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- Yacht / Boat Charter
- Who it's for
- Charter fleets with shore logistics
Charter fleets with shore logistics
Larger charter companies run a land operation alongside the fleet. Vans and trucks move guests between airports, hotels and marinas, and carry provisions, linen and spare parts to the berths. Each run is a trip that must be approved for dispatch, delivered with proof and billed. The Dispatch Operator and the Delivery and Billing Reviewer work as a pair: one gets the trip on the road, the other confirms it arrived and releases the charges.
How Yacht / Boat Charter is set up for you
Dispatch approval
Every transfer and delivery is approved before it is scheduled, with a vehicle that is Available and a named driver.
Proof at the berth
Drivers submit the recipient's name and a proof file. The reviewer confirms or disputes before the trip completes.
Charges tied to trips
Transfer fees, waiting time and extra stops are raised against the trip and approved only on confirmed delivery.
Larger charter companies run a land operation alongside the fleet. Vans and trucks move guests between airports, hotels and marinas, and carry provisions, linen and spare parts to the berths. Each run is a trip that must be approved for dispatch, delivered with proof and billed. The Dispatch Operator and the Delivery and Billing Reviewer work as a pair: one gets the trip on the road, the other confirms it arrived and releases the charges.
Pilot one depot and its vehicles for two weeks. Load the vehicles with capacity and status, the drivers, and the customers and providers you serve. Run every transfer and delivery through approval, departure, stops and proof of delivery. Raise charges on each trip, approve them on confirmed delivery and reconcile the Invoiced charges with your accounting system before adding further depots.
[Plan the rollout](/yacht-boat-charter/implementation), [review relevant modules](/yacht-boat-charter#modules), and [compare the source data](/yacht-boat-charter/data-model).
Features to start with
Transfer dispatch
Plan, approve and run guest transfers and shore logistics with stops, vehicles and drivers.
Delivery evidence and documents
Close each trip on proof of delivery that a reviewer has confirmed, with trip documents verified by a named person.
Trip charges
Raise charges against each trip, approve them on confirmed delivery and mark them invoiced once billed.
Roles on the team
- Charter Coordinator
- Manage charter vessels, bookings, customers, and assigned crew without schema or deletion access.
- Dispatch Operator
- Schedule and operate trips, stops, vehicles, drivers, and delivery evidence without deletion or schema access.
- Delivery and Billing Reviewer
- Review delivery evidence and transport documents, complete trips, and approve trip charges without deletion or schema access.
- Driver
- Runs assigned guest transfers, records stop arrivals and departures, and submits delivery evidence at the end of a trip.
Set up Yacht / Boat Charter your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.