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PBS ACADEMY
From onboarding through optimization, elevate your software expertise to drive confident, consistent system use.
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v10 Accounting
Access essential accounting training, resources, and learning paths in one convenient location. Build your knowledge of key accounting processes, strengthen your skills, and gain the confidence to succeed in your role.
AccountingCertification v10Tab
v10 Sales
Access essential sales training, resources, and learning paths in one convenient location. Build your knowledge of key sales processes, strengthen your skills, and gain the confidence to succeed in your role.
SalesCertification v10Tab
v10 Parts
Access essential parts training, resources, and learning paths in one convenient location. Build your knowledge of key parts processes, strengthen your skills, and gain the confidence to succeed in your role.
PartsCertification v10Tab
v10 Service
Access essential service training, resources, and learning paths in one convenient location. Build your knowledge of key service processes, strengthen your skills, and gain the confidence to succeed in your role.
ServiceCertification v10Tab
v10 Workplan
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v10 Resource Library
Looking for something specific? Quickly search or filter through these resources for fast answers to your questions!
v10Tab
AR Credit Policy.
Accounting auto-registration Accounts Receivable PDF v10
Submitting a Parts Return.
Parts auto-registration Orders & Receipts Session 5 - Return Management PDF v10
Accounting Control File Time Clock.
Accounting auto-registration Control Files PDF v10
Viewing & Managing SOPs.
Parts auto-registration Special Order Parts PDF v10
Sales App - Lot Validation.
Sales auto-registration Mobile App PDF v10
Multi-Factor Authentication (MFA).
Service Accounting Sales Parts Users & Security PDF v10
Chat Manager.
Service Accounting Sales Parts Dashboard Pages auto-registration Communications PDF v10
Contact Management for Sales.
Sales Contact Management auto-registration It’s My Money and I Want It Now! PDF v10
Service Reporting Management.
Service auto-registration Reporting and Analytics PDF v10
Parts Management Dashboards & Pages.
Parts Dashboard Pages auto-registration PDF v10
Sales Appointments.
Sales auto-registration Session 7 - Delivery Management PDF v10
Invoice Hub - A Customer's Perspective.
Accounting auto-registration Invoice Hub It’s My Money and I Want It Now! Session 4 - Invoice Hub PDF v10
Parts Requests
This course reviews a recommended best practice for communicating parts requests electronically.
Course ServiceFeatureProcess
Bank Activity Page.
Accounting auto-registration Session 7 - Self-Sufficient Strategies PDF v10
Visual Shop Load.
Service Service Appointments auto-registration PDF v10
Add Work Requests.
Service Parts Dispatch auto-registration Add Work Requests Session 4 - Automate Your Day PDF v10
Deal Posting Templates.
Accounting auto-registration General Ledger PDF v10
Close Till.
Accounting auto-registration Cash Control PDF v10
Posting Deals to Accounting.
Accounting auto-registration General Ledger PDF v10
AWR Analytics Page.
Service Dashboard Pages auto-registration Reporting and Analytics Session 2 - Tracking Trends PDF v10
Creating a Service Order.
Service auto-registration Service Orders PDF v10
Deal Tax Structure Maintenance.
Sales auto-registration Maintenance PDF v10
Service Management Learning Path
Develop the skills and knowledge needed to lead service department operations, improve efficiency, and enhance the customer service experience.
7 Courses
ServiceRole Learning Path
Tire Storage
The Tire Storage Course is designed to equip automotive dealership staff with the knowledge and skills necessary to streamline tire storage processes, optimize space utilization, and enhance customer service.
Course ServiceFeatureProcess PartsFeatureProcess
Invoice Hub
Learn how to setup Invoice Hub within v10 and start generating invoice hub statements. We have also provided information on the customer perspective as well as dealership website support.
Course AccountingFeatureProcess
Employee Scheduling
Managing employee scheduling and time off requests can be done directly through the v10 software. From handling rotating shifts to managing time off requests (and more) this comprehensive toll centralizes all your workforce needs for seamless and efficient management.
Course AccountingFeatureProcess
Add Work Requests
Clear communication in Fixed Ops is essential to your dealership’s success. Technicians, parts consultants, and service advisors each play a vital role—especially when additional services or repairs are needed.
Course ServiceFeatureProcess
Menu Selling
Read through this course to see how menu packages can be completely customizable and easy to use for your dealership.
Course SalesFeatureProcess
Security Policy.
Service Accounting Sales Parts Users & Security auto-registration Employee Management Session 6 - Users PDF v10
Advanced Matrix.
Parts auto-registration Maintenance PDF v10
Submitting a Parts Order.
Parts auto-registration Orders & Receipts PDF v10
Cheque Run and Void Cheque.
Accounting auto-registration Accounts Payable PDF v10
Customer Valuation.
Service Accounting Sales Parts Contact Management auto-registration Session 3 - Leads PDF v10
Workplan Block Maintenance.
CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience Session 8 - Workplan for Parts PDF v10
Merging Contacts.
Accounting Contact Management auto-registration PDF v10
Workplan Campaign Maintenance.
CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience Session 2 - Workplan Session 3 - BDC to Bottom Line Session 8 - Workplan for Parts PDF v10
What's New for You - 10.18 Sales
The 10.18 update will focus on populating model-specific vehicle accessories with the utmost precision in v10.
SalesWebinars Webinar
Sales Dashboards - Recorded Webinar
Are you getting the most out of your dashboards? In this session, we will illustrate how to customize your dashboard to view your dynamic statistics to suit your department needs.
SalesWebinars Webinar
What's New for You - 10.22 Sales
Learn to make data-driven business decisions with the new Vehicle Reconditioning dashboard and optimize performance for maximum profits.
SalesWebinars Webinar
What's New for You - 10.16 Accounting
The 10.16 update will include new functionality, such as the Employee scheduler that will boost efficiency in how you manage and onboard your staff.
AccountingWebinars Webinar
v10 Accounting Showcase Feb 2023 - Employee Scheduling
Employee Scheduling is v10's newest feature to help you effectively create and manage your employee's schedules.
AccountingWebinars Webinar
v10 Accounting Showcase - Invoice Hub
AccountingWebinars Webinar
What's New for You - 10.19 Accounting
Elevate your financial operations with v10. Updates to Online Express Pay will give you greater control over customer interactions along with simplified tracking for effective payment management.
AccountingWebinars Webinar
What's New for You - 10.21 Accounting
Discover the latest updates in accounting, including the enhanced Cash Control Dashboard Page, Stat Counts, and Financial Dashboard Page updates.
AccountingWebinars Webinar
What's New for You - 10.20 Accounting
Explore the revolutionary update in Query Accounts, enhanced Cash Control, and streamlined model number adjustments in version 10.20.
AccountingWebinars Webinar
What's New for You - 10.18 Accounting
The 10.18 update will include interactive and efficient ways to run schedules, and increased efficiencies in importing bank transactions.
AccountingWebinars Webinar
v10 Accounting Showcase - 10.19 May 2024
Capably manage workloads with time-saving templates!
AccountingWebinars Webinar
v10 Accounting Showcase Nov 2022 - Accounts Payable
Time is money, so we’ve made the payables process flow more efficiently.
AccountingWebinars Webinar
10.18 Accounting Dashboards
Discover the transformative power of simplicity and clarity in our newly redesigned v10 interface. This course introduces users to the sleek, modern layouts that define our core screens, crafted to enhance usability and streamline workflows. With a focus on intuitive navigation and effortless access to information, v10 empowers users to work smarter and faster.
AccountingWebinars Webinar
What's New for You - 10.17 Accounting
The 10.17 update will include improved visuals to aptly interpret information, additional customization options, and effective NEW automated features!
AccountingWebinars Webinar
What's New for You - 10.21 Tire Storage
Learn about the new features in version 10.21 for tire storage, including improved visibility, targeted promotions, and tire ownership management.
ServiceWebinars Webinar
What's New for You - 10.16 Service CRM
The 10.16 update will include new functionality, such as the brand-spanking new Auto Execute function that will reduce workload and streamline your processes.
ServiceWebinars Webinar
10.22 Fixed Ops Deposits
Learn to manage deposits more efficiently and transparently using Fixed Ops Deposits, with lessons in accounting, cash control, parts, and service.
ServiceWebinars PartsWebinars Webinar
What's New for You - 10.20 Service
Explore the upgraded Web Appointments in the 10.20 Service to refine booking processes and provide real-time slot availability to customers.
