Find the right boat
Search by brand, model, HIN, owner or order number. The search covers saved boat records, so staff can begin with the information they have rather than remembering where a document was filed.
by AccordPoint SystemsMarine operations, thoughtfully connected
One boat record.
Every team connected.
Bring the boat, the customer and the work into the same picture.
From paperwork and technician schedules to rental calendars and Office handoffs—HelmBridge gives each team a clear place to work.
Inside HelmBridge
See where the work happens.
Actual application screens.
Fictional demonstration records.
01 / Home
Start with the whole picture.
Find a boat by customer, HIN, model or work order. See commitments, notifications and open work from a shared starting point.
- Search across saved boats
- Spot items needing attention
- Follow a commitment into its work
Inside Home
Know what needs your attention before opening a department.
Home brings search, open work and important follow-ups together. It gives staff a starting point for the day, with the boat and work record close at hand.
Read the summary first
Needs your attention, Commitments and Notifications show counts on their headings. Expand the section you need to see the items behind the count while keeping the rest of the page compact.
Follow work back to its record
The work-order list brings the customer, boat and open issues into the same row. A parts delay, review or scheduling gap can be followed into the work that needs it.
A closer look
From a count to a reason
What needs attention
What an attention flag means
An issue count is a starting point for investigation. In the example, one boat has parts still to be ordered and work not yet scheduled. Expanding its row reveals those reasons so the team can decide the next action.
A typical Home workflow
- Scan the dayCheck attention counts and commitments.
- Open the issueFollow a flagged boat or work order.
- Continue in the departmentHandle the relevant task with its existing record and context.
A boat found on Home is the same boat record used by Service, Yard and the other departments.
Keep exploring the productNext: Intake →
02 / Intake
Turn paperwork into a useful record.
Bring in window stickers, build sheets and dealer orders as PDFs or photos. HelmBridge extracts the details for a person to review before approval.
- Review extracted boat details
- Keep the original document
- Flag unclear or missing information
Inside Intake
From a document to a reviewed boat record.
Intake gives incoming paperwork a defined path: upload, extract, review and approve. The original document stays with the information it supplied.
Bring in the paperwork
Drop in a PDF, scan or photo of a window sticker, build sheet, dealer order or trade-in sheet. Intake is designed to read the document rather than require a different entry form for each manufacturer.
Review the extracted information
Check the boat identity and the details available in the document, such as engine, options, dimensions and order information. Unclear, missing or overwritten information is flagged for a person to inspect.
Approve with context
Nothing counts as approved until a person reviews it. Keep the source available while correcting the extracted details and checking possible duplicates before adding the approved information.
A closer look
A person stays in the review loop
What needs attention
Waiting for review is a real step
A successful upload does not mean the boat details have been verified. The review queue separates extracted information from information a person has approved, and directs attention to fields that need checking.
A typical Intake workflow
- UploadChoose the document or photo.
- Check and correctCompare extracted details with the original and resolve flags.
- ApproveMake the reviewed information available with the boat record.
Reviewed paperwork supports the boat record that staff can later open from their department.
Keep exploring the productNext: Boats →
03 / Boats
One record. The context every team needs.
Keep boat identity and customer information connected to service, yard positions, paperwork and sales activity. Open the same record from the work it supports.
- Search saved boat records
- Follow linked work orders
- Keep people and boat details together
Inside Boats
Open one boat and see the work around it.
Boats is the shared register. A boat profile brings its identity, customer, yard position, documents and linked work into one place.
Find a saved record
Filter the list and distinguish records waiting for review from approved records. Open a boat to inspect its details rather than relying on a name in a separate department list.
See identity and position together
The profile shows the HIN, model, engine, owner and location. Position, storage and winterization summaries give context to a technician, yard team member or office user opening the same boat.
Follow the linked work
Open work orders and supporting information from the boat profile. Photos and original paperwork help staff connect the physical boat, the customer and the work being performed.
A closer look
Inside a boat profile
What needs attention
A boat’s status can span departments
The example profile shows winterization progress and separate counts of Service and Yard work. Those summaries help staff see what is still open without treating one department’s completion as completion of the entire boat’s work.
A typical Boats workflow
- Locate the boatUse the list or search to find the correct record.
- Check the contextConfirm identity, customer and recorded position.
- Open the workFollow the linked work order or supporting document.
The profile is shared context across departments, with access governed by each person’s permissions.
Keep exploring the productNext: Service →
04 / Service
Keep the shop moving.
Organize work orders, technician schedules, parts requirements and department review. Technicians enter the work performed, hours and photos without running a timer.
- See schedules and blockers
- Record manual hours and photos
- Review work before finalization
Inside Service
See the blockers. Plan the technician’s day. Review the work.
Service combines the work queue with technician scheduling. A service lead can see why a job is waiting, plan the work and follow it through department review.
Understand Needs attention
Rows show the boat, customer and the reason a work order needs action. Parts not ordered, parts not in stock, work awaiting review and unscheduled tasks point to different next steps. Expand a row to inspect its individual issues.
