Every delivery with the paperwork done.
F&I manager software for boat dealers: every deal walks the same closeout, and the numbers lock when it's won.
E-signature covers brokerage documents today. A standard purchase agreement is not e-signed in BoaterOS.
The same checklist on every deal.
From deposit to title in hand, phase by phase.
Money fields have owners.
Prices can be changed only by the deal's rep or an admin. F&I numbers only by an admin. Won deals lock.
Trade values approved by a manager.
Before they reach the worksheet.
The system reads the document. You approve.
Nothing changes on the deal until a person confirms it.
Questions you'd ask.
Yes. The website, leads, attribution, communications, inventory and reporting work in any state. Florida sales-tax math and Florida's brokerage power of attorney are built in, and we set up your state's forms and tax rules with you.
BoaterOS is the boat dealer management system for the front of the store: website, leads, CRM, marketing, inventory, deals, brokerage and service requests on one record. Your accounting system stays where it is, with accounting integration on the roadmap. The history from your current system comes over with you.
Every deal walks the same phases, from deposit to title in hand. Prices can be changed only by the deal's rep or an admin, F&I numbers only by an admin, and won deals lock. A manager approves trade values before they reach the worksheet.
Not yet. E-signature covers brokerage documents today, as part of full document management, an optional add-on. A standard purchase agreement is not e-signed in BoaterOS, so keep your current process for it.
No. There is no lender or credit integration today. F&I numbers live on the deal, and only an admin can change them. Accounting stays where it is.