Field Notes

The dealership IT knowledge base.

Real problems we see at heavy-duty truck dealerships, with checklists you can run before you call anyone. 32 articles and growing. Bookmark, share with your shop manager, print for the parts counter.

Heads up: Field Notes is our in-house knowledge base for dealership IT teams. You can preview the first paragraph of each post for free — sign in with your customer portal account to read the rest, or ask for an invite.
Email & Productivity

Outlook Won't Send Quotes Larger Than 5MB: The Real Cause

Your service advisor swears the quote went out. The customer never got it. Here's what is actually happening between Outlook, Exchange, and the recipient.

Beacon Dealer Tech · May 14, 2026 · 1 min read
Email & Productivity

Shared Mailbox vs. Distribution List for the Service Drive

Both look the same to customers. They're very different on your end. Pick the wrong one and you'll lose conversations.

Beacon Dealer Tech · May 14, 2026 · 1 min read
Identity & Access

When a Service Writer Leaves: The 15-Minute Offboarding Runbook

The day someone leaves the dealership is the day their access becomes a liability. Here's the exact sequence we run.

Beacon Dealer Tech · May 14, 2026 · 1 min read
Identity & Access

Why "Domain Admin for Everyone" Will Get Your Dealership Breached

It made things easier in 2014. In 2026 it's the single fastest way for a ransomware actor to take your whole store.

Beacon Dealer Tech · May 14, 2026 · 2 min read
F&I & Compliance

The Red Flags Rule for IT: What Your Vendor List Better Cover

The Red Flags Rule is about identity theft prevention. Most of the controls land squarely on your IT department. Here's the mapping.

Beacon Dealer Tech · May 14, 2026 · 2 min read
F&I & Compliance

Deal Jacket Storage: Network Share vs. Cloud vs. DMS-Native

Where you put the deal jacket determines who can audit it, how fast you can produce it, and whether you keep it long enough to satisfy the regulator.

Beacon Dealer Tech · May 14, 2026 · 2 min read
DMS Support

Procede Excede Slow Quote Lookups: The Index Rebuild You're Missing

Procede quote searches that used to return in two seconds now take twenty. The fix is usually a database operation Procede support won't volunteer.

Beacon Dealer Tech · May 14, 2026 · 2 min read
DMS Support

CDK to Karmak Migration: 8 Things Nobody Tells You

DMS migrations get sold as a six-month project. The IT side of one is closer to a year if you do it right. Here's the field guide.

Beacon Dealer Tech · May 14, 2026 · 2 min read
Service Operations

Mitchell 1, Identifix, and ALLDATA: Which Logins Belong on the Tech Bench

Your techs each need a login. Or do they? The right answer depends on the platform and the audit risk you can stomach.

Beacon Dealer Tech · May 14, 2026 · 1 min read
Mobile & Tablets

Zebra Tablets in the Service Bay: Why They Drop Off Wi-Fi at Lunch

Your service techs hand-write five tickets a day because their tablet keeps disconnecting around noon. The pattern isn't random.

Beacon Dealer Tech · May 14, 2026 · 2 min read
Networking

The VLAN Layout Every Dealership Should Be Running

Most dealerships are running one flat network. That's a security finding, a performance problem, and a compliance issue all at once.

Beacon Dealer Tech · May 14, 2026 · 2 min read
Hardware Lifecycle

The 5-Year Workstation Plan: When to Refresh, When to Reimage

A workstation isn't a permanent fixture. Treating it like one is why your service writers reboot four times a day.

Beacon Dealer Tech · May 14, 2026 · 2 min read
Backup & DR

When Your DMS Goes Down for a Full Day: The Manual Workaround Playbook

Even with a perfect backup strategy, you may face a day with no DMS. What you do that day determines whether you also lose customers.

Beacon Dealer Tech · May 14, 2026 · 2 min read
Vendor Management

The Vendor Stack Audit: Logins, Renewals, and Owners

Most dealerships don't know how many IT vendors they pay. The audit takes an afternoon and pays for itself within a month.

Beacon Dealer Tech · May 14, 2026 · 2 min read
Print Fleet

Dealership Printers Are the #1 IT Ticket. Here Is the Checklist.

Ricoh, HP, Canon, Lexmark, Xerox, Zebra. The 9-step path we walk before we touch anything fancy, plus brand-specific gotchas.

Beacon Dealer Tech · May 10, 2026 · 4 min read
DMS Support

Your DMS Is Running Slow: A 10-Minute Triage Checklist

Before you call the vendor, walk this checklist. Usually the problem is local.

