Templates

SWRV demo — Harborline

Adapt this

Good morning, Marta

Tuesday, Jan 13 · all four locations reporting · fictional demo data

Demo environment
Revenue · MTD
$86,420
+9.2%vs. last month
Active bookings
132
+14across 4 marinas
New customers
38
+6this month
Avg. job value
$640
-3.1%seasonal mix shift
On-time completion
94%
+2 ptsrolling 30 days

Revenue

$244.0k over 12 weeks · all locations

Bar chart of weekly revenue in thousands of dollars for all Harborline locations. Values: W1 $15.8k, W2 $15.9k, W3 $16.7k, W4 $18.2k, W5 $19.0k, W6 $19.6k, W7 $21.0k, W8 $21.5k, W9 $22.5k, W10 $23.8k, W11 $24.2k, W12 $25.8k.

$6k$13k$19k$26kW1: $15.8kW1W2: $15.9kW2W3: $16.7kW3W4: $18.2kW4W5: $19.0kW5W6: $19.6kW6W7: $21.0kW7W8: $21.5kW8W9: $22.5kW9W10: $23.8kW10W11: $24.2kW11W12: $25.8kW12

Simulated revenue data for this demo.

Team activity

Live feed · this morning

  1. 9:42

    F. Mireles flagged B-2205 as needs attention — hydraulic ram scored, part quoted

  2. 9:15

    K. Ostrander completed engine flush on Pelican Run, started injector timing

  3. 8:50

    Office converted quote Q-118 to booking B-2209 for Sam Whitfield

  4. 8:31

    S. Ibarra checked in 12 of 14 kayaks for Gullwing fleet service

  5. 8:02

    T. Vogel closed out B-2206 — bottom paint cured, owner notified

Task board

1 of 8 done

Today(3)

  • F. MirelesB-2205
  • K. OstranderWesthaven
  • OfficeBilling

This week(3)

  • OfficeRenewals
  • K. Ostranderc-1050
  • S. IbarraCompliance

Blocked(2)

  • Parts deskIMP-JB09
  • Port AlderFacilities

Customers

Search and filter work against the records below; the state control previews loading and error handling.

Customer records

State
CustomerVesselLocationPlanStatusLifetime valueLast service
Rosa DelgadoDelgado ChartersPelican Run · 42' trawlerWesthavenFull serviceactive$18,240Jan 6
Miles OkaforSecond Wind · 31' sloopCedar NarrowsSeasonalactive$6,480Dec 28
Hannah ByrneByrne & Sons FishingKittiwake · 38' longlinerPort AlderFull serviceactive$24,310Jan 9
Peter LindqvistAurora · 27' cuddyWesthavenOn demandlapsed$2,140Aug 14
June AkanaGullwing Kayak ToursFleet · 14 kayaks + skiffGullwingSeasonalactive$9,860Jan 4
Tom ReyesRestless · 34' cruiserCedar NarrowsOn demandactive$4,720Nov 30
Greta MullerNarrows Sailing School6 club dinghiesCedar NarrowsOn demandprospect
Sam WhitfieldDriftwood · 29' pontoonPort AlderSeasonallapsed$3,390Jul 22
Iris ChenAlder Point Oyster Co.Two work bargesPort AlderFull serviceactive$31,150Jan 11
Dev AnandMarlin IV · 36' sportfisherGullwingOn demandprospect

10 of 10 records · fictional demo data · table scrolls horizontally on small screens

Bookings

This week's jobs across all four marinas. Filter by status — the empty state is reachable when a filter has no matches.

Bookings · this week

JobCustomerServiceWhereWhenTechnicianStatusValue
B-2201Rosa DelgadoEngine service · twin dieselWesthavenD-14Jan 13 · 8:00K. OstranderIn progress$1,840
B-2202Iris ChenBarge hull inspectionPort AlderWork dockJan 13 · 9:30F. MirelesIn progress$960
B-2203Miles OkaforRigging tune + winch rebuildCedar NarrowsA-03Jan 13 · 13:00T. VogelScheduled$720
B-2204June AkanaFleet winterization checkGullwingRack 2Jan 14 · 8:00S. IbarraScheduled$1,280
B-2205Hannah ByrneHydraulic hauler repairPort AlderC-08Jan 12 · 14:00F. MirelesNeeds attention$2,310
B-2206Tom ReyesBottom paint · 34'Cedar NarrowsHaul-outJan 12 · 7:30T. VogelComplete$1,620
B-2207Rosa DelgadoNav electronics installWesthavenD-14Jan 15 · 10:00K. OstranderScheduled$2,940
B-2208Iris ChenQuarterly service · barge BPort AlderWork dockJan 11 · 8:00S. IbarraComplete$880
B-2209Sam WhitfieldRe-activation inspectionPort AlderB-11Jan 16 · 11:00F. MirelesScheduled$340

Inventory

Parts and consumables against par levels. Items below par trigger the reorder automation in the log below.

Parts & consumables

4 of 8 SKUs below par level

  • Impeller kit JB-09

    Reorder

    IMP-JB09 · Port Alder

    4 / 12 kit33%
  • Racor fuel filters 500-series

    Reorder

    FILT-RAC · Cedar Narrows

    9 / 24 pc38%
  • Marine fuse assortment

    Reorder

    FUSE-MRN · Gullwing

    7 / 15 box47%
  • Shaft zinc anodes · standard

    Reorder

    ZINC-STD · Westhaven

    22 / 40 pc55%
  • Marine diesel oil 15W-40

    OIL-15W40 · Westhaven

    84 / 60 qt100%
  • Ablative bottom paint · black

    PAINT-AB · Cedar Narrows

    31 / 20 gal100%
  • Dock line 5/8" double-braid

    LINE-DBL · Port Alder

    46 / 30 pc100%
  • Non-tox antifreeze · pink

    GLYC-PNK · Gullwing

    58 / 50 gal100%

Automation activity

What ran, what triggered it, and what happened — including the failure path, because real systems have one.

  1. 9:45

    Job status → customer SMS

    Trigger: B-2205 marked needs-attention

    Notified Hannah Byrne with revised ETA and part cost approval link.

    Success
  2. 9:30

    Low-stock reorder draft

    Trigger: IMP-JB09 fell below par (4 < 12)

    Supplier API timed out after 3 retries — draft PO queued for manual review.

    Failed
  3. 9:00

    Daily crew schedule digest

    Trigger: Scheduled · 9:00 AM

    Sent today's 9 bookings to 4 location channels.

    Success
  4. 8:45

    Invoice reminder

    Trigger: Invoice #1187 overdue 14 days

    Customer flagged 'do not auto-remind' — routed to office queue instead.

    Skipped
  5. 8:15

    Review request

    Trigger: B-2206 completed

    Sent review link to Tom Reyes 2 hours after pickup confirmation.

    Success
  6. 7:30

    Weather hold advisory

    Trigger: NWS small-craft advisory · Gullwing

    Auto-tagged 2 outdoor bookings for reschedule review.

    Success

Harborline is a fictional business. Every customer, booking, figure, and automation shown here is demonstration data in a working interface, built by SWRV Tech to show what a connected back office looks like.