How-To8 min read

Reynolds and Reynolds DMS Training: ERA-Ignite Onboarding for Dealership Staff

Reynolds and Reynolds DMS training spans ERA-Ignite, ReyTrack, ReyTouch, and document management. Here's how to onboard sales, service, F&I, and accounting in 2026.

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Reynolds and Reynolds DMS training is one of the more demanding onboarding tasks in automotive retail. ERA-Ignite is a powerful system, but its menu-driven interface and deep integration across departments means a new hire who skips training will slow down every deal they touch. This guide covers the full Reynolds and Reynolds training path by role, the Reynolds Institute resources available to dealers, and the one gap that no DMS training program covers.

What Is Reynolds and Reynolds?

Reynolds and Reynolds is one of the two dominant DMS vendors in the U.S. market, alongside CDK Global. Its flagship platform, ERA-Ignite, runs dealership operations from the service drive to the accounting office. The product suite also includes:

  • ERA-Ignite -- the core DMS, handling inventory, deal desking, service scheduling, parts, and accounting
  • ReyTrack -- the CRM layer that sits on top of ERA, tracking leads, follow-up tasks, and salespeople's pipelines
  • ReyTouch -- a tablet-based interface for the service drive and walk-around process
  • docuPAD -- the F&I document signing and menu presentation system

Understanding which product a staff member uses daily is the first step in building a Reynolds DMS training plan. A sales rep primarily works in ERA-Ignite deal desking and ReyTrack CRM. A controller rarely touches ReyTrack but lives inside ERA-Ignite's accounting module. The training paths are not the same.

Reynolds and Reynolds Training by Role

Sales Consultants

Sales reps need ERA-Ignite for deal worksheets, trade appraisals, and spot delivery paperwork. They also need ReyTrack for daily lead management, appointment logging, and follow-up scheduling.

Core training priorities for sales staff:

  1. Creating and updating customer records in ERA-Ignite
  2. Running a deal worksheet and presenting monthly payment options
  3. Logging every customer contact inside ReyTrack
  4. Generating and printing a buyer's order for F&I handoff

Sales reps do not need deep accounting or service module access, so a focused two-to-three day ERA-Ignite and ReyTrack onboarding is typically sufficient for system competency. What takes longer is building comfort with the keyboard-forward interface -- ERA-Ignite is not a point-and-click CRM, and new hires from outside automotive often find the navigation structure counterintuitive.

F&I Managers

F&I managers work in ERA-Ignite's contracting module and, at most dealers, docuPAD for menu presentation and e-signature. Reynolds and Reynolds DMS training for F&I staff should prioritize:

  • Pulling a deal from the sales desk into the F&I queue
  • Structuring the contract package (lender, rate, term, reserves)
  • Generating the contract document set and routing for signatures
  • Reconciling the deal in ERA-Ignite after funding

docuPAD training is a separate track. Reynolds provides dedicated docuPAD onboarding resources because the system governs compliance disclosure timing and required customer acknowledgments. Getting this wrong creates regulatory exposure, so F&I managers should complete the full docuPAD certification path before going live on deals.

Service Advisors

Service advisors use ERA-Ignite for repair order creation, parts lookup, and warranty claims, and ReyTouch if the dealership has deployed the tablet-based service check-in workflow.

Training focus areas for service staff:

  • Opening, updating, and closing repair orders
  • Parts sourcing and internal transfer requests
  • Warranty and recall claim documentation
  • ReyTouch walk-around and inspection capture (if deployed)

Service training is often the most time-intensive because the parts and warranty modules carry their own logic and lookup systems. Reynolds recommends role-specific training tracks rather than a general system overview for service staff.

Accounting and Controllers

Controllers and office managers work almost exclusively inside ERA-Ignite's accounting module. ERA-Ignite's accounting functionality is one of the most complete in the industry -- it handles deal posting, factory statements, floorplan reconciliation, payroll, and month-end close.

For accounting staff, Reynolds and Reynolds training should cover:

  • Deal posting and lender remittance
  • Factory statement reconciliation
  • Floorplan management and audit reporting
  • Month-end and year-end close procedures

Accounting onboarding typically runs one to two weeks for someone new to ERA-Ignite's chart of accounts structure, longer if they are new to dealership accounting entirely.

Reynolds Institute: Formal Training Resources

Reynolds and Reynolds maintains the Reynolds Institute, the company's dedicated training organization for dealer staff. Resources available to ERA-Ignite customers include:

  • Online learning modules through the Reynolds Learning Center portal, organized by role and product
  • On-site training from Reynolds-certified trainers who come to the dealership for go-live and post-go-live sessions
  • Virtual instructor-led training (VILT) for remote staff or follow-up training after the initial go-live period
  • ERA-Ignite user guides and quick-reference cards accessible through the Reynolds support portal

Most dealers access Reynolds Institute training through their dealer agreement. Usage varies -- some complete only the mandatory go-live modules, while high-performing stores schedule quarterly refreshers and use the online library for new-hire onboarding year-round.

A structured ERA-Ignite onboarding sequence reduces the time it takes for new staff to become productive. The sequence below applies to most mid-size dealerships:

Week 1 -- System orientation. New hires complete role-specific Reynolds Institute online modules covering navigation, core workflows, and record types. No live deal access until this is complete.

