navidocs/docs/roadmap/VERTICALS_AND_HORIZONTALS.md

NaviDocs: Verticals & Horizontals Strategy

Last Updated: 2025-10-19 Purpose: Define industry verticals and cross-cutting horizontal features Strategy: Build horizontals once, deploy across all verticals

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Overview

NaviDocs follows a platform strategy: Build core horizontal features (document management, OCR, search, time tracking, etc.) once, then deploy them across multiple industry verticals with vertical-specific customization.

Key Principle: 80% shared platform, 20% vertical-specific features

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Quick Reference: Verticals × Horizontals Matrix

Horizontal Feature	Built	Boating (v1)	Marina (v2)	Property (v3)	Fleet (v4)
H1 Document Management	v1.0	v1.0 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H2 OCR Processing	v1.0	v1.0 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H3 Intelligent Search	v1.0	v1.0 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H4 Multi-Tenant	v1.1	v1.1 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H5 Time Tracking	v1.1	v1.1 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H6 Photo Proof of Work	v1.1	v1.1 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H7 Automated Invoicing	v1.1	v1.1 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H8 Equipment Tracking	v1.2	v1.2 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H9 Warranty Management	v1.2	v1.2 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H10 Vendor Management	v1.2	v1.2 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H11 Task Assignment	v1.3	v1.3 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H12 Voice-to-Text Logs	v1.3	v1.3 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H13 Compliance & Audit	v1.4	v1.4 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H14 Insurance Vault	v1.4	v1.4 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H15 Tax-Ready Reports	v1.4	v1.4 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H16 Offline-First PWA	v1.0	v1.0 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓
H17 Mobile Apps	v1.1	v1.1 ✓	v2.0 ✓	v2.5 ✓	v3.0 ✓

Key:

• Built: Version when horizontal feature is first developed
• Boating: v1.0-v1.4 (2025-2026) - Build all horizontals H1-H17
• Marina: v2.0 (2027) - Reuse all H1-H17 with marina UI
• Property: v2.5 (2027) - Reuse all H1-H17 with property UI
• Fleet: v3.0 (2028) - Reuse all H1-H17 with fleet UI

Platform Strategy: Build once (Boating vertical), deploy everywhere (Marina, Property, Fleet) with 20% UI customization per vertical.

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Verticals (Industry Markets)

Industry-specific markets NaviDocs will serve, in order of priority.

V1: Boating & Yacht Management (2025-2026)

Market Segments:

1. Individual Boat Owners (v1.0) - Single boat, personal use
2. Yacht Management Companies (v1.1) - Manage 2-10 yachts for absent owners
3. Professional Captains (v1.1) - Part-time maintenance managers
4. Marine Service Providers (v1.1) - Cleaners, day workers, technicians

Entity Hierarchy:

Organization (Zen Yacht Management)
└── Entity (Boat: Prestige F4.9 "Sea Breeze")
    └── Sub-Entity (System: Engine, Electrical, Plumbing)
        └── Component (Volvo D4 engine, Webasto heater)
            └── Documents (Manuals, service records, warranties)

Vertical-Specific Features:

• Boat make/model/year metadata
• Vessel type (sailboat, powerboat, catamaran, trawler)
• Marine terminology synonyms ("bilge" = "sump pump")
• Offshore offline mode (works 20 miles from shore)
• Time tracking with GPS (captains, cleaners logging hours)
• Photo-required work logs (before/after cleaning)
• Warranty tracking (engines, generators, HVAC)

Target Users: 100,000+ boat owners in US, 5,000+ yacht management companies

Revenue Model:

• Free tier: Individual boat owners ($0/month)
• Management Starter: 1-3 boats ($49/month)
• Management Pro: 4-10 boats ($149/month)
• Fleet Enterprise: Unlimited boats ($499/month)

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V2: Marina & Yacht Club Management (2027)

Market Segments:

