Solutions/Switching from DockMaster
◆ Migration playbook

The DockMaster alternative built this decade.

Switch from DockMaster in 6 weeks, without losing a selling day. Every dealer we meet has the same three fears: losing customer data, confusing the staff, and going dark on the website while you cut over. We built and proved this migration on a live, multi-location dealer. It's not a project, it's a playbook. Here's exactly how it goes.

  • We migrate you. You don't touch a CSV.
  • Parallel run for the last 2 weeks — no downtime
  • Staff training included (4 sessions per location)
  • 30-day money-back if it's not right
What you keep

Every record. Every photo. Every work order.

Migration fear is almost always data-loss fear. Here's the promise: if it's in DockMaster today, it's in BoaterOS on cut day.

Customers
Every record

Contacts, households, full interaction history. Phone and email preserved.

Inventory
Every hull + photos

Active, sold, archived. Photos, specs, price history, syndication state.

Service
Every WO

Back as far as your DockMaster records go. Parts, labor, warranty.

Financials
Every deal jacket

Offers, trade-ins, F&I, title, registration. Audit trail intact.

The 6-week timeline

Six weeks, week by week.

What actually happens, when it happens, and what you get at the end of each week.

WK 01

Discovery + data audit

We connect to your DockMaster backup (SQL or nightly export — whichever your install supports). We inventory every object: customers, hulls, WOs, deals. We flag quirks — old photo paths, abandoned custom fields, that one location that stopped updating service records in 2019.

Deliverable ·Migration plan · data quality report
WK 02

Schema mapping

Your DockMaster objects map to BoaterOS objects. Where DockMaster has one "Customer" table, we build Contact + Household so repeat buyers finally link up. Photos are deduped, rotated, color-corrected. Custom fields land in a typed custom-field store.

Deliverable ·Staging environment · signed-off mapping doc
WK 03

Parallel run begins

Both systems are live. We re-run the DockMaster import on demand so anything your team adds in the old system lands in BoaterOS before cut. You keep DockMaster open as your safety net and reconcile against it. Zero downside for keeping the old system running.

Deliverable ·Parallel-run dashboard · reconciliation report
WK 04

Website cut

The new Next.js dealer website goes live. Inventory serves from BoaterOS. We redirect the old URLs so Google doesn't lose a thing. Schema.org markup refreshes. Page weight drops ~70%. We reconnect your existing syndication accounts (Boat Trader proven at Fish Tale) the same day.

Deliverable ·Live public site · redirect audit · Core Web Vitals baseline
WK 05

Staff training

Four sessions per location — sales, service, F&I, management. Two hours each, hands-on with real data. Recorded so new hires can self-serve. Your CSM is on-site or on Zoom. Cheat sheets printed and laminated for the service counter.

Deliverable ·Trained team · recorded sessions · role-specific quick-refs
WK 06

Full cut

DockMaster goes read-only. BoaterOS is the system of record. Your CSM stays embedded for 30 days. If anything doesn't feel right, we fix it in that window — no tickets, no escalation, direct access.

Deliverable ·Go-live · DockMaster read-only archive · 30-day embedded CSM
01 · Data migration

Your DockMaster schema, mapped by hand.

We don't run a generic importer. A human — our migration engineer — maps every DockMaster object to its BoaterOS counterpart, including the custom fields your F&I manager added over the years. You sign off on the mapping before we cut anything over.

  • Hand-mapped, not automated — quirks get handled
  • Every custom field lands in a typed custom-field store
  • Photos deduped, color-corrected, re-paired to the right hull
  • Signed-off mapping doc you can take to your CPA
Object mapping · example
DockMaster · Customer BoaterOS · Contact + Household
DockMaster · Unit BoaterOS · Hull
DockMaster · WorkOrder BoaterOS · Service · WO
DockMaster · Deal BoaterOS · Deal Jacket
DockMaster · Custom Fields BoaterOS · Typed CF store
DockMaster · Photos (UNC paths) BoaterOS · S3 · per-hull gallery
Signed off · week 2 ◆ 0 records dropped
Dual cursor · parallel run
● in sync
DockMaster
safety net · read-only fallback
BoaterOS
read · write · live
↻ re-run import on demand · reconcile
◆ Last import · 12 deltas · 0 conflicts · reconciled
02 · Parallel run

Two weeks where both systems are live.

During weeks 3–5, you keep DockMaster running as your safety net while your team gets hands on BoaterOS. We re-run the import on demand so nothing new gets stranded in the old system. Reports reconcile against DockMaster. Nobody holds their breath.

  • Re-run the DockMaster import on demand before cut
  • Reconcile against DockMaster while it stays your fallback
  • Reconciliation dashboard — daily deltas, zero drift
  • Pick your cut day; we don't rush you
03 · What changes

What breaks (a little), and what doesn't (at all).

