Release Notes – NetView 3.3

Record360 Integration v2

This new work extends the integration between our system and our inspection partner Record360’s InspectPro platform. These updates:

• Provide users historical Inspection report data from InspectPro via PDFs that can be attached to Repair Orders in NetView
• Allow a Service writer to initiate an InspectPro inspection task from NetView’s Service Connect Module
• Introduce the ability for a user to enter the InspectPro platform in the context of a specific Inspection record from NetView

ProductBoard Portal available via the NetView Desktop

A customer-centric view of our internal roadmapping tool is now available to all NetView users. By clicking on the new “Product Board” text at the bottom of the desktop ribbon, you will be transported to a card-based tool that will list major recent and future releases of NetView and highlight impactful development items.

On individual cards you will be able to provide feedback on proposed updates directly to our leadership team.

Desktop Widget Date Range default adjusted

Sets the start date for ActiveTile NetView widgets and informational graphs with a chronological display to the current date.

Updates to the behavior and layouts within Time Slip Entry (TSE), Technician Time Entry (TTE), and Technician Maintenance (TM) programs

Adds several customer-requested changes to behavior within these related programs.

• NetView now deals more gracefully with RO tickets that stay open across multiple business days
• Allows for the lookup of service employees other than system designated technicians in TM
• Addresses an issue with printing some reports from the TTE program
• Adds a text-search to TTE technician list, vs forcing user to scroll a dropdown list to locate a tech’s name
• Expands the visible detail area in TSE screen

General NetView Enhancements

• NV-7207- Adds the AP Vendor Entry Date to Vendor Information Maintenance (VIM)
• NV-7485- OCM delete message changed to “Are you sure you want to delete this Other Charge Record?
• NV-5952- ROM invoices now have a subtotal value for Parts
• NV-7184- Add ability to delete opcodes
• NV-7180- Prompt user for confirmation on Internal ROs with no stock number

Updates

• NV-8096- Addresses issue with Core Costs for Cost Avg Dealers
• NV-8092- Fixes issue with deleting images from ROs in ROM
• NV-8012- Fixes issue with Standard Repairs display of part allocations when there is a Back Order
• NV-7988- Transferring parts from estimate to RO not allocating qty values
• NV-1149- ROM Estimates don’t transfer labor to TSE/TTE
• NV-7811- Cloudflare timeout possible when using Account Number Maintenance (ANM) to do allocations at large orgs
• NV-7665- ROM not pulling in PIN values from UI (Unit Inquiry) when present
• NV-5807- Possible to get incorrect Vendor name when using On-Demand Checks (ODC) to create checks
• NV-7915- Quick Unit Search not respecting WGDF settings and displaying $ for Base Net
• NV-7430- POS tickets when printed returned to single-spaced layout vs double
• NV-7500- Issue with Method of Payment (MOP) changing during invoicing via ROM
• NV-7887/NV-7738- .spr printers showing in programs when unneeded
• NV-7241- User order of operations in ROM can affect whether customers see open ROs when completing ROM header field
• NV-7138- Repair order History (ROH) email option enablement adjusted to reflect Email Management (EM) settings
• NV-7789- Cell# from ECI doesn’t save into RO Header in ROM
• NV-7172- STXR (Sales Tax Report) adjusted for display of multi-tiered tax codes

We look forward to your partnership in the coming year and visit this space for regular updates in the future!

To learn more about HBS Systems and its dealership management solutions, visit hbssystems.com.

Embracing Change: Why Adopting a New Equipment Dealer Management System Matters More Than Ever

Implementing a new Dealer Management System isn’t just a technology upgrade; it’s a human transformation. While leadership may see the strategic benefits clearly, employees often experience hesitation, uncertainty, and sometimes outright resistance.

And that resistance doesn’t come from a lack of care. It comes from the real human emotions that accompany change; especially when that change affects daily workflows, comfort levels, and job expectations.

Why Resistance to a New Equipment Dealer Management System Happens

1. Fear of the Unknown

2. Perceived Complexity

Teams often worry about steep learning curves or fear that the new system will slow them down before it becomes beneficial. The thought of re-learning core workflows such as parts inventory, service ticketing, or customer management can feel overwhelming at first glance.

3. Job Security Concerns

Understanding what’s behind resistance allows leadership to respond intentionally and empathetically.

4. Change Fatigue

Understanding what’s behind resistance allows leadership to respond intentionally and empathetically.

