Core Features
The essentials every boat business needs — customer records, invoicing, inventory, and reporting — all connected so data flows between them automatically.
Customer and vessel registry
Keep all your customer and vessel info in one place. See which boats a customer owns, what work has been done, and what's outstanding — without digging through files.
Inventory Management
Track what materials you have, what's been used on each job, and what needs reordering. When it's time to invoice, the materials are already logged — nothing falls through the cracks.
Invoicing
Pull hours, materials, and job data directly into an invoice — no re-entering numbers that are already in the system. Send to Netvisor or Fortnox with one click.
Reporting
See your revenue by job type, which mechanics are billing what, and where material costs are going. The numbers that tell you if the business is actually making money.
Accounting & Payments
Sales Package
For boat dealers. Publish ads to all major platforms at once, manage offers and contracts, and track leads — without switching between systems.
Customers (CRM)
All your customer records in one place — contact details, which boats they own, what work has been done, and what's outstanding. Everything you need when a customer calls.
AdFlow: Publish ads to Nettivene, Blocket, Boat24 and NautiX from one screen
Publish a boat listing to your website, Nettivene, Blocket, Boat24, and NautiX in one go. What used to take 15–30 minutes per platform now takes under 5 minutes for all of them.
Contract Management & E-Sign
Generate a sales contract or service agreement from deal data already in the system. Customer signs electronically — no printing, no scanning.
Marina Package
For marinas and shipyards. Track jobs, hours, materials, and costs per boat — so nothing gets forgotten and invoicing reflects the actual work done.
Project management
Assign service jobs to your team, track what's been done, and see the hours and materials used on each one — so nothing gets missed and every job is priced correctly.
Resource Planner
Assign jobs to your team, plan who's working on what, and track progress without chasing people for updates.
See your full team workload on a visual timeline. Switch between timeline and month view, filter by person, and plan service work without overbooking.
- › Staff planner
- › Equipment planner
- › Service calendar
- › Timeline & Month view
- › User filters
Winter Storage Location Mapping
See exactly which boat is in which spot with an interactive map of your yard. Know what space you have left at a glance.
Hours Management
Your team logs time, you get a report. Use it for invoicing or payroll — no manual calculations.
Recurring Agreements
Winter storage, dock spots, moorings, service plans — any agreement that renews. Set the term once and it renews itself, reminding the customer before the deadline. No spreadsheet of expiry dates, nothing quietly lapsing.
- › Set the term length, it rolls forward automatically
- › Customers reminded before the deadline, with the price
- › Customers cancel themselves in the portal
Customer Portal
Your own portal where customers raise service requests and manage their agreements. Requests land straight in your pipeline — no re-typing, no lost emails. No password to set up: they get a link by email and they're in.
- › Service requests straight into your pipeline
- › Customers manage their own agreements and renewals
- › No passwords — an emailed link is the login
AI Assistant
Ask it to handle the time-consuming parts — look up a customer's history, put an offer together, review a contract before it goes out. Anything that changes your data comes to you as a proposal to approve or reject. In beta while we work out which jobs it should take on.
Works across offers, jobs, purchases, contracts and customers
Changes come to you as proposals — you approve or reject
Bring your own API key — Anthropic, Google or xAI. No extra charge from us during beta.
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