A powerful DMS/CRM is only as reliable as the information within it.

Dive into database hygiene with our specialists! Discover actionable strategies and features like Data Clean and Bulk Merge to prevent and fix bad data. This session will help you drive sales, streamline workflows, and enhance customer experience, whether you're a data novice or a seasoned administrator.

Haven't updated your software in two years? This crash course session is for you. Think of it as a highlight reel: quick, focused, and practical.

In just 45 minutes, we'll give you a clear, concise overview of the most impactful updates (releases) in v10 for Sales. You’ll walk away with a better understanding of what's new, why it matters, and what to expect with your next transition - all in a jargon-free environment.

Haven't updated your software in two years? Worried about the impact of a transition?

In just 45 minutes, we'll give you a clear, concise overview of the most impactful updates (releases) and enhancements in v10 for Service. You’ll walk away with a better understanding of what's new, why it matters, and what to expect with your upcoming transition - all in a jargon-free environment.

This session will provide an exclusive preview of the new Parts App! Simplify order fulfillment and track deliveries from start to finish. Share your feedback on the app features to influence future developments.

AI is everywhere, but what does it mean for your DMS? In this session, we’ll explain how we define AI within our software, cutting through the hype to show where it truly adds value in dealership operations. Hear what we’ve tested, what we’ve passed on, and the direction we are taking in the future.

Sales don’t stop at the quote. This session introduces updates that give your team more flexibility to upsell warranties, insurance, and accessories after the initial price talk. We’ll cover changes to the sales workflow, menu package enhancements, and customizable features like Global Form Printing to help you boost profitability from quote to delivery.

Explore innovative service reporting in v10 that brings clarity to every corner of your operations in real time. Translate key performance metrics into dollars, measure impact, and refine your processes using advanced data insights.

Simplify employee onboarding with proven strategies. Create a smooth, consistent experience across all departments to boost team morale, minimize disruption, and quickly set staff up for success.

Discover time savers for your parts department. Manage priorities and ensure effective payment processes with optimal parts workflows to keep your team on course, focused, and efficient.

From booking lines to parts shipping, automation is doing more than ever. This session explores how managerial setups such as Auto Validate/Ship, Op Code setups, and Add Work Request workflows drive automation to reduce errors, accelerate service, and enhance customer experience. Discover how these updates support seasonal maintenance, web-based menus, and smarter selling.

Missing notifications? We’ve got the fix. Our redesigned v10 notifications keep things organized by department and read status, now staying visible for days. Customize how you receive, pin, or snooze alerts, so nothing slips through the cracks. Plus, get a refresher on v10 Chat as a quick, efficient way to stay connected across departments without leaving your desk.

Get more out of your inventory strategy by mastering Source Management. This session will discuss Parts Sources as a categorization method and using Price Codes to track profitability. When sourcing and supplier setups work together, your parts department gains clarity, consistency, and greater financial control.

Using Service BDC in v10? This one is for you. Dive into our new dashboard page designed to track show rates, appointment value, and BDC effectiveness. See how your team's follow-ups are driving results and adding to your bottom line.

Let's talk about Fixed Ops Deposits. This session is your chance to share feedback on the feature and help us shape future developments. Let us know how you are using it to process, track, and manage deposits in order to build solutions that work better for your team.

Bring your outreach back in-house with the v10 Workplan dashboard. Streamline communication and keep a clear record of customer touchpoints, all from one system. With built-in email and text templates, you'll ensure your team stays consistent, accountable, and fully aligned.

The PBS Sales App provides sales representatives with a convenient, user-friendly extension of the DMS, offering real-time data access and effortless functionality to enhance productivity. Log customer information into v10 while away from the showroom through the app, (e.g., while on the lot, during a demo drive) to ensure deal information is not lost. Stay on top of communication and reduce response times! Gain access to customer, vehicle, and deal database information from any mobile device to be more productive and keep the information updated.

Digital Sales Presentations create an interactive, professional buying experience allowing customers to view deal information through a webpage. This empowers buyers and co-buyers to view real-time deal changes and information from anywhere.

This session is not a demonstration; it's a focus group designed to get your feedback on how to integrate this feature into your existing sales workflow and ultimately convert more deals.

Discover the benefits of the Digital Service Suite (DSS) and how it supports several stages of the fixed ops workflow. Get an overview of DSS features and demonstrations to see how it enhances customer experience, increases sales, and improves shop efficiency. Whether you have DSS or not, this session will help you better understand and maximize its benefits.

Haven't updated your software in two years? Worried about the impact of a transition?

In just 45 minutes, we'll give you a clear, concise overview of the most impactful updates (releases) and enhancements in v10 for Parts. You’ll walk away with a better understanding of what's new, why it matters, and what to expect with your upcoming transition - all in a jargon-free environment.

Dive into enterprise-level analytics and make data-driven decisions with confidence. Find out how a divisional, multi-store dealership can optimize operations, enhance customer experience, and drive growth with expert strategies and tools.

Streamline accounts payable processes with our brand-new automation tools. Simplify invoice processing and reduce manual work while improving accuracy to save time as AI does the heavy lifting.

Dive deeper into your dealership's financials with the Income Statement and Financial Analytics pages. We'll show you how to break down the numbers in detail to support your fellow managers. Our 10.23 utility streamlines the setup, so getting started is easier than ever.

