Proactive boat care

What is Proactive boat care?

Proactive boat care is a marina’s service, where marina as a service provider takes proactive care of the customers’ boats and sends weekly report to the customers about taken activities on specific berth or boat. To make the proactive care completed, each of the boats in the marina is photographed once a week and the customer receive the recent photo of his boat together with weekly report.  

Why Proactive boat care?

With Proactive boat care, customers can follow the marina’s activities with evidenced exact date and time of taken activity with evidenced name of the person who made the activity. Customer love this service because they know that marina staff checked their boat and if something is wrong with the boat,  the marina staff will inform the customer about it.In this manner, there is a proof that marina staff is taking regularly care of each boat in the marina and that it is well documented.  How to check Proactive care?The complete evidence of daily and weekly activities, you can see in Proactive care module.

Click on Proactive care module in the main menu

1. Daily dock walks – this is the total of daily made inventory of berths and boats
2. Surveillance reports – a overview of total number of sent weekly reports to the customers and the scheduled time of next report

Single boat's reports and activities

To explore more details about a reports only of a specific contractual boat,

1. click on the module Contracts – enter to specific contract that you want to explore
2. In the right corner click on Proactive boat care button
3. A proactive boat care dashboard of specific boat will appear, here you can explore the activities and reports of the specific boat

How to disable report sending to the customer?

There will be customers that don't want to receive the weekly reports from the marina. To disable report sending to the specific customer, you have to do a Contract modifications. To disable report sending, use this guide: 

1. Choose the Contracts module from the main menu and enter into specific contract that you want to modify
2. In the lower part of the contract window, find the button Contract modifications and click on it.
3. Choose from the menu "Send proactive care report" and to disable sending unclick it
4. Fill out all obligated fields (*): date signed and description (enter a reason why the modification was made)
5. After the all fields were filled, click on OK
6. Choose generate new PDF document to print out the modified contract