01
Clients and yachts
Create client records and associate their yachts. The client record keeps the reference details for the operational relationship.
Different people, clearly defined responsibilities
Open the collaboration. Control the access.
Organise clients, suppliers and internal teams with distinct profiles. Assign yachts, invite collaborators and keep each person's view consistent with their role.
See this workflow in a demoWhat you can do
Clients, Users and Permissions, in detail
Every participant enters the workflow with an explicit access scope.
02
User invitations
Invite colleagues and collaborators through the account activation process. Administrators can review and revoke invitations.
03
Internal roles
Separate administrators, operators and view-only profiles according to the team's responsibilities.
04
Yacht-level scope
Assign users to yachts and manage the relevant permissions while keeping different projects separated.
05
Supplier access
External companies have dedicated profiles. A supplier administrator can manage operators within its own company context.
06
Restricted information
Permissions and visibility distinguish shared information, internal notes and cost data. Configuration is matched to the shipyard's process.
Operational workflow
How it fits into your working day.
- 1. Create the client and supplier records.
- 2. Invite each person with the appropriate role.
- 3. Assign yachts and the operational scope.
- 4. Review access whenever the team changes.
Inside the product
See the module inside the real workflow.
Not an isolated screen: follow how data, people and decisions stay connected before, during and after the work.
Connected to the rest of the work
Platform
Use cases
Shipyards and RefitAssign interventions, organise dates and connect quotations and documents. Each supplier enters its own operational context while the shipyard retains the overall project view.Owner Representatives and CrewGive each participant an appropriate view of the yacht, share focused work lists and turn selected interventions into clear reports without losing the underlying detail.
Your next step starts with your shipyard workflow.
Tell us how you currently manage work, quality and warranty cases. We will prepare a focused demo and define a practical first adoption path with you.