Week 2 -- Supervised live practice. Staff work in the live system with a manager or trainer present. Sales reps shadow deal worksheets; F&I managers observe contract packages; service advisors open repair orders on real customers.

Week 3 -- Independent operation with review. Staff work independently, but a daily end-of-day review catches workflow errors before they affect billing or compliance.

30-day check-in. A structured review of ERA-Ignite activity surfaces gaps -- inconsistent ReyTrack logging, skipped appraisal steps, or deal worksheet errors that accounting has to correct downstream.

Common ERA-Ignite Training Pain Points

ERA-Ignite training presents a few recurring challenges that dealers should anticipate.

Text-driven interface. ERA-Ignite predates modern SaaS design conventions. Its interface is menu- and keyboard-driven rather than graphical. Staff who come from consumer apps or web-based CRMs need extra time to build navigation muscle memory.

Deep menu structure. Many functions are three or four menu levels deep. New users frequently exit the wrong way, losing work in progress. Training should explicitly cover save-and-exit protocols for each module.

ReyTrack and ERA-Ignite integration. ReyTrack syncs with ERA-Ignite, but the sync is not always instantaneous and requires staff to understand which system is the record of truth for each data type. Sales managers often need to intervene when a rep updates a record in one system but expects it to appear in the other.

Cross-department handoffs. A deal that starts in sales and moves through F&I and into accounting touches multiple ERA-Ignite modules. Errors in the sales desk (wrong trade ACV, missing stipulations) create downstream accounting corrections. Training that isolates departments often misses the handoff workflow where most errors occur.

Document Management and Signing Workflow

Reynolds and Reynolds handles deal documentation through ERA-Ignite's document management module and, at dealers who deploy it, docuPAD for F&I menu and e-signature. Key elements of the document workflow:

  • Contract packages are generated from the ERA-Ignite deal structure, pulling lender terms, trade payoff, and product pricing into the document set automatically
  • docuPAD controls the sequence and timing of required disclosures, including state-mandated acknowledgments
  • Signed documents are stored in Reynolds' document archive, accessible for audit and lender requests

Dealers using Reynolds' POWER Forms document printing service should include forms management in their training plan, since POWER Forms configuration controls what prints at each deal stage.

What Reynolds DMS Training Does Not Cover

ERA-Ignite training teaches staff how to operate the system. It does not teach staff how to sell.

A sales rep who can navigate ERA-Ignite flawlessly but cannot handle a payment objection or guide a customer through a trade negotiation will still lose deals. Reynolds and Reynolds training keeps the back-end of a deal clean. It does not create the front-end.

The same gap exists in every DMS training program -- whether you are onboarding staff on CDK Drive, Dealertrack, Tekion, or DealerSocket. DMS fluency is a prerequisite for efficiency, not a substitute for sales skill.

For a broader look at the sales training side, see the automotive sales training resource library.

Pairing ERA-Ignite Fluency with Conversational Practice

Dealerships that get the most out of Reynolds and Reynolds training treat DMS competency as the floor, not the ceiling.

Once a rep can process a deal in ERA-Ignite, the next development priority is the conversation -- how they present numbers, handle trade-in pushback, explain F&I products, and close without pressure. These skills decay between training events, and they are not logged in ReyTrack.

DealSpeak is built for that gap. It runs AI-powered voice roleplay sessions daily -- objection handling, payment presentations, trade negotiation -- and gives managers a coaching dashboard to track which reps are practicing and where their conversations break down. At $30/user/month, most dealers run it alongside their Reynolds and Reynolds training plan rather than instead of it.

Reynolds runs the back office. Reps still win or lose the deal in the showroom. If your team is solid on ERA-Ignite but inconsistent in front of customers, see how DealSpeak works for dealerships.


Frequently Asked Questions

What is ERA-Ignite and how does it differ from other Reynolds and Reynolds products?

ERA-Ignite is Reynolds and Reynolds' flagship DMS, handling deal desking, inventory, service, parts, and accounting. ReyTrack is the CRM that layers on top of ERA-Ignite for lead and pipeline management. ReyTouch is a tablet interface primarily for service drive check-in. Each product has its own training path within the Reynolds Institute.

How long does Reynolds and Reynolds DMS training take for a new sales rep?

Most sales reps reach basic ERA-Ignite and ReyTrack competency in two to three days of structured training, followed by one to two weeks of supervised live use. Full proficiency -- meaning the rep handles deal worksheets, appraisals, and ReyTrack logging without errors -- typically takes 30 days.

Does Reynolds and Reynolds offer online training resources?

Yes. The Reynolds Learning Center provides online modules organized by role and product, accessible through the dealer agreement. Reynolds also offers virtual instructor-led training and can schedule on-site trainers for go-live support.

What is the docuPAD system and who needs training on it?

docuPAD is Reynolds and Reynolds' F&I menu presentation and e-signature system. F&I managers are the primary users. Training covers menu presentation sequence, required disclosure timing, and document archive access. Reynolds provides a dedicated docuPAD certification path separate from the core ERA-Ignite training.

What do dealerships commonly get wrong in ERA-Ignite onboarding?

The most common gaps are inconsistent ReyTrack logging, errors in the sales-to-F&I handoff, and undertrained accounting staff who manually correct deal postings after the fact. Dealers who train departments in isolation miss the cross-department workflow errors that generate the most rework.

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