Clients and yachts
Create client records and associate their yachts. The client record keeps the reference details for the operational relationship.
Different people, clearly defined responsibilities
Organise clients, suppliers and internal teams with distinct profiles. Assign yachts, invite collaborators and keep each person's view consistent with their role.
See the workflow in a demoFrom the users table to boat permissions: enable work-item management for Elena Conti and save the assignment.
Visibility has a context
Authorised internal staff can follow the conversations. Contractors and clients see their own thread. Drive remains an internal archive.
| Information | Internal | Contractor | Client |
|---|---|---|---|
| Internal notes | Visible | Not visible | Not visible |
| Contractor conversation | Visible | Visible | Not visible |
| Client conversation | Visible | Not visible | Visible |
| Yacht Drive | Visible | Not visible | Not visible |
Illustrative visibility for an accessible work item. Roles, assignments and yacht permissions define the actual scope.
Organise collaboration
Every participant enters the workflow with an explicit access scope.
Create client records and associate their yachts. The client record keeps the reference details for the operational relationship.
Invite colleagues and collaborators through the account activation process. Administrators can review and revoke invitations.
Separate administrators, operators and view-only profiles according to the team's responsibilities.
Assign users to yachts and manage the relevant permissions while keeping different projects separated.
External companies have dedicated profiles. A supplier administrator can manage operators within its own company context.
Permissions and visibility distinguish shared information, internal notes and cost data. Configuration is matched to the shipyard's process.
The workflow
Create the client and supplier records.
Invite each person with the appropriate role.
Assign yachts and the operational scope.
Review access whenever the team changes.
Inside Sailify
Explore the application screens with demonstration yachts, people and content.
Practical guides
Tell us how you currently manage work, quality and warranty cases. We will prepare a focused demo and define a practical first adoption path with you.