What's New in HMA SRC?

Check out our most recent features & improvements to the web and mobile versions of the product, from small enhancements to new integrations.

Version 1.6.7 (July 21, 2026)

WebAppointment Integration for CDK DMS

HMA SRC now integrates with Fortellis, CDK Global's commerce exchange platform, to bring service appointments from your CDK Drive DMS into HMA SRC automatically. New and updated appointments will be retrieved from HMA SRC, where you can monitor them on your Dashboard, open them into agreements, and more.

This integration is sold separately. To get started, contact the TSD Sales Team by emailing sales@tsdweb.com.

Web & MobileContactless Signature Message Updated

We've updated the text and email message sent for Contactless Signatures so it's clearer and more user-friendly for your customers:

  • Subject line (for emails): "Your Agreement A### From (Location Name) is Ready for Signature"
  • New message: "Hi (First) (Last), (Location Name) sent you a Vehicle Use Agreement to review and sign, click here to complete."

Version 1.6.6 (June 16, 2026)

WebRequest Return From the Customer

When a vehicle is overdue or needed for another customer, you can now notify the customer directly from the agreement without leaving HMA SRC.

A new Request Return button has been added to the side panel of the agreement to send a text or email to the customer, depending on what contact method(s) the customer opted to receive on the agreement.

  • Text message: Sends a standardized text message: "[Dealership Name] requests that you return to the dealership with your [agreement type] vehicle."
  • Email: Sends an email message: "Hello [Customer Name], [Dealership Name] requests that you return to the dealership with your [agreement type] vehicle." You can add custom text to the email using the Request Return Email Message management setting.

Setups:

  1. Permissions. A new Allow Request Return role permission is available to manage access to this function. At the time of release, High roles will have this permission, by default. Adjust for other roles as needed.
  2. Add custom text to the email template. You can use the new Request Return Email Message management setting to customize the email message. If no custom message has been configured, the email is still sent without one.

Web New Custom Report Column Options

New columns are now available when building custom reports for agreements using HMA SRC's Report Builder:

  • Inspection at Open and Inspection at Close. Both columns display Y (yes) or N (no) to indicate whether an inspection was completed at that stage of the agreement. Use these fields to audit agreements for inspection compliance across fleet.
  • Time to Open and Time to Close. The time it took an employee to open and to close the agreement, respectively (e.g., 3 min. 11 sec). Use these columns to measure and compare agreement processing times across your location.
  • Insurance Notes. The insurance note from the agreement.

 

Version 1.6.5 (May 19, 2026)

Web Appointment Calendar Now Available in the Appointment Hub

The Appointment Hub includes brand new CALENDAR view, giving you a visual way to see and plan for upcoming appointments, spot scheduling gaps, anticipate busy periods, and make sure your fleet is ready to meet demand.

The Calendar At-a-Glance: What Am I Looking At?

Each appointment block shows the appointment checkout time, a car icon () if a unit is assigned, the customer name, and appointment number.

  • Hover over an appointment to view more details, including the booked Model Group, source of the booking, and expected Return Date and time.
  • Click any appointment on the calendar to view the appointment in HMA SRC (for example, to edit information, adjust the date range, or cancel it entirely). For appointments already processed into an agreement, clicking it will open the View Agreement screen.

Appointment details are easy to distinguish at a glance:

  • Car icon () indicates a unit is assigned
  • Green = Booked appointment
  • Purple = Trip (Delivery or Collection appointment)
  • Red = Cancelled or Expired appointment
  • Gray: Processed appointment (that is, an appointment that's already been opened into an agreement)
  • Dotted border = An Expedited Appointment still requiring submission by the customer.

Calendar Dates: View by Week, Day, or Month

The date range is displayed in the top-left corner of the calendar (for example: June 1, 2026 – June 7, 2026, for a weekly view). The left margin shows time increments (30-minutes, depending on your view). So, an appointment for 10:45 displays in the 10:30 – 11:00 block, not its own block.

You have several ways to change your view:

  • Switch between day, week, and month views. You can switch between views using the buttons in the calendar header:
    • Week (default): A 7-day view, Sunday through Saturday.
    • Day: A single day in detail.
    • Month: A full month at a glance.
  • Jump to a specific date. Click the date range to open a date picker and jump to a specific date. From there, you can click Today to jump back to the current date.

    • Use the Previous and Next arrows to move backward or forward by one day, week, or month, depending on your current view.

Filter by Appointment Type

By default, the calendar shows all types of appointments. You can filter the calendar to show certain types of appointments using the Filter by Type list in the top right corner.

WebEasy Sign Toggles and Text Improvements

We made minor improvements to the Easy Sign dialog, specifically moving the Vehicle Use Agreement text and link above the terms and conditions toggles, and rewording this text to: "By signing below, I have read and agreed to the terms outlined in the Vehicle Use Agreement. Click here to view the Vehicle Use Agreement."

