1. Yacht / Boat Charter
  2. Get started
Get started

Get Yacht / Boat Charter running in four steps.

Start with two vessels and one charter month your coordinator, dispatcher and reviewer can reconcile together.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Yacht / Boat Charter. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Yacht / Boat Charter in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account. Download Proto and describe your fleet, the people who confirm charters, dispatch transfers and review deliveries, and the first charter month you want to run.

Prepare the first operating cycle

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.

  • Vessel names, passenger capacities, crew requirements and current inspection due dates.
  • Crew, captains and staff with role titles and the email for each user account.
  • Customers, carriers and providers with type and email.
  • Open charter bookings, planned transfers, vehicles and the list of charge types you bill.

Review before release

A cancelled booking must stay closed. A vessel with an inspection due inside a requested charter must be held. A vehicle in Maintenance must not be approved for a trip. A disputed delivery must keep the trip open and its charges in draft. Reconcile open bookings, trips and uninvoiced charges with their source. Invite the pilot team using the agreed roles, confirm who approves dispatch and who reviews deliveries, and release the reviewed configuration. Expand only after the first charter month closes cleanly.

Read the implementation plan and pricing.

Set up Yacht / Boat Charter your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started