Capture the customer and the boat
Keep the customer’s name, email, phone number, boat details, and last service date in one organized record.
Marine service. Remembered.
The next service starts with a reminder.
A shared dashboard for H3’s marine mechanics to keep customer details and service dates together. Build a clear path from today’s boat service to next year’s email and text reminder.
Designed for the owner and the crew. Focused on annual follow-up.
Service → Record → RemindOne year. One clear follow-up.
What this workflow puts first
01 / Clear customer records02 / A shared team view03 / Timely annual follow-up
From dockside to due date
Less chasing details.
More keeping boats ready.
The intended workflow is simple: record the work, keep the crew informed, and give each customer a timely nudge when annual service comes around.
The annual service cycle
One record.
A year of clarity.
A year of clarity.
Make the last service date the starting point—not a detail buried in a notebook or someone’s inbox.
1 year
From last service to the next reminder
Give your crew the same picture
A dashboard built around the owner and employees, so customer information and service history don’t depend on one person’s memory.
Bring the customer back into the loop
Use the last service date to plan a reminder one year later, with email and text as the intended follow-up channels.
Start with a better record
Make next year’s follow-up part of today’s service.
Before setting up reminders, agree on the details your crew will record at every job. Consistent records are the foundation of reliable follow-up.
Your setup checklist
- 01Collect customer and boat details.
- 02Record the date service was completed.
- 03Confirm permission for email and text reminders.
Workflow overview only. This page does not store records or send reminders.