Charter & CRM
Booked, provisioned, reconciled
Inquiries become charters with an APA account already open, berths refuse impossible bookings, and marina revenue posts its own invoices.
Sales that land in the books
Inquiry to charter, no re-keying
Booking an inquiry creates the finance charter and its APA account, already linked, before anyone opens a spreadsheet.
Back-to-back turnarounds
Half-open date logic lets one boat leave and another arrive on the same day, on the same berth, without a false conflict.
Berths that check the boat
A 32-metre boat against a 25-metre berth is refused at save, with the limit named. Double bookings never reach the register.
Marina revenue posts itself
Confirmed bookings, fuel sales and utility recharges each raise a draft AR invoice exactly once, edits included.
Brokerage numbers that matter
Commission leakage, quote turnaround in hours and listing freshness, computed rather than remembered.
The charter dashboard
Occupancy, booked nights by vessel, APA budget against spend, and the pipeline ranked by estimated value.
A charter, from schedule to refund
The payment schedule, the APA account and the same-day turnaround, together.
From inquiry to refund, one season
The thread a charter actually follows, with the money attached to every step of it.
Inquiry
Enquiry, quoted, booked or lost. Booking creates the charter and its APA account in finance, already linked.
Contract
The payment schedule takes shape: deposit, balance, APA and security deposit, each with its due date.
APA funded
The advance lands in its account. Cost centres keep this charter’s spend apart from the next one’s.
The season
Provisioning, berthing, fuel. Every receipt lands on the charter it belongs to, as it happens.
Reconciliation
Funds received against expenditure with receipts attached, computed from the account rather than assembled from memory.
The refund
The balance to return, stated on the APA statement the charterer signs.
Guests board at four. The books do not notice.
The difference
The binder way, retired
APA spend collected from pockets and email at midnight
Every receipt already sits on its cost centre
The turnaround day double-booked twice a season
Half-open dates make same-day out and in routine
The deposit chased from a note on someone’s phone
The schedule shows due, received and outstanding
The refund argued from a shoebox of receipts
The reconciliation computes it, receipts attached
Commission remembered, sometimes
Leakage computed against every closed deal
34
commercial KPIs computed
7
booking statuses
10
document number series