As mentioned in Aaran’s MD update, we have made some exciting new changes to the Customer Relationship Managers role and hence your key contact with Auto-IT. Over the past year, we’ve evolved our client engagement model to strengthen the way we support you.

Throughout this time, we’ve listened to your feedback, reviewed outcomes, and identified opportunities to improve further. As part of our commitment to continuous improvement, we’re refining our approach for greater clarity, focus, and value in how we partner with you. 

What’s changing?

Your account will now be supported by two dedicated roles: 

Customer Success Manager (CSM)

Your CSM is focused on helping you maximise the value of your system day-to-day. They will partner with you to: 

• Drive strong adoption across your teams
• Identify opportunities to improve workflows and efficiency
• Coordinate training, engagement, and best-practice guidance
• Act as your primary contact for non-support matters
• Represent your feedback and advocate for you internally 

Customer Growth Manager (CGM)

Your CGM will focus on your longer-term success and growth. They will partner with you to: 

• Support strategic initiatives and planning
• Guide expansion opportunities (e.g. new sites or franchises)
• Ensure your solution continues to scale with your business 

What this means for you

This refined model allows us to provide more specialised support—ensuring your day-to-day success is optimised, while also giving you a dedicated partner focused on your future growth. 

Your experience with our Support team remains unchanged. 

If your primary contact hasn’t yet been in touch, they will be reaching out shortly to introduce your dedicated CSM and CGM, along with their contact details. 

Thank you for your continued partnership and feedback—we’re committed to continually improving how we support your success.

Over the past year, Auto-IT has made the most significant investment in the UNITS® & EQUIP® platform in recent memory — and 2026 is the year our customers start seeing the results.

The foundation is v25.2.0, a major platform upgrade that modernises how UNITS® & EQUIP® is delivered, secured, and updated. It introduces a new desktop launcher with automatic updates, modern authentication with Microsoft 365 Single Sign-On and optional multi-factor authentication, and Cloudflare-based secure networking — replacing legacy approaches to certificates, patching, and remote access.

A key part of this investment is Enable — our modern, web-based interface for UNITS® & EQUIP®. Enable is being deployed to all customers as part of the core product offering with the v25.2.0 upgrade. It’s where our most impactful new capabilities are being built, including a visual workshop scheduler, lead management board, and single customer view — all accessible through a modern browser experience designed for the way dealerships actually work. For customers who choose it, Enable also opens a path to secure remote access without VPN.

On top of these foundations, our 2026 roadmap delivers integrated payments and EFTPOS, two-way customer messaging, modern APIs for third-party integration, and AI-powered capabilities starting with intelligent lead ingestion — with more coming throughout the year across quarterly releases. Future updates and hotfixes now arrive seamlessly through the launcher, so your site never needs a major upgrade just to receive a fix.

We are actively upgrading every customer to v25.2.0 now, partnering with each site to complete the transition with minimal disruption. Every new capability on our roadmap is built on this platform — talk to your Auto-IT contact to schedule your upgrade.

2025 has been a landmark year for PMDS®—defined by several “first-ever” releases, a more predictable delivery rhythm, and meaningful improvements that are already saving dealerships time. Here’s a summary of what’s been delivered—and what’s coming next.

2025 Highlights: What We Shipped and What Changed

First native mobile app for PMDS® dealerships: Stock Assist

We delivered the first native mobile app for PMDS®, with Stock Assist now available via app stores for both iOS and Android.

Stock Assist enables dealership staff to:

• View and update stock and vehicle information in real time
• Check in vehicle deliveries from anywhere
• Record odometer readings, location, and condition notes
• Upload photos directly from their device

Recent additional enhancements include:

• Additional vehicle details for improved visibility
• Streamlined MFA onboarding
• Vehicle type filtering
• Ability to update registration expiry
• And more

This app is available across Auto-IT DMS platforms, validating our shared app strategy and accelerating future delivery through common foundations.

Kaizen Service Quoting: Delivered and driving real results

Kaizen Service Quoting was delivered across all PMDS® sites as the #1 Fixed Operations priority from PUC2024, and dealer feedback has been exceptional.

