CRM for Boat Cleaning & Detailing Businesses

• The problem

  A boat on an every-other-week wash plan gets skipped, and the owner notices before you do.

  In Kompot.ai

  A scheduled workflow creates the wash task for each plan customer on its cycle, with an assignee and a due date. A wash that is overdue shows under the person responsible, so a skipped boat surfaces in the office the same day.

• The problem

  The crew stands at a locked dock gate because the code is in an old text from the owner.

  In Kompot.ai

  The marina, dock, slip number, gate code and where the water and shore power are sit in custom fields on the owner. The crew opens the job on a phone at the gate and reads them, along with notes such as a canvas cover that has to go back on.

• The problem

  The owner lives in another state and has no idea whether the wax job was done.

  In Kompot.ai

  The crew adds before and after photos to the job from a phone. When the job moves to done, a workflow messages the owner, and you can send the photos from the same conversation. The owner sees the shine on the hull without driving to the dock.

• The problem

  Wash plans are invoiced late because someone has to add up the month's visits first.

  In Kompot.ai

  Bill each plan as a subscription invoice, weekly or monthly, with a payment link. One-off work — oxidation removal, a teak clean, an interior detail — goes out as a separate estimate and turns into an invoice once the owner approves it.

• The problem

  Spring detail requests all arrive in the same two weeks, and prices are quoted by eye.

  In Kompot.ai

  The boat's length, hull color and type are on the owner and the per-foot rate is in your price list, so an estimate is built in a few minutes. Each request is an opportunity on a board, and you see which quotes were opened and which still need a call.

What you keep on record

Boat and where it lives

Length, type, hull color, marina, dock, slip number and gate code, as custom fields on the owner.

Wash plan

The plan the owner is on, how often the boat is washed and the date of the last compound and wax.

Before and after photos

Photos of the hull, deck and brightwork on each job, with the crew's notes on scratches or chalky gelcoat.

Per-foot price list

Washdown, compound and wax, teak cleaning, metal polish, interior detail and diver's bottom cleaning by boat length.

Questions owners ask

Can it schedule recurring washes on its own?

A scheduled workflow creates a task for each wash on the cycle you set and can message the owner beforehand. For visits that need a time window, a crew and an address, you create a job. Billing for the plan runs separately, as a subscription invoice.

Can I bill wash plans monthly without building each invoice?

Yes. A plan's subscription invoice goes out weekly, monthly or yearly with a link for paying by card through Stripe or PayPal. Work outside the plan is invoiced on its own, and a plan that falls behind on payment is flagged as overdue.

How do owners see the work when they are not at the dock?

Photos added to the job stay on the owner's record. You send them by email or messenger from the same conversation, and a workflow can tell the owner when the job is marked done. Photos are not published anywhere by themselves.

Can my divers and wash crews use it on the dock?

Yes. It runs in a phone's browser, so a crew member opens the day's jobs, reads the slip and gate code, adds photos and notes and changes the job's stage. A role can keep crew members out of invoices, reports and settings.