National Reach. Local support.
DealerDOCX specializes in secure end-to-end Cloud-based document management solutions and scanning as a service for the Automotive industry. We take all of the boxes, filing cabinets, and storage rooms of deal jackets, ROs, and other key paperwork that you’re required to hold onto, and move every last page to the Cloud. With our main scan center, we support our clients across the Northeast, New England, Mid-Atlantic, Southeast, Midwest, and beyond, our goal is to save your dealership time, space, and money through high-performance electronic document management.
How does it work? Like a charm.
DealerDOCX exists for one reason—to make document management for your dealership simple and easy. Compliance, security, accessibility, full-search capability—it’s all within reach with our robust, intuitive Cloud-based system.
Every single box, filing cabinet, and storage room full of documents is gathered and secured in our red totes, starting the chain of custody. UPS collects the sealed totes at your dealership or storage facility and transfer to our secure scanning facility. Documents are prepped, scanned, uploaded to the secure CloudDOCX server, and thoroughly audited for accuracy. We create you a fully-secure, compliant, and permission-based electronic document management portal where all files are available to only you and the employees you choose. Access, search, collaborate, and manage all documents simply and easily right from your office, laptop or hand-held device.
Every single box, filing cabinet, and storage room full of documents is gathered and secured in our red totes, starting the chain of custody.
UPS collects the sealed totes at your dealership or storage facility and transfer to our secure scanning facility.
Documents are prepped, scanned, uploaded to the secure CloudDOCX server, and thoroughly audited for accuracy.
We create you a fully-secure, compliant, and permission-based electronic document management portal where all files are available to only you and the employees you choose.
Access, search, collaborate, and manage all documents simply and easily right from your office, laptop or hand-held device.
Thinking of going it alone?
Before you commit time or resources, consider the following…
Compliance laws – Don’t pass go?
Unfortunately, many are vague, intricate, subject to interpretation, and have significant variations from state to state. And you know how quickly audit penalties can add up. Are your employees up to speed on all of it?
DealerDOCX knows document compliance for the automotive industry inside-and-out, from state-to-state, and we’re expert at ensuring every last document you need to maintain is secure—from scanning to search—and available only to the appropriate people.
More people and equipment?!?
>From Sales to Service, front-end to back-office, your people are already busy taking care of business and customers. Every minute they spend having to learn and maintain a new document management system, and scan all of those documents to begin with, is time away from their main job—moving inventory and growing your bottom line.
The scanning and storage of thousands and thousands of vital documents is a very complex task. Especially when you need to ensure that every document is searchable, maintained for the required length of time, and available at a moment’s notice for audit purposes. With DealerDOCX you have no equipment costs, the process is simple and easy, and your employees have the time they need to focus on their job.
Over 12,000,000 documents. 100% customer satisfaction.
Personal service. Wherever you are.
From Maine to California, Pennsylvania to Florida, dealers, dealer groups and ADAs trust DealerDOCX to handle their document management needs. Find a regional rep, or ask us for a free test drive today.
Click on any state to find out more info.
Q: What is cloud computing?
A: The computer or server running your software program is not onsite in your building, but offsite. You access the program by logging in through your browser. Eliminates the need to buy servers or computer programs or manage the technology.
Q: Is this associated with my dealer management system?
A: We are a completely different entity than your DMS. We are not correlated at all with your DMS.
Q: Will the digital documents hold up in court?
A: Yes. The PDFs are unalterable PDFs, therefore signatures are upheld in court. We have gone through many audits and had many lawyers from different areas review the standards.
Q: Can I print documents?
A: You can print entire documents, certain pages of a document, anything that you need. It is a standard PDF, so very simple to use and standard.
Q: Why is your system different than other document management solutions?
A: We are a full service solution. Your dealership does no additional work, no scanning, no destapling. The system is easy to use and we have a full service support staff who is always available to answer questions or concerns.
Q: How often do my documents get picked up?
A: We typically pick up from dealerships every two to four weeks, but we work with your dealership and the number of totes you generate on go on your needs.
Q: How many years back do you scan?
A: That is dependent on what your dealership needs. Some dealerships like to just send us go forward work, while others like to clean out the space that the backfile work is taking up.
Q: Do you scan things other than DJ and RO’s?
A: We do. While 80% of a dealerships paperwork is these types of documents, we also scan service folders, parts tickets, accounts payables, journals, HR files, and any other types of files generated by the dealership.
Q: What happens during an audit?