Beacon Dealer Tech · May 10, 2026 · 2 min read
Networking

Service Bay Wi-Fi Dead Spots: Why Your Tech Tablets Drop and How to Fix It

Steel-walled bays, lift columns, and parts shelving eat 5 GHz signal alive. Here's how we design around it.

Beacon Dealer Tech · May 10, 2026 · 2 min read
Service Operations

Decisiv Cases Not Syncing: A Diagnostic Path

When a fleet says "the case never updated on our side," walk this checklist before you escalate.

Beacon Dealer Tech · May 10, 2026 · 2 min read
OEM Tooling

OEM Diagnostic Adapter Won't Connect: The 7-Step Tech Bay Checklist

Paccar EST, Cummins INSITE, DDDL, Volvo PTT all rely on the same RP1210 plumbing. Here's how to fix it fast.

Beacon Dealer Tech · May 10, 2026 · 2 min read
Cybersecurity

FTC Safeguards Rule for Auto and Truck Dealers: A 30-Day Readiness Plan

You're a financial institution under the FTC. Here's what you need in place, and a phased plan to get there.

Beacon Dealer Tech · May 10, 2026 · 2 min read
DMS Support

Citrix Workspace Freezes When Launching CDK: The Real Fixes

A locked-up Citrix Receiver/Workspace at 7:30 AM kills the service drive. Here are the seven fixes we run before opening a CDK case.

Beacon Dealer Tech · Apr 22, 2026 · 2 min read
Cost Optimization

Microsoft 365 License Audit for Dealerships: What to Drop, What to Keep

Most dealer groups we audit are over-licensed by 20 to 40 percent on M365. Here's the SKU-by-SKU map of what service writers actually need.

Beacon Dealer Tech · Apr 15, 2026 · 2 min read
Cybersecurity

The MFA Rollout Playbook for Service Writers and Parts Counter Staff

You can not roll out MFA at a dealership the way a law firm does. Here's how we get adoption to 100 percent without losing the morning rush.

Beacon Dealer Tech · Apr 8, 2026 · 3 min read
Backup & DR

Veeam vs. Datto vs. Hyper-V Replica for Dealership Backup: A Field Comparison

Three backup architectures, one shop. Here's what survives a flooded server room, what doesn't, and what each one really costs to run.

Beacon Dealer Tech · Mar 30, 2026 · 3 min read
Print Fleet

Why Your Service Drive Printer Prints Blank Tickets at 7 AM (And Only at 7 AM)

Repair orders printing blank during morning rush is the most-reported and most-misdiagnosed dealer print issue. Here's what is actually happening.

Beacon Dealer Tech · Mar 22, 2026 · 3 min read
Voice

3CX vs. RingCentral for a Multi-Rooftop Dealer Group: Real-World Tradeoffs

On paper they look similar. In practice, the right choice depends on three things very few sales reps will ask about.

Beacon Dealer Tech · Mar 15, 2026 · 3 min read
DMS Support

Karmak Fusion Thin Client Login Loop: The 5 Fixes That Actually Work

A login screen that bounces back to login after credentials is the worst kind of failure: it looks like a password issue and almost never is.

Beacon Dealer Tech · Mar 8, 2026 · 2 min read
Physical Security

Verkada Cameras Going Offline Overnight: The PoE Budget Problem Nobody Checks

When half your lot cameras drop between 8 PM and 6 AM and come back at sunrise, the cause is rarely the camera. Here's the path.

Beacon Dealer Tech · Feb 28, 2026 · 2 min read
Networking

FortiGate vs. Meraki MX for the Dealership Edge: A Buyer Guide

Both will route your packets. Where they actually differ, and which one we deploy at heavy-duty truck dealers, comes down to who runs the box.

Beacon Dealer Tech · Feb 19, 2026 · 3 min read
Cybersecurity

The Dealership Cyber Insurance Questionnaire, Decoded

Forty pages of questions, half written for a tech company. Here's what each section actually means for a heavy-duty truck dealer, and how to answer truthfully.

Beacon Dealer Tech · Feb 10, 2026 · 4 min read
Endpoint

Onboarding a New Technician Laptop in 30 Minutes: A Runbook

A new tech starts Monday. The DMS, the OEM tools, the diagnostic apps, the VPN, the printers, here is the order to do them so the laptop is on the floor by 9 AM.

Beacon Dealer Tech · Feb 3, 2026 · 3 min read
Operations

Server Room Walk-Down: The 17 Things We Look For in Every IT Closet

Discovery week, day three: we take photos of your IT closet. Here's exactly what we're looking at, and what each one tells us about the rest of the environment.

Beacon Dealer Tech · Jan 26, 2026 · 4 min read