Advanced Sales Processes

 

PBS Sales App
Learn about how the PBS Connect Document Signing app will allow dealerships to collect electronic signatures.
Menu Selling
Read through this course to see how menu packages can be completely customizable and easy to use for your dealership.
Custom Forms
Take this course to create custom forms where the dealership has full control over the design and functionality of them.
Window Stickers
In this course, we will show you how to set up, design, and manage Window Stickers.
Vehicle Wishlist
Enroll in this course to learn how users can add, track and report on vehicles that customers have added to their wishlist.
Service Menu Packages
Learn how to create menu packages and combine both labor and parts for consistent pricing and estimation of maintenance services.
What's New for You - 10.20 Accounting
What's New for You - 10.20 CRM
What's New for You - 10.20 Parts
What's New for You - 10.20 Sales
What's New for You - 10.20 Service
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.
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.
v10 Sales Showcase
Transform your sales approach with the Sales Velocity dashboard page!
v10 CRM Showcase
Achieve peak productivity in Task Management!
v10 Parts Showcase
Use the power of v10 to harness the full potential of your core portfolio!
v10 Accounting Showcase
Capably manage workloads with time-saving templates!
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.
Creating Auto Billing Contracts.
Accounting Auto Billing auto-registration
Cashiering a Service Order.
Service auto-registration Service Orders
Fixed Ops Control File Fixed Ops Parts Sales.
Service Parts auto-registration Control Files
Quoting.
Sales auto-registration Sales Leads Deals
Creating Purchase Orders.
Service Accounting Sales Parts Purchase Orders auto-registration
Taking Parts & Service Payments through Cash Control.
Service Accounting Parts auto-registration Cash Control
Searching for a Vehicle.
Sales Vehicle Management auto-registration
Query Customers.
Accounting auto-registration Accounts Receivable It’s My Money and I Want It Now!
Customer Deposits.
Service Parts auto-registration Deposits
Online Express Pay for AR Invoices.
Accounting auto-registration Accounts Receivable Online Express Pay
Digital Service - Service App - Tech Mode.
auto-registration Digital Service Suite
Custom Status.
Service auto-registration Communications
Workplan Control File.
CRM/Workplan auto-registration Control Files Rebranding Your CRM for an Enhanced Customer Experience
Elavon Converge Cash Control Setup.
Accounting auto-registration Integrated Payment Processing
Visual Shop Load.
Service Service Appointments auto-registration
Additional CRM Plug-Ins.
CRM/Workplan auto-registration
Contact Management.
Service Accounting Sales Parts Contact Management auto-registration
Online Express - Successfully Launching PBS Online Express Pay.
Accounting auto-registration Online Express Pay
Accounting Control File Introduction.
Accounting auto-registration Control Files
Auto Billing Terms & Functionality.
Accounting Auto Billing auto-registration
Navigating Service Dashboards.
Service Dashboards auto-registration Focused Reporting on What’s Important to You
Clear Schedule.
Accounting auto-registration Maintenance
Creating and Building a Deal.
Sales auto-registration Deals
Chat Manager.
Service Accounting Sales Parts auto-registration Communications
Manual Cheques.
Accounting auto-registration Accounts Payable
Workplan Block Maintenance.
CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience
Vehicle Management for Sales.
Sales Vehicle Management auto-registration
Sales Control File Deal Defaults.
Sales auto-registration Control Files
Contact Defaults.
Service Accounting Sales Parts Contact Management auto-registration
Viewing & Managing SOPs.
Parts auto-registration Special Order Parts
Digital Service - Online Approvals.
auto-registration Digital Service Suite
External Data Import Templates.
Accounting auto-registration General Ledger
Service Fees.
Service auto-registration Maintenance
Sales Management Dashboards & Pages.
Sales Dashboards auto-registration
Accounting Control File Time Clock.
Accounting auto-registration Control Files
Parts Price Codes.
Parts auto-registration Maintenance
Warranty Maintenance.
Sales auto-registration Maintenance
Accounting Control File AP & AR.
Accounting auto-registration Control Files It’s My Money and I Want It Now!
Positive Pay.
Accounting auto-registration General Ledger Maintenance
Lenders Maintenance.
Sales auto-registration Maintenance
Fixed Ops Control File Introduction.
Service Parts auto-registration Control Files
Posting to the General Ledger.
Accounting auto-registration General Ledger
Balancing and Posting a Till.
Accounting auto-registration Cash Control
Service Reporting Payroll.
Service auto-registration Reporting and Analytics Focused Reporting on What’s Important to You
Workplan Guide Maintenance.
CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience
Protection Maintenance.
Sales auto-registration Maintenance
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.
Navigating the Workplan Dashboard.
CRM/Workplan Dashboards auto-registration
Service Management Dashboards & Pages.
Service Dashboards auto-registration Focused Reporting on What’s Important to You
Scheduling a Loaner Vehicle.
Service auto-registration Service Loaners
Executing and Managing Tasks.
CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience
Submitting a Parts Order.
Parts auto-registration Orders & Receipts
Email Communications.
Service CRM/Workplan Accounting Sales Parts auto-registration Communications
Managing Loaner Vehicles.
Service auto-registration Service Loaners
Auto Billing Maintenance.
Accounting Auto Billing auto-registration
Posting Tank.
Accounting auto-registration General Ledger
Forms Maintenance.
Sales auto-registration Maintenance
Auto Billing Reports.
Accounting Auto Billing auto-registration Reporting and Analytics
Deal Tax Structure Maintenance.
Sales auto-registration Maintenance
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.
Fixed Ops Control File Fixed Ops Tire Storage.
Service Parts auto-registration Control Files
Querying Vendors.
Accounting auto-registration Accounts Payable
Taking Miscellaneous Payments.
Accounting auto-registration Cash Control
Employee Scheduling Managing & Reporting.
Accounting Employee Management
Parts Requests.
Service Parts Dispatch auto-registration Parts Requests
v10 CRM Showcase Nov 2022 - Sales CRM
Discover the potential of your database through the various features of the CRM!
Vehicle Inspections
Create electronic inspections directly in the PBS software which can be used as an upsell tool and easily accessed at any time.
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.
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.
Online Express Pay - Customer Perspective.
Accounting auto-registration Online Express Pay
Auto Billing Contract Statuses.
Accounting Auto Billing auto-registration
Fixed Ops Control File Fixed Ops Appointments.
Service Parts auto-registration Control Files
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.
Sales Control File Introduction.
Sales auto-registration Control Files
Receipting Parts.
Parts auto-registration Orders & Receipts
Cyber Security Awareness Course
Cyber attacks can impact all businesses. Protect your company's data with practical tips on cybersecurity, including strong passwords, avoiding phishing scams, software updates, and device security.
Cyber Security Cyber Security Panel
Sales Fundamentals Learning Path
Primarily geared for sales reps and managers to start mastering the basics of the v10 software.
4 Courses
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.
Parts Fundamentals Learning Path
This course is designed for parts advisors and managers that want to get up to speed on day to day processes.
5 Courses
Accounting Fundamentals Learning Path
This course is designed for the accounting department to get up to speed on day to day processes.
5 Courses
Vehicle Make Ready
This course will teach you how to successfully communicate between departments when requesting services on an inventory unit.
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.
BDC/Marketing Learning Path
Manage your dealership's marketing efforts and effectively communicate with your customers directly from the v10 software to ensure the most positive customer experience ever!
4 Courses
Parts Requests
This course reviews a recommended best practice for communicating parts requests electronically.
Vehicle Management for Accounting.
Accounting Vehicle Management auto-registration
Lead Management.
Sales auto-registration Sales Leads Deals
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.
GL Reporting.
Accounting auto-registration General Ledger Reporting and Analytics
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.
Fixed Ops Control File
Navigate through the entire Fixed Ops Control File with ease after completing this course.
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.
Custom DOC Setups.
Accounting auto-registration Reporting and Analytics
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.
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.
Digital Service - Appointment Notifications.
auto-registration Digital Service Suite
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.
Closing a Service Order.
Service auto-registration Service Orders
Setting Up Guides, Campaigns, and Mailers.
CRM/Workplan auto-registration
Cash Control Maintenance.
auto-registration Cash Control Maintenance
Workplan Document Formatting.
CRM/Workplan auto-registration It’s My Money and I Want It Now! Rebranding Your CRM for an Enhanced Customer Experience
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.
Service Menu Packages.
Service auto-registration Advanced Service Orders
Digital Service - Web Appointments.
Service auto-registration Digital Service Suite
v10 Parts Showcase Nov 2022 - Parts Requests
Are you still using paper parts requests? Improve communications on work items with v10.
Sales Security.
Sales Users & Security auto-registration Employee Management
Schedule Clean & Reconcile Controls.
Accounting auto-registration General Ledger
AR Reporting.
Accounting auto-registration Accounts Receivable Reporting and Analytics
Schedules.
Accounting auto-registration General Ledger
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.
Querying the General Ledger.
Accounting auto-registration General Ledger
Generating Statements.