ServiceWebinars Webinar
What's New for You - 10.18 Service
The 10.18 update will include new and existing functionality to service menu packages and digital inspections.
ServiceWebinars Webinar
v10 CRM Bootcamp - August 2024
Master the basics of v10 CRM with these bootcamp webinars! Whether you’re a beginner or just looking to enhance your knowledge, gain essential skills to maximize the benefits of your integrated CRM tools.
WorkplanWebinars Webinar
What's New for You - 10.18 CRM
The 10.18 update will include extreme flexibility when assigning roles and departments to diverse tasks, and the all new Sales Appointment Plug Ins.
WorkplanWebinars Webinar
What's New for You - 10.17 CRM
The 10.17 update will include strategies for elevating the customer experience – such as how to safeguard sensitive information, identify special requests, and better understand communication preferences.
WorkplanWebinars Webinar
v10 CRM Showcase - 10.19 May 2024
Achieve peak productivity in Task Management!
WorkplanWebinars Webinar
10.18 CRM Dashboards
Discover the transformative power of simplicity and clarity in our newly redesigned v10 interface. This course introduces users to the sleek, modern layouts that define our core screens, crafted to enhance usability and streamline workflows. With a focus on intuitive navigation and effortless access to information, v10 empowers users to work smarter and faster.
WorkplanWebinars Webinar
v10 CRM Showcase Nov 2022 - Sales CRM
Discover the potential of your database through the various features of the CRM!
WorkplanWebinars Webinar
What's New for You - 10.20 CRM
Discover the power of User Groups in dealership communications and seamlessly integrate them with appointments, reminders, and emails in the 10.20 CRM update.
WorkplanWebinars Webinar
v10 Service Showcase - 10.19 May 2024
Take your service operations to new heights!
ServiceWebinars Webinar
v10 Service Showcase Nov 2022 - Add Work Requests (AWR)
Boost your fixed ops productivity while increasing your profit per customer.
ServiceWebinars Webinar
Modern Reconditioning
Modern Reconditioning in v10 connects Sales and Service through a unified digital workflow that streamlines used vehicle reconditioning. With standardized Make Ready defaults, real-time approvals, and automated notifications, teams can reduce delays, improve visibility, and get vehicles frontline-ready faster.
ServiceWebinars SalesWebinars Webinar
What's New for You - 10.19 Service
Leverage the newest Service features to maximize your dealership's performance with AWR Analytics and Service Order Timeline Dashboards.
ServiceWebinars Webinar
Dealership Communications
Enroll in this course to see how your customers and internal staff can benefit from a plethora of communication tools available within the software.
Course ServiceFeatureProcess SalesFeatureProcess PartsFeatureProcess AccountingFeatureProcess
Closing a Service Order.
Service auto-registration Service Orders PDF v10
Accounting Control File Introduction.
Accounting auto-registration Control Files PDF v10
Fixed Ops Deposits - Parts.
Parts auto-registration Session 2 - Parts Daily Processes Fixed Ops Deposits PDF v10
Entering AP Transactions for a PO.
Accounting Purchase Orders auto-registration Accounts Payable PDF v10
Posting Tank.
Accounting auto-registration General Ledger PDF v10
Sales App - Document Signing.
Sales auto-registration Mobile App PDF v10
Invoice Hub - Website & Customer Setups.
Accounting auto-registration Invoice Hub Session 4 - Invoice Hub PDF v10
Managing Loaner Vehicles.
Service auto-registration Service Loaners PDF v10
Dispatch Job Manager.
Service Dispatch auto-registration PDF v10
PO Control File.
Accounting Purchase Orders auto-registration Control Files PDF v10
Fixed Ops Control File Introduction.
Service Parts auto-registration Control Files PDF v10
Employee Scheduling Managing & Reporting.
Accounting Employee Management PDF v10
Accounting Control File General Ledger.
Accounting auto-registration Control Files PDF v10
Due Bills.
Sales auto-registration Due Bills Session 5 - Make Readys/Due Bills PDF v10
Service Menu Packages.
Service auto-registration Advanced Service Orders Session 4 - Automate Your Day PDF v10
Digital Sales Presentation.
Sales auto-registration The Digital Deal Session 6 - Quoting PDF v10
Generating Statements.
Accounting auto-registration Accounts Receivable It’s My Money and I Want It Now! PDF v10
Creating and Managing Dashboards.
Service Accounting Sales Parts Dashboard Pages auto-registration Session 5 - Notification Management Session 9 - Accounting Enhancements Session 1 - Enterprise/Advanced Analytics PDF v10
10.18 Service Dashboards
Discover the transformative power of simplicity and clarity in our newly redesigned v10 interface. This course introduces users to the sleek, modern layouts that define our core screens, crafted to enhance usability and streamline workflows. With a focus on intuitive navigation and effortless access to information, v10 empowers users to work smarter and faster.
ServiceWebinars Webinar
Dispatch/Shop Foreman
Master the techniques needed to effectively coordinate and supervise technicians, manage work requests, and ensure that all jobs are completed to the highest standards.
3 Courses
ServiceRole Learning Path
Technician Learning Path
Learn how to effectively use PBS tools and workflows to manage repairs, communicate with parts and service advisors, track productivity, and complete service work efficiently and with confidence.
2 Courses
ServiceRole Learning Path
What's New for You - 10.21 Service
Learn about the new and improved Dashboard Pages for Technician Performance and Service Total Sales in the 10.21 update.
ServiceWebinars Webinar
What's New for You - 10.22 Service
Discover new features in the 10.22 Service update that streamline non-billable jobs and simplify parts validation and shipping for improved efficiency.
ServiceWebinars Webinar
v10 Service Showcase Feb 2023 - Inspection Analytics
Use Inspection Analytics, to make informed decisions on how to increase performance, productivity, and profitability.
ServiceWebinars Webinar
Service Appointment Coordinator Learning Path
Master the art of service scheduling, customer communication best practices, and shop management skills needed to keep service operations running smoothly.
3 Courses
ServiceRole Learning Path
What's New for You - 10.16 Service
The 10.16 update will include new functionality, such as the recently adapted assignment process that will ensure work flows seamlessly between users and departments.
ServiceWebinars Webinar
What's New for You - 10.17 Service
The 10.17 update will include new functionality, such as advanced document management capabilities, the dormant opcode utility for pristine data integrity, and the power of stackable coupons.
ServiceWebinars Webinar
Service Fundamentals Learning Path
Build a strong foundation in service department workflows, key processes, and best practices to confidently support dealership service operations.
7 Courses
ServiceRole Learning Path
10.23 Service Release Notes
Enhance your service department with version 10.23 updates, including redesigned web appointments, service order workflow improvements, efficiency utilities, reporting enhancements, and more.
ServiceWebinars Webinar
Fixed Ops Control File Fixed Ops Dispatch.
Service Parts auto-registration Control Files PDF v10
Complete Document Management (CDM).
auto-registration Complete Document Management PDF v10
Adding Parts to a Service Order.
Service Parts auto-registration Session 2 - Parts Daily Processes PDF v10
Service Fees.
Service auto-registration Maintenance PDF v10
Finalizing a Deal.
Sales auto-registration Deals PDF v10
Sales App - Sales Rep.
Sales auto-registration Mobile App PDF v10
Manual Cheques.
Accounting auto-registration Accounts Payable PDF v10
Receipting Parts.
Parts auto-registration Orders & Receipts PDF v10
Vehicle Wishlist.
Sales auto-registration Advanced Selling Tools PDF v10
Enter AP Transaction.
Accounting auto-registration Accounts Payable PDF v10
Service Velocity Page.
Service Dashboard Pages auto-registration Session 2 - Tracking Trends PDF v10
Auto Billing 101.
Accounting Auto Billing auto-registration PDF v10
Navigating Parts Dashboards.
Parts Dashboard Pages auto-registration Session 5 - Notification Management Session 1 - Enterprise/Advanced Analytics PDF v10
Fixed Ops Tax Structures.
Service auto-registration Maintenance PDF v10
Lead Analysis Page.
auto-registration Reporting and Analytics The More You Know Coaching Process Session 3 - Leads PDF v10
Schedule Clean & Reconcile Controls.
Accounting auto-registration General Ledger PDF v10
Cash Control Reports.
Accounting auto-registration Cash Control PDF v10
Accounting Security.
