Paperless Dealership

Would you rather be efficient or compliant? With Reynolds Retail Management System, you don't have to choose.

Reynolds Retail Management System promotes a paperless journey throughout each dealership department, simplifying otherwise painful and time-consuming processes. To receive a step-by-step breakdown of how to become as paperless as possible in each department, click the icons below or continue scrolling.

Paperless Variable Operations

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Paperless Process in Variable Operations - Collect and Validate Customer Information
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Collect and Validate Customer Information

  • Respond to customer questions on the website.
  • Scan and upload the driver’s license into the electronic deal jacket.
  • Authorize credit checks with a digital customer signature.
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Paperless Process in Variable Operations - Credit and Compliance Check
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Credit and Compliance Check

  • Manage data, documents, and compliance rules with credit bureaus.
  • Track all credit, compliance items (like OFAC, Red Flag, OOW), deal approvals, and decision details such as Max Advance, LTV, stipulations, and funder notes.
  • Sign all documents at once, following one master set of compliance rules.
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Paperless Process in Variable Operations - Customer Database
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Customer Database

  • Capture consumer documents, driver’s license, and insurance within the CRM.
  • Control permissions for who can add, view, edit, or delete Prospect Jacket documents.
  • Manage oversight and report on document collection.
  • Handle dead deal jacket retention and storage for prospects that don’t make it to F&I.
  • Automatically store deal documents digitally.
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Paperless Process in Variable Operations - Deal Structuring
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Deal Structuring

  • Desk deals quickly and frictionlessly.
  • Align credit checks with lender profiles.
  • Flow credit and compliance documents into electronic deal jacket.
  • Stay with the customer while revising deal structure with desk manager.
  • Negotiate back and forth on any device seamlessly.
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Paperless Process in Variable Operations - Form Preparation and Signing
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Form Preparation and Signing

  • Validate contracts in the DMS and resolve errors quickly.
  • Avoid manual rekeying, data matching, or price adjustments.
  • Receive required forms from lender upon validation.
  • Identify and load necessary F&I forms based on deal structure.
  • Use electronic signing devices (including remote deals; ID verified through the credit app system).
  • Enable a single signing ceremony — no switching between systems.
  • Co-buyer and deal corrections can be handled with remote signatures.
  • Remote deals can be completed fully electronically.
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Paperless Process in Variable Operations - Digital Document Storage
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Digital Document Storage

  • Signed forms automatically transfer from the DMS to the electronic deal jacket and are digitally archived.
  • Cut printing, scanning, storage, and filing costs by automatically archiving signed documents digitally.
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Paperless Process in Variable Operations - Contract Tracking
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Contract Tracking

  • Monitor funding progress and status with embedded DMS reporting.
  • Track CIT by lender and/or business manager for all transactions.

Paperless Fixed Operations

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Paperless Process in Fixed Operations - Paperless Reception
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Paperless Reception

  • Present digital menus and select needed services.
  • Use the tablet’s camera for four-corner damage inspections.
  • Leverage dispatch and priority numbers to track store traffic.
  • Automatically capture and digitally archive the walk-around inspection.
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Paperless Process in Fixed Operations - Inspection and Estimate Building
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Inspection and Estimate Building

  • Use hang tags to manage process flow.
  • Actively monitor workflow through the shop.
  • Leverage service flags to quickly convey messages.
  • Complete a digital report card and add notes for future reference.
  • Automatically generate to-the-penny estimates that include GOG, shop supplies, and tax.
  • Dispatch recommended jobs into pending services for approval.
  • Push pending services to the parts counter or advisor.
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Paperless Process in Fixed Operations - Digital Shop Workload Management
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Digital Shop Workload Management

  • Use Shop View to color-code each status.
  • Organize work by differentiating dispatch numbers.
  • Prioritize workload settings in the system.
  • Utilize electronic time punches and authorizations.
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Paperless Process in Fixed Operations - Customer Communication
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Customer Communication

  • Embed pictures and videos of work that needs completed.
  • Send recommended work with to-the-penny pricing.
  • Enable customers to approve work digitally via eApproval.
  • Provide customers recommendations with pricing estimates.
  • Allow customers to access service documents.
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Paperless Process in Fixed Operations - Complete Electronic Payment Process
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Complete Electronic Payment Process

  • Scan final ancillary documents into RO. 
  • Book and invoice the ticket once the work is completed.
  • Send a text alert to the customer upon invoicing.
  • Get customer’s digital signature upon arrival, accept payment, and close ROs.
  • Provide complete digital access to all final documents in the customer portal.
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Paperless Process in Fixed Operations - Digital Document Storage
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Digital Document Storage

  • Cut printing, scanning, storage, and filing costs by automatically archiving signed documents digitally.
  • Save documents, photos, and videos captured during service appointments. 
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A graphic illustrating a unified dealership platform that brings together data and processes from across the business. Arrows point from multiple dealership functions into a central hub, representing how connected information supports more efficient operations.
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Customer Self-Service Documentation

  • Offer customers an online portal to access past ROs and invoices anytime.
  • Allow customers to view all serviceable vehicles in their portal.

Paperless Business Office

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Paperless Process in the Business Office - Digital Document Storage
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Digital Document Storage

  • Archive (COLD) all documents from any source.
  • Automatically save documents for as long as you require.
  • Retrieve archived documents from any workstation in seconds.
  • Control access with user-based permissions for viewing, editing, or deleting files.
  • Provide full logging and retention controls for compliance with OEM, regulatory, and audit standards.
  • Cut printing, scanning, storage, and filing costs by automatically archiving signed documents digitally.
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Paperless Process in the Business Office - Timekeeping and Attendance
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Timekeeping and Attendance

  • Replace paper timecards and filing cabinets with a digital, automated system.
  • Enable secure, user-specific clock-ins via terminals, workstations, or mobile devices.
  • Reduce opportunities for time theft or buddy-punching.
  • Minimize human error and streamline reconciling with integrated time data.
  • Ensure compliance with labor laws and overtime regulations by precisely tracking hours and generating audit-ready reports.
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Paperless Process in the Business Office - Electronic Payment Process
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Electronic Payment Process

  • Send digital invoices to customers for convenient, contactless review and payment.
  • Reduce paper, toner, and wait times in the service department.
  • Accept credit card payments in both sales and service.
  • Automatically archive digital receipts for easy access and compliance, avoiding lost paper receipts.
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Paperless Process in the Business Office - Invoice Management
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Invoice Management

  • Use a secure online portal to view and manage payments from anywhere.
  • Automatically route and approve invoices to eliminate paper forms and manual tracking.
  • Support accountability and transparency with automated audit trails.
  • Pay vendors directly from the DMS using virtual cards to earn rebates and reduce fraud risk.
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Paperless Process in the Business Office - Web-Based Reporting
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Web-Based Reporting

  • Replace manual Excel tracking and printed reports with interactive dashboards.
  • Access real-time performance metrics for instant insight into performance across every department.
  • Enable leaders to view performance metrics from any device, anywhere.
  • Focus on data-driven decisions with less time spent on data collection and report building.

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