1. Marinas - 200-500 slips, commercial operations
2. Yacht Clubs - Member services, shared facilities
3. Boat Storage Facilities - Dry storage, maintenance yards
4. Boatyards - Repair and maintenance operations

Entity Hierarchy:

Organization (XYZ Marine Corporation)
└── Entity (Marina A - San Diego)
    └── Sub-Entity (Dock 1, Fuel Dock, Clubhouse)
        └── Component (Electrical panel, Water system, Fire suppression)
            └── Documents (Infrastructure manuals, compliance certificates)

Vertical-Specific Features:

• Multi-facility hierarchy (5 marinas under one corporation)
• Slip assignment tracking (slip A-42 → boat "Sea Breeze")
• Infrastructure documentation (docks, electrical, water, fuel)
• Compliance tracking (Coast Guard, environmental, ADA)
• Geo-location search ("show me all fire extinguishers near Dock B")
• Shared equipment libraries (10 boats with same Volvo D4 engine)
• Tenant communication portal (slip holders)

Target Users: 12,000+ marinas in US, 1,500+ yacht clubs

Revenue Model:

• Marina Starter: 1 facility ($199/month)
• Marina Pro: 2-5 facilities ($499/month)
• Marina Enterprise: Unlimited facilities ($999/month)

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V3: Waterfront Property & HOA Management (2027)

Market Segments:

1. Waterfront Condos - Units with boat slips
2. Waterfront HOAs - Community docs, shared facilities
3. Property Management Companies - Multi-property portfolios
4. Commercial Real Estate - Waterfront buildings

Entity Hierarchy:

Organization (Waterfront HOA)
└── Entity (Building A)
    └── Sub-Entity (Unit 305, Common Areas)
        └── Component (HVAC, Elevator, Dock facilities)
            └── Documents (Equipment manuals, inspection reports, insurance policies)

Vertical-Specific Features:

• Unit-level document assignment (Unit 305 has slip A-42)
• Common area equipment tracking (elevators, pool equipment, fire systems)
• Homeowner access portals (view their unit's docs)
• Contractor coordination (same features as yacht management time tracking)
• Building compliance (fire inspections, elevator certs, pool chemistry logs)
• Multi-unit billing (HOA fees, slip rental, utilities)

Target Users: 50,000+ HOAs in coastal areas, 10,000+ property management companies

Revenue Model:

• HOA Starter: 1 property ($99/month)
• HOA Pro: 2-10 properties ($299/month)
• Property Enterprise: Unlimited ($799/month)

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V4: Commercial Fleet Management (2028)

Market Segments:

1. Charter Companies - 10-50 boats for rent
2. Commercial Fishing - Fleet documentation and compliance
3. Ferry/Water Taxi Services - Passenger vessel regulations
4. Coast Guard Compliance - Required documentation management

Entity Hierarchy:

Organization (ABC Charter Company)
└── Entity (Boat 1, Boat 2, ... Boat 50)
    └── Sub-Entity (Systems per boat)
        └── Component (Equipment per boat)
            └── Documents (Manuals, crew certifications, inspection logs)

Vertical-Specific Features:

• Crew certification tracking (expiration alerts)
• Pre-departure checklists (safety compliance)
• Incident reporting system
• Coast Guard documentation requirements
• Multi-vessel scheduling
• Fleet-wide equipment tracking (replace impellers across 50 boats)
• Passenger capacity and safety equipment compliance

Target Users: 5,000+ charter companies, 2,000+ commercial fishing fleets

Revenue Model:

• Fleet Starter: 5-10 vessels ($399/month)
• Fleet Pro: 11-50 vessels ($999/month)
• Fleet Enterprise: 50+ vessels (custom pricing)

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Horizontals (Cross-Cutting Features)

Features that work across ALL verticals (build once, use everywhere).

