Platform/All features

◆ Platform · Master feature list

Everything in BoaterOS, one master list.

The full operating system for a modern boat dealership — 67 capabilities across eight modules, every one framed by what it does for your dealership: sell more, sell more easily, run the business faster.

Sales, service, inventory and accounting in one source of truth
Multi-location and multi-dealer from day one
AI, mobile and syndication proven on the Fish Tale rollout
Buy only the modules you need — billed per dealership, not per seat

Book a 30-min demo Compare BoaterOS to the field

Module 01

Marketing & Sales

Every lead routed, every quote tracked, every deal closed in one pipeline — so reps spend the day selling, not chasing spreadsheets.

Lead capture & routing

Catch every inquiry from every channel and auto-assign it to the right rep with an SLA timer, so no buyer waits and no lead leaks.

Lead dedupe & pre-fill

Merge duplicate inquiries and pre-fill the form from prior visits, so reps open a warm record instead of retyping the same buyer twice.

Prospect pipeline

See exactly where every deal sits from interested to closed-won, so managers know what to push today to hit the month.

My Day rep dashboard

Each rep opens to new leads, follow-ups due, pending quotes and today's deliveries — a sell-more checklist that builds itself every morning.

Quotes

Send a branded quote by email or SMS link the buyer can accept from their phone, so the deal moves while the boat is still on their mind.

Contracts & e-sign

Turn an accepted quote into a signed contract with deposit and trade attached, so paperwork stops being the reason a sale slips a week.

BMTO factory orders

Track build-to-order hulls from factory slot to arrival with live ETAs, so you can sell the boat before it lands and keep the buyer calm in between.

Delivery scheduling

Book the delivery appointment and checklist against the contract, so handoff day is smooth and the customer leaves a five-star review.

Floor plan tracking

Watch lender advances, curtailments and interest accrual per hull, so flooring cost never quietly eats your margin.

Trade-in appraisals

Appraise with NADA/BUC/ABOS lookups and photo capture tied to the deal, so you book trades at the right number and recondition fast.

Commissions

Calculate splits, tiers and payouts automatically with statements, so reps trust the number and you stop rebuilding it in Excel.

Deal jackets

Every contract, deposit receipt, financing doc and ID copy in one drilldown, so audits and funding take minutes instead of a folder hunt.

Promotions

Stand up an offer with eligibility rules that auto-apply on quotes, so a campaign turns into booked deals you can actually measure.

Explore Marketing & Sales

Module 02

Service

Work orders, estimates and a dispatch board that keep bays full and customers informed — turning the service drive into a profit center.

Work orders

Build a multi-line WO with operations, parts, sublets, photos and signatures, so nothing billable falls off the ticket.

Estimates with e-sign approval

Send an estimate the customer approves with a tap, so techs start sooner and you never eat unapproved labor.

Dispatch schedule board

Drag jobs across techs, bays and time with conflict warnings, so the shop runs at capacity instead of guessing.

Service monitor

Live status of every WO across every location on one screen, so the service manager spots the stuck job before the customer calls.

Operation & labor codes

Flat-rate ops, skill gating and per-location labor rates baked in, so quotes are consistent and margin is protected.

Warranty claims

Generate manufacturer claim packets and match reimbursements, so you actually collect the warranty dollars you earned.

Sublet management

Route canvas, electronics and outdrive work to sub-vendors with markup, so outside jobs still make you money and stay on the WO.

Service billing

Close a WO into an invoice with multi-payor splits across customer, warranty and insurance, so you bill faster and cleaner.

Explore Service

Module 03

Inventory & Syndication

One source of truth from the lot to Boat Trader, plus full parts and POS — so every listing is current and nothing sells out from under you.

VIN/HIN scan intake

Scan a hull on an iPad and pull registration and specs, so a new boat goes from lot to live listing in about 90 seconds.

Realtime syndication

Change a price once and your website, customer portal and Boat Trader feed update instantly, so you never lose a buyer to a stale listing.

Serialized boat lifecycle

Every hull tracked from on-order to delivered as one record, so the lot, the books and the website always agree.

Cross-location transfers

Move a slow hull to a hotter market in one click with photos and history attached, so aging units sell instead of sitting.

Parts master

SKUs with vendor cross-refs, supersession and kits, so the counter finds the right part the first time and orders less wrong stock.

Vendor price books

Import Yamaha, Volvo Penta and hull-maker books with nightly diffs, so you sell parts at current margin without manual reprice.

Purchasing & receiving

Approve POs and scan receipts against them with cost-variance flags, so you catch overbills and keep stock honest.

Special orders

Order non-stock items for a customer or WO and auto-allocate on receipt, so the right part reaches the right job automatically.

Cycle & physical counts

Run blind counts with variance review and posting, so shrinkage surfaces early and your inventory value is real.

Counter POS

Ring up parts, accessories and ships-store items on Stripe Terminal, so the retail counter is fast and the sale hits the books instantly.