Accounting auto-registration Accounts Receivable It’s My Money and I Want It Now!
Deferred Services.
Service auto-registration Deferred/Declined Services
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.
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.
Employee Scheduling Maintenance.
Accounting Employee Management
Loaners
This course will navigate you through scheduling and managing your loaners.
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!
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.
Scheduling an Appointment.
Service Service Appointments auto-registration
Creating a Parts Invoice.
Parts auto-registration Selling Parts
Submitting a Parts Return.
Parts auto-registration Orders & Receipts
Vehicle Inspections.
Service auto-registration Vehicle Inspections
Customer Valuation.
Service Accounting Sales Parts Contact Management auto-registration
Merging Contacts.
Accounting Contact Management auto-registration
Customer Care.
Service Accounting Sales Parts auto-registration Communications
10.18 Accounting Dashboards
10.18 Parts Dashboards
How to Processing Payment with Integrated Payment Processing.
Accounting auto-registration Integrated Payment Processing
Deferred Services
Take this course to understand how to manage your deferred services.
Sales CRM Plug-Ins.
CRM/Workplan Sales auto-registration
v10 Accounting Showcase Nov 2022 - Accounts Payable
Time is money, so we’ve made the payables process flow more efficiently.
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!
Contact Management for Accounting.
Accounting Contact Management auto-registration It’s My Money and I Want It Now!
Time Clock - Clocking In and Out.
Accounting auto-registration Employee Management
Online Express Pay Configuration.
Accounting auto-registration Online Express Pay
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.
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?
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.
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.
Online Express Pay for Service.
Service Accounting auto-registration Online Express Pay
Finalizing a Deal.
Sales auto-registration Deals
3rd Party Billing.
Service auto-registration Advanced Service Orders
Credit on Account.
Accounting auto-registration Cash Control It’s My Money and I Want It Now!
Contact Defaults and Anti Spam Legislations.
Service CRM/Workplan Accounting Sales Parts Contact Management auto-registration
Accounting Control File Financial Statement.
Accounting auto-registration Control Files
Workplan Document Maintenance.
CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience
Service Estimates.
Service auto-registration Service Estimates
Parts Reporting Parts Sales.
Parts auto-registration Reporting and Analytics
Cheque Run and Void Cheque.
Accounting auto-registration Accounts Payable
Parts Management Dashboards & Pages.
Parts Dashboards auto-registration
PO Control File.
Accounting Purchase Orders auto-registration Control Files
Creating Templates.
Accounting auto-registration General Ledger
Service CRM Plug-Ins.
Service CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience
Entering AP Transactions for a PO.
Accounting Purchase Orders auto-registration Accounts Payable
BDR Reporting.
Service Accounting Sales Parts auto-registration Reporting and Analytics
Online Express Pay for Parts.
Accounting Parts auto-registration Online Express Pay
Audit Log Report.
Service Accounting Sales Parts auto-registration Employee Management
Taking Deal Deposits.
Accounting Sales auto-registration Cash Control
Fixed Ops Control File Parts Inventory.
Service Parts auto-registration Control Files
Arriving Vehicles.
Sales Vehicle Management auto-registration
Accounting Security.
Accounting Users & Security auto-registration Employee Management
PO Maintenance.
Accounting Purchase Orders auto-registration
Service Document Management.
Service auto-registration Maintenance
Taking Payments with Default Cash Control.
Service Accounting Parts auto-registration Cash Control
Sales Commissions.
Sales auto-registration Maintenance Deals
Parts CRM Plug-Ins.
CRM/Workplan Parts auto-registration
Watch List.
Service Accounting Sales Parts auto-registration Communications
Service Allocation Templates.
Service auto-registration Maintenance Service Orders
Applying Service Charges.
Accounting auto-registration Accounts Receivable
Journal Codes Maintenance.
Accounting auto-registration Maintenance
Work Item Chat.
Service Accounting Sales Parts auto-registration Communications
Shop Load Setups.
Service Service Appointments auto-registration Maintenance
Night Cap Reporting.
Service Accounting Sales Parts Dashboards auto-registration
Text Communications.
Service CRM/Workplan Accounting Sales Parts auto-registration Communications
Sales Control File Deal Due Bills.
Sales auto-registration Control Files
Processing EFTs.
Accounting auto-registration Accounts Payable
Enter AR Transaction.
Accounting auto-registration Accounts Receivable
Parts Reporting Parts Inventory.
Parts auto-registration Reporting and Analytics
Fixed Ops Control File Parts Receipting.