H1: Core Document Management (v1.0)

Features:

• PDF upload (drag & drop)
• File safety pipeline (validation, qpdf sanitization, ClamAV scan)
• Document metadata (title, category, tags)
• File deduplication (SHA256 hash)
• Document versioning (track manual updates)
• Document status tracking (active, archived, deleted)

Used By:

• Boating: Boat manuals, service records
• Marina: Infrastructure manuals, compliance docs
• Property: Equipment manuals, inspection reports
• Fleet: Vessel documentation, crew certs

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H2: OCR Processing (v1.0)

Features:

• 3 OCR engine options:
  1. Tesseract (local, free, 85% confidence)
  2. Google Drive API (unlimited free, handwriting support)
  3. Google Cloud Vision API (1K pages/month free, recommended)
• Hybrid system (auto-selects best engine + fallback)
• Background job processing (BullMQ + Redis)
• Per-page OCR results with confidence scores
• Progress tracking (upload → queued → processing → indexed)

Used By:

• Boating: Extract text from boat manuals
• Marina: Digitize old infrastructure blueprints
• Property: Process building inspection reports
• Fleet: Extract text from crew certification PDFs

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H3: Intelligent Search (v1.0)

Features:

• Sub-100ms full-text search (Meilisearch)
• Industry-specific synonyms:
  • Boating: "bilge" = "sump pump", "head" = "toilet"
  • Marina: "dock" = "pier" = "slip"
  • Property: "HVAC" = "air conditioning" = "heating"
• Typo tolerance ("bilge pupm" finds "bilge pump")
• Filterable by hierarchy (org → entity → component)
• Sortable by date, relevance, priority
• Search result highlighting
• Tenant-scoped search tokens (1-hour TTL, security)

Used By:

• Boating: "How do I winterize the engine?"
• Marina: "Fire extinguisher inspection reports near Dock B"
• Property: "Elevator maintenance logs for Building A"
• Fleet: "Coast Guard inspection checklist"

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H4: Multi-Tenant Architecture (v1.1)

Features:

• Organization-based tenancy (one org = one customer)
• User roles (admin, manager, member, viewer)
• Row-level security (org_id filters on all queries)
• Hierarchical permissions (org → entity → document level)
• Document sharing (share manual with crew member)
• Permission inheritance (org admin sees all docs)

Used By:

• Boating: Yacht management company manages 6 boats
• Marina: XYZ Corp owns 5 marinas
• Property: HOA manages 200 condo units
• Fleet: Charter company manages 50 boats

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H5: Time Tracking & Work Logs (v1.1)

Features:

• Mobile time clock (clock in/out from phone)
• GPS verification (prove worker was on-site)
• Photo-required logs (before/after work photos)
• Work categories (cleaning, maintenance, coordination, waiting)
• Real-time hour approval (captain approves cleaner's hours)
• Timestamped audit trail

Used By:

• Boating: Captain logs 4 hours engine maintenance
• Marina: Dock worker logs 2 hours electrical repair
• Property: Cleaner logs 3 hours unit cleaning
• Fleet: Crew logs pre-departure safety check

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H6: Photo-Based Proof of Work (v1.1)

Features:

• Before/after photo pairs (prove work completion)
• GPS + timestamp metadata (tamper-proof)
• Photo compression (10MB → 500KB)
• Photo requirement enforcement (can't complete without photos)
• Owner dashboard (see work in real-time)

Used By:

• Boating: Cleaner shows before/after boat interior
• Marina: Maintenance shows repaired dock section
• Property: Contractor shows completed HVAC repair
• Fleet: Captain shows pre-departure safety equipment check

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H7: Automated Invoicing (v1.1)

Features:

• Time logs → invoice line items automatically
• Each charge links to work log + photos
• Customizable billing rates (per worker, per service type)
• Invoice preview before sending
• PDF invoice generation
• QuickBooks export (CSV)

Used By:

• Boating: Yacht management bills owner for captain's time
• Marina: Marina bills slip holders for repairs
• Property: HOA bills homeowner for unit-specific repairs
• Fleet: Charter company invoices for crew services

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H8: Equipment & Asset Tracking (v1.2)

Features:

