Frequently Asked Questions

Winboats offers an extensive video library organized by roles within the dealership (ex: technician, accounting, parts manager, etc).
One on One training is available with a knowledgeable and experienced technical support staff.

Dealers with a current support agreement will always receive an automatic upload of the latest version of the Winboats software. Updates to the software program are included in the dealerships support agreement.

Yes, Winboats has the capability of doing email blasts, mass mailing (snail mail) and follow-up letters to customers.
It also has the added ability to filter the emails to directly target the specific customer type, interest, boating locations, owner type, etc.

Winboats is extremely customizable to fit the needs of each individual dealership. No two dealerships have the exact same needs. (different pricing structures and margins, employee access, graphics).

Yes, for a single location dealership.

Yes, Winboats has a complete CRM tool built into the system. What sets Winboats apart from the other systems is Winboat’s unique ability to not only gather customer’s information but also match those customers with current inventory on hand to streamline the sales process.

Dealers can purchase the pricing templates from Winboats or they can build their own custom templates.

Yes, Winboats is unique in that it has a shared database where all modules and departments work from the same database. This allows full integration throughout the dealership and therefore streamlines many processes.

Winboats has a very simple and detailed importing feature that allows any excel or CSV file to be imported into Winboats Dealer Management System. This tool allows for any database to be imported without any loss of data or downtime.

Yes, because the entire system is integrated and under one platform, Winboats has the ability for a manager to see quickly and accurately which leads are being worked. It allows the manager to see who is working their customers and what timeframes, as well as maintaining an automated journal of every transaction form with every customer.

Very easy. Winboats understands that in order to have a successful implementation, the program must be intuitive and easy to learn for all staff members. Winboats prides itself on being the most intuitive program on the market.

Winboats will operate on almost any Windows platforms including the latest Windows 10 or newer version.

Yes, WInboats provides for each warranty job, the manufacturers’ warranty number, claim information, the amount of the warranty transaction, how it was paid, when it was paid, and complete reporting to easily manage all jobs with warranty price levels.

Yes, only an administrator can modify the user’s privileges.

Winboats has the ability to directly import the entire parts catalog for any manufacturer (Yamaha, Mercury, Land & Sea) or any other vendor/supplier. This allows you to search within Winboats without having to go to the manufacturer’s website.

Yes, Winboats tracks and reports all technician’s efficiencies on the jobs, and allows the technicians to update the status of the job live (real-time) through a series of barcodes. This also allows you to see the clocking in and out by the technicians for each individual job.

Yes, Winboats has a complete POS functionality for handling over the counter parts sales, as well as, importing the catalogs for the different pro-shop and tackle items. All of this functionality utilizes scanning barcode techniques.