Service Parts auto-registration Control Files
Navigating Accounting Dashboards.
Accounting Dashboards auto-registration
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.
AR Credit Policy.
Accounting auto-registration Accounts Receivable
Appointment Scheduler.
Service Service Appointments auto-registration
Rate Codes.
Service auto-registration Maintenance
Service Reporting Management.
Service auto-registration Reporting and Analytics Focused Reporting on What’s Important to You
Online Express Pay for Sales.
Accounting Sales auto-registration Online Express Pay
Sales Activity Traffic Log.
Sales auto-registration Sales Leads Deals
Creating a Parts Quote.
Parts auto-registration Selling Parts
Creating and Managing Dashboards.
Service Accounting Sales Parts Dashboards auto-registration
Warranty Admin Learning Path
These courses will help you become familiar with service processes in order to quickly submit warranty to your manufacturer.
3 Courses
Technician Learning Path
Technicians have the opportunity to master the software through these basic courses.
2 Courses
Service Appointment Coordinator Learning Path
Manage your shop and incoming appointments easily by mastering the essentials of Appointment Scheduling.
3 Courses
v10 CRM Bootcamp
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.
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
10.18 Service Dashboards
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.
v10 Service Showcase Nov 2022 - Add Work Requests (AWR)
Boost your fixed ops productivity while increasing your profit per customer.
Cash Control Reports.
Accounting auto-registration Cash Control
Scenario Templates.
Sales auto-registration Advanced Selling Tools
Advanced Parts Stats Features.
Parts Inventory Management auto-registration
Technician Login.
Service Dispatch auto-registration
Parts Kits.
Parts auto-registration Maintenance
Adding New Parts to Inventory & Basic Parts Stats Features.
Parts Inventory Management auto-registration
Add Work Requests.
Service Parts Dispatch auto-registration Add Work Requests
Fixed Ops Control File Parts Ordering.
Service Parts auto-registration Control Files
Contact Management for Sales.
Sales Contact Management auto-registration It’s My Money and I Want It Now!
Sales App - Sales Rep.
Sales auto-registration Mobile App
AP Reporting.
Accounting auto-registration Accounts Payable Reporting and Analytics
Op Code Maintenance.
Service auto-registration Maintenance
Sales Reports.
Sales auto-registration Reporting and Analytics
Chart of Accounts Maintenance.
Accounting auto-registration Maintenance
Invoice Hub - A Customer's Perspective.
Accounting auto-registration Invoice Hub It’s My Money and I Want It Now!
Fixed Ops Control File Fixed Ops Warranty.
Service Parts auto-registration Control Files
General Security.
Service Accounting Sales Parts Users & Security auto-registration Employee Management
Service Reporting Sales.
Service auto-registration Reporting and Analytics Focused Reporting on What’s Important to You
Service Labor Price Code Maintenance.
Service auto-registration Maintenance
Dispatch Job Manager.
Service Dispatch auto-registration
Tire Storage Management.
Service auto-registration Tire Storage
Parts Coupons.
Parts auto-registration Maintenance Selling Parts
Auto Billing 101.
Accounting Auto Billing auto-registration
Auto Billing Course
Service Fundamentals Learning Path
Primarily geared for service advisors and service managers to start mastering the basics of the v10 software.
7 Courses
Reversing Parts Invoices.
Parts auto-registration Selling Parts
Digital Service - Service App - Advisor Mode.
auto-registration Digital Service Suite
Accounting Workplan
Utilize our accounting plugin to ease the pain of chasing down overdue receivables customers for your accounting team.
10.18 Sales Dashboards
Menu Selling.
Sales auto-registration Advanced Selling Tools
Parts Reporting Orders & Receipts.
Parts auto-registration Reporting and Analytics
v10 Service Showcase
Take your service operations to new heights!
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.
Billing Codes.
Parts auto-registration
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.
Service Coupons.
Service auto-registration Advanced Service Orders
Deal Posting Templates.
Accounting auto-registration General Ledger
v10 Service Showcase Feb 2023 - Inspection Analytics
Use Inspection Analytics, to make informed decisions on how to increase performance, productivity, and profitability.
Time Clock
Learn to streamline the process of employees clocking in and out efficiently, and then ensure employees are held accountable for their hours.
Parts Physical Inventory
Check out this Step-by-Step instructional video on how to perform your upcoming physical inventory.
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.
10.18 CRM Dashboards
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.
Workplan Campaign Maintenance.
CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience
Parts Quick Receipt.
Parts auto-registration Orders & Receipts
Navigating Sales Dashboards.
