PMDS® R7.2: Landmark Release

Delivering Real Gains for Dealers | 

To remain competitive, dealer management systems must not only support daily workflows but actively enhance them—reducing friction, improving accuracy, and enabling teams to work with greater speed and clarity.

The PMDS R7.2 release represents one of the most substantial sets of enhancements Auto-IT has delivered in recent years. Spanning Admin, Parts, Service, Sales, F&I, and mobile stock management, these improvements address real operational challenges faced by dealerships every day. Each feature is built with practicality at its core: fewer clicks, cleaner information, stronger controls, and more consistent cross-department communication. This release builds on a significant year of innovation that has already delivered major new capabilities such as Stock Assist, F&I Introductions, and a substantially upgraded Kaizen Quoting experience.

Here is an overview of the most important updates included in this release, as outlined in the recent email announcements.

SERVICE: Enhanced Visibility, Better Scheduling, Smarter Decision-Making

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Express Indicator on the Workshop Chart

A new indicator now highlights Express Bookings on the workshop chart, mirroring the icon already used on the whiteboard. This update allows workshop controllers to identify Express jobs instantly, improving prioritisation and ensuring delays are addressed quickly.

Booking List Now Displays “Date Lodged”

Within the Kaizen Booking Load Report, advisors and managers can now view the date each booking was originally taken. This is especially valuable when analysing online booking behaviour, lead-time accuracy, and advisor workload trends.

RP.444 Summary View – Aged Repair Order Breakdown

A new summarised output in the R/O WIP Report provides cleaner visibility across ageing categories—Current, 31–60, 61–90, 91–120, and 121+ days—grouped by franchise. Empty age buckets are automatically suppressed to keep the report focused and concise.

View & Email Service Invoices from WebCRM

From within the Vehicle Service History enquiry, staff can now view or email historical service invoices with a single click. This eliminates unnecessary navigation and speeds up customer communication, particularly for documentation requests.

Convert & Print Parts Picking Ticket from Kaizen Bookings

Advisors can now convert a booking to an R/O and print only the parts picking ticket without producing the full repair order. This enhancement allows parts teams to begin processing immediately while advisors finalise customer-facing documentation later.

Highlighting Technician Absences in Kaizen

One of the most requested features from PUC2024, this update allows advisors to see technician leave directly within the Kaizen Booking Calendar. Misallocated work, last-minute rebookings, and unnecessary customer frustration can now be avoided with clear visibility of staff availability.

These improvements collectively enhance scheduling accuracy, streamline communication, and reduce operational disruption across the service department.

SALES: Improved Workflow, Faster Retrieval, and Clearer Performance Data

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Offer Sheet Emailing for Proposals

Dealers using Offer Sheet functionality can now email proposal documents directly to customers, complete with attachments such as brochures or media. This enables earlier engagement, more efficient follow-up, and smoother progression from enquiry to commitment.

Enhanced Showroom Super Search

Super Search has been expanded to include Rego, VIN, Body, and Customer Order Reference in addition to existing criteria. This significantly accelerates the retrieval of proposals, quotes, and deals, particularly in high-volume environments.

Additional WebCRM Stock Report Options

Dealerships now have greater control over stock reporting with new outputs, including:

• Yard (for multi-yard operations)
• Opportunities Count (interest measurement)
• Current Location (integrated with Stock Assist)
• Vehicle Highlight (custom free-form tagging)

These enhancements support more precise reporting and inventory oversight.

Upgraded Sales Quick Stats

Quick Stats now provides enhanced visuals and richer insights, including lead-origin rankings, conversion rates, and road-to-sale progress. A cleaner layout and colour-coded elements make performance trends significantly easier to interpret.

Sales Log CDM Status and Access Enhancements

New Traffic Light indicators provide immediate visibility into overdue and upcoming Client Delivery Management (CDM) requirements within the Sales & Delivery Log. With direct access to full checklists, delivery management becomes far more controlled and predictable.

These updates strengthen sales management oversight while reducing manual effort and administrative delays.

