Launch pricing: $499/mo for the first 25 dealers — locked in for life.
Features

Everything your boat shop needs.

Built for marine. Not adapted from auto. Every feature here exists because a real boat dealer asked for it.

Only in HelmDMS

Live Supplier Search & Ordering

Search every connected distributor at once. Compare price, stock, and lead time side-by-side. Submit purchase orders directly to the supplier — without leaving HelmDMS.

Multi-supplier search

  • Type a part number or keyword — every supplier queried simultaneously
  • Results side-by-side with price, stock, and lead time
  • See who has it cheapest, fastest, or in stock
  • No more calling three distributors for one part

Direct PO submission

  • Submit purchase orders directly to your supplier's system
  • Track order status, shipping, delivery from inside HelmDMS
  • Auto-generated PO with your account terms
  • Receiving updates inventory and cost automatically

Launching with Seawide Marine, Donovan Marine, Wintron Electronics, CDI — and growing every quarter.

Industry First ExoInvoice integration

Stop scanning each box.
Scan the invoice once.

HelmDMS is the first marine DMS to integrate with ExoInvoice, the AI-powered invoice processor. Drop your supplier PDF into HelmDMS, ExoInvoice extracts every line item, and HelmDMS matches it to your catalog and queues it for one-click confirm. Receiving sessions go from 90 minutes to 60 seconds.

1

Drop the invoice into HelmDMS

Scan it, upload the PDF, or forward the supplier email to a dedicated address. Your first 25 parses are free — after that, paste in your own ExoInvoice API key and HelmDMS hands the work off automatically.

2

ExoInvoice extracts every line

AI parses vendor, parts, quantities, per-batch prices, and supplier SKUs — even with mis-hyphenations and abbreviation variants.

3

HelmDMS matches and posts

Auto-match against your catalog, inline-create unmatched parts, review side-by-side with the original PDF, and click to post — with full lot tracking.

What the integration handles

  • ExoInvoice AI parsing of vendor, parts, quantities, per-batch prices, supplier SKUs
  • Vendor auto-match with mis-hyphenation and abbreviation correction
  • Per-batch / per-lot pricing — "qty 9 @ $54.55 on 11/10, qty 50 @ $50.99 on 12/30"
  • FIFO / highest / lowest / average lot-pricing strategies, configurable per shop
  • Unmatched lines inline-create new Part + VendorSku records with quick-add dialog
  • Structured data held in limbo until you confirm — no surprise inventory changes
  • Original PDF stored alongside the posted invoice for audit

What it replaces

  • Opening every box and scanning every barcode at receiving
  • Manually typing line items into the DMS one by one
  • Cross-referencing the supplier invoice against what got entered
  • Updating cost prices when the supplier changes them mid-quarter
  • The 90-minute "I'll do receiving after lunch" session that never happens

First marine DMS to ship the ExoInvoice integration. No competing marine DMS offers this.

First 25 parses are on us — try it on real receiving sessions before you commit. After that, paste your own ExoInvoice API key into Settings → Integrations. ExoInvoice subscription is billed separately by ExoInvoice.

Counter

Point of Sale

A parts counter built for speed. Your team shouldn't fight software while a customer is waiting at the register.

  • Bluetooth or phone-camera barcode scanning
  • Customer search by name, phone, or last 4
  • Smart duplicate detection on customer entry
  • Hold and recall carts across sessions
  • Card-present payments via Stripe Terminal — staff never types totals
  • Quick-add customers inline without leaving the sale
  • Digital receipts (email or SMS) by default
More on the marine POS
Stripe Terminal · Card reader
Total to charge
$387.42
✓ Sent to terminal automatically
Service · Status board
WO-1042 · Bayliner 195Awaiting parts
WO-1043 · Yamaha 250In progress
WO-1041 · Tracker ProReady for pickup
WO-1040 · Mercury 9.9Diagnosing
Service

Service & Work Orders

Concern, cause, correction. Tech assignment. Multi-day jobs. Status board. The bay finally makes sense — and the front desk knows what's ready without walking back.

  • Concern / Cause / Correction documentation
  • Customer Pay / Warranty / Internal selector
  • Multi-day jobs, technician assignment across days
  • Parts and labor lines, inventory decrement at add-time
  • Status board for service writers, "ready for pickup" tab for front desk
  • PDF attachments for diagnostic reports, warranty docs, photos
  • "Mark complete" auto-fires SMS / email / voice notification
More on marine service
Scheduling

Smart scheduling, fewer no-shows

A scheduling tool that doesn't make you click 14 times to book one appointment.

"Next available"

One button finds the first open slot for the right tech and books it.

Drag-and-drop on iPad

30-minute snap. Mouse or touch. Reschedule with confirmation modal.

Card-on-file at booking

Configurable deposit and no-show fee per your shop's policy.