Plan around real availability
The daily schedule shows a technician’s current job, next job and available time. Open the technician’s calendar for day, week and month views. Availability is identified as confirmed, estimated or unknown; a blank calendar alone does not establish availability.
Capture the work and review it
Technicians enter hours manually and add notes and photos to the work record. Department review separates doing the work from approving completion, so the Office handoff follows the required checks.
A closer look
Today’s technician schedule
What needs attention
A parts delay and a review need different actions
In the Service example, one work order is waiting on parts, another needs Service review and others need scheduling. The action beside the row takes staff toward that particular step instead of treating every flag as the same problem.
A typical Service workflow
- Inspect the workOpen the boat and its blockers before assigning a slot.
- Schedule and recordThe scheduler assigns work; the technician records hours, notes and photos.
- Review and hand offComplete the department review before work moves toward invoice preparation.
Parts requirements stay linked to the work order; completed, reviewed work carries through to Office.
Keep exploring the productNext: Yard →
05 / Yard
Know where the boat is—and what comes next.
Coordinate haul-outs, launches, moves, storage and winterization. Boat positions and yard work stay connected to the wider operation.
- Track storage occupancy
- Follow moves and position history
- Coordinate work with Service
Inside Yard
Connect the boat’s position with the work still to do.
Yard combines the physical location of boats with haul-outs, launches, moves, storage and winterization. Staff can see both where a boat is and the work associated with it.
Coordinate the day’s moves
Haul-outs, launches and moves have a place alongside the department’s attention list and technician schedule. Follow the boat and its work record when a move needs coordination.
Understand storage occupancy
Expand a location to inspect docks, lots or rack storage. Counts show capacity and occupancy, helping staff understand the recorded use of space before opening individual boat records.
Follow seasonal progress
Winterization shows progress separately from storage and position history. Recent positions give context to recorded moves, while the boat profile brings that history back to the shared record.
A closer look
Storage, broken down by location
What needs attention
Space, position and work are related
A boat can have a storage assignment while still needing a move or seasonal work. The separate sections keep those questions visible so an occupied space is not mistaken for a completed yard task.
A typical Yard workflow
- Find the boatCheck its recorded location and linked work.
- Coordinate the taskPlan the move, launch, haul-out or seasonal work.
- Record the resultKeep the boat’s position and work progress up to date.
Yard and Service coordinate through the boat and work records, while retaining their department responsibilities.
Keep exploring the productNext: Parts →
06 / Parts
Connect the part to the work.
See what the shop is waiting on, which parts are reserved and what is incoming. Follow a request back to its boat and work order.
- Track requests and supplier orders
- See stock by location
- Coordinate transfers and receipts
Inside Parts
Turn a shortage into a clear next step.
Parts starts with what the shop is waiting on. Requests retain the work order and boat behind the requirement, so ordering and receiving stay connected to the job.
Separate the kinds of shortage
A requested item may need identification, be out of stock, already be on order or be in transit. The waiting list shows those different states beside the linked work rather than presenting one undifferentiated backlog.
Follow orders through receipt
Special orders and incoming items show what is due and what is waiting to be received. A supplier shipment notice can update an order’s status or dates; it does not itself add physical stock.
See stock and location
The stock catalog and location information support receiving and transfers. Staff can follow a requested part back to the work that needs it and keep the supply decision in context.
A closer look
One list, several different next steps
What needs attention
In transit is not received
The example distinguishes a part still to identify, a belt not in stock, a kit on order and a filter in transit. Receiving is a separate action so an expected delivery is not confused with a part available for the technician.
A typical Parts workflow
- Inspect the requestConfirm the part and its linked job.
- Supply the partUse stock, place an order or arrange a transfer as needed.
- Receive and continueRecord receipt and follow the requirement back to the work.
A parts request belongs to the boat’s work, keeping Service and Parts focused on the same requirement.
Keep exploring the productNext: Sales →
07 / Sales
Follow the customer through the handoff.
Keep leads, follow-ups, available inventory, quotes and deals together. Connect preparation work to the sale and keep delivery requirements visible.
- Manage leads and follow-ups
- Connect inventory, quotes and deals
- Track preparation and delivery
Inside Sales
Follow interest through to a prepared handoff.
Sales brings leads, follow-ups, inventory, quotes and deals into one workspace. The boat remains linked as the conversation becomes preparation work and a delivery.
Keep follow-ups visible
The leads list shows customer interest, the related boat, the source and the assigned salesperson. Overdue labels make a missed follow-up visible without requiring the next person to reconstruct the conversation.
See what is available or held
Inventory distinguishes a boat for sale from one held for a deal. The customer conversation can continue with the boat’s recorded status in view.
Connect the sale to preparation
Quotes and deals remain connected to the unit. Required preparation work must be reviewed before delivery readiness, so the sales status alone does not establish that a boat is ready to leave.
A closer look
Know which customer needs a follow-up
What needs attention
For sale and ready for delivery are different
The Sales screen calls out overdue follow-ups and shows inventory holds. Its delivery rule makes required preparation approval part of readiness, connecting the sale to the departments doing the work.
