Online Presence for Sales
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!
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
Explore the revolutionary update in Query Accounts, enhanced Cash Control, and streamlined model number adjustments in version 10.20.
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.
What's New for You - 10.20 Parts
Explore custom parts reports and gain insights on analytics with the 10.20 release notes.
What's New for You - 10.20 Sales
Learn to manage sales appointment notifications effectively and stay organized for providing excellent customer service in the 10.20 update.
Sales Velocity Page.
v10 Parts Showcase
Use the power of v10 to harness the full potential of your core portfolio!
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.
Quoting.
Query Customers.
Custom Status.
Workplan Control File.
Elavon Converge Cash Control Setup.
Visual Shop Load.
Accounting Control File Introduction.
Clear Schedule.
Creating and Building a Deal.
Chat Manager.
Workplan Block Maintenance.
Vehicle Management for Sales.
Sales Control File Deal Defaults.
Viewing & Managing SOPs.
External Data Import Templates.
Warranty Maintenance.
Lenders Maintenance.
Balancing and Posting a Till.
Vehicle Management for Accounting.
Service Reporting Payroll.
Night Cap Reporting.
Submitting a Parts Return.
Taking Parts & Service Payments through Cash Control.
Op Code Maintenance.
Custom DOC Setups.
Sales Management Dashboards & Pages.
Cashiering a Service Order.
Searching for a Vehicle.
Adding New Parts to Inventory & Basic Parts Stats Features.
Online Express Pay for Parts.
Posting to the General Ledger.
Fee Maintenance.
Online Express Pay Configuration.
Divisional Parts Transfer.
Vehicle Wishlist.
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.
Service Management Dashboards & Pages.
Scheduling a Loaner Vehicle.
Executing and Managing Tasks.
Submitting a Parts Order.
Integrated Email Communications.
Posting Tank.
Deal Tax Structure 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.
Querying Vendors.
Employee Scheduling Managing & Reporting.
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.
Auto Billing Contract Statuses.
Fixed Ops Control File Fixed Ops Appointments.
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.
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.
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.
Vehicle Wishlist
Enroll in this course to learn how users can add, track and report on vehicles that customers have added to their wishlist.
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.
Lead Management.
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.
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.
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.
Delivery Management.
Forms Maintenance.
Service Fees.
General Security.
Complete Document Management (CDM).
Customer Care.
Copying Permissions & Applying User Roles.
Workplan Guide Maintenance.
Sales App - Sales Rep.
Technician Login.
GL Reporting.
Auto Billing Terms & Functionality.
Parts Inquiry.
Auto Billing Reports.
Advanced Matrix.
Billing Codes.
Bank Reconciliation.
Fiscal Years Maintenance.
Status Types.
Receipting Parts.
Creating and Managing Dashboards.
Closing a Service Order.
Parts Allocation Templates.
Taking Miscellaneous Payments.
Appointment Scheduler.
Fixed Ops Control File Fixed Ops Parts Sales.
Chart of Accounts Maintenance.
Service Allocation Templates.
Reversing Parts Invoices.
Cash Control Reports.
Sales Control File Deal Due Bills.
Digital Service - Web Appointments.
Digital Sales Presentation.
Protection Maintenance.
Source Maintenance.
Deferred Services.
Online Express Pay for Sales.
Accounting Control File Time Clock.
Scenario Templates.
Accounting Control File General Ledger.
Contact Management for Fixed Ops.
Contact Defaults and Anti Spam Legislations.
Creating Auto Billing Contracts.
Workplan Mailing Maintenance.
Sales App - Document Signing.
Creating a Parts Invoice.
Auto Billing 101.
Online Express Pay for AR Invoices.
Cash Control Maintenance.
Parts Reporting Orders & Receipts.
Sales Control File Introduction.
Creating Purchase Orders.
Close Till.
Fixed Ops Control File Fixed Ops Tire Storage.
Parts Price Codes.
Parts Kits.
Taking Payments with Default Cash Control.
Invoice Hub - A Customer's Perspective.
Contact Management.
Parts Reporting Parts Sales.
Online Express - Successfully Launching PBS Online Express Pay.
Add Work Requests.
Fixed Ops Control File Introduction.
Manual Cheques.
Setting Up Guides, Campaigns, and Mailers.
v10 Parts Showcase Nov 2022 - Parts Requests
Are you still using paper parts requests? Improve communications on work items with v10.
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.
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.
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.
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.
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.
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.
v10 CRM Showcase Nov 2022 - Sales CRM
Discover the potential of your database through the various features of the CRM!
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.
v10 Accounting Showcase
Capably manage workloads with time-saving templates!
v10 CRM Showcase
Achieve peak productivity in Task Management!
v10 Sales Showcase
Transform your sales approach with the Sales Velocity dashboard page!
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.
Fixed Ops Security.
Parts Requests.
Fixed Ops Tax Structures.
AWR Analytics Page.
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.
Managing Loaner Vehicles.
Digital Service - Appointment Notifications.
Technician Performance Page.
AR Reporting.
Accounting Control File AP & AR.
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.
3rd Party Billing.
Enhanced Maintenance Guide (EMG).
Auto Billing Maintenance.
Parts Reporting Parts Inventory.
Parts Reporting Parts Management.
Contact Management for Accounting.
Service Menu Packages.
Sales Security.
Schedule Clean & Reconcile Controls.
Schedules.
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.
Generating Statements.
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.
Loaners
This course will navigate you through scheduling and managing your loaners.
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.
Vehicle Inspections.
