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Case study

The ERP running
Papillon’s fleet in Los Cabos

Papillon, a charter and yacht rental operator in Cabo San Lucas, ran on WhatsApp, phone calls and spreadsheets. Today it runs on a 28-module ERP with 9 field views covering the sale, the dock, the office and the books. This page explains what was built and how.

Papillon is a charter and yacht rental operator in Cabo San Lucas. The functionality described is the real system they run their daily operation on.

Flagship system

One system, from
the sale to the P&L.

Built for a charter operator in Cabo San Lucas and running their whole business today — the sales floor, the marina, the boats, the office and the books.

Client Papillon · Cabo San Lucas
Scope Full operational ERP
Surface 28 modules · 9 field views
Status Live, in daily use
01

The sale

A seller sends their own public booking link or a quote. The moment the client confirms, the reservation lands on the operational calendar with the boat, the slot and the capacity already reserved — so the same slot can't be sold twice.
/reservar/cotizar/ventas/reservas/clientes/calendario
02

The morning

One dashboard opens the day: departures, alerts, who's crewing what, what's still unpaid. Assignment boards cover nautical crew, office, photographers and transport — and a boat under maintenance or blocked simply stops being sellable.
/dashboard/operacion/horarios/operacion/tripulacion/operacion/embarcaciones/operacion/bloqueos/transporte
03

The dock

Every field role gets its own view instead of a group chat. Captains log the trip, fuel, tips, requisitions and incidents from the boat. Drivers see their runs and talk to the captain. Crew see their assignments. Attendance is taken by an RFID and face kiosk running on a Raspberry Pi at the marina and the office — not on a signature sheet.
/capitan/tripulante/chofer/fotografo/kiosko/checar/asistencia/checkin
Cabo San Lucas marina
04

The money

Payments are taken at marina check-in, and the day closes with a daily cut the CEO confirms — no silent edits afterwards. Receivables are tracked per seller, agency and hotel with partial payments. Commissions for concierges and photographers are calculated, not remembered. Expenses are captured by photographing the ticket and letting AI read it, then routed for approval. Bank, Stripe and WeTravel balances reconcile against the books, and CFDIs are controlled where the SAT expects them.
/ingresos/por-cobrar/comisiones/gastos/facturacion/caja-chica/fondos/contabilidad/nomina/auditoria-compras
05

The truth

Because the fuel a captain logged at the dock and the commission paid to a concierge both land against the same trip, the owner can finally see income and cost per boat, per sales channel, per period — and close the month knowing which hull earns and which one just looks busy.
/reportes/mantenimiento/inventario/fotografia/ricky
Cabo San Lucas bay at golden hour, the arch and the anchored fleet
Cabo San Lucas — the bay this system runs on.
Full surface

Everything that's in there.

Not a roadmap. This is what’s deployed and being used.

Operation

/dashboardControl center: KPIs, departures, alerts, crew, collections
/calendarioOperational calendar: reservations, transport, blocks, events
/reservasReservation list, detail, editing and history
/ventasSeller view: their bookings, sales wizard, quotes, booking link
/clientesClient catalog
/checkinMarina reception and payment panel
/operacion/embarcacionesPer boat: engine hours, work plan, maintenance, blocks, docs
/operacion/tripulacionNautical crew catalog
/operacion/horariosAssignment boards: nautical, office, photo, transport
/operacion/bloqueosVessel blocks
/transporteTrips, vehicles, mileage, pickup points
/mantenimientoMaintenance records
/inventarioSupplies, requisitions, stock and incidents
/fotografiaPhoto sessions and photographer settlements
/rickyDigital growth metrics

Money & controls

/ingresosIncome log and daily cut confirmed by the CEO
/por-cobrarReceivables from sellers, agencies and hotels
/comisionesCommissions, rates, costs, concierge and photo
/gastosAI ticket capture, categories, approval
/facturacionCFDI control
/caja-chicaCash boxes, movements and counts
/fondosAccounts and balances: banks, Stripe, WeTravel
/contabilidadAccounting reconciliation
/auditoria-comprasPurchase review
/reportesIncome vs. cost per boat and sales channel

People

/nominaEmployees, pre-payroll, payments, loans
/asistenciaRFID and face kiosk attendance records
/cuentaProfile, preferences, role preview

Field views

/capitanCaptains: trip log, fuel, tips, requisitions, incidents
/tripulanteCrew: assignments and requisitions
/choferDrivers: today's trips, chat with captain, clock-in
/fotografoPhotographers: personal view
/kioskoRFID / face clock running on a Raspberry Pi
/checarManual clock-in
/reservarSeller's public booking link
/cotizarPublic quotes
/(auth)Google / Supabase authentication
Who this is for

Operations with crews,
assets and cash in the field.

If your business runs on people moving physical things on a schedule, the same backbone applies.

Charter & yacht tours

Fleet, crew, slots, agencies and concierge commissions — the exact shape this system was built for.

Sportfishing fleets

Boats, captains, bait and fuel per trip, tournament season peaks, split payouts.

Tour & transport operators

Vehicles, drivers, pickup points, hotel pickups and OTA channels in one dispatch view.

Marinas & multi-service

Several revenue lines, shared staff and equipment, one set of books that has to close.

Does your operation look like this?

If you run boats, vehicles or crews on a schedule, the same backbone applies. Tell me how you operate today.

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