'Home' Screen (Mobile App)

On the 'Home' screen of the mobile app, you can view live statistics, which also function as a shortcut to access records, and use the Main Menu to open agreements, manage fleet, view settings, and more.

Explore the Home Screen

Dashboard

Right on the 'Home' screen is a Dashboard with activity statistics and direct access to records for your current location.

Tap a card to view a list of applicable records, and take action from there.

Available Units	Units with a status of Ready that are available to be used. Tap to view a list, then select a unit to begin the open agreement process.
Open Agreements	Agreements with a status of Open. Tap to view a list, then select an agreement to view, exchange, or close.
Due In	Units on open agreements due to be returned, based on their expected Return Dates. Tap to view a list, then select an agreement to view or close.
Today's Appointments	Pending booked appointments scheduled for checkout today. Tap to view a list, then select an appointment to open into an agreement. Records are tagged by status (e.g., Booked) and type (e.g., Loaner), as well as Appointment Number, Checkout Date, Phone, and, if applicable, Origin (if booked through a web scheduler partner or website).
Open Pending	Unit Pending agreements that are awaiting unit assignment, and Inspection Pending agreements that are awaiting the unit inspection.
My Trips	Trips on which you are assigned as the driver. Tap to view a list, and start a trip. For locations with TSD's Delivery and Collection. See "Delivery and Collection with TSD" to learn more.

Main Menu

The buttons on the bottom of the 'Home' screen give you quick access to:

	View an open agreement, whether that be to edit its information, exchange a unit, or close it. See "View an Agreement (Mobile App)".
	Open a new agreement from a customer record or appointment, or from scratch. See "Open an Agreement (Mobile App)"
	Close or Close Pend an open agreement. See "Close an Agreement (Mobile App)".
	Exchange a unit on an open agreement. See "Exchange a Unit (Mobile App)".
	More mobile features, including: Internal Use: Open an internal use agreement, if you use that agreement type. See "Internal Use Agreements (Mobile App)". Telematics: For locations integrated with HMA SRC Telematics, view a unit's location on the map. See "Telematics (Mobile App)". Fleet Reconcile: Reconcile your fleet inventory right on the lot. See "Fleet Reconcile (Mobile App)". Edit Unit: Edit a unit record. See "Edit a Unit (Mobile App)". My Trips: For locations with TSD's Delivery and Collection, view trips to which you are assigned as the Driver. See "Delivery and Collection (Mobile App)" for more information. Submit Feedback: Let us know how we can improve your mobile app experience. See "Submit Feedback". Settings: Manage settings. See "Settings". Logout: Log out of the app.

Your Current Location

At the top of your 'Home' screen, you'll find your Current Location. To change your location, tap it, and choose another location.

Alerts

Tap the Alerts bell () to view any alerts you have set up to be displayed on your Alerts Panel. You'll find the most recent alerts at the top, with unread alerts highlighted so they stand out.