Customer & Vessel Management
Complete 360° profiles for every customer and vessel. Track ownership history, slip assignments, insurance details, documents, and communication in one centralized hub.
What can you do with Customers & Vessels?
Centralized customer profiles with full service and billing history
Vessel specifications, photos, insurance details, and documents
Vessel ownership history with past and current owners
Slip assignments with conflict-checked transfers
Map view of vessel locations across your marina
Mass notifications and bulk portal invitations
Custom tags, pinned notes, and CSV export
Frequently Asked Questions
Yes. Every vessel keeps an ownership history showing past and current owners with date ranges, so service records stay with the boat even when it changes hands.
Yes. Each customer profile shows their registered vessels, complete work order and estimate history, invoices with payment status, documents, and message threads in tabbed views.
Yes. Mass notifications send templated email or SMS to all customers or a filtered group, with delivery tracking and retry for failed sends.
Yes. Customer and vessel lists export to CSV, and you can attach custom tags to records for your own segmentation.
See Customers & Vessels in action
Request a demo to see how Customer & Vessel Management works for your specific operation.