Per-tech availability

Strip below the header shows each tech's next open hour with date and time.

SMS reminders

Auto 24-hour and 2-hour reminders. Customer can confirm by reply.

Estimated completion

Intake SMS includes how long the job's expected to take.

Inventory

Parts & Inventory

One canonical part. Multiple vendors. Real-world data, finally modeled correctly.

  • One canonical part — multiple vendor SKUs at multiple prices
  • Sort by usage — what's moving floats up, dead stock sinks
  • Scan supplier invoices to add inventory — system parses line items
  • Per-batch lot pricing — "qty 9 @ $54.55, qty 50 @ $50.99"
  • Phone-camera or Bluetooth barcode scanning
  • Print barcode labels for incoming parts
  • Negative-inventory flags instead of "Miscellaneous Marine" workarounds
  • One-click reorder with checkboxes per vendor
Part · Trim ram pump (canonical)
Seawide · SW-89744$214.99 · 4 in stock
Donovan · D-9244B$229.50 · 2-day
Wintron · WIN-7740$241.00 · backorder
Boat Sales

Boat sales & deal management

From first inquiry to final signature. Every step of a boat deal, tracked and managed in one place.

Visual deal pipeline

Lead, quote, deposit, financing, delivery — every deal at a glance.

Trade-in management

Capture details, photos, valuations. Track residuals through the deal.

Document generation

Bill of sale, purchase agreement, retail installment contract — generated as PDFs.

Deposit collection

Stripe-powered deposit links customers can pay from their phone.

Boat inventory

Track every unit on your lot. Hull ID, photos, asking price, status.

Website inventory sync

Sold units come off your website automatically. No webmaster needed.

Customer & Communication

Know every customer. Reach them however they prefer.

Customer database

  • • Complete purchase, service, and call history per customer
  • • Multiple boats per customer with serial / hull ID
  • • Smart duplicate detection on entry — name and phone match
  • • Notes per customer ("prefers morning pickups")
  • • Communication preferences (text, email, call) per customer

Caller ID & live calls

  • • Phone rings — customer record opens automatically
  • • Live calls dashboard showing every active call
  • • Click-through to customer record on any active call
  • • PBX integrated (FusionPBX) on the same private network
  • • Persisted call history per customer

SMS, email, voice — built in

  • • Two-way SMS via Telnyx from your shop's main business number
  • • Templated messages: appointment confirmation, reminders, "ready for pickup"
  • • Natural-voice automated calls (ElevenLabs TTS) for high-priority notifications
  • • Self-hosted email relay with DKIM/SPF/DMARC
  • • Per-customer preference (text, email, call) honored automatically
  • • Replies routed to a shared shop inbox

Customer payment portal

  • • Pay invoices online from a phone
  • • Stored card-on-file for regulars
  • • Text-to-pay links for remote payment collection
  • • Pre-auth and capture flow for service deposits
  • • Receipt history and self-service download

Integrations & intelligence

QuickBooks Online

  • • Automatic two-way customer sync
  • • Sales receipts and invoices pushed on completion
  • • Items, vendors, payments mapped
  • • Idempotent webhooks with replay protection
  • • Reconciliation views for failed syncs
  • • Manual retry on demand

Payments (Stripe)

  • • Stripe Terminal (card-present)
  • • Online payments (Stripe Elements)
  • • Card-on-file with one-click charging
  • • Deposits and pre-auth/capture flow
  • • Refunds and partial refunds
  • • Surcharging support, configurable per state

Reporting & analytics

  • • Sales by period
  • • Margin by category
  • • Parts movement / turn rates
  • • Service revenue by technician
  • • Outstanding work order aging
  • • Deal pipeline metrics
Time & users

Time clock & job clocking

Two clocking systems, one purpose: pay people right and know what jobs took.

  • IP-based clock-in for shop workstations — no MFA friction
  • Any staff member clocks in from any workstation
  • Manager edits clock entries when someone forgets
  • Job clock — tie tech time to specific work orders
  • CSV export to your payroll system
Roles

User management

Unlimited users at the same flat price. Each role sees the right view, no clutter.

  • Admin, service writer, service manager, technician, counter staff
  • Role-based permissions (only admins void transactions)
  • Default landing page per role
  • Customizable nav per role
  • Touch-optimized for shop touchscreens and iPad

Built on a modern platform

Any device

Desktop, tablet, phone. Browser-based. No installs.

Cloud-hosted

US-hosted. Encrypted backups nightly to Cloudflare R2.

PWA installable

Add to home screen on iPad — feels like a native app.

Multi-tenant

Tenant-aware from day one. Add locations without rebuilding.

See enough? Let's talk.

Book a demo, or reserve a founding-dealer slot ($200 refundable deposit, locks in $499/mo for life).