• Equipment database (make, model, serial number)
• Purchase date tracking
• Warranty end date tracking
• Service interval tracking (replace every 500 hours)
• Last service date + next service due
• Vendor contact database
• Equipment history (all service logs for this impeller)

Used By:

• Boating: Track Volvo D4 engine warranty (expires 2027-03-15)
• Marina: Track electrical panel certifications (inspect every 2 years)
• Property: Track elevator maintenance (monthly inspections required)
• Fleet: Track life raft certifications across 50 boats

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H9: Warranty Management (v1.2)

Features:

• Warranty OCR upload (snap photo of receipt → auto-extract)
• Warranty expiration alerts (email 30 days before expiration)
• Warranty claim documentation (link receipt + failure report)
• Warranty recovery tracking (saved $2,400 on battery claim)

Used By:

• Boating: Recover $2,400 on warrantied battery replacement
• Marina: Claim warranty on $8,000 electrical panel
• Property: Recover $5,000 on HVAC compressor under warranty
• Fleet: Track warranties across 50 identical engines

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H10: Vendor Management (v1.2)

Features:

• Vendor contact database (name, phone, email, services)
• Service history per vendor (ABC Marine serviced engine 3 times)
• Quote tracking (3 quotes for HVAC repair)
• Vendor performance ratings
• Auto-populate vendor from past services

Used By:

• Boating: "Who did the generator repair last year?"
• Marina: "Who services our fuel dock pump-out system?"
• Property: "Elevator contractor contact info"
• Fleet: "Coast Guard inspector contact"

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H11: Task Assignment & Workflow (v1.3)

Features:

• Task assignment (manager → worker)
• Context-rich tasks ("Replace impeller, last replaced 2023-04-15, part# XYZ")
• Push notifications (worker's phone alerts)
• Task status tracking (open, in-progress, completed)
• Task templates (create "winterization" template with 15 steps)
• Recurring tasks (monthly bilge pump check)

Used By:

• Boating: Captain assigns day worker to replace impeller
• Marina: Manager assigns dock worker to repair slip A-42
• Property: HOA assigns contractor to fix Unit 305 HVAC
• Fleet: Dispatch assigns crew to pre-departure checklist

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H12: Voice-to-Text Work Logs (v1.3)

Features:

• Dictate notes while working (hands covered in oil/grease)
• Auto-transcription (Whisper API)
• Auto-save to work log
• Review & edit transcript before submitting

Used By:

• Boating: Captain dictates engine diagnostic notes
• Marina: Technician dictates electrical repair notes
• Property: Inspector dictates building walk-through notes
• Fleet: Crew dictates pre-departure inspection notes

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H13: Compliance & Audit Trail (v1.4)

Features:

• Tamper-proof audit logs (blockchain-style timestamping)
• Compliance type tracking (electrical inspection, fire safety, ADA, Coast Guard)
• Inspection date + next due date
• Inspector/certifier info
• Certificate number tracking
• Compliance status (compliant, pending, failed)
• Automated compliance reports (export for insurance)

Used By:

• Boating: Track life raft certification (Coast Guard requirement)
• Marina: Track electrical inspections (insurance requirement)
• Property: Track elevator certifications (city requirement)
• Fleet: Track crew certifications (Coast Guard requirement)

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H14: Insurance Documentation Vault (v1.4)

Features:

• Insurance policy storage (organized by coverage type)
• Policy expiration alerts
• Claims history tracking
• Proof of insurance for specific incidents
• Link insurance to specific assets (boat, dock, building, vessel)

Used By:

• Boating: Provide insurance proof after engine fire
• Marina: Submit dock damage claim after storm
• Property: Provide proof of building insurance to city
• Fleet: Provide liability insurance for charter bookings

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H15: Tax-Ready Reporting (v1.4)

Features:

• Labor expense reports (by boat, by month, exportable CSV)
• Equipment purchase reports (depreciation tracking)
• Service expense allocation (Owner A's 3 boats cost $X)
• IRS audit-ready documentation
• Mileage tracking (for service providers)

