For fleet & commercial dealerships

Know where every vehicle actually is.

Carbotic is the quote-to-delivery platform for fleet & commercial dealerships — one connected record from quote to delivery.

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Carbotic fleet portal, Vehicles page: portal nav, a Metro Fleet Services switcher, a vehicle pipeline rail with per-stage counts, and a table of 27 units — each row a stage pill, model and trim, VIN, order number, stock number and paint.

Olathe Fleet SUTTON FORD Olathe Ford DOWNTOWN FORD SACRAMENTO

Messaging pillars

Turn fragmented dealership data into one actionable view.

Six moments in one vehicle’s life, quote through billing. In each, what the next person needs is already on the record.

Quotes lose context.

Keep quote + customer together.

Use manufacturer guides and configured customer contract pricing to prepare commercial vehicle quotes.

Every handoff restarts.

Carry context into the order.

Keep customer, vehicle, purchase-order, contact, document, assignment, and history context together as an approved quote—or direct fleet order—becomes an order.

Status requires a search.

See the next-action context.

Use available lifecycle, factory, transport, location, and milestone context from configured sources to decide what needs attention and when.

Work splits by handoff.

Keep it with the vehicle.

Keep order stages, locations, upfit work, notes, contacts, documents, and available dates tied to the vehicle.

Customer updates start from scratch.

Share a reviewed story.

Coordinate customer updates and configured portal access using information the dealership has reviewed and chosen to share.

Billing loses the history.

Carry context through billing.

Coordinate delivery readiness, scheduled and actual dates, invoices, and billing records while the DMS or accounting platform remains financially authoritative.

Representative workflow

See a representative workflow, clearly labeled.

Follow one representative vehicle record across quote or order, handoffs, available status, documents, customer updates, delivery, and billing, with each source and dependency identified.

VIN 1FTBW3XG8RKA41827 Order #FO-2291 Ridgeline Plumbing & Mechanical

Representative Carbotic workflow — not a customer result.
Moment	What the record holds	Where it came from
01Quote or order	Order #FO-2291 · PO PO-10428	DMS
02Handoffs	Commercial Fleet · M. Reyes → upfitter	Team assignment · configured upfit portal
03Available status	Produced → In Transit	OEM order feed
04Documents	Purchase order, invoice, release authorization	On the record
05Customer updates	ETA Sep 4, 2026 shared with the customer	Dealership-reviewed
06Delivery	Meridian Commercial Trucks · Olathe, KS	Logistics source
07Billing	Invoiced on delivery	DMS · financial system of record

Connections shown depend on the dealership’s configured sources, access, and permissions. They are not universal or automatically bidirectional.

The problem

“Where is this unit right now?”

Your ops team opens the vehicle record, reads the bucket, and then goes looking for the rest — the order on one screen, what the customer can see on another.

Purchase order detail screen showing the order this vehicle belongs to.

Internal vehicle record: identity header, vehicle info tab, dark status panel and tracking map.

Customer portal vehicle record for the same VIN.

Platform

Stop chasing your own inventory.

One record, created once and never rebuilt. Quote, OEM, PO, freight, upfit — it all lands there. No digging. No guessing. No being the last to know.

01Configure and quote

Quotes price themselves off the guide and the contract.

Prepare commercial vehicle quotes using manufacturer guides and configured customer contract pricing.

Vehicle record, Vehicle Info tab: year, make and model 2026 Ford F-150, body code W4L, stock number S-1336, paint Oxford White, unit number, PDI, type Fleet and oversize.

02Approve and order

Approval, PO and vehicle stay on one record.

Capture approval and keep quote, customer, vehicle, and purchase-order context connected. Direct fleet orders enter here.

Vehicle record identity header: VIN 1FTFW4L80TFA16153, order #1336, current bucket 3. Scheduled to Day, PO #PO-007 with a link out, PO salesperson John Doe and team unassigned.

03Production and logistics

Factory status arrives on the vehicle, not in another system.

Follow available factory, build, shipping, location, and milestone information from configured sources.

Vehicle record, Production tab: PO creation date 08/20/2026, estimated produced date 01/15/2026, scheduled to week and scheduled to day both 01/12/2026.

04Upfit and final preparation

Upfit progress lands on the record, not in a voicemail.

Coordinate configured upfit work and bring available progress context back to the vehicle record.

Customer portal vehicle list: a pipeline rail reading All 27, Awaiting Build 1, Building 7, In Transit 2, Delivered to Dealer 5, Upfitting 1, Completed / Finalized 11, beside the fleet table with a stage chip on every row.

05Delivery and billing

Delivery and billing prepared without touching your ledger.

Coordinate delivery readiness, dates, invoices, and billing records while the DMS or accounting platform remains financially authoritative.

Vehicle record, Delivery tab: origin address Dearborn AP - 59 Dearborn MI US, delivery address, delivered to EU and scheduled delivery date.

Stays in place

Nothing you already trust has to move.

Carbotic is where the operating work happens. It is not where your money, your orders, or your customer’s expectations are decided — those stay exactly where they are today.

Vehicle Inventory Automation

Enable automated data sync sources for nightly fleet updates.

DealerMeridian Commercial Trucks

Dealer CodeMCT-001

DMS IntegrationCDK

TimezoneAmerica/Chicago

AdministratorT. Lindqvist

Connected Sources

Each source below writes into the same vehicle record. Authority, refresh cadence, and direction of flow are set per source.

Source	Status	Last refresh	Cadence	Direction	Access
WBDO Sync OEM order feed — order status, build dates, VIN assignment AdminManager	Connected	Aug 18, 2026 6:02 AM CDT · 42 records	Daily 6:00 AM Dealer timezone	Read-only	Enabled
VinView Sync Logistics & tracking feed — rail, transit and delivery events AdminManagerSales	Connected	Aug 18, 2026 6:04 AM CDT · 42 records	Daily 6:00 AM Dealer timezone	Read-only	Enabled
FSA Sync Recall & field service actions — OEM compliance holds AdminManager	Connected	Aug 18, 2026 6:06 AM CDT · 1 active recall	Daily 6:00 AM Dealer timezone	Read-only	Enabled
CDK — DMS & Accounting Deals, POs and gross — writes deal status back to the DMS Admin	Connected	Aug 18, 2026 2:15 AM CDT · 18 open POs	Nightly 2:00 AM Dealer timezone	Read-write	Enabled
Upfitter Portal Dealer-initiated upfitters — Knapheide Midwest, 3 others AdminManager Credentials expired — reconnect	Action needed	Aug 15, 2026 4:41 PM CDT · 4 in progress	On change Webhook	Read-write	Paused

Sync will run daily at 6 AM in the dealer's timezone.

Both WBDO and VinView must be enabled for sync to run.

Representative data — Meridian Commercial Trucks. Timestamps and record counts are illustrative.

DMS & accounting Your DMS remains the financial system of record. Connections follow the dealership’s configured sources, access, and permissions.