Service Management Learning Path
Learn to manage your department through courses such as reporting, maintenance setups, and control files just to name a few.
Service Dashboards for Managers
Learn how dashboards can be created and utilized for technicians, service advisors, and service 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.
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.
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.
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.
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.
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.