“Since implementing the new Kaizen Quoting features, our quoting process has transformed… Now, with Kaizen Quoting, we can generate a quote for a known customer in about five minutes — and the actual quote creation takes less than a minute. In our first week… we produced 65 quotes, compared to 3 or 4 per day before. It’s a gamechanger for our efficiency.”
Ronan Larkin – Group General Service Manager, Sunco

Vehicle Data Services: Kia goes live

A major milestone has been achieved with Kia Vehicle Data Services, now live in two dealerships, with expansion planned for 2026.

“VDS saves us around 8 hours a month… it has halved the time I spend on Kia transactions and improved efficiency across the board.”
Mick Cruice – General Sales Manager, Cassels Automotive

New F&I Introductions web app (free to all PMDS® dealers)

We delivered a new web app purpose-built for Business Managers, supporting F&I prospecting and sales workflows.

Key benefits:

• Clear separation of F&I activity from Vehicle Sales
• Tight integration with controlled visibility into sales workflows
• Automated triggers, deal updates, and reporting in the F&I log

Importantly, this app is available free to all PMDS® dealers.

OEM and third-party integrations delivered seamlessly

Throughout 2025, we continued to meet OEM obligations and deliver integration improvements, including:

• Honda Agency AUH payments
• SSM & VinLink
• Infomedia InfoDrive and Online Service Bookings
• Multiple Ford initiatives
• Mercedes-Benz & Daimler parts integrations

Platform upgrades: Faster, more stable foundations

A major upgrade to our web application platform and architecture has delivered improvements in:

• Performance and stability
• Troubleshooting capability
• Long-term support readiness

This “invisible but important” work positions PMDS® for more streamlined upgrades moving forward.

Stronger governance: ERM rhythm established

Enhancement Review Meetings (ERMs) reached consistency in 2025, enabling:

• Accelerated client enhancement requests’ intake and prioritisation
• Focus on high-value, high-impact improvements
• Direct inclusion of dealer-driven enhancements into releases

Training & webinars: Driving adoption and awareness

A strong program of free training and webinars improved awareness, adoption, and confidence across both new and existing PMDS® functionality.

PMDS® Roadmap: A Clearer, More Focused Approach

In 2025, we aligned the PMDS® roadmap with Constellation Software’s proven approach:

• Focus on fewer, higher-impact initiatives
• Predictable release cycles with clear roadmaps
• Proactive escalation management

This now underpins how we deliver value moving forward.

What’s Coming in R7.3 + Web v3.4

The next release cycle introduces several key capabilities:

Tech Mobile (native app)

– Real-time technician clocking
– Designed for field service environments (especially trucking)
– Saving time on every job on an RO, helping to keep technicians in the bay

Conversations (web module)

– Centralised SMS communication
– Supports 2-way SMS via Intelli

ImpelAI Integration

– Enables AI-driven service department workflows through third-party integration

Stock Assist v2.0 (continued rollout)

– Ongoing enhancements based on dealer feedback

The Bigger 2026 Roadmap: Three High-Impact Initiatives

1. Enable AP for PMDS®

A major accounts payable automation solution that will:

• Digitise invoice capture and approval workflows
• Reduce manual data entry and errors
• Improve visibility and financial control

Already proven in UNITS®/EQUIP®, Enable AP will deliver significant efficiency gains for PMDS® dealers. Learn more here.

2. Kaizen v3.0 (End-to-End)

A major evolution of Kaizen, enabling Service Advisors to remain in a single workflow:

• R/O costing and invoicing directly within Kaizen
• Reimagined, simplified workflows for faster processing
• Foundations for future payments integration

Planned inclusions:

• Web Purchase Orders (sublet)
• Batch conversion of bookings to Repair Orders
• Additional daily workflow improvements

3. Perseus Payments

A future-focused initiative expected to deliver:

• Integrated payments capability
• Web-based bank and cash reconciliation
• Significant administrative efficiency gains

More Value, Predictability, and Measurable Outcomes

The PMDS® roadmap is strong and increasingly focused on delivering tangible, measurable benefits for dealerships.