Accounting Users & Security auto-registration Employee Management Session 6 - Users Session 7 - Self-Sufficient Strategies PDF v10
Cashiering a Service Order.
Service auto-registration Service Orders PDF v10
Manufacturers & Suppliers Maintenance.
Parts auto-registration Maintenance PDF v10
Querying the General Ledger.
Accounting auto-registration General Ledger Session 9 - Accounting Enhancements PDF v10
Fixed Ops Control File Fixed Ops Parts Sales.
Service Parts auto-registration Control Files PDF v10
OneSpan Digital Signing Solution
OneSpan is a digital signing solution integrated with v10 that allows dealerships to securely collect electronic signatures directly from the Delivery tab. It supports in-person, remote, and tablet signing, reduces paperwork errors, and ensures compliance with timestamped, legally binding records that automatically sync signed documents back to PBS.
Course SalesFeatureProcess
Inventory Manager Learning Path
Effectively manage your vehicle inventory with confidence by coordinating across departments, tracking vehicle status, and ensuring accurate, up-to-date inventory records.
4 Courses
Learning Path SalesRole
Sales Fundamentals Learning Path
Learn how to use PBS Sales with confidence to stay organized, streamline your workflow, and make the most of every sales opportunity—so you never miss a beat from the first contact to final delivery.
4 Courses
Learning Path SalesRole
Parts Workplan
Fixed ops has always focused on appointment reminders and service order follow-ups, and while PBS can easily accomplish that, there are a lot of other things that we can do to ensure that your customers receive the full spectrum of excellent service they deserve. Whether they’re new to the department, waiting for special order parts, looking to confirm appointments, or anything else, PBS has surely got you covered.
Course WorkplanFeatureProcess
Cashier Learning Path
Learn the cashiering workflow, daily responsibilities, and best practices needed to confidently process customer transactions, maintain accurate records, and support smooth dealership operations.
3 Courses
Learning Path AccountingRole
Accounting Fundamentals Learning Path
Develop a strong understanding of PBS accounting processes and daily workflows. This learning path covers essential tasks, key financial functions, and best practices to help you confidently manage accounting responsibilities and support dealership operations.
5 Courses
Learning Path AccountingRole
Accounting Management Learning Path
Develop the skills needed to manage accounting operations effectively by learning advanced workflows, reporting functions, and best practices that support dealership performance and decision-making.
9 Courses
Learning Path AccountingRole
Enter AR Transaction.
Accounting auto-registration Accounts Receivable PDF v10
Online Express Pay Configuration.
Accounting auto-registration Online Express Pay PDF v10
What's New for You - 10.22 CRM
Maximize the impact of your communications with our brand-new Manual Fields option that will effortlessly elevate customer interactions. Imagine personalized professional messaging without the extra work!
WorkplanWebinars Webinar
Sales Control File Vehicle Defaults.
Sales auto-registration Control Files PDF v10
Vehicle Make Ready
This course will teach you how to successfully communicate between departments when requesting services on an inventory unit.
Course ServiceFeatureProcess SalesFeatureProcess
Service Workplan
Fixed ops has always focused on appointment reminders and service order follow-ups, and while PBS can easily accomplish that, there are a lot of other things that we can do to ensure that your customers receive the full spectrum of excellent service they deserve. Whether they’re new to the department, waiting for special order parts, looking to confirm appointments, or anything else, PBS has surely got you covered.
Course WorkplanFeatureProcess
Enhanced Maintenance Guide (EMG).
Service Advanced Service Orders EMG - Mindful Maintenance ServiceFeatureProcess PDF v10
Vehicle Wishlist
Enroll in this course to learn how users can add, track and report on vehicles that customers have added to their wishlist.
Course SalesFeatureProcess
Handling Parts Requests
Parts Requests are a part of everyday life in the Dealership. Learn how to handle these part requests with ease by taking this course.
Course PartsFeatureProcess
Finance Manager Learning Path
Designed specifically for Business/Finance Managers, learn how to use PBS software to sell faster and more efficiently through deal customization, deposit management, form generation, and streamlined workflows that support a seamless deal process.
7 Courses
Learning Path SalesRole
Integrated Payment Processing
This course provides information on the installation, cash control setups, processing payments, as well as FAQs and troubleshooting.
Course AccountingFeatureProcess
Customer Care.
Service Accounting Sales Parts Contact Management auto-registration Communications PDF v10
Service Coupons.
Service auto-registration Advanced Service Orders PDF v10
Posting to the General Ledger.
Accounting auto-registration General Ledger Session 7 - Self-Sufficient Strategies PDF v10
Vehicle Management for Fixed Ops.
Service Parts Vehicle Management auto-registration PDF v10
Vehicle Management for Accounting.
Accounting Vehicle Management auto-registration Session 9 - Accounting Enhancements PDF v10
Processing EFTs.
Accounting auto-registration Accounts Payable PDF v10
Appointment Scheduler.
Service Service Appointments auto-registration PDF v10
Campaign Management.
Service auto-registration PDF v10
Service Estimates.
Service auto-registration Service Estimates PDF v10
Purchase Orders
Learn how to create purchase orders by code, or part, and how to manage them. We have also included some control file and maintenance options for a better understanding of the entire feature.
Course ServiceFeatureProcess SalesFeatureProcess PartsFeatureProcess AccountingFeatureProcess
Due Bills
This is a tool between departments to request and track services owed to a customer that are included in the sale of a vehicle.
Course ServiceFeatureProcess SalesFeatureProcess PartsFeatureProcess
Time Clock
Learn to streamline the process of employees clocking in and out efficiently, and then ensure employees are held accountable for their hours.
Course ServiceFeatureProcess SalesFeatureProcess PartsFeatureProcess AccountingFeatureProcess
Parts Physical Inventory
Check out this Step-by-Step instructional video on how to perform your upcoming physical inventory.
Course PartsFeatureProcess
Shipping & Receiving Learning Path
Learn how to efficiently manage the flow of parts through your dealership, from receiving and stocking inventory to shipping, transfers, and inventory control.
3 Courses
PartsRole Learning Path
Fixed Ops Deposits
Learn how Fixed Ops Deposits improve deposit management, streamline cash control, and simplify parts and service deposit processes, while understanding the link between deposits and contacts, utilizing cash control, and streamlining service deposit processes.
Course ServiceFeatureProcess PartsFeatureProcess
Parts Management Learning Path
Develop the skills to effectively manage your parts department by optimizing inventory, streamlining purchasing and replenishment processes, improving operational efficiency, and making informed decisions that lead to a profitable department.
7 Courses
PartsRole Learning Path
Fixed Ops Control File
Navigate through the entire Fixed Ops Control File with ease after completing this course.
Course ServiceFeatureProcess PartsFeatureProcess
Parts Fundamentals Learning Path
Gain a strong foundation in parts operations by learning essential workflows, inventory management best practices, and the tools needed to efficiently support dealership parts sales, purchasing, and customer service.
5 Courses
PartsRole Learning Path
Online Express Pay
This course will show you how to successfully launch the Online Express Pay feature and start taking digital payments for sales, service, and parts!
Course ServiceFeatureProcess SalesFeatureProcess PartsFeatureProcess AccountingFeatureProcess
10.18 Parts Dashboards
Discover the transformative power of simplicity and clarity in our newly redesigned v10 interface. This course introduces users to the sleek, modern layouts that define our core screens, crafted to enhance usability and streamline workflows. With a focus on intuitive navigation and effortless access to information, v10 empowers users to work smarter and faster.
PartsWebinars Webinar
v10 Parts Showcase Feb 2023 - Effective Internal Communication Tools
Effective communication between Parts and Service is key. Come learn about the tools available within the software to help keep everyone informed and on task.
PartsWebinars Webinar
What's New for You - 10.21 Parts
Learn about the 10.21 updates to Coupons and Discounts, including the Override Calculator and streamlined Discount and Coupon window.
PartsWebinars Webinar
What's New for You - 10.22 Parts
Parts validation and shipping just got a whole lot easier with the ‘Auto Validate or Ship’ option. Spend less time on service upsells while earning more through improved efficiency.
PartsWebinars Webinar
What's New for You - 10.17 Parts
The 10.17 update will inspire your v10 outlook through dashboard exploration, captivating new reports, and many fresh additions to level up your dealership operations.
PartsWebinars Webinar
v10 Parts Showcase - 10.19 May 2024
Use the power of v10 to harness the full potential of your core portfolio!