Sales Dashboards auto-registration
Time Clock Management.
Accounting auto-registration Employee Management
Physical Inventory & Bin Counts.
Parts Inventory Management auto-registration
Contact Management for Fixed Ops.
Service Parts Contact Management auto-registration It’s My Money and I Want It Now!
Parts Management Learning Path
Learn to manage your department through courses such as reporting, maintenance setups, and control files just to name a few.
8 Courses
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.
Fee Maintenance.
Sales auto-registration Maintenance
Invoice Hub - Website & Customer Setups.
Accounting auto-registration Invoice Hub
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.
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
Divisional Parts Transfer.
Parts auto-registration
Hunter Integration
auto-registration 3rd Party Fixed Ops Focus 1 & 2
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.
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.
Sales Appointments.
Sales auto-registration
Copying Permissions & Applying User Roles.
Accounting Users & Security auto-registration Employee Management
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.
Enter AP Transaction.
Accounting auto-registration Accounts Payable
Reconcile Open Credits.
Accounting auto-registration Accounts Receivable
Fixed Ops Control File Fixed Ops Accounting.
Service Parts auto-registration Cash Control
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.
Accounting Control File General Ledger.
Accounting auto-registration Control Files
Navigating Parts Dashboards.
Parts Dashboards auto-registration
Parts Allocation Templates.
Parts auto-registration Maintenance Selling Parts
Sales Management Learning Path
Learn to manage your department through courses such as reporting, maintenance setups, and control files just to name a few.
9 Courses
Vehicle Wishlist.
Sales auto-registration Advanced Selling Tools
Complete Document Management (CDM).
auto-registration Complete Document Management
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.
Accounting Management Dashboards & Pages.
Accounting Dashboards auto-registration
Digital Service - Service Order Notifications.
auto-registration Digital Service Suite
Fixed Ops Security.
Service Parts Users & Security auto-registration Employee Management
Vehicle Management for Fixed Ops.
Service Parts Vehicle Management auto-registration
Applying Templates to Deal Deposits.
Accounting Sales auto-registration Cash Control
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.
Workplan Mailing Maintenance.
CRM/Workplan auto-registration Rebranding Your CRM for an Enhanced Customer Experience
Automatic Posting.
Accounting auto-registration General Ledger
Fixed Ops Control File Fixed Ops Dispatch.
Service Parts auto-registration Control Files
Security Policy.
Service Accounting Sales Parts Users & Security auto-registration Employee Management
Status Types.
Sales auto-registration Maintenance
Interim Deposits.
Service Parts auto-registration Deposits
Wi-Fi- Scanner.
Parts Inventory Management auto-registration
Automatic Deployment of Forms.
Sales auto-registration Maintenance
Sales App - Document Signing.
Sales auto-registration Mobile App
Bank Management.
Accounting auto-registration Maintenance
Invoice Hub - Dealership Website Support.
Accounting auto-registration Invoice Hub It’s My Money and I Want It Now!
Add Work Requests
Keep your technicians in the shop by electronically communicating any additional tech recommendations through AWR.
Posting the Inventory Value of a Vehicle.
Accounting Vehicle Management auto-registration General Ledger
Fixed Ops Control File Fixed Ops Service Printing.
Service Parts auto-registration Control Files
Multi-Factor Authentication (MFA).
Service Accounting Sales Parts Users & Security
Sales Control File Vehicle Defaults.
Sales auto-registration Control Files
Processing Deals into Accounting.
Accounting auto-registration General Ledger
Finance Manager Learning Path
Designed specifically for Business/Finance Managers, learn how the PBS software can help you to sell faster and more efficiently by quickly customizing deals, the ease of taking deal deposits, and printing forms finalizing deals.
7 Courses
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!
Workplan Calendar.
CRM/Workplan auto-registration
Inventory Manager Learning Path
Effectively manage your vehicle inventory by easily communicating with other departments to ensure recently arrived vehicles are ready for the lot as well as keeping track of which cars are sold, pending delivery, transferred to another dealer, and so on.
4 Courses
Fiscal Years Maintenance.
Accounting auto-registration Maintenance
Tire Storage Maintenance.
Service auto-registration Tire Storage
v10 Sales Showcase Nov 2022 - Vehicle Wishlist
Manage the customer experience and improve reaction times!
Shipping & Receiving Learning Path
The goal of this course is to teach the user about ordering, receipting, returning and tracking parts.
3 Courses
Accounting Management Learning Path
Learn to manage your department through courses such as reporting, maintenance setups, and control files just to name a few.
9 Courses
Ordering, Transferring & Cancelling an SOP.