As we move through 2026, there will be continued emphasis on:

• Time-saving improvements
• High-impact feature delivery
• Stronger pilot processes and feedback loops

The future is bright for PMDS®.

At Auto-IT, our focus has always been on helping our clients succeed—but that starts with the people behind the business. Across our teams, one theme consistently stands out: a strong, collaborative culture where expertise is shared, growth is encouraged, and everyone is aligned around delivering better outcomes for our clients.

A Culture Built on Collaboration

Whether in Support, Development, or Customer Success, our people describe Auto-IT as a highly approachable and supportive environment.

“There’s a great communal vibe across the business,” explains Customer Success Manager Adam Wenborn. “You can talk to anyone—management is approachable, and people are always willing to help.”

This openness extends across all teams. Developers highlight the same experience—being able to collaborate freely, learn from others, and draw on deep expertise across the organisation.

“I’m constantly learning,” says Software Developer Kurtis Juraschek. “You can go up to anyone, ask for help, and get the support you need.”

Growth Through Experience & Opportunity

Many of our team members have built long-term careers at Auto-IT, evolving through different roles as the business grows.

Adam, now a Customer Success Manager, began in Support before moving into account management and, more recently, into a role focused on helping clients maximise the value of their systems.

This progression reflects a broader theme across the business: providing opportunities for people to develop deep product knowledge, build strong client relationships, and take on new challenges as the organisation evolves.

Aligned Around Client Outcomes

Following our integration with Constellation Software through Perseus, our teams are seeing clearer alignment across the business.

“The company’s goals are far more aligned now,” Kurtis explains. “It’s easier to see the direction of the company, and that makes the work feel more meaningful because you can see the impact it has on customers.”

This alignment is translating into tangible improvements—faster support response times, clearer escalation pathways, and more focused product development.

A Stronger, More Proactive Service Model

Recent structural changes are also reshaping how we support our clients.

The introduction of Customer Success Managers and Customer Growth Managers is enabling a more proactive, value-driven approach—helping clients not only resolve issues, but also identify new opportunities to improve efficiency and performance.

At the same time, enhancements to our Support model—including multiple contact channels and improved processes—are delivering quicker turnaround times and better overall service.

A Place to Learn, Contribute, and Thrive

For those joining Auto-IT, the message from our team is clear: get involved, be curious, and immerse yourself in understanding our clients’ businesses.

“The people who really thrive are those who take the time to understand how our customers operate and how our products support them,” Adam says.

It’s this mindset—combined with a culture of collaboration and continuous improvement—that enables our team to deliver meaningful outcomes for our clients every day.

Looking Ahead

As Auto-IT continues its transformation, our investment in people, structure, and technology is creating a stronger foundation for the future.

For our clients, that means working with a team that is not only highly experienced and aligned—but genuinely committed to helping you get the most from your systems and supporting the long-term success of your business.

Our People Strategy

At Auto-IT, our people have always been fundamental to how we operate as a business. Over the past few years—particularly since joining the global Perseus group—we’ve taken a deliberate and structured approach to investing in our team, guided by one simple principle: listen first, then act.

In 2025, we participated in the global Perseus Group Engagement Survey, gaining valuable insights into what matters most to our people. The feedback was clear and consistent. Our team wanted stronger communication, clearer expectations, better recognition, improved knowledge sharing, and more meaningful opportunities for growth.

Rather than treating this as just feedback, we used it as a blueprint for action.

Action Begins with Listening

In response, we introduced a refreshed people strategy built on the core pillars of Communication, Learning & Growth, and Engagement.

Clearer Communication and Alignment

We’ve placed a strong emphasis on creating clarity across the organisation. This includes:

• Defined leadership goals for all managers and team leaders
• Monthly all-hands meetings to improve transparency
• Regular departmental updates to keep everyone aligned

These initiatives ensure that every team member understands not only what’s happening across the business, but also how they contribute to our broader direction.