PartsWebinars Webinar
v10 Parts Showcase Nov 2022 - Parts Requests
Are you still using paper parts requests? Improve communications on work items with v10.
PartsWebinars Webinar
What's New for You - 10.20 Parts
Explore custom parts reports and gain insights on analytics with the 10.20 release notes.
PartsWebinars Webinar
Parts Allocation Templates.
Parts auto-registration Maintenance Selling Parts PDF v10
Parts Coupons.
Parts auto-registration Maintenance Selling Parts PDF v10
Contact Defaults and Anti Spam Legislations.
Service CRM/Workplan Accounting Sales Parts Contact Management auto-registration Session 2 - Workplan Session 8 - Workplan for Parts PDF v10
Copying Permissions & Applying User Roles.
Accounting Users & Security auto-registration Employee Management Session 6 - Users PDF v10
Text Communications.
Service CRM/Workplan Accounting Sales Parts Dashboard Pages auto-registration Communications Session 2 - Workplan PDF v10
Parts Kits.
Parts auto-registration Maintenance PDF v10
Service Labor Price Code Maintenance.
Service auto-registration Maintenance PDF v10
Custom DOC Setups.
Accounting auto-registration Reporting and Analytics PDF v10
3rd Party Billing.
Service auto-registration Advanced Service Orders PDF v10
Bank Reconciliation Query and Reporting.
Accounting auto-registration General Ledger Reporting and Analytics PDF v10
Tire Storage Maintenance.
Service auto-registration Tire Storage PDF v10
Custom Forms.
Sales auto-registration Advanced Selling Tools PDF v10
AR Reporting.
Accounting auto-registration Accounts Receivable Reporting and Analytics PDF v10
PO Maintenance.
Accounting Purchase Orders auto-registration PDF v10
Creating and Building a Deal.
Sales auto-registration Deals PDF v10
Applying Service Charges.
Accounting auto-registration Accounts Receivable PDF v10
Penny Escalator.
Parts auto-registration Maintenance PDF v10
Window Stickers.
Sales auto-registration Maintenance PDF v10
Clear Schedule.
Accounting auto-registration Maintenance PDF v10
Accounting Management Dashboards & Pages.
Accounting Dashboard Pages auto-registration PDF v10
Fixed Ops Control File Fixed Ops Service.
Service Parts auto-registration Control Files PDF v10
Window Stickers
In this course, we will show you how to set up, design, and manage Window Stickers.
Course SalesFeatureProcess
v10 Sales Showcase Feb 2023 - Make Ready's
Join us as we highlight the newest improvements to v10's Make Ready feature!
SalesWebinars Webinar
What's New for You - 10.17 Sales
The 10.17 update will include expanded Make Ready functionality, enhanced reporting capabilities, and improved dashboard performance.
SalesWebinars Webinar
v10 Sales Showcase - 10.19 May 2024
Transform your sales approach with the Sales Velocity dashboard page!
SalesWebinars Webinar
PBS Sales App
Learn how to navigate and use the PBS Sales App to support the sales process from anywhere. This course covers key features, workflows, and best practices to help you manage leads, customer interactions, and sales activities with confidence.
Course SalesFeatureProcess
What's New for You - 10.19 Sales & CRM
Pump up your sales with Wishlist Enhancements and Unassigned Lead Management. Version 10.19 is equipped with increased flexibility for managing your Wishlist requests and broadens your hunting grounds with self-assigned leads. Are you ready to shift your sales into high gear?
SalesWebinars WorkplanWebinars Webinar
What's New for You - 10.22 BDR
The updated Business Development Reports (BDR) tool features a modern design, improved usability, and enhanced functionality in 10.22. Whether you’ve been using BDR regularly or just want to learn more, this video will cover the basics of setups and functionality.
ServiceWebinars SalesWebinars PartsWebinars AccountingWebinars Webinar
v10 Sales Showcase Nov 2022 - Vehicle Wishlist
Manage the customer experience and improve reaction times!
SalesWebinars Webinar
Lead Analysis Dashboard
Transform your dealership's decision-making with our new Lead Analysis Dashboard. Get real-time insights on leads, appointments, and sales performance in customizable views, empowering you to drive profitability and optimize your team's efficiency.
SalesWebinars Webinar
Sales Flow - Status Types
Copilot said: Status Types help your sales team quickly identify where each deal is in the sales process, ensuring the appropriate actions are taken at every stage. When configured correctly, Status Types also provide meaningful insights through dashboard reporting, giving your team greater visibility into sales performance and helping keep opportunities moving smoothly from prospect to delivery.
SalesWebinars Webinar
What's New for You - 10.16 Sales CRM
The 10.16 update will include new functionality, such as the brand-spanking new Auto Execute function that will reduce workload and streamline your processes.
SalesWebinars Webinar
What's New for You - 10.21 Sales
Learn about Quick Quoting, and Delivery Management in the 10.21 course to enhance customer service and sales efficiency.
SalesWebinars Webinar
Sales Management Learning Path
Develop the skills needed to monitor workflows, track sales performance, manage opportunities, and streamline the sales process to drive productivity and results.
9 Courses
Learning Path SalesRole
Data Utilization in Sales - Recorded Webinar
Let us demonstrate how to reveal new sales opportunities by mining your current data in v10's CRM tool! This allows you to reconnect with your customers, create those long-lasting relationships and increase profitability.
SalesWebinars Webinar
10.23 Sales Release Notes
The 10.23 Sales updates includes new sales software enhancements, including automated stock number generation, improved fee and accessory disclosure, organized sales forms, advanced sales activity tracking, streamlined make ready workflows, interactive product profit reporting, and redesigned notification management, with a focus on compliance, user permissions, and practical dealership applications.
SalesWebinars Webinar
What's New for You - 10.16 Sales
The 10.16 update will include new functionality, such as how deal deposits are taken in v10.
SalesWebinars Webinar
Delivery Management Webinar
Vehicle Delivery Management streamlines the entire delivery process with configurable checklists, a centralized staff workspace, and a real-time management dashboard. It ensures required tasks are completed, tracks progress with visual indicators, and provides full visibility into delivery status—helping dealerships deliver vehicles consistently, efficiently, and with accountability.
SalesWebinars Webinar
10.18 Sales Dashboards
Discover the transformative power of simplicity and clarity in our newly redesigned v10 interface. This course introduces users to the sleek, modern layouts that define our core screens, crafted to enhance usability and streamline workflows. With a focus on intuitive navigation and effortless access to information, v10 empowers users to work smarter and faster.
SalesWebinars Webinar
Custom Forms
Take this course to create custom forms where the dealership has full control over the design and functionality of them.
Course SalesFeatureProcess
Reversing Parts Invoices.
Parts auto-registration Selling Parts PDF v10
Managing Contracts in Transit Page.
Accounting Dashboard Pages auto-registration Session 9 - Accounting Enhancements PDF v10
Automatic Posting.
Accounting auto-registration General Ledger PDF v10
Technician Performance Page.
Service Dashboard Pages auto-registration Reporting and Analytics Session 2 - Tracking Trends PDF v10
Lotpack and Holdback Setups.
Sales auto-registration Maintenance PDF v10
Delivery Conditions.
Sales auto-registration Deals Session 7 - Delivery Management PDF v10
Fixed Ops Deposits - Ordering SOPs.
Parts auto-registration Session 2 - Parts Daily Processes Fixed Ops Deposits PDF v10
Employee Scheduling Maintenance.
Accounting Users & Security Employee Management PDF v10
Fixed Ops Control File Fixed Ops Appointments.
Service Parts auto-registration Control Files PDF v10
Digital Service - Service App - Advisor Mode.
Service auto-registration Digital Service Suite PDF v10
Automatic Deployment of Forms.
Sales auto-registration Maintenance PDF v10
Taking Miscellaneous Payments.
Accounting auto-registration Cash Control PDF v10
Sales Security.
Sales Users & Security auto-registration Employee Management Session 6 - Users PDF v10
Source Maintenance.
Parts auto-registration Maintenance Session 3 - Sources & Suppliers Session 4 - Managing Obsolescence and Parts Aging PDF v10
Parts Reporting Parts Management.
Parts auto-registration Reporting and Analytics Session 4 - Managing Obsolescence and Parts Aging Session 8 - Workplan for Parts PDF v10
Fixed Ops Control File Parts Printing.
