Rica Boats
ROS
Rica Operating System · Management
Will ▾

Rica Operating System

One place to manage the work, assets, clients and follow-ups that need attention.
Pilot · Will + Helena
Today’s focusEvery open item should have an owner and a clear next action.

My Work

Will’s ordered pending list, next actions and follow-ups.

Open work

Helena’s Work

Registrations, documentation and assigned priority items.

Priority queue

Assets

Boats, vehicles, equipment and client assets with linked work.

Asset records

Sales & Leads

Listings, qualified leads, broker follow-ups and deal progress.

Lead pipeline

All Jobs

Operational work across every asset, person and location.

Jobs dashboard

Registrations & Renewals

Poland, MOPT, USCG and other registration workflows.

Registrations & Renewals work

Inventory

Parts, tools and equipment with exact storage locations.

Inventory

Documents

Invoices, payment confirmations, registration files and records.

Linked files

Will · Pending

28 Parker · Rick Martínez

Sevenstar freight paid in full. Client funds balance: $7,800 USD.
Next action: continue shipment / import coordination.

Blue Pearl · 29 Regal LX-9

Track rear lounge actuator, hardtop latch, port rear USB and rear trim piece.
OPEN

2012 Volkswagen Tiguan · Stan Buffel

Part ordered via eBay. Client billing currently $420: $100 part + 4 hrs labor @ $80/hr.
ACTIVE

23 Boston Whaler · Manuel Solano

Qualified lead assigned to Brian. Next action: broker follow-up and note.
QUALIFIED

Helena · Pending

28 Parker · Poland Registration

Assigned to Helena. Start Poland registration checklist immediately and identify any missing owner / boat / import documents.
ASAP

Registrations & Renewals

Review active registration work and make sure every file has a next action.
OPEN

Add Job

Pilot note: edits on this page are saved only in this browser until the shared ROS database is connected.