Transforming Resistance into Engagement and Momentum

Here’s how top-performing dealerships are turning hesitation into enthusiasm:

1. Start with the “Why” Before the “What.”

People support what they understand. When employees know the impact, they’re far more open to the transition.

Learn more about the benefits of a modern DMS ▶

2. Involve Users Early in the Process

Invite feedback from every department before implementation. Service, parts, sales, and accounting all interact with the DMS differently so including them early:

• Surfaces concerns
• Improves workflow decisions
• Builds ownership
• Reduces resistance

3. Offer Hands-On, Role-Specific Training

Generic training doesn’t work. Employees need personalized instruction tailored to their daily tasks; whether that’s technician time tracking, inventory management, customer communications, or financial reporting.

Customized training helps users feel empowered instead of overwhelmed.

4. Celebrate Small Wins Quickly

Highlight early successes and visible results such as:

• Reduced check-in times
• Faster parts reordering
• Improved scheduling
• Cleaner inventory data

5. Choose a Partner—Not Just a Vendor

• Guided onboarding
• Data migration support
• Dedicated training
• Ongoing optimization
• Change-management expertise

Why Embracing Change Positions Your Dealership for Long-Term Success

The most successful dealerships aren’t the biggest—they’re the ones willing to adapt.

Sticking with an outdated system may be comfortable and feel easier in the moment, but it quietly drains your business through:

• Reduced visibility
• Inefficiencies & manual work
• Poor customer experience
• Disconnected departments
• Missed revenue opportunities

• Communication between departments
• Accuracy of parts & service data
• Speed of sales processes
• Customer experience
• Profitability

Ready to Lead Your Dealership into Its Next Chapter?

As the largest privately owned DMS provider, HBS Systems combines enterprise-grade technology with personal, partner-first support. Dealerships gain real-time visibility, seamless OEM integrations, continuous innovation, and dedicated onboarding and training designed to strengthen performance across the entire organization. With SOC -2 Type II certification, 24/7 protection, and access to dedicated virtual data centers, HBS Systems gives dealers the confidence to grow without compromise.

To learn more about HBS Systems and its dealership management solutions, visit hbssystems.com.

Hidden Risks of “Upgrading” to an Outdated Dealership Management System

👉Part 1: Why Dealerships Must Think Beyond Simple “Upgrades” When Choosing Their Next DMS

The Hidden Danger Behind Many “Upgrades”

Why Equipment Dealerships Are Vulnerable to Legacy Technology

• Old programming languages
• Outdated databases
• Limited APIs
• Weak integration paths
• Batch-driven reporting

Why Today’s Dealerships Outgrow Legacy Systems Faster Than Ever

• OEM integrations
• Telematics feeds
• Mobile service workflows
• Real-time inventory
• Customer portals
• Rental tracking

The Interface Illusion: When New Screens Hide Old Technology

A refreshed UI changes the look, not the architecture. These “fake upgrades” create:

• Slow report generation
• Unreliable batch processing
• Limited mobile functionality
• Poor integration performance
• Complex or impossible customization

The Maintainability Problem

• Fewer developers can maintain the code
• Customization costs escalate
• Emergency fixes take longer
• Downtime risks increase

API Limitations and Integration Bottlenecks

Why Modern Dealerships Need Robust, Open APIs

• OEM telematics platforms
• Rental management systems
• Predictive maintenance tools
• CRM and sales systems
• eCommerce and customer portals

The Due-Diligence Checklist Dealerships Must Use

Evaluating Technology Stacks the Right Way

• Core programming language
• Database structure
• API architecture
• Cloud readiness
• Frequency and automation of updates
• OEM integration roadmaps

Questions Every Dealership Should Ask Vendors

• Is this a modern technology stack?
• How current is the underlying code?
• Are APIs open, real-time, and well documented?
• How often is the system updated?
• Is this true cloud or hosted legacy?
• Which OEM integrations are native and certified?

How Modern Platforms Solve These Issues

• Real-time data processing
• Cloud-native performance
• Current programming languages
• Evergreen updates
• Reliable OEM integrations
• Strong uptime for ag, construction, and heavy equipment workflows

The Real-World Cost of Choosing the Wrong System

• Outages
• Integration failures
• Manual data cleanup
• Inconsistent workflows
• Vendor lock-in
• No path to modernization

FAQ

Conclusion

HBS Systems equipment dealership software provides a truly modern foundation for long-term growth, helping heavy, construction, and agricultural equipment dealerships stay competitive, efficient, and technologically future-ready.

