Document Management
Simple, Intuitive, and Efficient
Typical Document Retention Challenges
Existing scanning solutions that don’t tie into your DMS and require a lot of manual overhead.
Boxes and boxes of paper piled up in storage rooms or warehouse facilities.
Time-consuming searches for needed files.
Compliance violations or security breaches that can pose significant financial risk.
Dealerbuilt Delivers Seamless Document Retention
DealerBuilt Document Management is integrated into our Lightyear solution. This solution will provide a significant decrease in manual scanning and instant peace of mind that your documents are safeguarded and compliant with records retention requirements.
- Automatically archive key documents without having to print and scan.
- Easily search for retained documents directly in Lightyear.
- Scan documents into the digital archive to capture wet signatures.
- Control how your documents are archived through our flexible setups.
Key Documents Automatically Archived
Sales and F&I
- Deal Recaps
- Write-Ups
- Payment Details
- Disclosures
- Due Bills
Fixed Operations
- Work Orders
- Customer Invoice
- Accounting Invoice
- Internal Warranty
- Service Contract
- Estimates
- Counter Tickets
Accounting
- AR Statements
- Bank Reconciliations
- Cash Receipts
- Checks
- Purchase Orders
Find out why we’re the different DMS
DealerBuilt’s DMS solution is relied upon by forward-looking dealers and dealer groups to realize their unique vision for their dealership, with:
- Modern, highly-customizable platform technology
- Built-in customer experience tools
- Advanced DMS enterprise accounting software capabilities
- Flexible integration platform