Your work, on your
customers' records.
One Pro Portal for boatyards, mechanics, mooring services, marinas, harbor master offices, brokerages and race clubs. Everything your team logs is verified, and it shows up in your customers' own app.
Built for every business that looks after a boat.
Your organization picks the types that fit, and the Pro Portal shows the tools for each.
Boatyards & mechanics
- Log verified work and run work orders across your fleet
- Turn an owner's shared to-do into a work order
- Send quotes owners approve in their app or from the email, with a deposit if you ask for one
- Invoice through QuickBooks Online, deposits and progress bills included, and see when it's paid
- Schedule techs and bays on a dispatch board; techs log time, notes, photos and parts on their phones, even with no signal
- Confirm the work owners logged themselves, and answer disputes
- Invite your team, with Admin, Manager and Staff access
Your shop's front office
- Keep every customer, on ReadyHelm or not, with their boats, quotes and jobs
- Take service requests from a form on your own website
- Let customers book a time that fits your hours, techs and bays
- Email and text customers from one place, and see every message about a boat
- See every job from first request to done on one board
- Keep a parts catalog and stock, scan barcodes, and order from suppliers
- Send consenting customers to Mailchimp or HubSpot
Mooring services
- Inspect on your phone, component by component, with photos
- A Fail becomes a work order automatically
- Issue versioned PDF reports owners can download
- Add moorings for customers who aren't on ReadyHelm yet
Harbor masters & marinas
- Claim your harbor and see every mooring and slip on one roster and map
- Work the issues boaters report, with their photos
- Assign visiting boats to open berths
- Hold slips for tenants, with utilities, dock boxes and lease terms
Brokers
- See each listing's health score and verified history
- Spot the maintenance gaps before a buyer does
- Share a Sale Report with a buyer, or export it as a PDF
- Run brokerage alongside service work if you do both
Race clubs
- Seasons, divisions and online registration with waivers and fee requests
- Courses on a chart, and race day on the committee's phones, even offline
- Scoring for PHRF, IRC, ORC, ORR and Portsmouth, with protests and standings
- Duty rosters, safety inspections and a fleet compliance view
Get verified: send your business license and certificate of insurance, and owners see a ✓ Verified badge when they look for a provider.
Brief the tech before the job. Draft the paperwork after it.
First Mate is the AI assistant built into the Pro Portal. It knows the boats your organization services, and it drafts work for your team to approve. Nothing reaches an owner or QuickBooks until a person on your team says so.
Prep Me for This Appointment New
A few bullet points before a visit, from a booking or a job in My Jobs: the appointment, what the customer asked for, the gist of your latest conversation, recent service including your own past work, open work orders and quotes, and what's coming due.
Wrap Up This Job New
When the job's done, the tech says what they did, which parts they used and what needs more work. First Mate drafts the work order lines (labor from the time they logged), the verified service entry, and a quote if more work is needed. It never invents a price.
Drafts to review New
Every draft waits in one queue, field by field, with anything First Mate filled in marked Check this. Turn on manager approval and work order lines and quotes need an Admin or Manager, while the tech still signs off the service entry. Drafts left waiting are highlighted and reminded.
Boat Summary New
On a boat's Overview: what's happened since your team's last visit, plus your open work orders and quotes, with a link to every record. Written once and kept for the whole team, so the next person opens it free.
Ask about the fleet, and draft the routine work
"Which boats are due for bottom paint before May?" "Write up a work order for the Hendersons' impeller." First Mate answers across the boats you service and drafts work orders, quotes and maintenance tasks for you to review.
First Mate is on Pro Standard (1,000 credits a month for the team) and Pro Plus (3,000). On Pro Free you still get Boat at a glance, the same facts as a plain list. Reviewing and approving drafts never uses credits.
Owners decide what you see. That's why they say yes.
When an owner gives your organization access, they choose what else you see of the boat, such as service history from other shops, insurance or their to-dos. Owners grant access more readily when they know they're in control, and your team still gets what it needs to do the job.
First Mate and your tools only use what the owner shares. Where something is hidden, a summary may note that the history could be incomplete, without saying what's missing.
| Your organization sees | |
|---|---|
| The boat's details, specs and equipment | Always |
| The maintenance schedule | Always |
| Your own service entries, work orders, quotes and messages | Always |
| Service history others logged, insurance, to-dos, checklists, documents | If the owner shares them |
| Expenses | Only if the owner turns them on |
| Trips, Float Plans, moorings and slips | Never |
Start free. Add seats as your team grows.