Parts auto-registration Control Files PDF v10
Menu Selling.
Sales auto-registration Advanced Selling Tools Session 6 - Quoting PDF v10
Transportation Maintenance.
Service auto-registration Maintenance PDF v10
Accounting CRM Plug-Ins.
CRM/Workplan Accounting auto-registration PDF v10
Contact Management.
Service Accounting Sales Parts Contact Management auto-registration Session 2 - Workplan PDF v10
Credit on Account.
Accounting auto-registration Cash Control It’s My Money and I Want It Now! PDF v10
Vehicle Management for Sales.
Sales Vehicle Management auto-registration PDF v10
Parts Inquiry.
Parts auto-registration Selling Parts Session 2 - Parts Daily Processes PDF v10
Creating a Parts Invoice.
Parts auto-registration Selling Parts Session 2 - Parts Daily Processes PDF v10
Tire Storage Process.
Service auto-registration Tire Storage PDF v10
Lead Assignment Rule Types Explained.
Sales auto-registration Sales Leads Deals PDF v10
Bank Account Maintenance.
Accounting auto-registration Maintenance Session 7 - Self-Sufficient Strategies PDF v10
Fixed Ops Control File Fixed Ops Warranty.
Service Parts auto-registration Control Files PDF v10
Sales Control File Deal Defaults.
Sales auto-registration Control Files PDF v10
Online Express Pay for AR Invoices.
Accounting auto-registration Accounts Receivable Online Express Pay Session 3 - Online Express Pay PDF v10
Integrated Email Communications.
Service CRM/Workplan Accounting Sales Parts Dashboard Pages auto-registration Communications PDF v10
Arriving Vehicles.
Sales Vehicle Management auto-registration PDF v10
Auto Billing Maintenance.
Accounting Auto Billing auto-registration PDF v10
Time Clock - Clocking In and Out.
Accounting auto-registration Employee Management PDF v10
Navigating Sales Dashboards.
Sales Dashboard Pages auto-registration Session 9 - Sales Analytics Session 5 - Notification Management Session 1 - Enterprise/Advanced Analytics PDF v10
Fixed Ops Control File Parts Receipting.
Service Parts auto-registration Control Files PDF v10
Digital Service - Service Order Notifications.
Service auto-registration Digital Service Suite Session 7 - Driving Digital PDF v10
Schedules.
Accounting auto-registration General Ledger Session 9 - Accounting Enhancements PDF v10
Navigating Accounting Dashboards.
Accounting Dashboard Pages auto-registration Session 5 - Notification Management Session 1 - Enterprise/Advanced Analytics PDF v10
BDC Performance Page.
Service Dashboard Pages auto-registration Session 3 - BDC to Bottom Line PDF v10
Forms Maintenance.
Sales auto-registration Maintenance Session 6 - Quoting PDF v10
Advanced Parts Stats Features.
Parts Inventory Management auto-registration Session 3 - Sources & Suppliers Session 4 - Managing Obsolescence and Parts Aging PDF v10
Service Document Management.
Service auto-registration Maintenance PDF v10
Service Allocation Templates.
Service auto-registration Maintenance Service Orders PDF v10
Reconditioning.
Accounting Sales Dashboard Pages Vehicle Management auto-registration Session 4 - Vehicle Management PDF v10
Shop Load Setups.
Service Service Appointments auto-registration Maintenance PDF v10
Fiscal Years Maintenance.
Accounting auto-registration Maintenance PDF v10
Fee Maintenance.
Sales auto-registration Maintenance PDF v10
Parts Quick Receipt.
Parts auto-registration Orders & Receipts PDF v10
Fixed Ops Security.
Service Parts Users & Security auto-registration Employee Management Session 6 - Users PDF v10
Querying Vendors.
Accounting auto-registration Accounts Payable PDF v10
Lead Maintenance Setups.
Sales auto-registration Sales Leads Deals PDF v10
Positive Pay.
Accounting auto-registration General Ledger Maintenance PDF v10
General Security.
Service Accounting Sales Parts Users & Security auto-registration Employee Management Session 6 - Users PDF v10
Work Item Chat.
Service Accounting Sales Parts auto-registration Communications Session 5 - Make Readys/Due Bills PDF v10
Watch List.
Service Accounting Sales Parts Dashboard Pages auto-registration Communications PDF v10
Lead Management.
Sales auto-registration Sales Leads Deals PDF v10
Delivery Management.
Sales Dashboard Pages auto-registration Session 7 - Delivery Management PDF v10
Creating a Parts Quote.
Parts auto-registration Selling Parts Session 2 - Parts Daily Processes PDF v10
AP Reporting.
Accounting auto-registration Accounts Payable Reporting and Analytics PDF v10
Quoting.
Sales auto-registration Sales Leads Deals Session 6 - Quoting PDF v10
Fixed Ops Control File Fixed Ops Tire Storage.
Service Parts auto-registration Control Files PDF v10
Online Express Pay Page.
Service Accounting Parts Dashboard Pages auto-registration Session 3 - Online Express Pay Session 8 - Boosting Service PDF v10
Workplan Mailing Maintenance.
CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience Session 2 - Workplan Session 3 - BDC to Bottom Line Session 8 - Workplan for Parts PDF v10
Service Reporting Payroll.
Service auto-registration Reporting and Analytics PDF v10
Sales Reports.
Sales auto-registration Reporting and Analytics Session 6 - Quoting Session 3 - Leads PDF v10
Sales Control File Deal Due Bills.
Sales auto-registration Control Files PDF v10
Creating Templates.
Accounting auto-registration General Ledger Session 9 - Accounting Enhancements PDF v10
Processing Deals into Accounting.
Accounting auto-registration General Ledger PDF v10
Query Customers.
Accounting auto-registration Accounts Receivable It’s My Money and I Want It Now! PDF v10
BDR Reporting.
Service Accounting Sales Parts auto-registration Reporting and Analytics Session 9 - Sales Analytics PDF v10
Contact Defaults.
Service Accounting Sales Parts Contact Management auto-registration PDF v10
Parts Reporting Parts Sales.
Parts auto-registration Reporting and Analytics PDF v10
Accounting Control File Financial Statement.
Accounting auto-registration Control Files PDF v10
Op Code Maintenance.
Service auto-registration Maintenance Session 5 - Make Readys/Due Bills Session 4 - Automate Your Day PDF v10
Contact Management for Accounting.
Accounting Contact Management auto-registration It’s My Money and I Want It Now! Session 5 - Notification Management Session 9 - Accounting Enhancements PDF v10
Workplan Document Maintenance.
CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience Session 8 - Workplan for Parts PDF v10
Fixed Ops Control File Fixed Ops Service Printing.
Service Parts auto-registration Control Files PDF v10
Auto Billing Contract Statuses.
Accounting Auto Billing auto-registration PDF v10
Sales Activity Traffic Log.
Sales auto-registration Sales Leads Deals PDF v10
Enhanced Vehicle Pricing.
Sales auto-registration Session 4 - Vehicle Management PDF v10
Adding New Parts to Inventory & Basic Parts Stats Features.
Parts Inventory Management auto-registration Session 3 - Sources & Suppliers PDF v10
Shop Maintenance.
Service auto-registration Maintenance Session 6 - Going Viral Session 7 - Driving Digital PDF v10
Service Order Timeline Page.
Service Dashboard Pages auto-registration Reporting and Analytics Session 9 - Customer Commitment PDF v10
Physical Inventory & Bin Counts.
Parts Inventory Management auto-registration PDF v10
Lenders Maintenance.
Sales auto-registration Maintenance PDF v10
Time Clock Management.
Accounting Users & Security auto-registration Employee Management PDF v10
Financial Reporting Explained.
Accounting auto-registration Reporting and Analytics Financial Dashboards Session 2 - Financial Dashboards Session 1 - Enterprise/Advanced Analytics PDF v10
Night Cap Reporting.
Service Accounting Sales Parts Dashboard Pages auto-registration Session 9 - Sales Analytics Session 2 - Financial Dashboards Session 2 - Tracking Trends Session 3 - BDC to Bottom Line Session 8 - Boosting Service Session 1 - Enterprise/Advanced Analytics PDF v10
Chart of Accounts Maintenance.
Accounting auto-registration Maintenance Session 2 - Financial Dashboards Session 7 - Self-Sufficient Strategies PDF v10
Fixed Ops Control File Parts Ordering.