Parts auto-registration Special Order Parts
Tire Storage Process.
Service auto-registration Tire Storage
Custom Forms.
Sales auto-registration Advanced Selling Tools
Bank Reconciliation.
Accounting auto-registration General Ledger
Sales Control File Lead Defaults.
Sales auto-registration Control Files
Advanced Matrix.
Parts auto-registration Maintenance
Posting Deals to Accounting.
Accounting auto-registration General Ledger
Fixed Ops Control File Fixed Ops Service.
Service Parts auto-registration Control Files
Cashier Learning Path
Learn how to quickly process customer payments for service orders, parts invoices, deal deposits, AR statements.
3 Courses
Parts Reporting Parts Management.
Parts auto-registration Reporting and Analytics
Close Till.
Accounting auto-registration Cash Control
Parts Inquiry.
Parts auto-registration Selling Parts
Service Management Learning Path
Learn to manage your department through courses such as reporting, maintenance setups, and control files just to name a few.
8 Courses
Accounting CRM Plug-Ins.
CRM/Workplan Accounting auto-registration
Adding Parts to a Service Order.
Service Parts auto-registration
Source Maintenance.
Parts auto-registration Maintenance
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.
v10 Sales Showcase Feb 2023 - Make Ready's
Join us as we highlight the newest improvements to v10's Make Ready feature!
Creating a Service Order.
Service auto-registration Service Orders
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.
Integrated Payment Processing
This course provides information on the installation, cash control setups, processing payments, as well as FAQs and troubleshooting.
Contact & Vehicle Management for Sales
Manage your customers and their vehicles effectively through these courses.
Navigating Sales Dashboards
Learn how dashboards can be utilized for sales reps and sales managers.
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.
Parts Dashboards for Managers
Learn how dashboards can be created and utilized for parts advisors and parts managers.
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.
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.
Parts Maintenance
Read through some basic maintenance items such as Parts Coupons, Parts Kits, and the Advanced Matrix.
Parts Reporting
Confidently navigate through the different sales, management, inventory, ordering and receipting reports after reviewing this course.
Collecting Deposits
This course will highlight several options on taking deposits and how they will affect department processes and the ability to take deposits through fixed ops work items and Online Express Pay.
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.
Service Maintenance
Read through some basic maintenance items such as Op Codes, Document Management, Service Fees, Service Coupons, and Shop Load Setups.
Service Reporting
Confidently navigate through the different payroll, management, and sales reports after reviewing this course.
Service Dashboards for Managers
Learn how dashboards can be created and utilized for technicians, service advisors, and service managers.
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.
Technician Advanced Features
Learn how to create electronic parts requests, upsells, and handle electronic inspections.
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.
Sales Control File
Navigate through the entire Sales Control File with ease after completing this course.
Sales Dashboards for Managers
Learn how dashboards can be created and utilized for sales reps and sales managers.
Sales Maintenance
Read through some basic maintenance items such as Fees, Forms, Scenario Templates, and Status Types.
Sales Reporting
Confidently navigate through the sales reports after reviewing this 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.
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.
Service Estimates
This course will show you how to create an estimate then transfer the estimate to another work item.
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.
Navigating Service Dashboards
Learn how dashboards can be utilized for technicians, service advisors, and service managers.
Contact & Vehicle Management for Fixed Ops
Manage your customers and their vehicles effectively through these courses.
Service Orders
Learn the service order process, including creation, closing, and cashiering, with additional courses on using Cash Control for payments.
Navigating Accounting Dashboards
Learn how dashboards can be utilized to accounting's advantage when it comes to having real time data at your fingertips.
Cash Control
The Cash Control module is responsible for collecting and receipting monies for good and services provided by the dealership.
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.
Accounts Payable
Learn all about the AP process which includes cheque runs, processing EFTs, and then finally reporting.
Accounts Receivable
Easily manage your account receivables by learning how to enter AR transactions, query customers, reconcile open credits, and generating statements.
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.
Contact & Vehicle Management for Accounting
Manage your customers and their vehicles effectively through these courses.
Navigating Parts Dashboards
Learn how dashboards can be utilized for parts advisors and parts managers.
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.
Ordering, Receipting, and Returning Parts
Learn how to order, receipt and return parts by enrolling in this course.
Accounting Maintenance
Read through some basic maintenance items such as Chart of Accounts, Bank Management, Clear Schedule, Positive Pay, Fiscal Years and Journal Codes.
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.
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.
Accounting Control File
Navigate through the entire Accounting Control File with ease after completing this course.