Your organization picks one plan and buys a seat for each person who does pro work. Every new organization gets a 14-day trial of Pro Standard.
Annual billing is 2 months free. Admins never need a seat to manage the team, plan or profile. The fleet, work orders, the verified service log, quotes, moorings, listings, customers, customer email and the pipeline board are on every plan. QuickBooks Online, the website request form, online booking, dispatch, field tech mode, parts and purchase orders, texting, harbor operations, First Mate and AI assistant connections come with Pro Standard and up; your own email domain, message templates, Mailchimp and HubSpot export, and race management with Pro Plus. Sailors register and race on any owner plan, including Free.
Questions from marine businesses
How does ReadyHelm work for a boatyard, mooring service, marina, brokerage or race club?
The ReadyHelm Pro Portal lets your team log verified work on customers' boats, run work orders, send quotes, inspect moorings and issue PDF reports, and answer owners' verification requests. Boatyards can also keep their customers, take requests from their own website, let customers book a time, schedule techs and bays, send techs their jobs on a phone that works offline, email and text customers, and keep parts and purchase orders. Harbor masters run their harbor's roster and issue queue, brokers see verified history for their listings, and race clubs run their seasons.
How much does the Pro Portal cost?
Pro Free is $0 for one seat. Pro Standard is $15 per seat a month ($150 a year) for up to 10 seats, and Pro Plus is $25 per seat a month ($250 a year) with unlimited seats. Admins don't need a seat to manage the team. New organizations get a 14-day trial of Pro Standard.
What does First Mate do for my team?
On Pro Standard and Pro Plus, First Mate answers questions across the boats you service and drafts work orders, quotes and maintenance tasks. Prep Me briefs a tech before a visit. After a job, Wrap Up drafts the work order lines from the tech's logged time, a verified service entry and any quote. Drafts wait in Drafts to review, optionally for an Admin or Manager, and nothing reaches the owner or QuickBooks until it's approved. The team shares 1,000 credits a month on Pro Standard and 3,000 on Pro Plus.
What can my organization see of a customer's boat?
Always the boat's details, specs, equipment and maintenance schedule, and your own service entries, work orders, quotes and messages. Service history other shops logged, insurance, to-dos, checklists and documents are shown unless the owner turns them off, and expenses only if the owner turns them on. Trips, Float Plans, moorings and slips are never shown. Your organization isn't told what an owner has turned off.
Does ReadyHelm work with QuickBooks?
Yes, QuickBooks Online on Pro Standard and up. Your customers and their boats become QuickBooks customers, work orders and race fees become invoices (with deposits and progress bills if you like), quotes become estimates, received purchase orders become bills, and payment status comes back to ReadyHelm. US and USD only.
Can my club run its racing on ReadyHelm?
Yes. A club on Pro Plus sets up seasons, divisions and registration with waivers and fee requests, keeps a course library with charts, runs race day from the committee's phones (it works offline, and several boats can time one race), and scores PHRF, IRC, ORC, ORR or Portsmouth with RRS Appendix A low point or CHIPS high point. Protests, duty rosters, safety inspections and series standings are included. ReadyHelm records fees but doesn't take payment; the club collects it as it does now. Sailors register on any plan, including Free.
Can my team use ReadyHelm from Claude or another AI assistant?
Yes, for organizations on Pro Standard and up. In Claude, add ReadyHelm as a connector at https://api.readyhelm.com/mcp/pro and sign in with your Pro Portal account. Each person chooses what their assistant can see and edit. It can look up your fleet and draft or update work orders, quotes and maintenance, but it can't send a quote, message an owner, delete anything or see QuickBooks data or internal costs.
Is there an API for our own software?
Yes, in early access. The Pro API at https://api.readyhelm.com/api/v1/pro covers your fleet, work orders, quotes, contacts and bookings, with OAuth 2.1 sign-in, a change feed and signed webhooks. Register an app in the ReadyHelm app under My Account, Security, Developer apps. The developer guide is in the ReadyHelm user guide.
Own a boat yourself?
ReadyHelm is free for boat owners: reminders, a verified service log, voice checklists and First Mate.
See ReadyHelm for owners →