Boat & marine dealers

Boat & marine dealers automation templates

12 ready-made workflows for Boat & marine dealers. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: DockMaster, Slack and Gmail.

Boat & marine dealers
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Automated DockMaster Winterization Outreach
Every Monday through fall, WebRun finds boats in DockMaster still needing winterization service, drafts a scheduling email for each owner, and gives your service team a Slack list to review before anything sends.
DockMaster›Gmail›Slack
Automated DockMaster Warranty Claim Prep
Every night, WebRun finds warranty repair work orders closed in DockMaster, assembles the claim packet, and routes it through DocuSign for the technician's certification before anyone submits it to the manufacturer.
DockMaster›DocuSign›Slack
Automated DockMaster Trade-In Appraisal Follow-Ups
Every morning, WebRun finds trade-in appraisals in DockMaster with no customer decision after a few days, drafts a friendly check-in text in Twilio, and logs the outstanding list to a tracking sheet for your sales team.
DockMaster›Twilio›Google Sheets
Automated DockMaster Slip Renewal Invoices
Every Monday, WebRun finds slip and dry-stack rentals coming up for renewal in DockMaster, drafts the renewal invoice in QuickBooks, and gives your billing team a Slack list to review before anything sends.
DockMaster›QuickBooks›Slack
Automated DockMaster Service Status Texts
WebRun watches DockMaster for service work order status changes, drafts a short status text for each customer, and queues it in Twilio for your service desk to send with one click.
DockMaster›Twilio›Slack
Automated DockMaster Parts Backorder Follow-Ups
Every morning, WebRun finds DockMaster work orders stalled on backordered parts, drafts a follow-up email to each supplier, and pings your service desk in Telegram with what's still stuck.
DockMaster›Gmail›Telegram
Automated DockMaster New Boat Listing Drafts
Every morning, WebRun checks DockMaster for boats newly added to inventory, drafts a listing description and specs for YachtWorld, and gives your sales team a ready-to-review post before it goes live.
DockMaster›YachtWorld›Slack
Automated DockMaster Haul Out Reminders
Every evening, WebRun checks DockMaster for haul-out appointments scheduled for tomorrow, confirms the slot on your Google Calendar, and drafts a reminder text in Twilio for your team to send.
DockMaster›Google Calendar›Twilio
Automated DockMaster Deposit Confirmations
The moment a new deposit is recorded on a boat sale in DockMaster, WebRun matches it to the invoice in QuickBooks and drafts a confirmation email in Gmail for your sales team to send.
DockMaster›QuickBooks›Gmail
Automated DockMaster Sales Desk Digest
Every night, WebRun pulls the day's deposits, pending trade-ins, and outstanding quotes from DockMaster, logs them to a running Google Sheet, and posts your sales desk a Slack digest to start tomorrow ready.
DockMaster›Google Sheets›Slack
Automated DockMaster Boat Show Lead Nurture
The moment a new boat show prospect lands in DockMaster, WebRun logs it to your lead tracker, drafts a personalized nurture email in Gmail, and pings the assigned rep in Slack to review and send.
DockMaster›Google Sheets›Gmail›+1
Automated DockMaster Aged Inventory Alerts
Every Monday, WebRun scans DockMaster for boats sitting in inventory past your aging threshold, logs each one to a tracking sheet, and pings your sales manager in Telegram with the oldest, highest-value units first.
DockMaster›Google Sheets›Telegram

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