Accounting Reporting
Get a detailed look at your accounts payable and general ledger reporting through this 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.
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.
Turning Leads into Quotes
This course takes you through how to manage your incoming leads and quickly turn those leads into quotes.
Contact & Vehicle Management for Sales
Manage your customers and their vehicles effectively through these courses.
Navigating Sales Dashboards
Learn how dashboards can be utilized for sales reps and sales managers.
Vehicle Wishlist
Enroll in this course to learn how users can add, track and report on vehicles that customers have added to their wishlist.
Vehicle Make Ready
This course will teach you how to successfully communicate between departments when requesting services on an inventory unit.
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.
Parts Dashboards for Managers
Learn how dashboards can be created and utilized for parts advisors and parts managers.
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.
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.
Parts Maintenance
Read through some basic maintenance items such as Parts Coupons, Parts Kits, and the Advanced Matrix.
Parts Reporting
Confidently navigate through the different sales, management, inventory, ordering and receipting reports after reviewing this course.
Collecting Deposits
This course will highlight several options on taking deposits and how they will affect department processes and the ability to take deposits through fixed ops work items and Online Express Pay.
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.
Collecting Deposits
This course will highlight several options on taking deposits and how they will affect department processes and the ability to take deposits through fixed ops work items and Online Express Pay.
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.
Service Maintenance
Read through some basic maintenance items such as Op Codes, Document Management, Service Fees, Service Coupons, and Shop Load Setups.
Service Reporting
Confidently navigate through the different payroll, management, and sales reports after reviewing this course.
Service Dashboards for Managers
Learn how dashboards can be created and utilized for technicians, service advisors, and service managers.
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.
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.
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.
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.
Technician Advanced Features
Learn how to create electronic parts requests, upsells, and handle electronic inspections.
Contact & Vehicle Management for Sales
Manage your customers and their vehicles effectively through these courses.
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.
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.
Sales Control File
Navigate through the entire Sales Control File with ease after completing this course.
Sales Dashboards for Managers
Learn how dashboards can be created and utilized for sales reps and sales managers.
Sales Maintenance
Read through some basic maintenance items such as Fees, Forms, Scenario Templates, and Status Types.
Sales Reporting
Confidently navigate through the sales reports after reviewing this course.
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.
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.
Sales Maintenance
Read through some basic maintenance items such as Fees, Forms, Scenario Templates, and Status Types.
Sales Dashboards for Managers
Learn how dashboards can be created and utilized for sales reps and sales managers.
Sales Reporting
Confidently navigate through the sales reports after reviewing this course.
Sales Control File
Navigate through the entire Sales Control File with ease after completing this 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.
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.
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.
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.
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.
Service Estimates
This course will show you how to create an estimate then transfer the estimate to another work item.
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.
Navigating Service Dashboards
Learn how dashboards can be utilized for technicians, service advisors, and service managers.
Contact & Vehicle Management for Fixed Ops
Manage your customers and their vehicles effectively through these courses.
Service Orders
Learn the service order process, including creation, closing, and cashiering, with additional courses on using Cash Control for payments.
Navigating Accounting Dashboards
Learn how dashboards can be utilized to accounting's advantage when it comes to having real time data at your fingertips.
Contact Management for Accounting.
Accounting Contact Management auto-registration It’s My Money and I Want It Now!
Cash Control
The Cash Control module is responsible for collecting and receipting monies for good and services provided by the dealership.
Navigating Sales Dashboards
Learn how dashboards can be utilized for sales reps and sales managers.
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.
Email Communications.
Service CRM/Workplan Accounting Sales Parts auto-registration Communications
Text Communications.
Service CRM/Workplan Accounting Sales Parts auto-registration Communications
Accounts Payable
Learn all about the AP process which includes cheque runs, processing EFTs, and then finally reporting.
Accounts Receivable
Easily manage your account receivables by learning how to enter AR transactions, query customers, reconcile open credits, and generating statements.
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.
Navigating Accounting Dashboards
Learn how dashboards can be utilized to accounting's advantage when it comes to having real time data at your fingertips.
Contact & Vehicle Management for Accounting
Manage your customers and their vehicles effectively through these courses.
Navigating Parts Dashboards
Learn how dashboards can be utilized for parts advisors and parts managers.
Contact & Vehicle Management for Fixed Ops
Manage your customers and their vehicles effectively through these courses.
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.
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.
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.
Navigating Service Dashboards
Learn how dashboards can be utilized for technicians, service advisors, and service managers.
Contact & Vehicle Management for Fixed Ops
Manage your customers and their vehicles effectively through these courses.
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.
