Onboarding

A Set of Features That Makes Setup Easy

AI-powered guidance, one-click lake & launch discovery, an interactive tour, and CSV bulk imports — use one or all of them to get your team up and running in minutes.

Auto-Discover

Map Your Service Area in One Click

Skip the manual data entry. Type your marina address, set a radius, and Boatload pulls every lake and the launches on each one straight from Google Maps — ready to select and save.

Set Your Service Radius

Enter your marina address and dial in a radius. Your service area shows up as a circle on the map so you can see exactly what gets searched.

Lakes + Launches in One Click

Every lake you add brings its boat ramps with it — names and precise coordinates, all sourced from Google Maps in the same step.

Editable Before You Save

Rename a lake, tweak an address, or deselect a launch. Prefer to add them yourself? Every lake and launch has a manual create form too.

Boatload Find Lakes dialog showing a map of nearby lakes with a selectable list of search results
CSV Imports

Bring Your Existing Data Along

Already tracking customers, trucks, and team members in spreadsheets? Import them all in bulk. Preview your data, catch errors before they happen, and retry failed rows instantly.

Import Customers, Trucks & Users

Upload a CSV file and map columns to fields. Names, emails, phone numbers, addresses, license plates — it all comes through.

Preview Before Import

See a table of exactly what will be imported before you commit. Catch formatting issues, missing fields, or duplicates early.

Error Handling & Retry

If some rows fail (like a duplicate email), you get a clear error summary. Fix the issue and retry just the failed rows — no need to re-import everything.

CSV import upload dialog with column tags and paste area
Guided Tour

Follow the Tooltips, Skip the Guesswork

After your first signup, an interactive tour appears automatically. Step-by-step tooltips guide you through creating everything you need to start operating.

1
Create your first marina
2
Add a lake and launch location
3
Invite your team members
4
Register your trucks
5
Add your customers
6
Register customer boats
7
Create your first job
8
Set up billing (optional)
Boatload guided tour showing react-joyride tooltip directing user to click Marinas in the sidebar
AI Onboarding Assistant

Just Tell It What You Need

Open the chat from any page and describe your setup in plain English. The AI navigates the app, fills out forms, and creates everything for you.

Agent Mode

Say something like "Help me set up. My marina is Sunset Harbor at 123 Harbor Dr, Miami FL" — the AI opens the right form, fills in the details, and waits for you to confirm.

Highlight Mode

Ask "What should I do next?" and the AI highlights the exact button or menu item you need to click. It guides you through every onboarding step visually.

Thinks Out Loud

See the AI's reasoning as it works. Expand the thinking summary to understand what it's doing and why — full transparency at every step.

Boatload AI assistant auto-filling the New Marina form after a natural language request
Create marinas
Add users & drivers
Register trucks
Add customers
Register boats
Create jobs
Available on every page

Ready to Get Started?

Sign up in under a minute. The AI assistant will be waiting to help you set up.