Approvals live in text threads
An owner says yes to a bottom job by text in March. In June the invoice arrives and nobody can find the yes, the price or the scope it covered.
Yacht management software for owner billing, approvals and retainers.
Workspace369 runs the owner side of a yacht management company. Each owner gets a client record, with the vessel's make, length, hull ID, slip and marina in custom fields. The monthly management fee goes out as a recurring invoice with card autopay. Repair and refit quotes go out as proposals the owner approves and signs by link, and the owner sees projects and pays invoices in a private portal. Plans start at $29 a month, and every plan has these. Maintenance logs, crew certificates and inventory stay in a vessel tool such as Yachtwave, Seahub or Quartermaster.
Vessel tools track the boat: engine hours, service intervals, crew and parts. The owner relationship lives in texts, spreadsheets and month-end invoices. Workspace369 puts each owner, their approvals, their monthly fee and their bills in one place, with a portal the owner can check instead of calling.
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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Talk to salesOwner recordsone record per owner, vessel details in custom fields
Signed approvalsrepair and refit quotes signed by link, with a deposit
Monthly fee invoicesmonthly management invoices with card autopay
Key facts
Yacht management software at Workspace369 covers 10 areas, including client records, custom fields, shared inbox.
The workflow runs in 4 steps, from "keep one record per owner and vessel" to "give owners a portal".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 120,000 Tokens a month at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Yacht management software compared
For maintenance logs, work orders, crew and inventory, start with Yachtwave, Seahub or Quartermaster. Workspace369 covers the owner side those tools don't list: monthly management fees as recurring invoices, repair quotes the owner approves by link, and an owner portal, from $29 a month on Cadet. You can run a vessel tool and Workspace369 side by side. Yachtwave lists Ultimate at $49 per boat a month, Quartermaster is aimed at owners and captains at $2.99 to $29.99 a month (Fleet covers up to 20 yachts), Seahub shows no prices, and Workspace369 has a 14-day trial with a card required.
| Tool | Price shown | Built for | Owner billing or portal | Main limit | Trial or demo |
|---|---|---|---|---|---|
| Yachtwave | Ultimate $49 per boat a month; Personal free; Operations custom | Maintenance logs, work orders, crew, vessel expenses | No owner invoicing or portal listed | Owner invoicing not listed | 15 days |
| Workspace369 | $29, $74 or $149 a month | Owner records, retainers, approvals by link, invoices | Yes, portal on every plan | Pairs with a vessel tool for maintenance and crew | 14 days, card required |
| Seahub | Not stated (Prime, Select, Enterprise) | Maintenance, crew certificates, inventory; ISM add-on | Not listed | No public price | Demo request |
| Quartermaster | $2.99 to $29.99 a month (Fleet: 20 yachts, 50 users) | Service reminders, logs, crew tasks | Not listed | Built for owners and captains | 30 days, no card |
Prices and features from each vendor's official site, checked November 10, 2026, in USD. Prices change, so confirm before you buy.
What breaks inside a yacht management company
Monthly bills go out late
The management fee, marina invoice, fuel and contractor bills are pulled together by hand at month end, so some go out late and some never go out.
Owners call for updates
The owner can't see what was done on the boat this week, so they call or text the captain, and the answer depends on who picks up.
See the workspace your clients feel.
01
One record per owner and vessel
Custom fields on every plan hold the make, length, hull ID, slip and marina on the owner's record, next to their quotes and invoices.
02
Repair approvals signed by link
Quote the work as a proposal with optional items; the owner signs by link and pays a deposit on acceptance.
03
The management fee bills itself
The monthly fee goes out as a recurring invoice with card autopay, on every plan.
How Workspace369 runs the owner side
01
Keep one record per owner and vessel
Custom fields hold the make, model, length, hull ID, slip and marina on the owner's record, next to every email, file, quote and invoice. Custom fields are on every plan.
02
Get repair and refit approvals in writing
Quote the work as a proposal with optional line items and a deposit on acceptance. The owner reviews and signs by link, and the signed copy stays on their record.
03
Bill the monthly fee on schedule
The management fee goes out as a recurring invoice with card autopay on every plan. Late-payment reminders chase anything overdue. On the web app, send the owner a statement for the month from their client record, and from Specialist put marina, fuel and contractor costs on the owner's invoice with a link to each receipt.
04
Give owners a portal
Each owner gets a private portal with their projects, files and invoices to view and pay. From Specialist ($149 a month, 10 seats), log expenses with receipts on each vessel's project and see profit per owner.
Yacht management coverage
- Owner approvals are signed by link and stay on the owner's record, so every invoice traces back to a yes.
- Monthly management fees bill on a schedule with card autopay on every plan.
- Expense tracking with receipts and profit per owner start on Specialist ($149 a month, 10 seats).
Client records
Custom fields
Shared inbox
Proposals and approvals
Contracts
Recurring invoices
Online payments
Projects and tasks
Client portal
Expenses and reporting
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
See Workspace369 on your own client work.
Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Talk to salesQuestions about yacht management software
What is the best yacht management software?
For maintenance logs, work orders, crew and inventory, start with Yachtwave, Seahub or Quartermaster. For the owner side, meaning monthly fees, repair approvals, invoices and an owner portal, Workspace369 fits from $29 a month on Cadet. The two work side by side.#
Where do maintenance logs and crew certificates go?
In your vessel tool, such as Yachtwave, Seahub or Quartermaster. Workspace369 runs the owner relationship beside it: records, approvals, invoices and the portal.#
Can I bill a monthly management fee automatically?
Yes. Set the fee up as a recurring invoice and turn on card autopay. Both are on every plan, and late-payment reminders go out for anything overdue.#
How do marina, fuel and contractor costs reach the owner?
You bill them as pass-through costs. On the web app, from Specialist ($149 a month, 10 seats), log the cost as an expense, pick the owner under Bill to client, and choose a markup: At cost, Percent or Fixed amount. Attach the receipt. Then open the owner's invoice, choose Unbilled costs in the add-item menu, and the costs go on as lines with links to their receipts. Once a cost is on an invoice it is locked, and removing the line frees it again. The phone apps get it with their next update.#
Can I send a boat owner a monthly statement?
Yes, on the web app. Open the owner's client record, choose More actions, then Send statement. Pick the month and check the numbers: what was invoiced, the pass-through costs, and what is left in the owner's monthly budget if you set one. Edit the email if you like, then send. The owner gets an email with a link to the statement. You send it yourself each month. It does not go out on its own, and each send uses 1 email credit. The phone apps get it with their next update.#
Can owners approve work before we start?
Yes. Send the quote as a proposal. The owner can pick optional items, sign by link and pay a deposit on acceptance, and the signed proposal stays on their record.#
Is there a ready-made setup for a yacht management company?
Yes, on the web app. In Set up your CRM, pick the ready-made Yacht management and boat services setup. It adds vessel fields to the client record, such as Vessel name, Length (ft), Hull ID (HIN), Engine hours, Home marina and Slip number, plus a boat pipeline and lead sources, and it uses no AI. It also adds a Monthly management service and a Yacht management – owner approval proposal template that the owner signs. The phone apps get it with their next update.#
How much does it cost for a team?
Cadet is $29 a month for 1 seat, Voyager $74 for 2 seats, and Specialist $149 for 10 seats. Expense tracking and profit reporting start on Specialist. The 14-day trial needs a card.#
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