Ready to reduce downtime, streamline operations, and equip your dealership with a modern, future-ready dealership management system?

As the largest privately owned DMS provider, HBS Systems combines enterprise-grade technology with personal, partner-first support. Dealerships gain real-time visibility, seamless OEM integrations, continuous innovation, and dedicated onboarding and training designed to strengthen performance across the entire organization. With SOC -2 Type II certification, 24/7 protection, and access to dedicated virtual data centers, HBS Systems gives dealers the confidence to grow without compromise.

To learn more about HBS Systems and its dealership management solutions, visit hbssystems.com.

Why Ag and Heavy Equipment Dealerships Must Think Beyond “Upgrades” When Choosing Their Next DMS

A Modernization Decision That Shapes Multi Location Growth, Performance, and Profitability

Part 1 of a 2 Part Series. Read Part 2 ▶

The question isn’t whether to modernize. The question is whether the technology you are moving to is built for the future or built on legacy foundations.

Dealers that understand the difference are the ones positioned to scale confidently across every location.

When a “New” System Is Built on Old Technology

• Unstable performance across branches
• Poor integration with OEM systems
• Limited visibility into financials and operations
• Difficulty adopting technologies like automation or AI
• Higher long-term support and development costs

Why Scalable, Future Ready Architecture Matters

• Enterprise grade infrastructure
• Seamless multi-site support
• Real time cross branch visibility
• Consistent workflows across every department

Connected Departments Improve Every Aspect of Operations

For multi-location ag and heavy equipment dealerships, this connection is especially important. It gives leaders:

• Financial clarity across the entire network
• Standardized processes that protect margins
• Coordination between service and parts
• Stronger rental and equipment tracking
• Consistent customer experience in every branch

Reliable OEM Integrations Reduce the Workload Across Stores

• Real time parts availability
• Automated warranty submissions
• Current auto-updated OEM price files
• Up to date service bulletins

Dealers working with OEMs like Case IH, New Holland, Bobcat, Kubota, AGCO, Vermeer, and others need these integrations to keep operations smooth and reduce manual entry across locations.

Security Standards That Match the Stakes of Multi Location Business

With dedicated virtual data centers, continuous monitoring, and encryption, the system protects sensitive dealership information whether accessed on the lot, in the shop, or in the field.

Security should not depend on outdated hosted systems or aging codebases.

For dealership groups, this level of protection is what makes a SOC-2 certified platform a foundation for secure, confident operations.

Support That Helps Every Store Use the System Better

• Dedicated onboarding
• Responsive support
• Ongoing training hubs
• Guidance from specialists who understand dealership operations

So the Real Question Is Simple: Are You Upgrading Forward or Backward?

Next Step: Continue the Series

This article sets the foundation. Part 2 digs into why many “upgrades” are actually disguised legacy systems and how to avoid costly mistakes.

Ready to reduce downtime, streamline operations, and equip your dealership with a modern, future-ready dealership management system?

As the largest privately owned DMS provider, HBS Systems combines enterprise-grade technology with personal, partner-first support. Dealerships gain real-time visibility, seamless OEM integrations, continuous innovation, and dedicated onboarding and training designed to strengthen performance across the entire organization. With SOC -2 Type II certification, 24/7 protection, and access to dedicated virtual data centers, HBS Systems gives dealers the confidence to grow without compromise.

To learn more about HBS Systems and its dealership management solutions, visit hbssystems.com.

How a Modern DMS Supports Multi-Location Growth for Ag and Heavy Equipment Dealerships

Why Future-Ready Platforms Are Becoming the Backbone of Scalable Dealership Operations

This is why a modern DMS has become the anchor point for multi-location dealership strategy. Today’s strongest systems do more than store documents. They unify operations, connect departments, and give dealership groups the visibility they need to scale with confidence.

Below is an industry-focused look at what a modern DMS must deliver, along with subtle guidance from key capabilities found in next-generation platforms like HBS Systems.

Unified Operations Across Every Store

Growth amplifies gaps. If each location builds its own workflows, the network quickly loses alignment. A strong DMS solves this by connecting financials, service, rentals, parts, and customer engagement into one coordinated system.

For multi-location ag and construction dealerships, this unified approach matters. It reduces duplicate entry, keeps data consistent, and ensures every store follows the same process whether they are prepping a combine, closing out a rental contract, or reconciling month-end financials.

The outcome is simple: a dealership network that works as one.

Web-Based Flexibility That Matches the Realities of Dealership Life

Web-based systems allow managers and teams to access key functions from any device, which cuts down on network strain and eliminates the frustrations tied to outdated on-premise software.

