Software for heavy equipment, truck and agricultural dealers
Nearly every unit leaves the yard financed, the sales cycle runs for months, and the trade valuation that makes or breaks the margin is worked out on paper. Dealers in this space are running six-figure transactions on a process built for a much smaller sale.
Financed big-ticket sales. The sale does not close until a credit decision does. Most software vendors understand the quote or the credit file. We work on both.
Sub-niches covered: Construction and earthmoving equipment, Agricultural machinery and implements, Forestry and logging equipment, Commercial trucks and trailers, Material handling and forklifts, Parts and service departments.
You likely have this problem if:
Quotes are built in spreadsheets that differ by salesperson.
Financing starts after the quote instead of alongside it.
Reconditioning cost is never reconciled against the appraisal.
Quoted customers go quiet and nobody follows up after a fortnight.
You cannot say what a specific unit has actually earned.
What breaks operationally:
Quotes are built in spreadsheets that differ by salesperson, so pricing discipline is unenforceable.
Financing is treated as a separate process that starts after the quote instead of alongside it.
Trade valuations and reconditioning estimates live on paper and are not reconciled against actual cost.
Long sales cycles mean quoted customers go quiet and nobody follows up systematically.
What we build:
Quote and finance in one flow. Configuration, pricing and a finance application produced together, so the customer sees a monthly payment while they are still interested.
Trade valuation record. Appraisals, reconditioning estimates and eventual actual cost held against the unit, so margin is measured rather than assumed.
Long-cycle follow-up. Quoted-not-closed customers surfaced on a schedule that matches a six-month buying cycle rather than a two-week one.
Unit and customer history. Every quote, sale, trade and service event against the unit and the customer, which is what makes the next sale easier.
Why put financing into the quote instead of after it?
Because the buyer is deciding on a monthly number, not a purchase price, and they decide while they are standing in front of the machine. Producing the payment later means competing against whoever produced it first.
How do you handle trade valuations that turn out wrong?
By recording the appraisal, the reconditioning estimate and the actual cost separately, so the variance is visible per appraiser. Most dealers discover their valuation problem is concentrated in one or two people, and they cannot see that until it is measured.
Is a dealer management system enough?
For inventory, parts and service, generally yes. The gap is the sales cycle itself: quoting, financing and following up on a deal that takes months. Those tend to live in spreadsheets even at dealers with good DMS discipline.
What about rental and rent-to-own conversions?
They need to be modelled as a path on the same unit, not a separate transaction, so accumulated rent credit and unit condition follow through to the sale. Treating them separately is how dealers lose track of what a machine has actually earned.
Last reviewed 22 August 2026