Project · Software & app development
Marine Forge
A marine-exclusive, complete business operations system: lead management, CRM, quoting, jobs, technicians, point of sale, dealer management and sales, with Xero, MYOB and QuickBooks, Gmail and Outlook integrated.
The brief
Marine businesses were running on generic job software, spreadsheets, paper job cards and separate stock tools, with each customer's history spread across all of them.
Our role
Elevate AI designed and built the platform, its mobile job cards for technicians and its website for Elite Marine Management.
What we delivered
A complete operations system, and the infrastructure under it.
One connected platform covering the whole operation, from the first enquiry to the final invoice, built on a single customer, vessel and job record.
Lead management and CRM
Branded intake forms and QR codes, one lead pipeline, and every customer, vessel, engine and asset in one record.
Quoting and agreements
Template quotes with a full scope of work, deposits, variations and agreements signed online.
Jobs and scheduling
Jobs, multi-job projects, scheduling and technician allocation with capacity in view.
Technician mobile app
Job cards with time, notes, photos and checklists that keep working with no reception.
Point of sale and stock
Counter sales, parts, purchase orders and inventory on one shared stock ledger.
Dealer management and sales
A sales system for marine dealers, on the same record as the workshop that services the boat.
Accounting integration
Xero, MYOB and QuickBooks connected, so completed work moves into invoicing in one step.
Email integration
Gmail and Outlook connected, so customer emails sit with the job and the customer.
Reporting and profitability
Job, department and business profitability from the work as it happens.
Discuss your project
Have a business problem, website, app or software idea?
Tell us what you are working on. We will talk it through with you and be clear about what we would build and why.