One checklist. The same for every marina. Each step turns on a piece of the AI-first workflow — no custom setup required.
Name, address, business hours, default tax. Powers every customer touchpoint.
Default categories so vendor bills get classified correctly. Picklists ship pre-seeded — confirm or customize them.
Initial vendor list. New vendors get auto-created from incoming invoices once the AP Inbox is on — this is just the starter set.
Add at least one staff member so timecards + payroll have a home. Future hires can come in via Onboarding doc-pack drop.
Vendors email or drop invoices → we extract them into draft bills. We set up the forwarding address for you.
Bills under this amount from familiar vendors post automatically. Audit trail still visible. Recommended: $500.
Watch sales velocity and draft purchase orders at the right time. Operator just confirms.
Staff log work orders + completion notes by speaking from the PWA. No typing on the dock.
Drop your first invoice on the AP Inbox to see the extraction → draft → approve flow end to end.
Bills + payroll + paid invoices flow to QB nightly. Run the sync from Settings → Connections.