We’ve also introduced a social committee, which has brought a new level of energy and connection across our offices. From team events to shared activities, it’s helping strengthen relationships and build a more cohesive culture.

Learning, Development, and Career Growth

Career progression was a key theme in employee feedback—and we’ve responded with tangible outcomes.

• Over one-third of our people have experienced a promotion or role change better aligned to their career goals.
• 12 managers have completed a structured leadership development program.
• 200+ enrolments in e-learning courses across a wide range of disciplines.

This isn’t just about training—it’s about creating real pathways for growth within the business.

A Strong, Stable, and Experienced Team

One of Auto-IT’s greatest strengths is the depth of experience within our team.

• Average tenure: 9.5 years
• Voluntary attrition rate: Less than 5%

These numbers reflect more than stability—they represent a highly engaged, committed workforce with deep industry knowledge. This continuity gives us a significant competitive advantage and ensures our clients benefit from consistent expertise and long-term relationships.

Turning Feedback into Strength

What sets this approach apart is not just the initiatives themselves, but the mindset behind them. By actively listening to our people and responding with clear, measurable actions, we’re building a culture that supports performance, growth, and long-term engagement.

The result is a stronger organisation—one that is better aligned internally and better equipped to deliver for our clients. In our recent staff survey, all indicators were up; some by a significant margin.

Our goal is to build on the strong culture of loyalty and engagement we already have—ensuring our people feel recognised, valued, and given the opportunity to grow. Because when our people thrive, our clients benefit from consistent, experienced support they can rely on over the long term.

What’s it like to work at Auto-IT? Learn more.

Alla Keogh | Director, HR

The Stamp. Oh, how I hated The Stamp.

When I started at Auto-IT nearly 20 years ago, I helped with the accounts process in our Sydney office. Invoices would arrive by post or fax (yes, really), and later by email—which we still printed.

Each one was stamped, then manually marked up with GL codes, amounts, and creditor details. After that, they were stacked into a large yellow folder and dropped on my desk for further processing.

I hated the folder, too.

Fast forward 20 years: No stamp. No folder. No paper. Thank goodness!

If you know, you know. And many of you do—the frustration, the inefficiency, the wasted time spent manually managing invoices.

That’s where Auto-IT’s Enable AP Workflow comes in. This powerful in-house-developed software digitises and streamlines the entire AP process—from receiving invoices through to approval and payment. It captures data automatically, routes invoices through defined approval paths, and integrates with your DMS to reduce manual entry, errors, and delays.

Here’s what clients are already saying:

‘Enable AP Workflow has halved our accounts payable process time and significantly improved data accuracy.’

‘We’ve also saved time in archival processes, with direct access to the GL, removing the need to dig through creditor records. I highly recommend Enable AP Workflow to any team looking to boost efficiency, reduce errors, and save time’

‘The time-saving aspects, particularly at the end of the month, combined with the ability to search invoices digitally, have been invaluable. Enhanced visibility into expenses has also helped improve financial planning.’

Not All AP Systems Are Created Equal

Enable AP Workflow isn’t a bolt-on tool. It’s purpose-built for the realities of dealership operations—designed to save time, prevent fraud, and simplify compliance and forecasting.

With Enable AP, you gain full visibility over every invoice:

• Structured approvals
• Smart notifications
• Real-time status tracking

It captures data from both physical and digital documents, flags suspicious bank detail changes, and links everything directly to your DMS.

Everything is searchable.
Every step is logged.
Nothing is missed.

If you’re comparing options, here’s what sets Enable AP apart:

Fully integrated with your Auto-IT DMS
It’s not a separate system—it’s part of your DMS, just a different interface.

Learns over time with AI and machine learning
Invoice data improves automatically, reducing repetitive corrections.

You control your data
Store documents where you choose (SharePoint, Windows, etc.), with full ownership and access. It’s your data––you retain full control.

Documents are attached directly to transactions
Instantly access invoices from creditor records, deals, or ROs—either through Enable, or through your Auto-IT DMS. No third-party systems.