Explore Inventory & Syndication

Module 04

F&I & Accounting

A real double-entry ledger wired to every transaction, plus F&I and tax built for marine — so the owner closes the month without a shoebox of receipts.

Double-entry GL

Every sale, WO and deposit auto-posts a balanced journal, so the books are always tied out without a bookkeeper re-keying.

AR, invoices & statements

Invoice, take payment and email statements with live aging, so you get paid faster and stop carrying silent receivables.

Accounts payable

Approve vendor bills and run ACH or check batches with 1099 tracking, so you pay on time and keep vendor pricing.

Bank reconciliation

Match Plaid-pulled transactions to the GL with smart suggestions, so reconciling is minutes, not a lost afternoon.

Marine sales tax

Handle FL state, county and boat-specific caps per location, so deals price right and you never under-collect tax.

Period close

Soft-close, review, then hard-lock with audited unlocks, so the numbers stop moving once the month is done.

Financial reports

P&L, balance sheet and cash flow by location and department, so the owner sees which store and which department actually make money.

QuickBooks / Xero export

Hand clean data to an outside accountant on demand, so adopting BoaterOS doesn't mean firing your CPA.

F&I lender & e-sign

Run financing with lender selection and the e-sign vendor each one requires, so funding clears without chasing redraws.

Stripe deposits & refunds

Take deposits and process refunds with reason codes and approvals, so money on a deal is tracked and never disputed.

Explore F&I & Accounting

Module 05

Marina

For dealer-marinas: slips, storage and launches managed in the same system as sales and service — so the wet side bills as cleanly as the showroom.

Slip reservations

Book and manage slip assignments with a wait-list, so every linear foot of dock earns and nobody double-books.

Launch scheduling

Queue and dispatch launches and haul-outs, so the yard crew stays ahead of the line on a busy Saturday.

Meter billing

Read and bill power and water meters against the customer account, so utility usage flows straight onto the next statement.

Dry & wet storage

Track storage contracts and occupancy, so seasonal storage revenue is invoiced on time without a clipboard.

Marina deposits

Collect and apply deposits for slips and storage, so the marina's cash is reconciled in the same ledger as the dealership.

Module 06

Mobile

The phone-first surfaces that move work out of the office — VIN scan on the lot, tech labor in the bay, deposits at the boat.

VIN scan on iPhone & iPad

Add a hull from the lot without walking back to a desk, so inventory goes live the same hour it arrives.

Technician PWA

Techs clock on/off ops, snap photos and request parts from their phone — even offline — so labor is captured accurately and billed in full.

Mobile deposits

Take a deposit on Stripe Terminal at the boat or the dock, so you close the buyer where they are instead of losing momentum to the office.

Customer portal

Buyers and service customers check status, sign docs and pay from their phone, so your team fields fewer "is it ready?" calls.

Explore Mobile

Module 07

AI

The AI stack proven on Fish Tale — buyer chat, listing copy and manufacturer knowledge — that helps you sell more without adding headcount.

AI buyer & sales chat

Answer buyer questions 24/7 with cited, on-brand replies that capture the lead, so after-hours interest becomes a Monday appointment.

AI listing & marketing copy

Generate SEO listing copy and social posts the moment specs land, so boats hit Google fast and reps stop writing descriptions.

Manufacturer knowledge

Ask Grady-White (and more) service and sales questions with citations, so techs and reps answer right the first time.

Smart recommendations

Surface the next-best boat or part for a customer, so reps upsell the right thing instead of guessing.

Cross-surface memory

What a buyer told the chatbot pre-fills the rep's next quote, so your AI feels like one assistant that remembers the customer.

Explore AI

Module 08

Platform & Admin

The multi-tenant, multi-location backbone — roles, audit, billing and an open API — so a growing dealer group runs safely on one system.

Multi-location & multi-org

Run every store under one roof with per-location P&L, so adding a location is a setting, not a second system.

Roles & permissions

Give each role exactly the access it needs, so a parts counter can't touch the GL and the owner sleeps better.

Audit log

Every price override, refund and period unlock is recorded with who/when/why, so you have a paper trail when a deal is questioned.

Staff impersonation

Support and owners can safely step into a user's view to fix an issue, so problems get solved without a screen-share.

Feature flags

Roll new capabilities out per org or per user, so you adopt change at your own pace with instant rollback.

Webhooks

Push every state change to your website or tools with signed, retried delivery, so connected systems stay in sync automatically.

Global search

Find any customer, boat, part or work order from one bar, so staff stop digging through menus to answer a phone call.

Communications

Send templated email and SMS from your own domain with full delivery logs, so follow-up is consistent and provable.

Documents & e-sign

Store, generate and e-sign contracts, invoices and WOs in one place, so signatures and PDFs never live in someone's inbox.

Billing & entitlements

Subscribe to just the modules you need, billed through Stripe, so you only pay for the BoaterOS you actually use.

REST & MCP API

Build on a versioned API and remote MCP server, so your developers and AI tools can extend BoaterOS instead of working around it.

Sales gamification

Show leaderboards and goal progress to the floor, so reps compete on activity that actually moves deals.