A: There are a few things that can happen. You can sit with the auditor and show them how to search for things, print off certain pages that they need, and show them everything on the site. We can also create a folder that the auditor has access to, and drag the certain documents that the auditor needs into that folder, only giving them access to exactly what they need. When this happens, many times the auditor does not need to come on site.
Q: How long is the lead time between when my documents are picked up and when they are in the system?
A: For all live work, there is a 2 week turn around time promised to our customers. This is the general time frame, but we always get calls asking about documents that were just picked up. When this happens, you can send an email to email@example.com and we will pull this file and scan it to the system for you within 48 hours.
Q: How does training work? How long does it take?
A: Training typically takes less than 5 minutes a person. We will have picked up a tote of documents already from your store, so we will have some of your live data on the site. We will show each person how to sign in and how to search for documents. Our system is very user friendly, so it does not take long for each person to understand how it works.
Q: What happens when someone leaves the dealership?
A: Each user will have an IP address restriction, so this will restrict them from trying to log in from home or another dealership when they leave. We will also remove their access as soon as we get the go ahead from you.
Q: What if I forget my password?
A: Click the “Forgot my Password” link on the login page. Check your email to reset your password.
Q: I can’t log-in to the site today, it worked last week.
A: Login access is restricted to the IP address of your dealership. If you recently changed internet providers, DealerDOCX will need to update our system with your buildings new IP address.
Q: How do I change my password?
A: Click the “Change password” link under your name in the top right hand corner of your DealerDOCX site.
Q: What levels of security do you have to keep my data safe?
A: Each person that you designate needs access will receive their own username and password, which is then also IP address restrictions. We also use Amazon Web Services to host our data, which is one of the most secure ways to host data.
Q: Can each user see all of the documents?
A: No, each user is restricted to whatever folders you tell us they can have access to. If you want the service manager to only see RO’s, that is all they will have access to. If the general manager can see all documents, that is what they can see. It is all based on the permissions you give us.
Q: What can I search by?
A: Any typed word in the page is searchable! While the most specific and best chances of finding what you need is either the stock number or repair order number, you can search by the VIN number, the persons name, an address, or any other information you might have.
We do right by our clients. And our communities.
DealerDOCX is more than just document management. We have national reach with our super scanning facility. Documents are secured using our partnership with UPS and can be transported from anywhere in the continental United States. We also believe in supporting the communities we serve. We hire locally, and we also partner with local organizations that work with developmentally disabled folks, offering entry-level employment opportunities within our centers for document prep and scanning services.
At the end of the day, not only do we strive to do great things for our customers. We work hard to do right by others in general.
John T. Smith
John Smith brings over thirty five years of IT business ownership and management experience to DealerDOCX. A graduate of Rochester Institute of Technology, John founded JTS Computer Services, Inc. early in his career, and guided the company to be one of the most highly respected application development and software consulting organizations in upstate New York. In the years since, John has started over 15 high technology businesses, successfully selling several to publicly traded firms.
Chief Operating Officer
Mark Brower is intimately involved in all aspects of the DealerDOCX business—from sales to scanning center operations. Leveraging his deep experience in sales, marketing, and service management Mark provides set up and training to all new scanning partners, and has successfully run MDO for the past seven years with over 75 customers currently using the DealerDOCX services.
Vice President of Sales
Brad Bass is vice president of sales for DealerDOCX. Appointed to this position in March 2016, Bass is responsible for sales strategy and execution, acquisition, retention, customer service, marketing communications and general operations for all markets nationwide.
Prior to his current role, Bass served as regional director of New England, where he grew the market over 1900% during his tenure. Before joining DealerDOCX, Bass was regional executive of public sector for Sprint Corp. Prior to that, he held several high-level positions at Verizon Wireless including executive of higher education accounts and district manager of retail stores.
Chief Technology Officer
John Walsh has 30 years’ experience in all aspects of software engineering from requirements analysis through software development and deployment. John drives the development of the DealerDOCX software suite. He and his team have also developed a set of highly automated tools to manage the secured cloud servers that manage your documents. John holds six US patents.
Ready for a high-performance document management solution? Call or email us today to learn more about how DealerDOCX can answer your document management needs and help your dealership run more efficiently.
770 Canning Parkway
Victor, NY 14564
For Sales Inquiries:
For Customer Support Inquiries:
- Contact firstname.lastname@example.org or at 1- 844-544-3259.
- Network Operations Support Monday through Friday, from 8am EST to 5pm EST
- Online support, phone support
- Tote pickup/Tote delivery by UPS to the dealership
- Backfile collection
- User training of the platform
- Regularly scheduled/re-occuring pick-up