Owner details

• multiple contact details, management for address, contact phones, emails etc.

• address lookup from a postcode for speed and accuracy

• instant validation of email address for speed and certainty about capture of valid email details

Boat details

• basic vessel details including LOA, beam, draft, type etc

• plus as much or as little detail that each harbour or marina needs to capture - fields can be added or hidden to ensure only the required data is captured

Mooring details

• swinging moorings, fore & aft moorings, pontoon berths, trots, piles, hammerhead

• for marina style pontoons, detailed space calculations for optimisation of berth allocation

• locations and facilities can also be shore based for invoicing of yacht stores etc

Vessel allocation to Mooring

• temporary, annual or permanent allocation

• boat holiday facility to enable sub-lets for short or long vacant periods

Tariff management

• add daily, weekly, monthly, quarterly or annual tariffs to a vessel

• facility to suspend an invoice from being included in any run (with easy audit reports for checking)

Customer and staff / team communications

• make notes against a customer account in date order.  Choose to display notes on front of owner account screen for high visibility if required

• add an action to a note, with or without a due by date, and assign to a staff member

• send individual emails - choose from a list of template emails, or send an individual custom email

• attach any document(s) including invoices, credit notes, statements, mail merge letters, leaflets

send bulk emails

• select all customers or any specific group of customers by vessel type, location, mooring type, tariff, invoice frequency, county, etc

• brilliant facility for testing bulk emails before they go out - great for checking the styling and spelling before it's too late.