Pre-Quote Questionnaire

In order to understand your business better, we would like to ask you the following questions. The information provided is important to help us identify which modules will be required to best meet your business needs, and how best we can recommend a quotation and an implementation plan.
Name*
Company*
Website*
Country*
Contact Phone
Email*

You will receive an email copy of your completed form.

Services*
- Rental - Rental of Sites - berths/slips, Racks, trailer parks, tenancies, lockers – any site that is charged on a recurring basis.
- Lease Ownership - Long term leasing or ownership of sites, typically where the an upfront fee is charged and then a share of the operation expenses.
- Boatyard - Haulout & Storage - Haulout/Slipping of vessels and storage on land sites/sheds Typically any work on the vessels is provided by tenants.
- Boatyard - Service & Job Costing - Provision of services, eg boatbuilders, mechanics, riggers – management of jobs and job costing with labour, inventory items, job specific purchases, device use, rental or recurring charges and any miscellaneous charges.
- Point of Sales - Chandlery / Ship Shop - Retail type point of sale, shop inventory, touch screen and bar code sales.
- Club Membership - Membership profiling, communications, marketing and management and membership billing.
Brief Description of Business Operations*
Please provide a simple overview of the business activities performed within the business. Eg a wet berth marina with high level of transient renters, describe on-shore activities as well please. Please include the business benefits you look to gain from a new management solution.

Boatyard Job Costing
The boatyard employees staff who work on the boats to maintain or repair etc. Labour hours, parts used or purchased, and other charges are recorded on the job and job profit/loss reports are shown.
- Boatyard Service - Job Costing
Description of Features:
Does the boatyard have inventory items that need inventory management?*
- Yes
How many stock items (please specify)?*

Ship Chandlery or Ship Shop Point of Sale
Ship Shop Chandlery
Do you sell a large range of products (eg > 100) eg clothing, ice bait, fuel? Please approximately identify how many products (Stocking Units, SKUs) do you sell?
Peak Number of Daily Transaction Sales*
Typical Number of Daily Transaction Sales

Club Membership
Membership management for a marina or boating Club. Offering full member integration between boating and club activities, membership billing, member profiling, CRM, food and beverage system integration options
- Does the marina manage and operate a Membership Yacht Club?
How many members are there in currently/do you envisage in your club?
- Food & Beverage
Do you use Micros Style Interface?*
- Yes
- No - Other
Other - Please Specify:*

If there is any other information that you believe would be helpful for us to identify your needs or any additional features or services required, please include these as free text following below:

Rental Activities