Used By:

• Boating: Yacht management exports labor costs for tax filing
• Marina: Export maintenance expenses per slip for tax
• Property: HOA exports common area expenses for tax filing
• Fleet: Charter company exports crew labor costs

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H16: Offline-First PWA (v1.0)

Features:

• Service worker caching (critical manuals cached locally)
• Works without internet (20 miles offshore, no cell signal)
• Automatic sync when connection restored
• Offline indicator (yellow banner "You're offline")
• Critical manual pre-caching (engine, safety equipment)

Used By:

• Boating: Access engine manual 20 miles offshore (no cell signal)
• Marina: Access electrical panel manual in metal building (no WiFi)
• Property: Access fire suppression manual during power outage
• Fleet: Access safety checklist when offshore

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H17: Mobile Apps (v1.1+)

Features:

• Native iOS and Android apps (React Native)
• Barcode/QR scanner (scan equipment serial numbers)
• GPS background tracking (verify worker location during clock-in)
• Photo compression (reduce bandwidth usage)
• Offline-first local SQLite database
• Push notifications (task assignments, warranty expiration alerts)

Used By:

• Boating: Captain scans engine serial number to find manual
• Marina: Worker scans electrical panel QR code for specs
• Property: Inspector scans elevator certification barcode
• Fleet: Crew scans safety equipment for inspection log

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Horizontal Feature Timeline

v1.0 MVP (Weeks 1-4)

• H1: Core Document Management ✅
• H2: OCR Processing ✅
• H3: Intelligent Search ✅
• H16: Offline-First PWA ⏳

v1.1 Yacht Management (Q1 2026)

• H4: Multi-Tenant Architecture
• H5: Time Tracking & Work Logs
• H6: Photo-Based Proof of Work
• H7: Automated Invoicing
• H17: Mobile Apps

v1.2 Equipment Intelligence (Q2 2026)

• H8: Equipment & Asset Tracking
• H9: Warranty Management
• H10: Vendor Management

v1.3 Operational Efficiency (Q3 2026)

• H11: Task Assignment & Workflow
• H12: Voice-to-Text Work Logs

v1.4 Compliance (Q4 2026)

• H13: Compliance & Audit Trail
• H14: Insurance Documentation Vault
• H15: Tax-Ready Reporting

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Vertical Deployment Strategy

Phase 1: Boating Vertical (2025-2026)

• Deploy H1-H17 horizontals
• Build boating-specific UI (boat make/model, marine terminology)
• Target: 100+ boat owners, 50 yacht management companies
• Revenue: $89K ARR

Phase 2: Marina Vertical (2027)

• Reuse H1-H17 (no development needed!)
• Build marina-specific UI (slip assignments, dock hierarchy, geo-search)
• Add marina-specific synonyms ("dock" = "pier" = "slip")
• Target: 50 marinas
• Revenue: $250K ARR

Phase 3: Property Vertical (2027)

• Reuse H1-H17 (no development needed!)
• Build property-specific UI (unit assignments, building hierarchy)
• Add property-specific features (homeowner portals, HOA billing)
• Target: 100 HOAs, 20 property management companies
• Revenue: $400K ARR

Phase 4: Fleet Vertical (2028)

• Reuse H1-H17 (no development needed!)
• Build fleet-specific UI (crew certifications, Coast Guard compliance)
• Add fleet-specific features (pre-departure checklists, incident reporting)
• Target: 50 charter companies, 20 fishing fleets
• Revenue: $600K ARR

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Competitive Advantage: Platform Approach

Traditional Approach (Per-Vertical Software):

• Boat software: $200/month (boat-specific, doesn't work for marinas)
• Marina software: $500/month (marina-specific, doesn't work for properties)
• Property software: $300/month (property-specific, doesn't work for boats)
• Total: $1,000/month for 3 separate systems

NaviDocs Platform Approach:

• One system, all verticals: $149-499/month
• Savings: 50-75% cost reduction
• Bonus: Manage your boat AND your marina AND your waterfront condo in one app

Example Use Case: John owns:

• 1 boat (personal)
• 1 marina (business)
• 1 waterfront condo (investment property)

Without NaviDocs: 3 separate systems, 3 logins, 3 bills = $1,000/month With NaviDocs: 1 system, 1 login, 1 bill = $299/month

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Success Metrics

Horizontal Feature Adoption

Each horizontal should have 80%+ adoption across all verticals within 6 months of vertical launch.

