Customer (berth holder, boat owner or customer) details can be stored in the system but need not have any boat or contract details associated. A customer may have more than one boat and more than one contract.
The details include:
| Name | Title, first name and last name for up to 4 customers and /or a company name. |
| Address | 5 lines of address and postal or zip code. |
| Identifiers /td> | Generated but amendable account number. Reference to an external system. |
| Marketing information | Date joined, joining source, date left and reason for leaving. |
| Notepad | Text block for storing additional information about the customer. |
| Security cards | Card number and date issued. |
| Telephone numbers | Home, mobile, office, emergency. |
| Other contact information | Email address, next-of-kin. |
| Vehicles | Make, model and registration. |
All boats for a customer are linked to a single customer record. A boat may only have a current contract associated with it. Boat details must be linked to a customer.
| Boat | Name, make, model, year built and colour. |
| Size | Length, beam and draught recorded in meters or feet. Weight and indicators for stern drive, outboard motor, bathing platform and davits. Date last measured. |
| Engine | Make, model, horsepower, fuel and number of engines. |
| Insurance | Policy details: Insurance company, policy number, insurance value, policy expiry date. |
| License | License number, expiry date and notepad for other details. |
| Notepad | Text block for storing additional information about the boat. |
| Other Details | Indicators for pump out, bow sprit, trailer storage, tender and electricity. |
| Tax | Tax number, expiry date and notepad for other details. |
A new contract can only be classed as a current contract and has no time designation. A new contract must be generated to allocate a berth to a boat.
| Type | Permanent or temporary (eg visitor) mooring. |
| Identifier | Generated unique sequence number. |
| Notepad | Text block for storing additional information pertinent to the contract. |
The berth details indicate its designation and associated characteristics, ie berth length and beam.
A contract in ClearWaterLite will be indicated as current and have no time designation.
Areas are optionally used to group together moorings by geographical location or by the services provided. Each area contains one or more mooring.
The physical dimensions for each mooring must be entered as the availability function uses them to find vacant berths when the contract is set up.
| Dimensions | Length, width. |
| Identifier | Unique number (normally berth number within area code). |
| Type | Linear or pontoon. |
ClearWaterLite incorporates a sophisticated resource allocation mechanism to allocate boats to moorings. Maximizing utilisation of resources enables a marina to maximize yield.
Click the image to see the mooring configurations supported by ClearWaterLite:
In addition to creating and amending customer, boat and contract records, ClearWaterLite has facilites to assist with a a number of common marina management requirements:
ClearWaterLite has facilites which greatly reduce user effort by performing similar tasks on a large number of customers or contracts automatically. These include:
ClearWaterLIte has many search lists to make finding the required customer record easy. These include:
ClearWaterLite is supplied with many ready-made reports, but with reporting tools like Microsoft Access or Seagate Crystal Reports it is also possible to create your own customised reports. All reports are shown on the screen first, with an option to have them sent to a printer. Ready-made reports include:
Marina-specific parameters which can be set up include:
The marina map runs as a separate window. A backdrop image of the marina (eg a jpeg image) has small icons positioned to represent each mooring in the marina. For a given date, the colour of the icon shows whether the mooring is available (green), partially occupied (yellow) or fully occupied (red). Clicking on the icon provides additional summary information about the occupying boat and its contract.
An interface between ClearWaterLite and Rolec bollards enables the marina operator to:
The system can operate with or without password protection and allows three levels of user authority. Some 'sensitive' input fields can be flagged as being amendable only by users with a high authority level, eg the 'Special rate' for mooring fees.
Separate audit trails of system activity, (eg backup run, user log-ins) and record updates (eg new contract) exist with the date, time and user identifier logged for each.
It is possible to export customer details (including account numbers) and all financial transactions to several of the more popular accounts packages. ClearWaterLite permanently retains financial information for invoices, credit notes, sales tax (VAT) etc. Amendments cannot be made to the original transaction but audited adjustments to account balances can be made.
The explorer is a useful tool for listing customer, and boat details. By clicking on the customer name, boat name or contract number the appropriate record is displayed in the main ClearWaterLite screen. The toolbar contains buttons to allow customer details to be displayed forwards or backwards by account number order or by mooring code. There is also a button to allow direct access to the current usage of services screen for the currently displayed contract, and an e-mail button allowing immediate access to generate an e-mail.
Text can be in displayed in British English, American English or translated into other languages. Date and currency formats are determined by the PC's own regional settings.
The system can be single or multi-user and can operate across a network using a client-server architecture allowing sharing of printers and other peripheral devices. Microsoft Word must be available to ClearWaterLite for printing financial and contract documents.
Searchable online help is available to offer guidance for most system functions. An online beginner's guide is available with the demonstration CD.
Copyright 1997, 2005 George James Software.
