Carbotic is the quote-to-delivery platform for fleet & commercial dealerships — one connected record from quote to delivery.
The outcomes
Each one is a screen your team already works in — not a report someone has to assemble first.
One record replaces the spreadsheet, the forwarded email and the status phone call. The next action sits where the vehicle does.
Every unit carries its current stage, its production and delivery dates, and where it physically is — for one VIN or the whole fleet.
Purchase orders, bill-to contacts and delivery details stay attached to the vehicle, so invoicing does not start with a search.
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.
Use manufacturer guides and configured customer contract pricing to prepare commercial vehicle quotes.
Every handoff restarts.
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.
Use available lifecycle, factory, transport, location, and milestone context from configured sources to decide what needs attention and when.
Work splits by handoff.
Keep order stages, locations, upfit work, notes, contacts, documents, and available dates tied to the vehicle.
Customer updates start from scratch.
Coordinate customer updates and configured portal access using information the dealership has reviewed and chosen to share.
Billing loses the history.
Coordinate delivery readiness, scheduled and actual dates, invoices, and billing records while the DMS or accounting platform remains financially authoritative.
The connected lifecycle
Same record, four handoffs. Open a stage to see the screen your team works in at that moment.
A purchase order lands and the unit exists in Carbotic with its build detail, its customer and its owning team — before anyone has to go looking for it.
What the record carries
Production and scheduling dates sit on the same record, so the person quoting the next unit and the person promising a date are reading the same numbers.
What the record carries
Origin, destination, delivery address and the unit’s current location travel with the vehicle through upfit and transit — so nobody has to run a separate status chase.
What the record carries
The purchase order carried its customer, bill-to contact and delivery details the whole way, so the invoice is raised against the unit rather than reconstructed from it.
What the record carries
Billing is the one stage the customer’s portal never shows. Purchase orders, bill-to contacts and invoice state stay inside your team’s view.
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.
The joinThe VIN. The only value that appears on all three screens.
Internal stage“3. Scheduled to Day” — one of nineteen internal buckets.
Lives elsewhereThe PO. A link out to the screen on the left.
Lives elsewhereThe customer account — and the portal on the right.
What ops seesStatus, milestone and current location, in the team’s own vocabulary.
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.
Prepare commercial vehicle quotes using manufacturer guides and configured customer contract pricing.
Capture approval and keep quote, customer, vehicle, and purchase-order context connected. Direct fleet orders enter here.
Follow available factory, build, shipping, location, and milestone information from configured sources.
Coordinate configured upfit work and bring available progress context back to the vehicle record.
Coordinate delivery readiness, dates, invoices, and billing records while the DMS or accounting platform remains financially authoritative.
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.
Enable automated data sync sources for nightly fleet updates.
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.
A representative quote-to-delivery workflow, your questions, and an honest answer on what connects to your systems and what does not.
