The module marina staff use to manage every vessel record, track where boats are, and store documents and crew details.
This module holds the details for every vessel at your marina. You can create and update boat records, track each boat's current location, attach documents, and manage the crew or passengers on board. Staff use it alongside the Customers module to keep vessel information accurate and up to date.
| Screen / Area | What you use it for | Typical daily tasks |
|---|---|---|
| Boats List Screen | You use this screen to see all boat records and search or filter the list. | Check a boat's dimensions or docking status before assigning a berth. Create new boat accounts for vessels joining the marina. |
| Search Bar | You use the search bar to find a boat by name, IMO number, or hull identification number. | Look up a vessel that has just arrived at the marina. |
| Filters Panel | You use the filters to narrow the list by customer language, boat type, or dimensions. | Filter by Boat LOA to find vessels that will fit a specific berth. |
| Create Boat Form | You use this form to add a new vessel to the system. | Register a new boat for a customer who has just signed up. |
| Edit Boat Form | You use this form to update a boat's details, dimensions, registration information, or vessel identity. | Correct a LOA entry before assigning the boat to a berth. |
| Boat Record | You use this screen to see the full record for one boat across all tabs. | Review all boat details before confirming a long-stay booking. |
| Information Tab | You use this tab to see the boat's basic information, dimensions, identification, ownership details, and internal notes. | Confirm a boat's beam before assigning it to a narrow berth. |
| Documents Tab | You use this tab to see documents attached to the boat and to upload new ones. | Check whether a valid insurance certificate is on file before a long stay begins. |
| People on Board Tab | You use this tab to manage crew members, passengers, and guests currently aboard the boat. | Add a captain and crew to the manifest before departure. |
| Mooring Tab | You use this tab to see a history of which berths this boat has been allocated to over time, shown as a read-only occupancy timeline. To assign a new berth, use the Allocate berth action in the boat's billing dropdown, not the Mooring tab itself. | Check where a boat has been berthed previously before assigning it again. |
| History Tab | You use this tab to see a record of all changes made to this boat's details and key events. | Check who last updated a boat's dimensions or when its docking status was changed. |
| Feature | What it does |
|---|---|
| Create Boat | Adds a new vessel record to the marina, either as a new boat or linked from the customer's existing boater profile. |
| Edit | Updates a boat's name, type, dimensions, registration details, ownership, vessel type, or vessel identity. |
| Archive | Hides the boat from active lists and prevents further editing. |
| Unarchive | Restores an archived boat to the active list. |
| Change docking status | Updates where the boat is currently located. Available options include At the marina, Away from marina, Dry Dock, Departed, and Location unknown. |
| Mark as At the Dry Dock | Sets the boat's status to Dry Dock and records an expected return date. |
| Search | Finds a boat by name, IMO number, or hull identification number. |
| Customer Language Filter | Narrows the list to boats belonging to customers who speak a selected language. |
| Boat Type Filter | Narrows the list to boats of a selected type such as Sailing Boat or Powerboat. |
| Boat LOA Filter | Narrows the list to boats within a specific length range. |
| Boat Beam Filter | Narrows the list to boats within a specific beam range. |
| Boat Draft Filter | Narrows the list to boats within a specific draft range. |
| Show Archived Boats | Includes archived boats in the list view. |
| Request Payment | Sends a payment request linked to this boat. |
| Add Charge | Adds a charge to the billing account linked to this boat. Accessible from the Request Payment dropdown. |
| Uninvoiced Items | Shows all charges for this boat that have not yet been invoiced. Accessible from the Request Payment dropdown. |
| Billing Overview | Opens the full billing history linked to this boat. Accessible from the Request Payment dropdown. |
| Allocate berth | Assigns this boat to a berth directly from the Mooring tab. Accessible from the Request Payment dropdown. |
| Attach Document | Uploads a new document to the boat's Documents tab. |
| View | Opens a document attached to the boat. |
| Delete | Removes a document from the boat's record. |
| Add Person | Adds a crew member, passenger, or guest to the boat's People on Board list. |
| Edit | Updates the details of a person already listed on the boat. |
| Delete | Removes a person from the boat's People on Board list. |
| Notes | Saves internal staff notes that are only visible to marina staff. Use the Save button located in the Notes box on the Information tab. |
| Status / Badge | Meaning | What you should do next |
|---|---|---|
| At the marina | The boat is moored in its berth. | No action needed. |
| Away from marina | The boat has left and is not currently in its berth. | The berth may be available for subrental if subrental terms are set up. |
| Dry Dock | The boat has been moved to dry dock for maintenance or repairs. | Check the expected return date and plan berth availability accordingly. |
| Departed | The boat has left the marina. | Confirm all outstanding charges are invoiced before closing out. |
| Location unknown | The boat's current location has not been confirmed. | Update the docking status when the boat's whereabouts are confirmed. |
| Archived | The boat has been archived and is hidden from active lists. | Use Unarchive to restore it if needed. |
| Allocated (Mooring) | The boat is assigned to a berth for the given period. | No action needed. |
| Blocked (Mooring) | The berth slot is blocked for this boat during the given period. | Review the block reason and plan availability accordingly. |
| Private (Vessel Type) | The vessel is for personal use. | Standard billing and documentation apply. |
| Commercial (Vessel Type) | The vessel is used commercially. | Commercial billing rules or additional documentation may apply. |
| Sailing Boat (Boat Type) | The vessel is a sailing boat. | Standard berth assignment applies. |
| Powerboat (Boat Type) | The vessel is a motorised powerboat. | Standard berth assignment applies. |
| Sailing Multihull (Boat Type) | The vessel is a sailing catamaran or multihull. | A wider berth is likely needed. |
| Power Multihull (Boat Type) | The vessel is a power-driven multihull. | A wider berth is likely needed. |
| Rigid Inflatable Boat (RIB) (Boat Type) | The vessel is a rigid inflatable boat. | A standard or tender berth applies. |
| Personal Watercraft (PWC) (Boat Type) | The vessel is a jet ski or similar personal watercraft. | A small or dedicated berth applies. |
| Floating Structure (Boat Type) | The vessel is a houseboat or similar floating structure. | Check berth dimensions and structural capacity before assigning. |
| Other (Boat Type) | The vessel doesn't fit any of the standard boat type categories. | Check the boat record for relevant context. |
| Captain (People on Board) | This person is the captain of the boat. | An email address is required if the person is not linked to a customer record. |
| Crew (People on Board) | This person is a crew member. | An email address is required if the person is not linked to a customer record. |
| Passenger (People on Board) | This person is a passenger on board. | No email address is required. |
| Guest (People on Board) | This person is a guest on board. | No email address is required. |
| Other (People on Board) | This person has a role that does not fit the standard categories. | No email address is required. |