Build guide
Bespoke Superyacht Captain & Crew OS
Yacht maintenance schedules, port clearances, guest preference sheets, and crew shift rosters — built on the Universal Base.
For: Consultancies, marketing and design agencies, real estate agencies, brokers and professional firms
- Linked databases
- 9
- Connections
- 8
- Automatic calculations
- 12
- Ready-made views
- 25
What it saves you
- Weighted pipeline value = deal value x probability, per deal and in total
- Billable hours turn into unbilled value per engagement automatically
- Engagements over budget are flagged as hours are logged
- Overdue invoices and stale deals each have their own list
How the parts work together
- Win work: Log the account and a deal → Set probability at each stage → Keep a dated next step on every open deal
- Deliver: Create an engagement with budget hours → Everyone logs time against it → Watch "Over budget"
- Bill: Invoice from "Ready to invoice" → Tick Invoiced on those entries → Chase "Open invoices" by days overdue
Databases inside
Accounts
Companies and individuals you sell to or serve, with total won value and open pipeline rolled up.
7 fields · 2 calculated automatically · linked to Deals, Engagements, Invoices, Yacht Maintenance & Systems Log, Port Clearances & Voyage Log, Guest Profiles & Preference Sheets, Crew Schedules & Shift Rosters
Views: All accounts, By tier
Deals
New business from first call to signed contract. Weighted value uses probability so your forecast is realistic.
11 fields · 3 calculated automatically · linked to Accounts
Views: Pipeline, Forecast, Stale deals
Engagements
Active client work with budget hours and fee. Hours used, unbilled value and over-budget warnings update from the time log.
10 fields · 4 calculated automatically · linked to Accounts, Time Entries
Views: Delivery board, Timeline, Over budget, Unbilled work
Time Entries
Hours by person and engagement. Billable amount and what is still unbilled are calculated from the rate.
10 fields · 2 calculated automatically · linked to Engagements
Views: This week, Ready to invoice
Invoices
Invoices per account with due dates and payment status; overdue invoices surface automatically.
7 fields · 1 calculated automatically · linked to Accounts
Views: Open invoices, All invoices
Yacht Maintenance & Systems Log
A dedicated marine engineering database to log active machinery hours, safety gear audits, and technical maintenance schedules. Keep your vessel fully operational and compliant.
8 fields · linked to Accounts
Views: Engine Room Running Hours, Critical Safety Status Queue, By Category
Port Clearances & Voyage Log
A streamlined navigation and administration tracker designed to coordinate voyage legs, harbor master clearance approvals, port agent handovers, and customs declaration steps.
8 fields · linked to Accounts
Views: Upcoming Voyage Itinerary, Customs Clearance Status, By Clearance Status
Guest Profiles & Preference Sheets
A premium hospitality database to coordinate guest preference sheets, special dietary restrictions, room allocations, and customized activity itineraries for luxury charters.
8 fields · linked to Accounts
Views: Current Charter Cabin Map, Galley Alert: Critical Allergies, By Cabin Assignment
Crew Schedules & Shift Rosters
A maritime crew administration hub built to program deck and bridge watches, log mandatory rest hours, track visa expiry dates, and monitor professional sea certificates.
8 fields · linked to Accounts
Views: Vessel Watch Roster, MLC Rest Hours Log, By Rank/Role
You get the finished workspace, not homework.
Buy it once for $29 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Bespoke Superyacht Captain & Crew OS →