Connect. Learn. Grow.

Weclome to the onPhase Customer Community

This community, designed exclusively for onPhase and Procede customers, is your dedicated space to connect, share, and collaborate with your peers. Gain exclusive access to onPhase product trainings, deeper platform insights, and peer connections that accelerate your future success. 
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What you're getting when you join this community.

The onPhase Community gives Procede customers continuous ways to deepen their onPhase knowledge, connect with peers, and uncover new opportunities in the platform. This community is where dealerships share real experiences, swap proven practices, and learn from each other on how they have found success leveraging the onPhase platform. 

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What's in it for you:

Hands-on sessions that help everyday users streamline tasks, improve accuracy, and save time with the onPhase platform.

Deeper dives for administrators to master setup, optimize workflows, and manage the system with confidence.

Exclusive discussions with finance and dealership leaders to tackle big-picture challenges, share strategies, and shape industry best practices.your dealership.

Casual, small-group virtual conversations where other Procede dealerships can ask questions, trade quick wins, and learn how others are solving everyday challenges with onPhase.

Opportunities to meet face-to-face with other Procede customers,  whether at dinners, regional meetups, or our annual customer conference, to strengthen relationships and share best practices.

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2026 TRANSFORM ROADSHOW

May 11, 2026 - May 13, 2026   |   Fort Worth, Texas
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Featured Training Video:

Managing PTO and Time Off Approvals in onPhase

What's coming up:

Every month, onPhase will be sharing an opportunity to network, connect, or learn. You'll have the opportunity to jump into a peer roundtable, receive training to better leverage your use of onPhase, or connect virtually and in-person with other onPhase customers. 

March 11th: Register for the live training

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onPhase Customer Community Training | Utilizing the Document Center to Support Your Next Audit


March 11 at 1 pm ET

Join us to see how to make audits faster and smoother using the Document Center. Learn best practices for organizing invoices, approvals, and payment records, creating clear audit trails, and leveraging built-in controls to confidently respond to auditor requests.

Save your seat now!

 

 

April 9th: Coffee Chat

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An onPhase Customer Community coffee chat is coming in April. Registration and details coming soon.

If you have a suggestion of what you would like to cover, tell us in the form below!

May 11th - 13th: Transform Roadshow

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We’re kicking off the 2026 Transform Roadshow in Dallas with an event built exclusively for our Procede community.

This two-day experience brings together leading dealerships, real customer use cases, and hands-on learning that helps teams get more value from onPhase every day. Expect practical sessions, product best practices, 1:1 time with your success team, and conversations with peers who are driving real results across their operations.

Registration now!

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Resources to Drive Efficiency

Keeping Control Through Change: AI Adoption in Dealership Finance
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2026 Dealership Technology Trends That Drive Efficiency and Control
AP Automation
2026 Dealership Technology Trends That Drive Efficiency and Control
Nov 6, 2025 4 min read
2026 is about running smoother. Fewer tools, cleaner handoffs, and a DMS (Deal.
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Tariffs & Tight Margins: What 2026 Really Looks Like for Heavy Truck Dealers
AP Automation
Tariffs & Tight Margins: What 2026 Really Looks Like for Heavy Truck Dealers
Dec 12, 2025 6 min read
2026 Is A Stress Test, Not A Reset Across the heavy truck industry, 2026 is sh.
Read More
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Help us shape the onPhase Customer Community.


*By submitting this form, you acknowledge that your information may be used in accordance with our Privacy Policy and Terms of Use, and agree to receive occasional communications. You can update your email preferences at any time.

onPhase How To:
Leveraging invoice approver workflows