A typical Sales workflow
- Follow the leadRecord the customer’s interest and next follow-up.
- Develop the dealConnect the customer, boat and quote.
- Prepare the handoffFollow required preparation and review delivery readiness.
Preparation stays connected to the boat’s work rather than ending at a sales quote.
Keep exploring the productNext: Rentals →
08 / Rentals
Plan the fleet, one boat at a time.
Use day, week and month calendars to see reservations and open time. Rental hours, booking options, holds and turnaround stay connected to each boat.
- Browse day, week and month views
- Offer hourly, half-day and multi-day options
- Track pickups, returns and turnaround
Inside Rentals
See the booking and the usable time around it.
The fleet calendar is organized around each rental boat. Day, week and month views show reservations and open time alongside the boat’s hours, booking options and turnaround.
Start with the boat’s setup
The calendar header keeps the rental boat, location, operating hours, rates and turnaround together. Staff can review the boat’s booking options before creating a reservation.
Choose the right length of booking
Hourly, half-day, full-day and multi-day options support different rental patterns. Navigate dates and switch calendar views to inspect a single day or plan farther ahead.
Read each calendar state
Confirmed bookings, holds, requests, boats out, overdue returns, turnaround and blocked time have distinct states. A request does not hold the boat; the reservation process checks availability again when a booking is made.
A closer look
The fleet calendar, one week at a time
What needs attention
An empty-looking day is only part of availability
Rental hours, holds, blocked dates and turnaround all affect bookable time. The calendar distinguishes a requested booking from held or confirmed time so staff can understand what is actually reserved.
A typical Rentals workflow
- Choose the boat and dateInspect operating hours and the calendar.
- Check the booking windowAccount for existing reservations, holds, blocks and turnaround.
- Reserve and follow throughConfirm the booking and track the pickup and return.
Rental availability belongs to the boat, with booking rules and turnaround applied to its calendar.
Keep exploring the productNext: Office →
09 / Office
Bring the work through to the office.
Follow reviewed work into invoice preparation. Keep customer balances, deposits, supplier bills and financial follow-up in one workspace.
- Review what is ready or blocked
- Track balances and deposits
- See automation history and exceptions
Inside Office
Bring approved work through to financial follow-up.
Office focuses on what needs a decision, what is ready or blocked, and what has already posted. It connects operational completion with invoice preparation and recorded financial activity.
Separate ready work from blockers
The workspace shows items needing a decision alongside work ready to finalize or still blocked. Staff can inspect the reason before moving the work through to invoice preparation.
Keep balances and obligations visible
Customer balances, deposits and credits sit alongside supplier bills and consignor amounts. Counts and overdue or missing-information flags help Office staff choose what to investigate.
Inspect automation and history
Posted automatically is a history section, separate from items needing a decision. Automation and ledger areas provide context for reviewing what happened and handling exceptions.
A closer look
Decisions, readiness and balances
What needs attention
A flag asks for a decision; history explains what happened
The example shows urgent decisions, overdue supplier amounts and a consignor amount missing. Those need investigation. Automatically posted history is presented separately as activity that has already taken place.
A typical Office workflow
- Check readinessReview completion and any outstanding blockers.
- Prepare and reviewFollow the approved work into the invoice process.
- Track financial follow-upReview balances, deposits, bills and posting history.
Office receives context from the operational departments. Recording a payment does not itself charge a card or move money.
Keep exploring the productNext: Home →
Screens captured from the working application. The interface continues to evolve as the product is refined.
A few practical details
Before we talk.
HelmBridge is in active development. Demonstrations and evaluation scope are arranged directly.
Who is HelmBridge built for?
Marinas and marine dealerships that want their service, yard, parts, sales, rentals and office workflows to stay connected. Departments can be enabled to suit the operation.
Can our staff use it on phones?
HelmBridge is a web application designed for desktop and mobile browsers. Technicians can record manual hours, notes and photos. Device-first capture supports selected work while offline; approvals and financial actions require a connection.
Can I speak to Ask HelmBridge?
You can dictate a request into the interaction bar using your device’s voice keyboard, or type it. The application interprets supported requests. Voice entry uses your device’s dictation; supported requests depend on your role and the application setup.
Can HelmBridge connect to our existing systems?
Read-only Lightspeed integration is being developed and tested. Available records depend on authorized access and supported endpoints. Integration scope is confirmed during evaluation.
Does HelmBridge process payments?
Currently, HelmBridge records payments received through your existing bank, terminal or other method. It does not itself charge cards or move money.
Can I try the actual application without a password?
An isolated, resettable demonstration of the real application with fictional data is being prepared. Until it is ready, explore these actual product screens or contact Sean for a guided demonstration.
See it in action
Your workflows.
A connected conversation.
Let’s walk through the work your team does and where HelmBridge could help.
Arrange a demonstration ↗Instant application demo
A password-free demo of the real HelmBridge application—with isolated, resettable fictional data—is being prepared.
Coming soonIn the meantime, explore the product screens →