Resources & Insights

The MDMS resource library is written for the people who actually run equipment, machinery and capital-goods dealerships — dealer principals, branch managers, service and parts managers, salespeople and finance teams. Rather than generic software marketing, these guides focus on the day-to-day realities of dealer operations: quoting and configuring complex equipment, building and commissioning units, scheduling workshop and field-service work, keeping parts and inventory under control, managing rental fleets, and reconciling finance with your accounting system.

You'll find practical setup guides for getting MDMS configured for your business, migration playbooks for moving off a legacy DMS without losing data, and workflow articles that explain how to get the most out of each module — from CRM and CPQ quoting through to service work orders, the offline field-service app, parts and warehouse, rentals, and finance and invoicing with Xero sync. We also share industry perspective on where dealer management software is heading and how cloud platforms change the way dealerships operate.

Every piece is grounded in the way dealerships genuinely work, so you can apply what you read straight away. Browse the latest articles below, and check back as the library grows.