For multi-location dealerships where staff often shift sites or support multiple branches, this flexibility keeps workflows moving without bottlenecks.

Scalable Infrastructure Built for Enterprise Dealer Groups

Future-ready DMS platforms also maintain speed and stability by running on dedicated, secure virtual data centers with built-in disaster recovery protections. That level of reliability is critical when multi-location operations depend on uptime.

Strong OEM Integrations That Reduce Workload Across the Network

Real-time parts updates, automated warranty submissions, integrated price files, and streamlined service bulletins help keep every branch aligned with manufacturer requirements.

For dealership groups tied to major OEMs like Case IH, New Holland, Kubota, AGCO, and others, these integrations preserve accuracy and cut manual effort across the network.

Data Security and Protection That Support High-Stakes Operations

Dealership data now includes customer histories, financial information, inventory records, rental agreements, OEM communications, and more. With multiple stores sharing and accessing that data every day, security becomes central to operational strategy.

Platforms that hold SOC-2 Type II certification ensure strict standards for availability, privacy, and internal controls. Continuous monitoring, encryption, and controlled access add another layer of protection for dealership networks that operate in high-volume, high-value environments.

For dealership groups, this level of protection is what makes a SOC-2 certified DMS a system they can trust and operate with confidence.

A Support Model That Helps Every Store Perform

Some platforms provide dedicated onboarding teams, real people with dealership expertise, and ongoing access to training resources such as online learning modules and guided sessions. For multi-location operations, this helps ensure that every store gets the same level of instruction and reinforcement.

This commitment to training supports faster adoption, better workflows, and stronger long-term results.

Turning Multi-Location Complexity into a Competitive Advantage

A modern platform built for multi-location groups delivers:

• Unified processes
• Real-time insights
• OEM-aligned workflows
• Consistent training and onboarding
• Secure and reliable infrastructure
• The flexibility to work anywhere

Dealerships that invest in systems designed with these capabilities do more than support growth. They accelerate it.

Ready to Run Leaner, Smarter, and Bigger?

As the largest privately owned DMS provider, HBS Systems combines enterprise-grade technology with personal, partner-first support. Dealerships gain real-time visibility, seamless OEM integrations, continuous innovation, and dedicated onboarding and training designed to strengthen performance across the entire organization. With SOC -2 Type II certification, 24/7 protection, and access to dedicated virtual data centers, HBS Systems gives dealers the confidence to grow without compromise.

To learn more about HBS Systems and its dealership management solutions, visit hbssystems.com.

Why Choosing a SOC 2 Certified Dealer Management System is Non-Negotiable for Equipment Dealerships

This is where SOC 2 certification comes in.

What is SOC 2, and why should you care?

• Security
• Availability
• Processing Integrity
• Confidentiality
• Privacy

Why this matters to equipment dealerships 

Here’s why SOC 2 certification should be a deal-breaker when choosing your next DMS:

1. Your Data is a Target

• Multiple disconnected systems causing inefficiencies
• Outdated, unstable VPN-based software slowing productivity
• High staff turnover and team members resistant to change
• A need for an intuitive, easy-to-learn system
• Inefficient rental workflows and parts processes
• Lack of real-time visibility across the dealership

2. Downtime Destroys Revenue

SOC 2 certification includes evaluation of availability and disaster recovery protocols—meaning certified vendors have tested plans for uptime, redundancy, and business continuity.

You want a DMS vendor that plans for the worst, not one that reacts to it.

3. Compliance Isn’t Optional Anymore

A SOC 2 certified DMS provider already has the frameworks in place to help you stay compliant, reduce liability, and avoid fines.

4. You Need to Trust Your Vendor—With Everything

In a market flooded with flashy features, SOC 2 separates the responsible providers from the risky ones.

5. Security is Now a Competitive Advantage

Choosing a SOC 2 certified DMS is a strategic move—not just an IT decision.

Red flags: what to watch out for

• “We’re working on it” (Translation: they aren’t)
• “We have internal security policies” (Not the same as third-party validation)
• “It’s too expensive” (So is a breach)

Final word

If a DMS provider hasn’t earned your trust with proven, audited data protections, they haven’t earned your business.

Bottom line: Go with a SOC 2 certified DMS. Your data, your uptime, your reputation—and your bottom line—depend on it.

Ready to reduce downtime, streamline operations, and equip your dealership with a modern, future-ready dealership management system?