We'd rather tell you up front. A handful of small things change for your staff. Most of your world stays exactly the same. This is the honest list we send every prospect.

  • 5 known changes, all low-impact, all documented
  • Hardware (scanners, printers) keeps working with quick re-pair
  • Your phone, email, domain — untouched
  • Your financing partners — unchanged
What actually changes
Kiosk receipt printer Epson TM-T88 driver swap, one-time setup low
Custom DockMaster crystal reports Rebuilt as saved views; 95% covered, the rest on request med
The F&I "Deal Recap" PDF New template — cleaner layout, same data low
Barcode scanner at parts counter Same scanner, re-paired to iPad low
QuickBooks export GL export to QuickBooks, Xero, or CSV; native two-way QBO sync on the roadmap low
What doesn't change
  • Your phone numbers, email addresses, business hours
  • Your domain, your DNS, your Google Business listing
  • Your customer records, every one
  • Your financing partners and credit workflows
  • Your existing syndication accounts, like Boat Trader (we plug into them)
Migration FAQs

The six questions every dealer asks in the first demo.

Will my staff need new training?
Yes — and it's included. We run four hands-on sessions per location in week 5: sales, service, F&I, management. Two hours each, recorded so new hires can self-serve. Most teams are productive on day one of the cut because they've already been in the system for two weeks during parallel run.
What about my custom DockMaster reports?
We audit them in week 1. About 95% rebuild cleanly as saved views in BoaterOS — often with better filtering and live updates instead of overnight refreshes. The remaining 5% we rebuild on request during the 30-day embedded period. If there's a report your controller lives by, tell us in the first week.
What if we need to roll back?
Your DockMaster stays read-only after cut, untouched. If in 30 days it's not working for you, we refund the migration and the first month's subscription, and you return to DockMaster with no data loss. Because we kept your old system running through the parallel window, your fallback is always intact.
Do we keep our phone numbers and email addresses?
Yes. We don't touch your phone system, your email, your domain. Your existing numbers and email (Google Workspace or Microsoft 365) stay exactly as they are. Call and SMS tracking integrations are on the roadmap; we ran that stack at Fish Tale and will wire it as the connectors ship. Nothing in your day-to-day comms changes at cut.
What does migration cost?
Included. Dock ($10k/mo), Marina ($18.5k/mo), and Fleet (custom) all include migration, website rebuild, staff training, and 30 days of embedded CSM at no extra cost. We'd rather over-invest in a clean cut than nickel-and-dime you on setup and then fight you for renewal.
What about SalesPad, Lightspeed EVO, or IDS Astra instead of DockMaster?
Same playbook. The migration engine maps IDS Astra and Lightspeed EVO objects the same way it maps DockMaster. SalesPad is slightly different because it's a GP shell, so we work with your IT on the backup. Timelines are within a week of the DockMaster 6-week path. If you're on something more exotic, tell us on the demo call.
◆ Customer voice
"Week 5 was the last parallel run. Week 6, Monday morning, the sales manager logged in, closed DockMaster on the desktop, and never opened it again. No drama. That's the whole migration story."
The migration story
Built and proven on a live, multi-location dealer · Illustrative of the Fish Tale cut-over
Risk mitigation

We carry the risk, not you.

Switching DMS is a big decision. Here's how we take the downside off the table.

◆ The 30-day guarantee

If it's not working in 30 days, full refund. You go back to DockMaster with everything intact.

Your DockMaster install stays read-only, untouched, with your fallback intact from the parallel-run window. We refund the migration cost and the first month's subscription. We carry that risk so the decision to switch is an easy one.

99.9% uptime SLA
Production guarantee, credits if we miss it
<4hr support response
Business hours for Dock, 24/7 for Marina + Fleet
30-day money-back
If it's not working, full refund of migration + first month
Data portability
Your data exports to SQL or Parquet, any time, no surcharge
Integrations

The tools you already use. Honestly mapped.

BoaterOS is the hub. Here is exactly what is wired today, what we proved on Fish Tale, and what is on the roadmap. No vapor.

Wired today
Live in the BoaterOS app right now.
Stripe
Deposits, POS, billing
Plaid
Bank rec
Documenso
E-sign
Supabase
Database, auth, RLS
DockMaster
One-time migration
Proven at Fish Tale
Built and run in production on our pilot dealer. Porting into the platform.
Boat Trader
Listing syndication
Google Analytics 4
Web analytics
Meta Ads
Conversion tracking
On the roadmap
Specced, not wired yet. We will not pretend otherwise.
QuickBooks / Xero
GL sync
Twilio
SMS + TCPA
Marine lenders
F&I pre-approval

Want a feature-by-feature breakdown? See our side-by-side comparison of DockMaster vs BoaterOS.

See the comparison
◆ Next step

Ready to leave DockMaster behind?

30-minute call with our migration lead. Bring your DockMaster version, location count, and rough customer count — we'll sketch the timeline live.