, or other).

    4. Mark damage, if needed.

  4. Tap Save. Both the photo and the damage entry, if noted, are saved.
  5. Repeat as needed for this zone, taking up to three (3) photos, total. (The number of photos saved for the zone is displayed in the upper right corner.)
  6. Tap or scroll to the next zone (e.g., Pass Front), and repeat the above for all listed zones.
  7. When finished inspecting the entire vehicle, tap Finish.

When you've finished the inspection and returned to the agreement, a summary of the inspection is shown, including Date Logged and Employee who performed the inspection.

Inspection summary on the agreement.

Before you move on with this agreement, you can tap the Details icon () within the return summary to review this inspection for each zone.

When reviewing details, you can do the following:

  • View or delete photos. Tap a zone to view or delete photos. (Tap a thumbnail to view the full size.)
  • Add additional photos (+ Add Photo), up to three (3), total, and note additional damage, as needed.

If you make any changes, tap Save.

Review inspection.

ClosedContract

Review signed agreement files, available for emailing or viewing, collect a signature using the Sign Agreement button, and upload an attachment using the Upload File button.

Additional Features & Integrations

Some features may be available on this screen of the mobile app depending on which integrations are connected with your location.

Interested in learning more about any of these integrations? Contact your TSD Sales Representative at sales@tsdweb.com to get started.

Credit Card Processing for Agreement Charges and/or Tolls

Securely collect a customer's credit card and bill for agreement charges (i.e., rates, fuel, mileage, and fees), and/or toll / violation charges, if you have Toll Processing.

Note: If you use Toll Processing integration only (i.e., credit card processing for toll charges only, not for agreement charges), you can only capture a credit card for the purposes of charging for tolls, not agreement charges. See "TSD Toll Connect: Toll Processing" for more information about toll processing.

As far as the integration during mobile close, you can:

  • Capture a credit card. Capture a credit card so it is on file for future payment (processed only at close). Depending on your provider, you can do so in several ways.
    • (Stripe) Capture a card with a supported card reader device. ClosedRead more:
      1. If needed, tap Pair Reader to pair a card reader with the mobile app.
      2. Tap Capture Card.
      3. Insert or swipe the credit card into the card reader, as indicated.
      4. (Optional.) Save the captured card for next time. Tap Save Card to Customer Profile to have the card present on the customer record for the next agreement.
      5. (Optional.) Pre-authorize the credit card to hold funds. If pre-authorizations are configured for agreement charges and/or toll / violation charges, tap Pre-Authorize to have the configured pre-authorization amount taken against the card at save.
      6. Tap Save. When the credit card is successfully processed, a token is generated for the card and it is added to the appointment / agreement, replacing any previous card. Key card information (card type, last four digits, and expiration date) is displayed (e.g., visa: xxxx-xxxx-xxxx-4747 Exp. 05/28).
    • Scan a credit card with your mobile device (OCR scanning). ClosedRead more:
      1. Make sure you've given the app camera permission in your settings.
      2. Tap the OCR Scan icon () next to the Credit Card Number.
      3. Hold the front of the card inside the on-screen guide.
      4. When the scanner reads the card, it closes and fills the Credit Card Number and Expiration fields. (You still enter the CVV and Zip Code by hand.)


        5. Hover to view the full-sized image.

        If a card doesn't read, turn on the camera flash, tilt the card slightly, and tap the screen to refocus.

      5. (Optional.) Save the captured card for next time. Tap Save Card to Customer Profile to have the card present on the customer record for the next agreement.
      6. (Optional.) Pre-authorize the credit card to hold funds. If pre-authorizations are configured for agreement charges and/or toll / violation charges, tap Pre-Authorize to have the configured pre-authorization amount taken against the card at save.
      7. Tap Save. When the credit card is successfully processed, a token is generated for the card and it is added to the appointment / agreement, replacing any previous card. Key card information (card type, last four digits, and expiration date) is displayed (e.g., visa: xxxx-xxxx-xxxx-4747 Exp. 05/28).
    • Manually fill in credit card information. ClosedRead more:
      1. Fill in the billing information. This may look different, depending on your provider.
        • If your provider is Stripe, fill in the Credit Card Number, Expiration, CVV, and Billing Zip Code.


          • Hover to view the full-sized image.

        • If your provider is CenPOS, tap Manually Enter Card and enter the billing information on the CenPOS-hosted Manage Token screen. Click Submit to return to the agreement.


          • Hover to view the full-sized image.

      2. (Optional.) Save the captured card for next time. Tap Save Card to Customer Profile to have the card present on the customer record for the next agreement.
      3. (Optional.) Pre-authorize the credit card to hold funds. If pre-authorizations are configured for agreement charges and/or toll / violation charges, tap Pre-Authorize to have the configured pre-authorization amount taken against the card at save.
      4. Tap Save. When the credit card is successfully processed, a token is generated for the card and it is added to the appointment / agreement, replacing any previous card. Key card information (card type, last four digits, and expiration date) is displayed (e.g., visa: xxxx-xxxx-xxxx-4747 Exp. 05/28).
  • Bill potential tolls / violations to the captured card. Make sure you've captured a credit card to charge for tolls / violations, and tap Charge Violations to Customer under the Charges grid. If toggled off, these will be billed to your location. Payments are automatically processed when tolls / violations are incurred.
  • Pre-authorize a captured credit card to hold funds. If pre-authorizations are configured for agreement charges and/or toll / violation charges, tap Pre-Authorize when capturing a credit card to have the configured pre-authorization amount taken against the card at save.