As the largest privately owned DMS provider, HBS Systems combines enterprise-grade technology with personal, partner-first support. Dealerships gain real-time visibility, seamless OEM integrations, continuous innovation, and dedicated onboarding and training designed to strengthen performance across the entire organization. With SOC -2 Type II certification, 24/7 protection, and access to dedicated virtual data centers, HBS Systems gives dealers the confidence to grow without compromise.

To learn more about HBS Systems and its dealership management solutions, visit hbssystems.com.

Built to Scale: Why Mid-to-Large Multi-Location Dealerships Choose HBS Systems

That’s why more mid-sized and large dealership groups are choosing dealership management systems (DMS) purpose-built for scale. They don’t just need software—they need a platform that unifies operations, enables data-driven decision-making, and supports profitable growth across every location.

NetView ĒCO from HBS Systems was designed with this reality in mind.

• The biggest operational challenges multi-location dealerships face
• The enterprise-grade DMS capabilities that solve them
• The measurable impact on efficiency, customer experience, and profitability
• The critical questions to ask when evaluating systems built for scale

The Real-World Challenges of Multi-Location Dealerships

1. Inventory Management Across Locations

Without real-time visibility, inventory turns into a liability. Overstocking in one branch, shortages in another, and inefficient transfers reduce margins and stall deals.

Problem: Uncoordinated inventory across branches
Result: Lost sales, wasted capital, and poor resource use

2. Consistent, Centralized Data

Problem: Inconsistent reporting and outdated information
Result: Missed opportunities and slower decision-making

3. Coordinated Service and Parts Management

Problem: Fragmented service and parts processes
Result: Delayed repairs, dissatisfied customers, lost revenue

4. Unified Customer Management

Today’s customers expect seamless experiences across branches. Fragmented CRM approaches make consistency impossible, eroding trust and repeat business.

Problem: Customer history and preferences don’t follow them between locations
Result: Inconsistent service and missed revenue opportunities

5. Team Collaboration Across Locations

Problem: Disconnected tools and inefficient collaboration
Result: Reduced productivity and avoidable errors

What a Scalable DMS Must Deliver

A dealership group requires more than “off-the-shelf” software. A scalable DMS should centralize control, streamline operations, and adapt to the unique needs of each branch—without sacrificing enterprise-wide visibility.

• Real-Time, Centralized Data: One platform. One version of the truth. From the shop floor to the C-suite, everyone operates from accurate, live data.
• Smart Inventory Transfer and Tracking: Move assets where they’re needed—quickly and confidently.
• Enterprise-Level Reporting & Analytics: Drill down into branch performance or view the entire dealership network at once.
• Integrated Service Scheduling: Coordinate work orders, technician assignments, and timelines across locations seamlessly.
• Customizable Workflows by Branch: Standardize enterprise-wide processes while allowing location-level flexibility.
• Mobile Access for Field & Sales Teams: Keep your teams productive with full functionality on the lot, in the field, or at a customer’s site.

The Business Impact: Efficiency + Profitability

• Streamlined Operations: Reduce manual processes and eliminate costly errors.
• Stronger Customer Experience: Deliver consistent, reliable service across every branch.
• Smarter Decision-Making: Empower leadership with real-time, actionable insights.
• Unified Collaboration: Break down silos and connect teams across regions.
• Cost Control: Avoid overstock, reduce downtime, and maximize margin protection.

Questions to Ask Before Choosing a DMS

• Is it built to scale? Can it add new branches without costly reconfiguration?
• Does it integrate seamlessly? Does it offer APIs and connect with your existing ecosystem?
• How strong is onboarding and support? Will the vendor deliver enterprise-grade training and support?
• What’s the measurable ROI? Will it boost efficiency, customer satisfaction, and profitability?
• Does it deliver enterprise-critical features? Multi-location inventory, centralized reporting, CRM, and mobile access aren’t optional—they’re essential.
• Who owns the data? Ensure your dealership maintains full control, with easy export options.

Ready to Run Leaner, Smarter, and Bigger?

As the largest privately owned DMS provider, HBS Systems combines enterprise-grade technology with personal, partner-first support. Dealerships gain real-time visibility, seamless OEM integrations, continuous innovation, and dedicated onboarding and training designed to strengthen performance across the entire organization. With SOC -2 Type II certification, 24/7 protection, and access to dedicated virtual data centers, HBS Systems gives dealers the confidence to grow without compromise.

To learn more about HBS Systems and its dealership management solutions, visit hbssystems.com.