One portfolio view
Portfolio visibility across yachts, workboats, tenders, support craft, and transient client vessels.
Operations view
The live board this audience expects to see first.
This page turns the selected role into a tailored operating-board story with metrics, queues, and practical work states specific to vessel management agency.
Managed vessels32
Principal updates18
Vendor jobs41
Exceptions7
Intake 02
M/Y AuroraPrincipal preferences and arrival scope
RV KaimanaNew service profile pending
Plan 02
Oahu port callBerth, fuel, stores, ground transport
Maui transferCrew arrival and provisioning window
Dispatch 02
Interior detailVendor confirmed 14:00
Parts runQuote waiting on approval
Close-out 02
Principal reportDraft in review
Invoice packet3 receipts missing
32active vessels
18principal updates due
41vendor jobs
7port-call exceptions
Reading the board
What the ops view is actually for.
The board answers the question every agency hour turns on: what needs a decision right now? Intake shows what has arrived and is not yet scoped. Plan shows visits being built. Dispatch shows work in vendors’ hands. Close-out shows what is finished but not yet reported. The metrics row above the columns is not decoration — it is the portfolio’s pulse: which vessels are active, which principal updates are due, how many vendor jobs are moving, and how many exceptions need a human.
- Exceptions surface to the top instead of hiding inside individual visits.
- Every ticket carries its assignee and next action, so the board reads without interpretation.
- The same board filters down to one vessel when a captain or principal conversation needs it.
Board, not report
A report tells you what happened; the board shows what is happening. Tickets move as vendors confirm, approvals land, and documents clear — the desk works from live state, not from this morning’s summary.
Role scoping applies here too: the agency desk sees the portfolio; invited roles see only their slice.
Board logic
Metrics and queues should speak the audience’s language.
The same underlying platform can look like a fleet desk, principal portal, captain desk, harbor control view, tenant service desk, or vendor dispatch board.
Repeatable service playbooks
Standardize the service delivery model without losing vessel-specific preferences.
Cleaner handoffs
Fewer phone calls and message chains because each job has an assignee, due time, status, and next action.
Better client confidence
Management teams can show what happened, what is blocked, and what is complete.
A live port call
One day on the board.
A managed vessel is alongside for a working visit. Here is what the ops view shows the desk as the day runs.
Morning review
The desk opens on exceptions: one quote awaiting principal approval, one document still outstanding. Both carry assignees and due times before the first call is made.
Vendors check in
Dispatch fills as the interior team and the provisioning delivery confirm their windows. Each arrival is visible against its access notes — no gate calls.
An exception fires
A parts quote blocks the afternoon engineering slot. The board flags it, the desk escalates to the principal’s representative, and the approval lands with context attached.
Evidence lands
Completion photos and receipts attach as jobs finish, and the desk moves tickets to close-out with the evidence already on them — verifying rather than chasing.
Day closes readable
By evening the board shows what completed, what carried, and what tomorrow inherits. The principal update drafts from that state, not from anyone’s recollection.
Questions
Frequently asked about the ops view.
Is the ops view live, or a periodic report?
Live. The board reflects the current state of every operating file it covers — tickets move as vendors confirm, approvals land, and documents clear. Reports are composed from it, not the other way around.
Who inside the agency sees the board?
Access is role-permissioned. The desk sees the full portfolio; individual coordinators can be scoped to the vessels or programs they run.
Can a principal or their representative see this board?
By default they receive composed updates — readiness, decisions, cost — rather than the raw operational board. Any direct access is approval-gated and scoped, never open.
How are exceptions ordered?
The desk can prioritize by client impact, vessel movement, crew readiness, or service deadline — whichever pressure matters most at that moment.
What feeds the metrics row?
The counts derive from the live operating files across your managed vessels: active visits, principal updates coming due, vendor jobs in motion, and open exceptions. Nothing is keyed in separately.
Get started
See your portfolio on this board.
Bring your fleet’s live picture onto one operating view — port calls, vendors, approvals, and exceptions in a single place. Access is reviewed and routed — guest workspaces are approved manually.