Set up a yacht management CRM in one step and price by the foot

Set up a yacht management CRM in one step

If you run a yacht management or boat services business, Workspace369 now has a ready-made setup for it. Open Settings → Clients → Stages and follow-ups, choose Set up your whole CRM with AI, then pick Yacht management and boat services under Or use a ready-made setup. You review everything first, and nothing is saved until you choose Apply to my CRM. It shows for members who can manage client stages.

The setup gives you a boat pipeline: New lead, Survey / estimate, Proposal sent, Active management, Seasonal / haul-out and Lost. It adds 13 vessel fields to your clients: vessel name, make, model, year, length (ft), beam (ft), hull ID (HIN), engine make and model, engine hours, fuel type, home marina, slip number and insurance renewal. It also adds five lead sources: Referral, Marina referral, Yacht broker, Boat show and Website.

This ready-made setup uses no AI and none of your AI usage. Stages, fields and lead sources you already have are kept and skipped, nothing is changed or deleted, and the boat stages go in after your existing ones. The same step adds a service called Monthly management and a proposal template called Yacht management – owner approval, with a Monthly management line and a Management per foot line that the boat owner approves by signing. Prices start at 0 for you to set, and monthly is only part of the service name: it does not turn on recurring billing. It is on every paid plan, from Cadet up, and on the web app now.

• A boat pipeline, 13 vessel fields and 5 lead sources in one step
• Uses no AI and none of your AI usage
• Your existing stages, fields and sources are kept

Where to find it

1. Settings
2. Clients
3. Stages and follow-ups
4. Set up your whole CRM with AI
5. Yacht management and boat services

Plans

Cadet and up

Learn more

Set up your CRMClients and CRM guideSend each client a monthly statement

Price boat services by the foot

Services now have a Foot billing unit, shown as ft. In Products, open a service, set its Price, then pick Foot under Billing unit. On an invoice, the line shows its quantity with the unit, such as 42 ft, beside the rate. Enter the boat's length as the quantity.

On your online booking page, a service priced by the foot shows its price as, for example, $15 / ft. When the service is set to Allow clients to choose a quantity, the quantity field reads Quantity (ft). The invoice made from the booking keeps the unit, so 42 ft at $15 shows as 42 ft. The Management per foot line in the Yacht management – owner approval template uses the same unit. Per-foot pricing on services and invoices is on every plan, and online booking starts on Specialist. Both are on the web app now.

• Foot is a new Billing unit on services, shown as ft
• The booking page reads $15 / ft and Quantity (ft)
• The unit carries onto the invoice line

Where to find it

1. Products
2. open a service
3. Pricing
4. Billing unit
5. Foot

Plans

Every plan

Learn more

Products and servicesProduct catalog guideConfigure a service for online booking