Customer Valuation.
10.18 Accounting Dashboards
10.18 Parts Dashboards
How to Processing Payment with Integrated Payment Processing.
Deferred Services
Take this course to understand how to manage your deferred services.
Sales CRM Plug-Ins.
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!
Positive Pay.
Time Clock - Clocking In and Out.
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.
Enter AR Transaction.
Online Express Pay for Service.
Finalizing a Deal.
Credit on Account.
Accounting Control File Financial Statement.
Service Estimates.
Cheque Run and Void Cheque.
Parts Management Dashboards & Pages.
PO Control File.
Creating Templates.
Service CRM Plug-Ins.
Entering AP Transactions for a PO.
BDR Reporting.
Taking Deal Deposits.
Fixed Ops Control File Parts Inventory.
Arriving Vehicles.
Accounting Security.
PO Maintenance.
Service Document Management.
Sales Commissions.
Parts CRM Plug-Ins.
Watch List.
Applying Service Charges.
Journal Codes Maintenance.
Work Item Chat.
Shop Load Setups.
Text Communications.
Processing EFTs.
Fixed Ops Control File Parts Receipting.
Navigating Accounting Dashboards.
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.
Rate Codes.
Service Reporting Management.
Creating a Parts Quote.
Digital Service - Service App - Tech Mode.
Digital Service - Online Approvals.
Sales Activity Traffic Log.
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
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.
Fixed Ops Control File Parts Ordering.
Contact Management for Sales.
AP Reporting.
Sales Reports.
Fixed Ops Control File Fixed Ops Warranty.
Service Reporting Sales.
Service Labor Price Code Maintenance.
Dispatch Job Manager.
Tire Storage Management.
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
Digital Service - Service App - Advisor Mode.
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.
AR Credit Policy.
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.
Service Coupons.
Merging Contacts.
Audit Log Report.
Deal Posting Templates.
Contact Defaults.
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.
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.
Advanced Parts Stats Features.
Lead Analysis Page.
Parts Physical Inventory
Check out this Step-by-Step instructional video on how to perform your upcoming physical inventory.
Parts Coupons.
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.
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.
Parts Quick Receipt.
Navigating Sales Dashboards.
Time Clock Management.
Physical Inventory & Bin Counts.
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.
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.
Workplan Document Maintenance.
Workplan Document Formatting.
Invoice Hub - Website & Customer Setups.
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
Hunter Integration
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.
Financial Reporting Explained.
Financial Reporting Setups.
Financial Reporting - Dashboard Pages.
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.
Reconcile Open Credits.
Fixed Ops Control File Fixed Ops Accounting.
Navigating Parts Dashboards.
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
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.
Digital Service - Service Order Notifications.
Vehicle Management for Fixed Ops.
Applying Templates to Deal Deposits.
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.
Automatic Posting.
Fixed Ops Control File Fixed Ops Dispatch.
Security Policy.
Wi-Fi- Scanner.
Automatic Deployment of Forms.
Bank Management.
Invoice Hub - Dealership Website Support.
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.
Fixed Ops Control File Fixed Ops Service Printing.
Multi-Factor Authentication (MFA).
Sales Control File Vehicle Defaults.
Processing Deals into Accounting.
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.
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
Tire Storage Maintenance.
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.
Tire Storage Process.
Custom Forms.
Sales Control File Lead Defaults.
Posting Deals to Accounting.
Fixed Ops Control File Fixed Ops Service.
Cashier Learning Path
Learn how to quickly process customer payments for service orders, parts invoices, deal deposits, AR statements.
3 Courses
Service Management Learning Path
Learn to manage your department through courses such as reporting, maintenance setups, and control files just to name a few.
7 Courses
Accounting CRM Plug-Ins.
Adding Parts to a Service Order.
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.
Service Order Timeline Page.
Labor Matrix.
Due Bills.
Navigating Service Dashboards.
Additional CRM Plug-Ins.
Sales Appointments.
Parts Management Learning Path
Learn to manage your department through courses such as reporting, maintenance setups, and control files just to name a few.
7 Courses
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.
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.
Menu Selling
Read through this course to see how menu packages can be completely customizable and easy to use for your dealership.
Window Stickers
In this course, we will show you how to set up, design, and manage Window Stickers.
Custom Forms
Take this course to create custom forms where the dealership has full control over the design and functionality of them.
PBS Sales App
Learn about how the PBS Connect Document Signing app will allow dealerships to collect electronic signatures.
Integrated Payment Processing
This course provides information on the installation, cash control setups, processing payments, as well as FAQs and troubleshooting.
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.
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.
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.
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.
Ordering, Receipting, and Returning Parts
Learn how to order, receipt and return parts by enrolling in this 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.
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.
Cash Control
The Cash Control module is responsible for collecting and receipting monies for good and services provided by the dealership.
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.
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.
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.
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.
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 Estimates
This course will show you how to create an estimate then transfer the estimate to another work item.
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.
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.
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.
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.
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.
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.
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.
Cash Control
The Cash Control module is responsible for collecting and receipting monies for good and services provided by the dealership.
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.
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.
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.
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 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.
Integrated Email Communications.
Text 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.
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.
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.
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.
Ordering, Receipting, and Returning Parts
Learn how to order, receipt and return parts by enrolling in this 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.
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.
Cash Control
The Cash Control module is responsible for collecting and receipting monies for good and services provided by the dealership.
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.
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.
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.
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.
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 Estimates
This course will show you how to create an estimate then transfer the estimate to another work item.
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.