Articles tagged assets

Three 'place' concepts in Suprata that all sound similar but model different things. Getting the distinction right is the difference between a CRM that scales and one that hurts.

Add one real, individual bookable thing — a specific slip, site, cabin, or unit — and walk it through a full booking before you add the rest of your inventory.

Asset types are the categories your bookable inventory falls into — slips, sites, cabins, units. Get these right first, because every asset inherits its defaults from its type.

How a piece of equipment moves through its life in your system: received into inventory, assigned to a job or installed at a customer site, serviced over time, billed for, and eventually retired — with full history retai...

Give customers a passwordless, branded portal to view receipts, pay invoices, keep a card on file, manage their boats, upload required documents, and see their history — so they stop calling the office to ask 'can you re...