Service Parts auto-registration Control Files PDF v10
External Data Import Templates.
Accounting auto-registration General Ledger PDF v10
Digital Service - Appointment Notifications.
Service auto-registration Digital Service Suite Session 6 - Going Viral PDF v10
Sales Control File Lead Defaults.
Sales auto-registration Control Files Session 3 - Leads PDF v10
Processing Contracts and Generating Statements for Auto Billing.
Accounting Auto Billing auto-registration PDF v10
Creating Purchase Orders.
Service Accounting Sales Parts Purchase Orders auto-registration PDF v10
Claiming Leads - Round Robin Style.
Sales auto-registration Sales Leads Deals PDF v10
Claiming and Assigning Leads – Manually.
Sales auto-registration Sales Leads Deals PDF v10
Wi-Fi- Scanner.
Parts Inventory Management auto-registration Session 2 - Parts Daily Processes PDF v10
Workplan Document Formatting.
CRM/Workplan auto-registration It’s My Money and I Want It Now! Rebranding Your CRM for an Enhanced Customer Experience Session 2 - Workplan Session 8 - Workplan for Parts PDF v10
Workplan Control File.
CRM/Workplan auto-registration Control Files Rebranding Your CRM for an Enhanced Customer Experience Session 8 - Workplan for Parts PDF v10
Posting the Inventory Value of a Vehicle.
Accounting Vehicle Management auto-registration General Ledger Session 9 - Accounting Enhancements PDF v10
Service Management Dashboards & Pages.
Service Dashboard Pages auto-registration PDF v10
Tire Storage Management.
Service auto-registration Tire Storage PDF v10
Rate Codes.
Service auto-registration Maintenance PDF v10
Billing Codes.
Parts auto-registration PDF v10
Fixed Ops Deposits - Setups.
Service Accounting Parts auto-registration Session 2 - Parts Daily Processes Session 9 - Customer Commitment Fixed Ops Deposits PDF v10
Online Express - Successfully Launching PBS Online Express Pay.
Accounting auto-registration Online Express Pay Session 3 - Online Express Pay PDF v10
Technician Login.
Service Dispatch auto-registration PDF v10
Parts Price Codes.
Parts auto-registration Maintenance Session 3 - Sources & Suppliers PDF v10
Fixed Ops Deposits - Accounting.
Accounting Parts auto-registration Session 2 - Parts Daily Processes Fixed Ops Deposits PDF v10
Reconcile Open Credits.
Accounting auto-registration Accounts Receivable PDF v10
Bank Reconciliation.
Accounting auto-registration General Ledger Session 7 - Self-Sufficient Strategies PDF v10
Taking Deal Deposits through Cash Control.
Accounting Sales auto-registration Cash Control PDF v10
Cash Control Maintenance.
auto-registration Cash Control Maintenance PDF v10
Navigating the Workplan Dashboard.
CRM/Workplan Dashboard Pages auto-registration Session 2 - Workplan Session 5 - Notification Management Session 8 - Workplan for Parts PDF v10
Fixed Ops Control File Parts Inventory.
Service Parts auto-registration Control Files PDF v10
Navigating Service Dashboards.
Service Dashboard Pages auto-registration Session 2 - Tracking Trends Session 3 - BDC to Bottom Line Session 8 - Boosting Service Session 9 - Customer Commitment Session 5 - Notification Management Session 1 - Enterprise/Advanced Analytics PDF v10
Fee Maintenance and Deal Posting Templates.
Accounting Sales auto-registration General Ledger Maintenance PDF v10
Workplan Guide Maintenance.
CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience Session 2 - Workplan Session 3 - Leads Session 3 - BDC to Bottom Line Session 9 - Customer Commitment Session 8 - Workplan for Parts PDF v10
Searching for a Vehicle.
Sales Vehicle Management auto-registration PDF v10
Online Express Pay for Parts.
Accounting Parts auto-registration Online Express Pay Session 3 - Online Express Pay PDF v10
Financial Reporting Setups.
Accounting auto-registration Reporting and Analytics Financial Dashboards Session 2 - Financial Dashboards Session 1 - Enterprise/Advanced Analytics PDF v10
Labor Matrix.
Service auto-registration Maintenance PDF v10
Contact Management for Fixed Ops.
Service Parts Contact Management auto-registration It’s My Money and I Want It Now! PDF v10
Sales Management Dashboards & Pages.
Sales Dashboard Pages auto-registration PDF v10
Notifications.
Service Accounting Sales Parts Dashboard Pages auto-registration Session 2 - Parts Daily Processes Session 8 - Boosting Service Session 5 - Notification Management PDF v10
Warranty Maintenance.
Sales auto-registration Maintenance Session 6 - Quoting PDF v10
Fixed Ops Deposits - Cash Control.
Service Accounting Parts auto-registration Session 2 - Parts Daily Processes Session 9 - Customer Commitment Fixed Ops Deposits PDF v10
Parts Reporting Parts Inventory.
Parts auto-registration Reporting and Analytics Session 4 - Managing Obsolescence and Parts Aging Session 5 - Return Management Session 9 - Divisional Parts Management PDF v10
Additional CRM Plug-Ins.
CRM/Workplan auto-registration Session 2 - Workplan Session 9 - Customer Commitment Session 8 - Workplan for Parts PDF v10
Digital Service - Online Approvals.
Service auto-registration Digital Service Suite Session 5 - Make Readys/Due Bills Session 7 - Driving Digital PDF v10
Service Reporting Sales.
Service auto-registration Reporting and Analytics PDF v10
Online Express Pay for Service.
Service Accounting auto-registration Online Express Pay Session 3 - Online Express Pay PDF v10
Deferred Services.
Service auto-registration Deferred/Declined Services PDF v10
Claiming Leads - Combat/Shark Tank Style.
Sales auto-registration Sales Leads Deals PDF v10
Digital Service - Service App - Tech Mode.
Service auto-registration Digital Service Suite PDF v10
Sales CRM Plug-Ins.
CRM/Workplan Sales auto-registration Session 2 - Workplan Session 3 - Leads Session 9 - Customer Commitment PDF v10
Workplan Calendar.
CRM/Workplan auto-registration Session 7 - Delivery Management Session 8 - Workplan for Parts PDF v10
Taking Deal Deposits in the Deal.
Accounting Sales auto-registration Cash Control PDF v10
Executing and Managing Tasks.
CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience Session 2 - Workplan Session 3 - BDC to Bottom Line Session 8 - Workplan for Parts PDF v10
Budgeting.
Accounting auto-registration General Ledger Reporting and Analytics PDF v10
Service CRM Plug-Ins.
Service CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience Session 9 - Customer Commitment PDF v10
Scenario Templates.
Sales auto-registration Advanced Selling Tools PDF v10
Creating Auto Billing Contracts.
Accounting Auto Billing auto-registration PDF v10
Auto Billing Reports.
Accounting Auto Billing auto-registration Reporting and Analytics PDF v10
Financial Reporting - Dashboard Pages.
Accounting Dashboard Pages auto-registration Reporting and Analytics Financial Dashboards Session 2 - Financial Dashboards Session 1 - Enterprise/Advanced Analytics PDF v10
Journal Codes Maintenance.
Accounting auto-registration Maintenance Session 9 - Accounting Enhancements PDF v10
House Tech.
Service Dispatch Users & Security auto-registration Maintenance Session 4 - Automate Your Day Session 6 - Users PDF v10
Fixed Ops Deposits - Service.
Service Parts auto-registration Session 2 - Parts Daily Processes Session 9 - Customer Commitment Fixed Ops Deposits PDF v10
Invoice Hub - Dealership Website Support.
Accounting auto-registration Invoice Hub It’s My Money and I Want It Now! Session 4 - Invoice Hub PDF v10
Digital Service - Web Appointments.
Service auto-registration Digital Service Suite Session 6 - Going Viral PDF v10
Taking Payments with Default Cash Control.
Service Accounting Parts auto-registration Cash Control PDF v10
Taking Parts & Service Payments through Cash Control.
Service Accounting Parts auto-registration Cash Control PDF v10
Elavon Integrated Payment Processing with Cash Control.
Accounting auto-registration Payment Processing PDF v10
Warranty Admin Learning Path
Confidently navigate service workflows and screens to gather the information needed to accurately submit warranty claims to your OEM, helping ensure a seamless process, faster reimbursements, and timely payment.
