Simple, Intuitive, and Efficient
Document Management
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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
Learn More about Sales and F&I
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.
