ClearWaterMMS is a flexible tool designed to help marina managers to manage and control most of the marina's day-to-day processes in an efficient and effective way. It ensures that the overheads of marina management are minimized, whilst maximizing the control and reporting options which are available to the manager.
| 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 | 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 | E-mail address, next-of-kin. |
| Vehicles | Make, model and registration. |
| 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 is defined for the time period with a start and end date for a customer's boat in a designated mooring.
| Type | Permanent or temporary (eg visitor) mooring. |
| Identifier | Generated unique sequence number. |
| Payment type & method | Advance or phased (initial deposits, standing orders). Payment by cheque, credit card, bankers order, cash or direct debit. |
| Period | Start and end dates for the mooring contract. |
| Mooring fees | A charge scheme is selected (eg annual, summer, weekly) and the system automatically calculates and displays the gross value. This may be determined by boat length, berth, location, time of year and duration of stay, additional discounts or charges. The special rate allows the calculated value to be over-ridden. |
| Contract status | Indicators for confirmed, cancelled and clerical checking. The system date and contract period automatically affect the contract status (ie current, future or elapsed). A coloured square is used as an easy visual indicator of the status (yellow = current, white = future and gray = elapsed). |
| Deposit | Initial payment independent of the normal payment scheme. If required, can be automatically calculated as a percentage of mooring fees or a fixed amount. Amendable. |
| Notepad | Text block for storing additional information about the contract. |
| Period | Start and end dates for the period a boat is in a mooring. A boat may be moved to other berths within the contract period. A special 'Holiday' berth is used to show when the boat is out of the marina. |
| Size | Berth length and beam. |
| Mooring tariff | The normal charge for the berth for the period (inclusive of sales tax /VAT). |
A contract in ClearWaterMMS may undergo several status changes:
Areas are optionally used to group together moorings by geographical location or by the services provided. Each area contains one or more mooring and its own set of mooring tariffs which can differ from the tariffs applied to other areas.
The physical dimensions for each mooring must be entered to offer available berth selection for given time periods.
| Dimensions | Length, width |
| Identifier | Unique number (normally berth number within area code) |
| Type | Linear or pontoon |
ClearWaterMMS incorporates a sophisticated resource allocation mechanism to allocate boats to moorings. Maximizing utilization of resources enables a marina to maximize yield.
Click the image to see the mooring configurations supported by ClearWaterMMS:
In addition to creating and amending customer, boat and contract records, ClearWaterMMS has facilites to assist with a many common marina management requirements:
ClearWaterMMS has facilites which greatly reduce user effort by performing similar tasks on a large number of customers or contracts automatically.
ClearWaterMMS has many search lists to make finding the required customer record easy. These include:
ClearWaterMMS 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 ClearWaterMMS 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. ClearWaterMMS 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, boat and contract details. By clicking on the customer name, boat name or contract number the appropriate record is displayed in the main ClearWaterMMS screen. The toolbar contains buttons to allow customer details to be displayed forwards or backwards in 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.
To cater for the many and varied practices of marina management there are a number of system switches which allow ClearWaterMMS to behave in different ways and to activate /deactivate some controls. These switches are usually set at initial implementation and in some cases (eg complex pricing schemes) may involve additional programs being written. Other options are available to the manager and may be changed at any time (eg activate the leavers report to be automatically displayed to the manager every day at 9:00 am). Displayed text can be 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 ClearWaterMMS 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.