3 Courses
ServiceRole Learning Path
Service Menu Packages
Learn how to create menu packages and combine both labor and parts for consistent pricing and estimation of maintenance services.
Course ServiceFeatureProcess
3rd Party Billing
Working with a 3rd party for payment? This course shows how to divide charges between a customer and a third party, such as a fleet owner or insurance company.
Course ServiceFeatureProcess
Vehicle Inspections
Create electronic inspections directly in the PBS software which can be used as an upsell tool and easily accessed at any time.
Course ServiceFeatureProcess
Viewing & Managing SOPs
This course shows how to easily track the status of your special order parts and notify customers when their parts have arrived.
Course ServiceFeatureProcess
Digital Service Suite (DSS)
You think you want a digital service process but are not sure what this would look like at your dealership? Let us help you create a process that can include online scheduling, digital write-up, online estimates, and more!
Course ServiceFeatureProcess
Deferred Services
Take this course to understand how to manage your deferred services.
Course ServiceFeatureProcess
Tracking SOPs
Enroll into this course to learn how to order, transfer, and cancel special order parts as well as utilizing the different tools PBS has to offer when it comes to managing your SOPs.
Course PartsFeatureProcess
Managing Parts Inventory
Learn how to add new parts into inventory along with some basic and advanced documentation on handling individual part numbers as well as performing either daily, weekly, monthly, or yearly inventory counts.
Course
Financial Analytics
PBS unique Financial Analytic Pages allow dealers to tailor their financial reporting to meet specific needs, ultimately enhancing the accuracy and efficiency of financial data management. The user-friendly pages enable real-time data access from the General Ledger, facilitating performance comparisons across multiple locations and enhancing decision-making processes.
Course AccountingFeatureProcess
10.18 Financial Reporting Dashboards
Our core screen layouts have undergone an impressive redesign, with a focus on simplicity and clarity. The streamlined design enhances the ease of interpreting and navigating information, ensuring easy access to what you need.
Course AccountingFeatureProcess
Accounting Workplan
Utilize our accounting plugin to ease the pain of chasing down overdue receivables customers for your accounting team.
Course WorkplanFeatureProcess
BDC Marketing Learning Path
Develop the skills to attract, engage, and retain customers through effective communication strategies and targeted marketing efforts that drive dealership growth and customer loyalty.
4 Courses
Learning Path WorkplanRole
Sales Workplan
The Sales Plugins will assist dealerships to follow up with new leads, term expiry notifications, status-specific deal guides, internal mining for leads, canceled deal follow-ups, and everything in between.
Course WorkplanFeatureProcess
Auto Billing Course
Purchase Orders for Accounting
Learn how to create purchase orders by code, or part, and how to manage them through accounts payable. We have also included some control file and maintenance options for a better understanding of the entire feature
Loaners
This course will navigate you through scheduling and managing your loaners.
Course ServiceFeatureProcess
PenSoft Payroll
Simplify your payroll accounting process with PenSoft payroll. PenSoft's software packages make one of the most complex, time-consuming tasks employers face as simple as a few key-strokes.
Course AccountingFeatureProcess
Sales Velocity Page.
Sales Dashboard Pages auto-registration Session 9 - Sales Analytics PDF v10
Ordering, Transferring & Cancelling an SOP.
Parts auto-registration Special Order Parts PDF v10
Protection Maintenance.
Sales auto-registration Maintenance Session 6 - Quoting PDF v10
Online Express Pay - Customer Perspective.
Accounting auto-registration Online Express Pay Session 3 - Online Express Pay PDF v10
Sales Commissions.
Sales auto-registration Maintenance Deals PDF v10
Creating Bank Import Template.
Accounting auto-registration General Ledger PDF v10
Divisional Parts Transfer.
Parts auto-registration Session 9 - Divisional Parts Management PDF v10
Vehicle Inspections.
Service auto-registration Vehicle Inspections Session 5 - Make Readys/Due Bills PDF v10
Parts Requests.
Service Parts Dispatch auto-registration Parts Requests Session 2 - Parts Daily Processes PDF v10
Online Express Pay for Sales.
Accounting Sales auto-registration Online Express Pay Session 3 - Online Express Pay PDF v10
Parts Reporting Orders & Receipts.
Parts auto-registration Reporting and Analytics PDF v10
Custom Status.
Service auto-registration Communications PDF v10
Scheduling a Loaner Vehicle.
Service auto-registration Service Loaners PDF v10
Status Types.
Sales auto-registration Maintenance PDF v10
Audit Log Report.
Service Accounting Sales Parts auto-registration Employee Management PDF v10
Fixed Ops Control File Fixed Ops Accounting.
Service Parts auto-registration Cash Control PDF v10
Accounting Control File AP & AR.
Accounting auto-registration Control Files It’s My Money and I Want It Now! Session 5 - Notification Management PDF v10
Parts CRM Plug-Ins.
CRM/Workplan Parts auto-registration Session 9 - Customer Commitment Session 8 - Workplan for Parts PDF v10
Sales Control File Introduction.
Sales auto-registration Control Files PDF v10
Auto Billing Terms & Functionality.
Accounting Auto Billing auto-registration PDF v10
Elavon Converge Cash Control Setup.
Accounting auto-registration Payment Processing PDF v10
GL Reporting.
Accounting auto-registration General Ledger Reporting and Analytics PDF v10
Balancing and Posting a Till.
Accounting auto-registration Cash Control PDF v10
Scheduling an Appointment.
Service Service Appointments auto-registration PDF v10
Ordering, Receipting, and Returning Parts
Learn how to order, receipt and return parts by enrolling in this course.
Navigating Parts Dashboards
Learn how dashboards can be utilized for parts advisors and parts managers.
Course
Fixed Ops Control File Settings for Parts
The Fixed Ops Control file gives you the ability to determine how certain features of the v10 parts models function to best fit your processes.
Course
Parts Dashboards for Managers
Learn how dashboards can be created and utilized for parts advisors and parts managers.
Course
Creating Fixed Ops Users
This course will break down the fixed ops permissions, the security policy as well as show how you can easily copy and paste permissions from one user to the next to speed up the process.
Course
Audit Log Report
The Audit Log Report allows either the department manager or a master user to find out what changes were made within the software during a specific date range.
Course
Parts Maintenance
Read through some basic maintenance items such as Parts Coupons, Parts Kits, and the Advanced Matrix.
Course
Parts Reporting
Confidently navigate through the different sales, management, inventory, ordering and receipting reports after reviewing this course.
Course
Fixed Ops Control File Settings for Service
The Fixed Ops Control file gives you the ability to determine how certain features of the v10 service models function to best fit your processes.
Course
Service Maintenance
Read through some basic maintenance items such as Op Codes, Document Management, Service Fees, Service Coupons, and Shop Load Setups.
Course
Service Reporting
Confidently navigate through the different payroll, management, and sales reports after reviewing this course.
Course
Service Dashboards for Managers
Learn how dashboards can be created and utilized for technicians, service advisors, and service managers.
Course
Technician Login
The Tech Login screen provides technicians with access to clock in, view and punch onto their jobs, and run password protected time and payroll reports.
Course
Technician Advanced Features
Learn how to create electronic parts requests, upsells, and handle electronic inspections.
Course
Contact & Vehicle Management for Sales
Manage your customers and their vehicles effectively through these courses.
Course
Turning Leads and Quotes into Finalized Deals
This course takes you through lead management, quoting, building, and finalizing deals. We have also provided information on the ability to take deposits through either the deal or cash control.
Course
Sales Control File
Navigate through the entire Sales Control File with ease after completing this course.
Course
Sales Dashboards for Managers
Learn how dashboards can be created and utilized for sales reps and sales managers.
Course
Sales Maintenance
Read through some basic maintenance items such as Fees, Forms, Scenario Templates, and Status Types.
Course
Sales Reporting
Confidently navigate through the sales reports after reviewing this course.
Course
Navigating Accounting Dashboards
Learn how dashboards can be utilized to accounting's advantage when it comes to having real time data at your fingertips.
Course
Cash Control
The Cash Control module is responsible for collecting and receipting monies for good and services provided by the dealership.
Course
Service Appointments
Through these courses learn how to create, edit, and transfer appointments. Shop Load setups have been provided as well to help you monitor the appointments as to not overbook the shop.
Course
Service Estimates
This course will show you how to create an estimate then transfer the estimate to another work item.