Real-time processing
No batch posting. Faster workflows from start to finish.

Built-in fraud protection
Bank details are verified against creditor records to reduce risk.

Ditch the paper.
Ditch the stamp.
Ditch the yellow folder.

And move forward with a better way to manage accounts payable.

If you’d like to see it in action, please reach out to me, and I’ll we’d be happy to walk you through the full process and show what it can do for your dealership.

Lucy Kelly | Director, Client Relations

Strengthen Your Cyber Defences in 2026 | 

Every dealership requires uninterrupted access to data and IT systems for virtually every part of their operation—stock control, sales, service bookings, payroll, financial reporting, customer communication, and compliance. This dependence means even a short outage can cascade into lost revenue, reputational damage, and major business disruption. Even fines.

With cyberattacks becoming more frequent, more sophisticated, and more automated, every dealership—large or small—needs a clear, layered protection strategy. The goal isn’t to eliminate risk (that’s impossible) but to harden the business enough that incidents are detected early, damage is minimised, and recovery is fast and predictable.

Below are the most important defence measures every dealership should prioritise in 2026.

1. Treat data loss as a business risk, not an IT problem.

Many dealerships assume their backups will work when disaster strikes—right up until they need them. Incomplete or corrupted backups are far more common than most people realise. A proper backup strategy should include:

• Hourly on-site backups of your entire server environment
• Daily encrypted off-site backups stored for months or years
• Automated monitoring so failed backups are detected and fixed early

This approach eliminates risky, outdated habits like relying on USB drives or staff-driven manual routines. It also ensures business continuity: if a server fails, or even if the dealership is hit by fire, flood, or ransomware, operations can be restored to a remote environment within hours—not weeks.

2. Most attacks happen after hours. Plan for that.

Attackers don’t work business hours. In fact, most serious incidents occur late at night or on weekends, when no one is watching. By Monday morning, the damage is often done—encrypted data, compromised credentials, or systems already offline.

That’s why 24/7 threat monitoring and response is becoming essential. Modern Managed Detection & Response (MDR) services combine AI-driven threat detection with real human analysts who watch your network day and night. They investigate anomalies, contain active threats, and neutralise attacks within minutes.

This constant vigilance closes the dangerous gap between an attack starting and someone discovering it. For dealerships, it’s one of the most cost-effective ways to strengthen their security posture.

3. Strengthen your defences against human error.

While cyberattacks make headlines, the biggest cause of system compromise is still staff behaviour: clicking malicious links, opening unsafe attachments, visiting compromised sites, or assuming backups “just work.”

Dealers can reduce this risk dramatically with:

• Email filtering that blocks ransomware and phishing before staff even see it
• Least-privilege access, so users only access the data they genuinely need
• Automated backups, removing the need for staff involvement
• Continuous monitoring, where experts review suspicious activity immediately

Training staff is important, but layered protection turns mistakes into manageable events instead of full-blown crises.

4. Build operational redundancy into your disaster plan.

Dealerships often underestimate the operational chaos caused by a system outage. Without access to your DMS and supporting systems, you lose the ability to:

• Write deals
• Check stock or parts pricing
• View service histories
• Process payments
• Schedule work
• Run end-of-day or end-of-month actions
• Communicate with customers

A good redundancy plan includes at least one encrypted off-site backup location, clear retention policies, and the ability to spin up temporary cloud-based systems if the dealership is physically impacted. This ensures you can keep working while waiting for replacement hardware or repairs.

Running a restoration test once a year is also crucial—it’s the only way to confirm your recovery plan actually works.

5. Monitor the entire IT environment, not just servers.

Threats don’t always enter through the obvious door. They can originate from:

• Workstations
• Remote access tools
• Third-party integrations
• Outdated operating systems
• Poorly configured firewalls

Continuous network-wide monitoring ensures threats are identified wherever they appear, rather than relying on point solutions that only protect individual machines. Combined with robust backup practices, this gives dealerships a strong defence against both opportunistic and targeted attacks.

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

***

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

***

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

***

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

***

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

***

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

***

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

***

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.