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DMS Training That Maximizes Your Dealership's Investment

Most dealerships use less than 30% of their DMS capabilities. Our hands-on training ensures your team fully leverages CDK Global, Dealertrack, or Tekion to streamline workflows and capture more revenue.

What Our DMS Training Covers

We provide comprehensive, role-specific training tailored to the DMS platform your dealership uses.

Repair Order Management

  • Creating and managing repair orders efficiently
  • Proper op-code usage and labor time accuracy
  • Multi-line RO management for complex jobs
  • Warranty vs. customer-pay workflows

Appointment Scheduling

  • Configuring appointment templates
  • Optimizing technician dispatch schedules
  • Reducing no-shows with automated reminders
  • Capacity planning and load balancing

Parts Integration

  • Real-time parts availability lookup
  • Automated parts ordering workflows
  • Parts-to-labor linking for accurate quotes
  • Inventory management best practices

Status Tracking & Updates

  • Real-time job status boards
  • Automated customer notifications
  • Technician progress tracking
  • Service lane flow management

Reporting & Analytics

  • Key service department KPIs
  • Advisor performance dashboards
  • Revenue tracking and forecasting
  • Identifying underperforming areas

System Configuration

  • Custom menu pricing setup
  • Service package creation
  • User permissions and security
  • Integration with third-party tools

DMS Platforms We Support

CDK Global

Complete workflow training for CDK Drive, including service scheduling, repair order management, parts integration, and reporting dashboards.

Dealertrack

In-depth Dealertrack DMS training covering service write-up, dispatching, customer communication tools, and financial reporting.

Tekion

Training on Tekion's cloud-native platform including AI-powered features, mobile workflows, and real-time analytics.

Ready to Unlock Your DMS's Full Potential?

Schedule a free consultation to discuss your team's DMS training needs and how we can help.