Course
Dispatch
From the tech login process to dispatching jobs this course has it all. Learn how the tech can create upsells, parts requests, or use electronic vehicle inspections.
Course
Navigating Service Dashboards
Learn how dashboards can be utilized for technicians, service advisors, and service managers.
Course
Contact & Vehicle Management for Fixed Ops
Manage your customers and their vehicles effectively through these courses.
Course
Service Orders
Learn the service order process, including creation, closing, and cashiering, with additional courses on using Cash Control for payments.
Course
Creating Sales Users
This course will break down the sales permissions, the security policy as well as show how you can easily copy and paste permissions from one user to the next to speed up the process.
Course
Navigating Sales Dashboards
Learn how dashboards can be utilized for sales reps and sales managers.
Course
The Complete CRM for Your Dealership!
This course is designed for BDC departments that need to know how Workplan can be incorporated into processes for each department.
Course
Accounts Payable
Learn all about the AP process which includes cheque runs, processing EFTs, and then finally reporting.
Course
Accounts Receivable
Easily manage your account receivables by learning how to enter AR transactions, query customers, reconcile open credits, and generating statements.
Course
General Ledger & Templates
This course is designed to walk you through the GL process including the ability to use templates, automatic posting, and then finally reporting.
Course
Contact & Vehicle Management for Accounting
Manage your customers and their vehicles effectively through these courses.
Course
Quoting Parts
This course shows you multiple ways to quote parts quickly and efficiently.
Selling Parts
Learn how easy billing out parts can be through either parts invoices or service orders. We have also provided additional courses on how to use Cash Control to take your payments.
Accounting Maintenance
Read through some basic maintenance items such as Chart of Accounts, Bank Management, Clear Schedule, Positive Pay, Fiscal Years and Journal Codes.
Course
Accounting Dashboards for Managers
Learn how dashboards can be created and utilized to accounting's advantage when it comes to having real time data at your fingertips.
Course
Creating New Users - All Departments
This course will guide you through creating new users, copying and pasting permissions, applying user roles, implementing a security policy, as well as a detailed breakdown of each security permission that can be given to a user for each department.
Course
Accounting Control File
Navigate through the entire Accounting Control File with ease after completing this course.
Course
Accounting Reporting
Get a detailed look at your accounts payable and general ledger reporting through this course.
Course
Creating Accounting Users
This course will break down the accounting permissions, the security policy as well as show how you can easily copy and paste permissions from one user to the next to speed up the process.
Course
Customer Follow Up
Effective communication and following up with customers is an important step in the sales process. This course will lead you through the basics of tracking sales flow, texting, emailing, and utilizing Workplan.
Course
Turning Leads into Quotes
This course takes you through how to manage your incoming leads and quickly turn those leads into quotes.
Course
Ordering, Receipting, and Returning Parts
Learn how to order, receipt and return parts by enrolling in this course.
Navigating Parts Dashboards
Learn how dashboards can be utilized for parts advisors and parts managers.
Course
Fixed Ops Control File Settings for Parts
The Fixed Ops Control file gives you the ability to determine how certain features of the v10 parts models function to best fit your processes.
Course
Parts Dashboards for Managers
Learn how dashboards can be created and utilized for parts advisors and parts managers.
Course
Creating Fixed Ops Users
This course will break down the fixed ops permissions, the security policy as well as show how you can easily copy and paste permissions from one user to the next to speed up the process.
Course
Audit Log Report
The Audit Log Report allows either the department manager or a master user to find out what changes were made within the software during a specific date range.
Course
Parts Maintenance
Read through some basic maintenance items such as Parts Coupons, Parts Kits, and the Advanced Matrix.
Course
Parts Reporting
Confidently navigate through the different sales, management, inventory, ordering and receipting reports after reviewing this course.
Course
Fixed Ops Control File Settings for Service
The Fixed Ops Control file gives you the ability to determine how certain features of the v10 service models function to best fit your processes.
Course
Service Maintenance
Read through some basic maintenance items such as Op Codes, Document Management, Service Fees, Service Coupons, and Shop Load Setups.
Course
Service Reporting
Confidently navigate through the different payroll, management, and sales reports after reviewing this course.
Course
Service Dashboards for Managers
Learn how dashboards can be created and utilized for technicians, service advisors, and service managers.
Course
Technician Login
The Tech Login screen provides technicians with access to clock in, view and punch onto their jobs, and run password protected time and payroll reports.
Course
Technician Advanced Features
Learn how to create electronic parts requests, upsells, and handle electronic inspections.
Course
Contact & Vehicle Management for Sales
Manage your customers and their vehicles effectively through these courses.
Course
Turning Leads and Quotes into Finalized Deals
This course takes you through lead management, quoting, building, and finalizing deals. We have also provided information on the ability to take deposits through either the deal or cash control.
Course
Sales Control File
Navigate through the entire Sales Control File with ease after completing this course.
Course
Sales Dashboards for Managers
Learn how dashboards can be created and utilized for sales reps and sales managers.
Course
Sales Maintenance
Read through some basic maintenance items such as Fees, Forms, Scenario Templates, and Status Types.
Course
Sales Reporting
Confidently navigate through the sales reports after reviewing this course.
Course
Navigating Accounting Dashboards
Learn how dashboards can be utilized to accounting's advantage when it comes to having real time data at your fingertips.
Course
Cash Control
The Cash Control module is responsible for collecting and receipting monies for good and services provided by the dealership.
Course
Service Appointments
Through these courses learn how to create, edit, and transfer appointments. Shop Load setups have been provided as well to help you monitor the appointments as to not overbook the shop.
Course
Service Estimates
This course will show you how to create an estimate then transfer the estimate to another work item.
Course
Dispatch
From the tech login process to dispatching jobs this course has it all. Learn how the tech can create upsells, parts requests, or use electronic vehicle inspections.
Course
Navigating Service Dashboards
Learn how dashboards can be utilized for technicians, service advisors, and service managers.
Course
Contact & Vehicle Management for Fixed Ops
Manage your customers and their vehicles effectively through these courses.
Course
Service Orders
Learn the service order process, including creation, closing, and cashiering, with additional courses on using Cash Control for payments.
Course
Creating Sales Users
This course will break down the sales permissions, the security policy as well as show how you can easily copy and paste permissions from one user to the next to speed up the process.
Course
Navigating Sales Dashboards
Learn how dashboards can be utilized for sales reps and sales managers.
Course
The Complete CRM for Your Dealership!
This course is designed for BDC departments that need to know how Workplan can be incorporated into processes for each department.
Course
Accounts Payable
Learn all about the AP process which includes cheque runs, processing EFTs, and then finally reporting.
Course
Accounts Receivable
Easily manage your account receivables by learning how to enter AR transactions, query customers, reconcile open credits, and generating statements.
Course
General Ledger & Templates
This course is designed to walk you through the GL process including the ability to use templates, automatic posting, and then finally reporting.
Course
Contact & Vehicle Management for Accounting
Manage your customers and their vehicles effectively through these courses.
Course
Quoting Parts
This course shows you multiple ways to quote parts quickly and efficiently.
Selling Parts
Learn how easy billing out parts can be through either parts invoices or service orders. We have also provided additional courses on how to use Cash Control to take your payments.
Accounting Maintenance
Read through some basic maintenance items such as Chart of Accounts, Bank Management, Clear Schedule, Positive Pay, Fiscal Years and Journal Codes.
Course
Accounting Dashboards for Managers
Learn how dashboards can be created and utilized to accounting's advantage when it comes to having real time data at your fingertips.
Course
Creating New Users - All Departments
This course will guide you through creating new users, copying and pasting permissions, applying user roles, implementing a security policy, as well as a detailed breakdown of each security permission that can be given to a user for each department.
Course
Accounting Control File
Navigate through the entire Accounting Control File with ease after completing this course.
Course
Accounting Reporting
Get a detailed look at your accounts payable and general ledger reporting through this course.
Course
Creating Accounting Users
This course will break down the accounting permissions, the security policy as well as show how you can easily copy and paste permissions from one user to the next to speed up the process.
Course
Customer Follow Up
Effective communication and following up with customers is an important step in the sales process. This course will lead you through the basics of tracking sales flow, texting, emailing, and utilizing Workplan.
Course
Turning Leads into Quotes
This course takes you through how to manage your incoming leads and quickly turn those leads into quotes.
Course