Example:

• H9 (Warranty Management) launched in v1.2 for boating
• By Marina vertical launch (v2.0), 80%+ of marina users should be using warranty management
• By Property vertical launch (v2.5), 80%+ of property users should be using warranty management

Vertical Performance

Each vertical should achieve profitability within 12 months of launch.

Profitability Targets:

• v1 Boating: $89K ARR (Year 1)
• v2 Marina: $250K ARR (Year 2)
• v3 Property: $400K ARR (Year 3)
• v4 Fleet: $600K ARR (Year 4)

Total ARR (Year 4): $1.3M across all verticals

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Architecture: How Verticals Share Horizontals

Database Schema (Flexible Hierarchy)

-- Works for ALL verticals
organizations (id, name, type)  -- 'yacht-mgmt', 'marina', 'hoa', 'fleet'
entities (id, org_id, name, type, metadata)  -- 'boat', 'marina', 'condo', 'charter-boat'
sub_entities (id, entity_id, name, type, metadata)  -- 'engine', 'dock', 'unit', 'safety-gear'
components (id, sub_entity_id, name, metadata)  -- 'volvo-d4', 'electrical-panel', 'hvac', 'life-raft'
documents (id, org_id, entity_id, title, ...)  -- Universal document storage

Meilisearch Index (Denormalized for Search)

{
  "vertical": "boating" | "marina" | "property" | "fleet",
  "organizationId": "org_123",
  "entityId": "entity_456",
  "entityType": "boat" | "marina" | "condo" | "charter-boat",

  // Boating-specific (null for other verticals)
  "boatMake": "Prestige",
  "boatModel": "F4.9",

  // Marina-specific (null for other verticals)
  "slipNumber": "A-42",
  "dockName": "Dock 1",

  // Property-specific (null for other verticals)
  "buildingName": "Building A",
  "unitNumber": "305",

  // Fleet-specific (null for other verticals)
  "vesselName": "Charter Boat 7",
  "crewCertification": "Captain's License"
}

Key Insight: Same database schema, same search index, different UI views per vertical.

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Summary

Verticals (4):

1. Boating & Yacht Management (v1, 2025-2026)
2. Marina & Yacht Club Management (v2, 2027)
3. Waterfront Property & HOA Management (v3, 2027)
4. Commercial Fleet Management (v4, 2028)

Horizontals (17):

1. Core Document Management (v1.0)
2. OCR Processing (v1.0)
3. Intelligent Search (v1.0)
4. Multi-Tenant Architecture (v1.1)
5. Time Tracking & Work Logs (v1.1)
6. Photo-Based Proof of Work (v1.1)
7. Automated Invoicing (v1.1)
8. Equipment & Asset Tracking (v1.2)
9. Warranty Management (v1.2)
10. Vendor Management (v1.2)
11. Task Assignment & Workflow (v1.3)
12. Voice-to-Text Work Logs (v1.3)
13. Compliance & Audit Trail (v1.4)
14. Insurance Documentation Vault (v1.4)
15. Tax-Ready Reporting (v1.4)
16. Offline-First PWA (v1.0)
17. Mobile Apps (v1.1+)

Strategy: Build 17 horizontal features once (v1.0-v1.4), deploy across 4 verticals with 20% customization each.

Result: 80% code reuse, 4x revenue potential, 50-75% customer cost savings vs vertical-specific competitors.

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Document Version: 1.0 Last Updated: 2025-10-19 Cross-Reference: MASTER_ROADMAP.md