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.
Contact & Vehicle Management for Fixed Ops
Manage your customers and their vehicles effectively through these courses.
Service Orders
Learn the service order process, including creation, closing, and cashiering, with additional courses on using Cash Control for payments.
Navigating Service Dashboards
Learn how dashboards can be utilized for technicians, service advisors, and service managers.
Navigating Service Dashboards
Learn how dashboards can be utilized for technicians, service advisors, and service managers.
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.
Contact & Vehicle Management for Fixed Ops
Manage your customers and their vehicles effectively through these courses.
Accounting Workplan
Utilize our accounting plugin to ease the pain of chasing down overdue receivables customers for your accounting team.
Accounting Maintenance
Read through some basic maintenance items such as Chart of Accounts, Bank Management, Clear Schedule, Positive Pay, Fiscal Years and Journal Codes.
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.
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.
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.
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.
Accounting Control File
Navigate through the entire Accounting Control File with ease after completing this course.
Accounting Reporting
Get a detailed look at your accounts payable and general ledger reporting through this 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.
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.
Navigating Sales Dashboards
Learn how dashboards can be utilized for sales reps and sales managers.
Turning Leads into Quotes
This course takes you through how to manage your incoming leads and quickly turn those leads into quotes.
Contact & Vehicle Management for Sales
Manage your customers and their vehicles effectively through these courses.
Contact & Vehicle Management for Sales
Manage your customers and their vehicles effectively through these courses.
Navigating Sales Dashboards
Learn how dashboards can be utilized for sales reps and sales managers.
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.
Parts Dashboards for Managers
Learn how dashboards can be created and utilized for parts advisors and parts managers.
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.
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.
Parts Maintenance
Read through some basic maintenance items such as Parts Coupons, Parts Kits, and the Advanced Matrix.
Parts Reporting
Confidently navigate through the different sales, management, inventory, ordering and receipting reports after reviewing this course.
Collecting Deposits
This course will highlight several options on taking deposits and how they will affect department processes and the ability to take deposits through fixed ops work items and Online Express Pay.
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.
Service Maintenance
Read through some basic maintenance items such as Op Codes, Document Management, Service Fees, Service Coupons, and Shop Load Setups.
Service Reporting
Confidently navigate through the different payroll, management, and sales reports after reviewing this course.
Service Dashboards for Managers
Learn how dashboards can be created and utilized for technicians, service advisors, and service managers.
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.
Technician Advanced Features
Learn how to create electronic parts requests, upsells, and handle electronic inspections.
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.
Sales Control File
Navigate through the entire Sales Control File with ease after completing this course.
Sales Dashboards for Managers
Learn how dashboards can be created and utilized for sales reps and sales managers.
Sales Maintenance
Read through some basic maintenance items such as Fees, Forms, Scenario Templates, and Status Types.
Sales Reporting
Confidently navigate through the sales reports after reviewing this 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.
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.
Service Estimates
This course will show you how to create an estimate then transfer the estimate to another work item.
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.
Navigating Service Dashboards
Learn how dashboards can be utilized for technicians, service advisors, and service managers.
Contact & Vehicle Management for Fixed Ops
Manage your customers and their vehicles effectively through these courses.
Service Orders
Learn the service order process, including creation, closing, and cashiering, with additional courses on using Cash Control for payments.
Navigating Accounting Dashboards
Learn how dashboards can be utilized to accounting's advantage when it comes to having real time data at your fingertips.
Cash Control
The Cash Control module is responsible for collecting and receipting monies for good and services provided by the dealership.
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.
Accounts Payable
Learn all about the AP process which includes cheque runs, processing EFTs, and then finally reporting.
Accounts Receivable
Easily manage your account receivables by learning how to enter AR transactions, query customers, reconcile open credits, and generating statements.
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.
Contact & Vehicle Management for Accounting
Manage your customers and their vehicles effectively through these courses.
Navigating Parts Dashboards
Learn how dashboards can be utilized for parts advisors and parts managers.
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.
Ordering, Receipting, and Returning Parts
Learn how to order, receipt and return parts by enrolling in this course.
Accounting Maintenance
Read through some basic maintenance items such as Chart of Accounts, Bank Management, Clear Schedule, Positive Pay, Fiscal Years and Journal Codes.
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.
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.
Accounting Control File
Navigate through the entire Accounting Control File with ease after completing this course.
Accounting Reporting
Get a detailed look at your accounts payable and general ledger reporting through this 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.
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.
Turning Leads into Quotes
This course takes you through how to manage your incoming leads and quickly turn those leads into quotes.