The toggle for terms and conditions now states: "I agree to all of the Terms and Conditions, Disclosures, and Comments listed on the dealership agreement above."


Hover to view the full-sized image.

WebContact TSD to Manage Agreement Types

As you know, HMA SRC accommodates many types of services and programs, known as Appointment / Agreement Types, that your operation may support (for example, a rental or test drive program).

Going forward, you can contact TSD Support at support@tsdweb.com in order to make changes to your appointment / agreement types or rate charging for those types.

Version 1.6.4 (April 21, 2026)

WebUber Ride Integration: Improved Criteria for "Needs Attention" Status

Interested in Uber Ride integration to provide rides from your location? Contact your TSD Sales Representative at sales@tsdweb.com for more information.

An age cap has been added to the “Needs Attention” status for Uber Ride agreements to prevent outdated items from accumulating in the Uber Hub.

Only Uber rides marked Needs Attention within 24 hours of the ride's Checkout Date/Time will appear, so you will see today’s and yesterday’s rides only. Agreements older than one day will automatically be filtered out.

WebInsurance Verification with Canopy Connect: Print Declaration Page

Interested in Insurance Verification integration? Contact your TSD Sales Representative at sales@tsdweb.com for more information.

We're enhancing our Insurance Verification integration with Canopy Connect to support viewing and printing the Declaration Page once insurance verification is complete.

Just click PRINT DECLARATION PAGE on the customer record, appointment, or agreement.

WebReynolds and Reynolds Integration: Pop-Up Message for Successful RO Searches

Interested in Reynolds and Reynolds integration to have your DMS appointments and ROs feed into HMA SRC? Contact your TSD Sales Representative at sales@tsdweb.com for more information.

We're making it easier to see when an RO is successfully added to an agreement through the RO Search feature, so you don't have to scroll down to the RO Number field.

If a single RO match is found, an "Exact RO Match Found" message is displayed: "RO# [Number] appended successfully for [RO Customer Name]."

 

WebSupport for Kilometers for Odometer

Use the new Odometer Input management setting to set the default odometer unit of measurement for new units, going forward: Miles or Kilometers. (You can always change this when adding new units.)

Additionally, the labels have been updated from "Miles" to "Odometer" (to account for either unit of measurement) throughout the agreement process (e.g., Miles Out to Odometer Out, Miles in to Odometer In, etc.)

If using Telematics integration, odometer data provided by telematics is provided in the appropriate unit of measurement.

Version 1.6.3 (March 17, 2026)

Web Rental-Specific Credit Card Pre-Authorizations

If your location uses rentals and credit card processing, we're offering more options when it comes to pre-authorizations on rental agreements, so you can have more flexibility for your rental program when it comes to reserving funds for future payment.

With rental pre-authorizations, you'll set up the default amounts in your management settings (e.g., a flat $50, or an amount over the cost), but you can change the amount right on the agreement itself, at open or viewing an open agreement.

How to Set Up Rental Pre-Authorizations

  1. In the Management Hub, edit the setting: Credit Card Capture Required at Open and Pre-Authorization Settings.
  2. In the Rental Pre-Authorizations section, toggle on Enable Rental Pre-Authorizations .
  3. Select how you want the pre-authorization to default on your rental agreements:
    • Flat Amount: A flat amount, regardless of the cost of the rental.
    • Amount Over Cost: A flat amount over the cost of the rental (minus taxes).

    In both cases, you'll be able to change this amount on the actual Rental agreement before taking the pre-authorization.

Note: Note that this new setting for rentals is currently only applicable when opening a new agreement, or viewing / editing an open agreement; it is not yet applicable at close agreement.

Take a Pre-Authorization on a Rental Agreement

The process of taking a pre-authorization is still the same. You'll toggle on Pre-Authorize and then capture a credit card.

You'll notice your configured pre-authorization amounts for agreement charges and for tolls are displayed for easy reference.

As long as the pre-authorization hasn't already been taken against the captured credit card, you can click Edit Pre-Auth to enter a custom amount (for example, to change it from $100 to $120, as shown below).

After the pre-authorization is taken, the total amount pre-authorized is shown, for reference.

Note that if a new credit card is captured, the present pre-authorization will be automatically released and a new pre-authorization will be taken against the new card for the same amount pre-authorized on the original card.

Version 1.6.2 (February 17, 2026)

Web Insurance Verification with Canopy: Pending Insurance Verification Message on Expedited Appointment

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

For Insurance Verification integration with Canopy Connect, we're applying the message that displays on an agreement when insurance verification has been requested (Pending Insurance Verification) to the expedited appointment, after a customer clicks Connect Policy.

The message will be displayed on the expedited appointment after the customer returns to the appointment after submitting information, until their insurance details load on the form.

Version 1.6.1 (January 20, 2026)

The latest version of the application contains minor fixes and performance improvements to improve your experience.

We're also working on upcoming integrations, to be announced soon. Stay tuned!