Your customers deserve the best. That's why we've redesigned v10 Web Appointments -  to make online booking easier, more accurate, and aligned with how customers prefer to schedule service. Developed with dealer feedback in mind, this update enhances the experience for your team and your clients.

Unlock the potential of your vehicle inventory with our updated vehicle file options. Our new enhanced vehicle pricing, Make Ready improvements, and reconditioning changes will help you get vehicles on the lot sooner and sold faster, saving precious time while multiplying your bottom line.

Find out how to use Parts Sales Reporting and SOP tracking to boost parts sales and stay on top of customer interactions. Automate outreach with the SOP plugin, quote follow-ups, and invoice campaigns, allowing you to close more sales. With detailed reporting on each feature, you can measure impact and refine your strategy.

Build stronger connections with our Workplan Calendar. Keep customers engaged and empower your team to give flawless meetings and on-time deliveries.

First impressions matter, and in sales, it starts with your leads. Discover how to assign, track, and follow up on every opportunity using our refreshed Lead Analysis Dashboard, lead rules, and data mining strategies. Gain all the knowledge you need to work smarter and transform leads into loyal customers.

Swiftly managing warranty claims, cores, and returns is essential to dealership prosperity. Get an inside look at the systems and tools that power effective and profitable return processes.

Managing parts across stores? This session is for you. Leverage the Enterprise Parts Locator and Divisional Transfer features to monitor and move inventory across your division. Improve fill rates, reduce unnecessary orders, and keep customers happy no matter where the sale happens.

Inventory shouldn't gather dust - or eat into profits. This session covers how to identify, manage, and move aging parts using v10 functionality for analyzing dormant stock. Find ways to track aging by time buckets, isolate dormant inventory, and hit KPIs such as inventory turns with greater precision.

Find out how we’ve reimagined desking and the upselling of products in sales! Our enhancements will save you time and steps, providing the customer better information to make decisions and sell more!  Integrated provider pricing and desking enhancements will streamline your product upselling. Get an exclusive look at the strides we’re taking now and into 2026.

Haven't updated your software in two years? This crash course session is for you. Think of it as a highlight reel: quick, focused, and practical.

In just 45 minutes, we'll give you a clear, concise overview of the most impactful updates (releases) in v10 for Sales. You’ll walk away with a better understanding of what's new, why it matters, and what to expect with your next transition - all in a jargon-free environment.

Haven't updated your software in two years? Worried about the impact of a transition?

In just 45 minutes, we'll give you a clear, concise overview of the most impactful updates (releases) and enhancements in v10 for Accounting. You’ll walk away with a better understanding of what's new, why it matters, and what to expect with your upcoming transition - all in a jargon-free environment.

PBS wants your opinion on how the software can help you manage your parts delivery process. We understand scheduling and tracking parts deliveries can be a daily struggle. We have a vision of how the parts delivery process can be managed in v10 and the new Parts App – and your feedback is needed. Be a part of enabling parts departments to better track deliveries every day! Reserve your seat to have your say, as space is limited.

Explore advanced analytics for dealerships. Save time, enhance customer interactions, and outperform the competition with the help of our experts.

In this session, we'll explore how v10 supports outbound parts deliveries and walk you through an exclusive preview of the new parts app, built to simplify order fulfillment and track deliveries from start to finish. At the end of the session, share your feedback on the app to help shape future developments.

Streamline vehicle delivery and eliminate communication breakdowns. Master the updated Make Ready process and Due Bill functionality for a seamless handoff between Sales and Service.

Your sales numbers tell a story make sure you're reading it right. In this session, we'll showcase key sales reports that help you measure team performance, track vehicle sales, and identify new opportunities. Get a closer look at the redesigned Business Development Report (BDR), built to give you greater flexibility, sharper insights, and a clearer path to your goals.

Sometimes it's the little things that make the biggest difference. In this session, we'll highlight a series of exclusive, customer-suggested enhancements - small, time-saving updates that improve daily workflows without overhauling your existing processes. Whether you're new to PBS or a seasoned user, you're bound to pick up something useful.

Experience the future of digital service with our updated Digital Service Suite. Enjoy a sleek, mobile-optimized UI, dynamic pricing, and customizable notifications, while transforming the service journey with online approvals.

Managing customer payments and internal follow-ups just got easier. This session covers updates to Notification Management and the Online Express Pay dashboard, giving your team better visibility and a smoother service workflow. With less screen-hopping and clearer communication, your service staff can stay focused and deliver a better customer experience.

Learn to resolve issues faster without escalation. Manage and troubleshoot common tasks on your own with key features like stat counts and the new Bank Rec Query.

Put the power of payment in your customers' hands. With Invoice Hub, your AR team can direct account customers to a self-serve site where they can download invoices, view statements, and issue payments at their convenience. Explore a refreshed design that's built for efficiency, clarity, and faster paydays.

Get paid faster - without waiting for the customer to arrive. Online Express Pay gives your dealership the power to request and receive payments via email or text, whether it's a sales deposit, service invoice, or parts order. Discover how the OEP dashboard page centralizes all payment requests for greater visibility, smarter follow-up, and seamless tracking.