Twice a year the office mails a PDF. Some of it comes back by email, some by hand at the counter, and someone types each reply into a spreadsheet, chases the ones that never came, and works out who wanted shrink wrap. On SlipRight the same season runs as contracts that boat owners sign from their phone or any browser. The office sends the offers in a few clicks and reads the answers instead of typing them.
What a winter storage agreement carries
The agreement names:
- the slip or the spot in the yard, and the dates the season runs;
- the services the owner took;
- the week they want the boat hauled, and the week they want it back in;
- the marina's terms;
- how the money is split, for instance half on acceptance and half in January.
Set the catalog and a template once
The catalog is the list of what you sell. Each line has a description and a price, flat or per foot, and can be required on every offer or left for the owner to choose. A per-foot line can carry a minimum, and a line with no fixed price can be a quote, priced later. Sent offers keep a snapshot, so editing the catalog in February never changes what someone accepted in October.
Payment schedules sit beside the catalog. Each is a named split with a share and a due date, or a number of days after acceptance, and the shares add to 100%. A schedule can require autopay once your marina's Stripe takes payments, so an owner who picks that split keeps a card or bank account on file and the invoices charge themselves on their due dates.
A template is the offer you send. It has a name, the season's start and end, your terms, a notes section, the signing text, the services from the catalog, and the schedules to offer. Turn on the haul-out section and it asks the owner for a week from the Mondays you set, and whether the boat may be pulled earlier or later. The launch section asks for a week the same way. Publish the template, and next year duplicate it and change the dates.
Send the offers
On Contracts, New offer asks for a published template and the customers, one or all of them. Each owner hears about it by email, push, or text, whichever they picked, and someone who has never signed in gets an invite first. The office sees a row per offer, reading Sent until the owner accepts.
What the boat owner does
They see the offer you sent, no blank form twice a year. On their phone or on any screen, the owner:
- attaches a boat already on their record or adds one, and the boat's length prices the per-foot lines;
- opens the terms behind Read;
- picks a haul-out week and a launch week when the template asks;
- chooses the optional services and picks a payment schedule;
- types their legal name, agrees to the terms, and taps Accept.
A schedule that pays by autopay opens the Payment method panel, where they save a card or bank account and turn autopay on, and what they had filled in waits for them when they come back. The Accept button stays dim until everything is in, with a link to whatever is missing.
What the office sees back
The row reads Accepted. SlipRight drafts the invoices from the schedule the owner chose, and the office sends them when it likes, one agreement at a time or all at once. An owner who filled something in wrong can be fixed while every invoice is still a draft: reopen the offer, and they accept again. Once an invoice is sent the agreement is locked, and the money moves on the invoices from then on.
Each invoice has Pay, by card or ACH, into your own Stripe account. SlipRight takes no cut. You pay Stripe's rate and nothing on top.
- With autopay on, the charge runs on the due date, and again three and seven days later if the first try fails, with a receipt or a note to the owner either way.
- Late fees, if you turn them on, follow after the days of grace.
- The signed PDF stays on file and prints from the office and from My slip, so both sides keep the same copy.
Fall, when the weeks turn into days
The calendar's Haul-outs tab brings in every accepted winter offer with the week its owner asked for, grouped by week, with the boats that have no day yet listed at the top. Settings hold how many boats the yard hauls in a day and which days it works.
- Fill the week hands each waiting boat a working day, the ones who said earlier first and the ones who said later last, and the office can move any boat to another day.
- Send dates tells each owner their day by email, push, and the bell: "Haul-out: Fri, Oct 16".
- The owner's My slip shows the day with Ask to move, which opens a message to the office with the boat and the day already written.
Move a boat after sending and it reads Moved since told until the office sends again. Launches work the same in spring. Winter storage on SlipRight covers the rest of the yard.
Your agreement, your terms
Every marina's agreement is a little different, so the parts are yours: your catalog, your terms, your payment splits, and the questions you ask. If your season needs something an offer can't carry, tell us what it is and we'll work it out with you.
The rest of what SlipRight does is at slipright.app/features. Sign up or Request a demo.