Simple, Intuitive, and Efficient

Document Management

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

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.