Automotive Document Management

PinPoint allows your organization to file and locate your business files in seconds.

PinPoint Automotive Document Management software allows your staff to access their account files from anywhere in the world. Not only can your staff access documents from anywhere, but they will also have full document version control and mark-up ability.  PinPoint will enable the dealer to process documents from the start of the sale, to repair orders, and so on. File your documents directly from any other application, email, etc. without human intervention. Built-in forms allows clients to fill out the forms and file them without having to leave PinPoint.

PinPoint Document Management Software includes Workflow and Tracking Management which are already built-in. Your system will notify you and other staff when action is needed. PinPoint was built to make your staff’s everyday tasks as simple as possible, allowing you to save money and resources. 

Built-in On-Boarding can notify you of missing files needed for new agreements or other transactions.

Program Keypoints

  • File automatically and locate by VIN, Case, Model, Repair Order Number etc.
  • File directly from MS Office Suite, Outlook, Word, Excel and PowerPoint
  • Built-in automation to file critical documents, with easy retrieval of information
  • PinPoint delivers easy access to information with a centralized document management repository
  • Workflow and reminders to insure completion on-time
  • Improved QA tools to organize your company’s documents safely and securely
  • Easily file documents from within your business applications
  • Version control and history tracking
  • Store any type of file with full security and history trail
  • Simplify file search efforts including full text content and metadata
  • Easily file emails and their attachments with one click from Outlook
  • Easy to use look-up screens to retrieve case and matter data
  • Drag and drop any file type to your folders
  • Definable ways to classify, describe and organize client and vehicle documents
  • Ability to reference files to multiple folders
  • Check-In/Check-Out with version management
  • Client Portal enables Web access to documents for external parties. Customers can fill out forms directly into your PinPoint Document Management Software

Additional Resources

  • Project Manager assigned to your organization for One-on-One implementation
  • System is defined to match all of your information elements you need for each area
  • Load your previous electronic files automatically with full search ability
  • Automatically updates to new versions of the software
  • On-going support & training always.  We do NOT outsource, so you are always working with a PinPoint Automotive Document Management Project Manager
  • Ability to quickly send documents for signatures and seamless retrieval
  • Integrate with your other business applications
  • Access from any location using any device
  • Audit log reporting for complete compliance
  • Complete API as well for use if needed