PARTS: Stronger Control Measures, Cleaner Processes, Faster Data Access

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Restrict Parts Charge Codes by Operator (F.338)

Dealerships can now restrict access to specific Parts Charge Codes, allowing only approved operators to use selected codes. This is particularly useful for managing internal charge codes and preventing unauthorised or inaccurate postings.

“Email & Print” Combined Action

Parts Quotes, Orders, Invoices, and Credit Notes can now be emailed and printed simultaneously, streamlining operator workflows and reducing repetitive actions.

Prompt Setting for Suppressing Part Numbers

A new “P” (Prompt) option allows operators to decide at print-time whether to show or hide part numbers on quotes—an ideal improvement for customer-facing situations requiring flexibility.

View Quantities Directly from the Parts Order Book (F.606)

Operators can now view AVL, SOH, QSO, and QEO quantities directly from any part line, with a shortcut to a full quantity enquiry. This provides immediate insight when determining availability or ordering requirements.

Archive Obsolete Parts Charge Codes

Parts Charge Codes can now be archived, preventing their accidental use and keeping lookup lists clean and relevant.

Collectively, these Parts enhancements strengthen operational accuracy, improve internal governance, and reduce the likelihood of rework.

F&I: A New Standard for Opportunity Tracking and Conversion

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Introducing F&I Introductions

The new F&I Introductions module provides a dedicated workflow for identifying, managing, and converting finance, insurance, and warranty opportunities—sitting seamlessly between WebCRM and Web Showroom.

Key advantages include:

• Automated generation of F&I opportunities
• Assignment and tracking across business managers
• Multiple quote creation for finance, insurance, and warranty
• Visibility and note-sharing between teams
• One-click conversion of accepted quotes into a deal
• Comprehensive logging and reporting with custom filters

This solution gives dealerships a more structured, accountable, and data-driven approach to F&I performance. Web v3.3.1 also introduces new dashboard widgets and improved Business Manager look-ups, giving clearer oversight of F&I performance and opportunity assignment.

KAIZEN SERVICE QUOTES: Transforming the Advisor Workflow

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A top request from PUC2024, Kaizen Service Quotes enables advisors to generate professional, accurate quotes in seconds. Built directly on PMDS pricing and customer data, it eliminates manual workarounds and ensures complete integration with Kaizen bookings.

Key capabilities include:

• Instant email quotes with previews and follow-up reminders
• DMS-driven pricing accuracy
• Easy conversion from quote to booking
• Template-based presentation with free starter designs
• Complete quote history and reporting tools

These enhancements are further supported by improvements in Web v3.3.1, including better search and retrieval of original Kaizen quotes after conversion—ensuring advisors always have full visibility of quotation history, improving quoting speed, accuracy, and customer responsiveness.

STOCK ASSIST: Real-Time Mobile Stock Data in the Yard

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Built for iOS and Android devices, Stock Assist provides mobile access to key stock unit information, enabling staff to update and verify data directly from the yard.

The app supports:

• Delivery check-ins
• Mileage and location updates
• Photos, notes, and alerts
• Barcode scanning for instant identification
• Real-time confirmation of sales allocation and availability

This mobile capability significantly reduces stock discrepancies and ensures sales and management teams have accurate, up-to-date information at all times.

A Release Built Around Operational Reality

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The breadth of enhancements in PMDS R7.2 reflects a clear commitment to supporting dealerships with practical, meaningful improvements—improvements that reduce complexity, enhance accuracy, and strengthen decision-making across every department.

Rather than introducing isolated features, this release reinforces the broader PMDS ecosystem: Kaizen, WebCRM, Web Showroom, Service, Parts, and mobile tools now share information more fluidly, with fewer blind spots and more consistent workflows.

Likewise, dealers continue to benefit from our free training initiative, with over 40 webinars delivered this year, 3,700+ registrations, and overwhelmingly positive feedback describing the program as a ‘game changer.’ These initiatives ensure clients get the full value from new features like those introduced in R7.2. PMDS is now a more cohesive, capable, and efficient platform designed to meet the evolving demands of modern automotive retail businesses.