Sold in Sales. Ready for whoever services it.
A Marine Forge Sales business has no workshop, so what it sells is serviced somewhere else. Two pieces still to come make sure that workshop never starts from a blank page.
Everything about what was sold, put together at delivery.
The buyer gets a record of what they own, and whoever services it never retypes it.
- The buyer, the seller, the salesperson and the delivery date
- Each item sold: make, model, year and serial, with its full specification
- Which engine is on which boat, and which trailer goes with it
- Registration, where it was done at delivery
- Warranty start and end for each item
- Service intervals for each item, with the first service due
- Accessories fitted, the pre-delivery checklist and the sea trial
- Manuals, warranty certificates and other documents
One pack, three ways to use it.
A PDF for the buyer
ComingHanded over at delivery, in your own branding.
A link that stays valid
ComingThe buyer can reopen the pack at any time. You can revoke the link and issue a new one, and every open is logged.
A file for the workshop
ComingA workshop on Marine Forge Operations imports it, so the client, the boat, the serials and the warranty dates are never retyped.
Share a client's file from one business to the next.
Later, the handover travels through Bridge instead of as a file. Bridge is being specified as a platform feature of its own.
Between any Marine Forge businesses
In the same organisation or not, and on Sales or Operations: a dealer to its own workshop, a dealer to an independent workshop, or one yard to the next.
With consent
Bridge is being designed around consent: the business sends, the receiver accepts, and the client's own consent is needed.
Never shared tables
Sales and Operations keep separate databases. Bridge carries the file between them through an interface built for it.
Frequently asked questions.
Are the handover pack and Bridge built?
No. Both are coming to Marine Forge Sales and are not built yet. The handover pack comes first, and is shaped so Bridge can carry it later.
What is never in the handover pack?
Price, cost, margin, finance and commission. It describes what was sold, not the deal.
Do Sales and Operations share a database?
No. They are separate products with separate databases. The handover pack and Bridge are how a record moves from one to the other.
See what Marine Forge Sales does for your business.
Tell us what you sell and how you sell it today, and we will show you how Marine Forge Sales fits.