Boatwork Assist · What it can do
What your agent can do — and what it can’t.
Boatwork Assist takes on the repeatable work that wins and keeps customers. It prepares, analyzes, and reports — and it always leaves the judgment calls to you.
Scope
Three things it’s built to do.
It works from what your team already produces — emails, reports, forms, price lists — and turns it into action you review.
Analysis
It pulls your jobs, quotes, and numbers together, surfaces the patterns, and flags what’s slipping.
Preparation
It turns the emails, reports, and forms your team already produces into clean, current, structured data.
Reporting
It drafts the summaries, recaps, and reports — ready for your review.
Your judgment calls
It doesn’t make the calls that are yours. Pricing, who you hire, which jobs to take on — those stay with you.
Six to start from
Put it on the job that costs you the most time.
Same teammate, a different playbook. Start with one, add more as you go — these are six of hundreds.
Sales support
Answers every lead in minutes, qualifies it, sends the quote, and keeps following up until it closes.
Marketing & social
Plans the week’s posts in your voice, publishes to Facebook, Instagram & LinkedIn, and replies to reviews.
Scheduling & logistics
Books jobs into the right window, confirms appointments, and reminds customers the day before.
Showings
Fields showing requests, proposes times against the calendar, confirms the viewing, and follows up after.
Estimates & booking
Turns a “what’ll it cost?” into a clean estimate, sends it, and books the job once it’s approved.
Invoicing & payments
Builds invoices the day a job wraps, chases what’s unpaid, and shows what each job actually made.
