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Marine playbook

Every service booked, straight into the yard schedule

Your genie collects the vessel, the fault, and the preferred date, checks your yard availability, and drops the booking into your schedule. No double bookings, no missing details, so the right parts are ordered before the boat arrives.

  • Phone tag loses service bookings to the yard that picks up first
  • Missing vessel details mean the wrong parts are on order
  • Double bookings and gaps when the haul-out schedule is informal
  • Your team retypes intake details into the system after every call
The architecture

Booking is a data flow: capture the vessel and fault, qualify the service type, notify the yard, resolve as booked.

HOW THE DATA MOVES 1 Capture boat + budget 2 Qualify buyer intent 3 Notify sales rep 4 Booked or escalated Every conversation ends as a record in your system, not a lost call.
How the data moves Capture, qualify, notify, resolve. Every conversation ends as a record, not a lost call.

Intake that never misses a detail

A marine service booking is only good if the right parts are on the shelf and the crane is free. Your genie asks the same questions your best coordinator would, in the same order, every time, and only offers slots that fit your yard capacity.

What it captures on every booking

Vessel name, make, and length
Fault description or service needed
Current slip or mooring location
Preferred haul-out or service date
Owner name and best contact
Insurance or warranty details if relevant

When a job is too complex to book cleanly, it moves to a handoff to a service coordinator with everything already captured. See how it all connects in the architecture guide.

The other workflows

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Get the Marine voice AI playbook

The vessel intake checklist, the booking rules template, and the copy-this Genie brief. One email.

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