CRM for Boat Repair Shops

• The problem

  An owner calls about an overheating outboard and nobody recalls what engine is on the boat.

  In Kompot.ai

  The owner's record holds the boat as custom fields — make, model, length, hull identification number, engine model and serial, engine hours at the last service. Past work orders, photos and call recordings sit on the same page, so the mechanic reads the history before the boat arrives.

• The problem

  The winterization list is rebuilt from last year's invoices every fall.

  In Kompot.ai

  Mark winterization and spring commissioning customers with a field on the contact. Before the season a scheduled workflow messages them and creates a task to book each boat, and an email campaign goes to that segment in one go.

• The problem

  The travel lift is double-booked because haul-outs are written on a whiteboard.

  In Kompot.ai

  Each haul-out, launch and bottom job is a job with a type, a time window and an assignee. They show on the shared calendar and on a board by stage, so the yard manager sees what is already on the lift that day before promising a time.

• The problem

  Rot under the transom turns up mid-job, and the extra work is agreed in a phone call.

  In Kompot.ai

  Send the additional work as an estimate from your price list, with photos attached to the job. You see when the owner opened it and when they approved it, and the approved estimate becomes an invoice — the consent is on record, not in someone's memory.

• The problem

  A boat sits on stands waiting for a part and the owner keeps calling for news.

  In Kompot.ai

  Give the job board a stage for boats waiting on parts and add a note when the supplier confirms a date. A workflow can message the owner when the job changes stage, and whoever picks up the phone sees the latest note on the record.

What you keep on record

Hull and engines

Make, model, length, hull identification number, engine model, serial number and hours, as custom fields on the owner.

Seasonal services

Who is on the winterization, shrink-wrap and spring commissioning lists, and when each was last done.

Work authorizations

The signed repair authorization and winter storage agreement, kept as e-signed documents with an audit trail.

Labor and parts price list

Shop labor, haul-out and blocking, bottom paint, impellers, anodes and oil — ready lines for estimates and invoices.

Questions owners ask

Can I keep several boats and engines for one owner?

Yes, as custom fields on the owner's record: hull make and length, hull identification number, engine model, serial number and hours. For a second boat, add a second set of fields or keep each boat's work in a project of its own.

How do I remind owners about winterization and spring launch?

Keep a field for the seasonal services each owner buys from you. A scheduled workflow messages those owners before the season and creates booking tasks for the office, and an email campaign can go to the same segment.

Does it count the parts in my stockroom?

No. Kompot.ai keeps your price list of parts and labor for estimates and invoices, but it does not count what is on the shelf. Parts on order are best noted on the job, with a board stage for boats waiting on a delivery.

Can an owner who is away follow a long refit?

Yes. Put the refit in a project with its tasks, jobs and invoices and share the project by link. The owner sees the tasks and progress notes and can comment, and each extra reaches them as an estimate to approve.