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- Yacht / Boat Charter
- Questions before you choose
Questions, answered
Answers about fit, data and rollout for yacht charter software.
Yacht / Boat Charter
10 questions
Can't find it? Write to support@erp.ai.
How do I get started?
Click Get started, then use Proto to configure Yacht / Boat Charter for your business. Pilot two vessels and one depot for one charter month. Run every booking, transfer, delivery and charge through the app and reconcile with your old calendar and invoices before adding the rest of the fleet.
How do we avoid booking a vessel twice?
Every enquiry is recorded against a vessel with its start and end dates. The Charter Schedule shows requested, confirmed and underway charters by date, so the Charter Coordinator sees an overlap before confirming a second customer.
Can a cancelled charter be reopened?
No. A cancelled booking stays closed. If the customer returns, the coordinator opens a new request, and both stay on the customer’s history.
How are vessel inspections tracked?
Each vessel carries its next inspection due date. The Inspections Due screen lists vessels whose date has arrived, so the coordinator can hold requests and plan the survey. Survey reports and maintenance history stay in your maintenance system.
Does it handle guest transfers and shore deliveries?
Yes. Airport transfers, hotel pickups and provisioning runs are trips with stops, a vehicle and a driver. Each trip is approved for dispatch before it is scheduled.
How does proof of delivery work?
The driver submits the delivery date, the recipient’s name and a proof file. The Delivery and Billing Reviewer confirms or disputes it. Confirmation completes the trip and approves its draft charges.
Can we invoice and take payments here?
Trip charges are approved here and marked Invoiced once the invoice is issued in your accounting system. Invoices and payments are handled in your accounting and payment systems through agreed connections.
Do drivers get their own list of trips?
Yes. My Transfers lists the trips assigned to the signed-in driver, with planned dates, vehicle and status. Drivers record stop arrivals and submit delivery evidence from there.
Can we migrate from spreadsheets?
Prepare vessel certificates, the crew list, customers with email, vehicles and your open charter calendar. Rehearse an import of one charter month and reconcile bookings and charges before extending the migration.
What drives the cost?
Ordinary manual use has no per-user charge under the platform policy. Imports, integrations, agent execution and other machine work consume prepaid credits; implementation is scoped separately. The pricing page lists the current rates.
Set up Yacht / Boat Charter your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.