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CHOPTECH SHIP REPAIR CUSTOMER PLATFORM

CHOPTECH CRM

A structured workspace for customer relationships, ship repair opportunities, employee records, safety, reminders, and communications.

DEFAULT LOGIN: ADMIN / CHOPTECH

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DAILY COMMAND CENTER

CHOPTECH HUB

CHOPTECH CUSTOMER DATA CENTER FOR ACCOUNTS, CONTACTS, QUOTES, FOLLOW-UPS, TRAINING, COMPLIANCE, AND OPERATIONS RECORDS.

CHOPTECH 1324 McCLOUD ROAD, CHESAPEAKE, VA 23320

OPERATIONAL VIEW

Customer Portal

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CONTROLLED DOCUMENT

CHOPTECH CRM OPERATIONS CENTER

Central command for customer accounts, ship repair opportunities, follow-up tasks, safety oversight, employee records, forms, manuals, and compliance tracking.

SAFETY OVERVIEW

Safety Department

Emergency directory, safety manual, training matrix, accident reporting, toolbox talks, and written program oversight.

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CUSTOMER RELATIONSHIP MANAGEMENT

CHOPTECHCRM

A professional customer portal for account visibility, ship repair opportunities, contact information, follow-up reminders, and relationship management.

Email Pipeline Contact

Customer Relationship Matrix

Account status, contact readiness, open work, and follow-up pressure in one executive view.

Priority Follow-Ups

Customers and tasks that need attention first.

Customer Inventory Snapshot

Fast account cards for contractors, estimators, and managers who need customer context quickly.

Pipeline Stages

Lead flow, quote load, scheduled work, wins, and losses grouped by stage.

Customer Inventory

Customer names, contact information, vessels, owners, follow-up dates, edit controls, delete controls, and email actions.

New Customer Account

Create or edit a ship repair customer file with contact, vessel, follow-up, and account notes.

CUSTOMER FILE VAULT

Customer Attachments

Drag files or folders here for the selected customer file. Use this for ID paperwork, forms, quotes, photos, PDFs, spreadsheets, and correspondence.

Drop customer files or folders here Edit a customer first, or attach files while saving a new customer.

Customer File Directory

Open, edit, email, and review saved customer files from the same customer workspace.

Customer Pipeline Database

Customer files tied directly to open estimates, quote value, next follow-up dates, and pipeline actions.

New Opportunity

Track quotes, repair scopes, stage, value, expected close, and next step.

Opportunity Pipeline

Active ship repair leads, estimates, quotes, and scheduled work.

New CRM Task

Keep calls, quote follow-ups, walkdowns, and customer promises from slipping.

Follow-Up Queue

Open CRM tasks sorted by due date, with completed work still available in backup data.

Customer Email Center

Open a customer email draft from selected CRM contacts and confirm before leaving the portal.

Email Recipients

Select customer contacts with saved email addresses.

MESSAGE CENTER

CHOPTECH Group Messages

Send safety reminders, training notices, meeting updates, and jobsite messages to CHOPTECH employees, subcontractor workers, and contractor company contacts.

Compose Email

Selected recipients open in your email app as BCC recipients so group addresses stay cleaner.

How this worksThis local app cannot silently send email by itself. It safely opens your Mac email program with the recipients, subject, and message already filled in.

Privacy tipRecipients are placed in BCC so workers do not see every other email address.

Recipients

Pick everyone, choose a group, or search and select individual people.

Manual Access

Open the full CHOPTECH safety manual and jump to key sections quickly.

Open PDF In New Tab

Navigation tipUse the quick buttons to jump to important pages, or use the built-in PDF controls inside the viewer.

Source fileThis viewer opens the original CHOPTECH safety manual saved in the project folder.

CHOPTECH Safety Manual Viewer

Viewing Cover | Page 1

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HUMAN RESOURCES CENTER

CHOPTECH HUMAN RESOURCES

Employee administration, policies, onboarding, workplace standards, records, and HR manual organization in one dedicated workspace.

EMPLOYEE ADMINISTRATION POLICIES, ONBOARDING, RELATIONS, RECORDS, AND HR WORKFLOWS

MANUALS

HR Manual Library

Store employee handbook materials, conduct standards, reporting paths, and workplace expectations.

PEOPLE

Employee Oversight

Track employee records, contact data, onboarding progress, and HR-facing documentation needs.

POLICIES

Policies & Procedures

Organize leave, attendance, conduct, anti-harassment, discipline, and internal reporting guidance.

COMPLIANCE

HR Compliance

Keep employment records, notices, onboarding forms, and HR follow-up actions visible and structured.

Human Resources Manual

No HR manual file is linked yet. When you give me the HR manual document, I can embed it here just like the CHOPTECH Safety Manual.

Common HR Policy Topics

  • Attendance and punctuality
  • Workplace conduct
  • Drug and alcohol policy
  • Anti-harassment and respectful workplace
  • Leave and time-off handling
  • Progressive discipline

Onboarding Structure

  • Employee file setup
  • Contact and emergency information
  • Policy acknowledgment forms
  • Orientation checklist
  • Required training assignment
  • Supervisor handoff

Employee Relations

  • Complaint intake
  • Workplace concerns
  • Coaching and counseling
  • Accident follow-up coordination
  • Return-to-work support

HR Compliance Topics

  • Employee record retention
  • New hire forms
  • Policy acknowledgments
  • Disciplinary documentation
  • Medical and restricted-duty notes

CHOPTECH SHIPYARD

Emergency Contact Directory

Location: 1324 McCloud Road, Chesapeake, VA 23320

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EMPLOYEE ADMINISTRATION

EMPLOYEE DIRECTORY

Clean employee records, compact contact visibility, and detailed employee files when you need them.

New Employee Intake

Professional intake form for identity, contact, emergency, payroll, and onboarding records.

Employee Directory

Compact list of employees and email addresses with a clean professional layout.

EMPLOYEE FILE

Select an employee

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SUBCONTRACTOR CONTROL

SUBCONTRACTOR OPERATIONS

A separate workspace for insurance tracking, subcontractor compliance, subcontractor employee files, training, and accident oversight.

Contractor Files

SEPARATE WORKSPACE

CHOPTECH SUBCONTRACTOR DESK

Keep third-party companies, their employees, insurance paperwork, safety compliance, and reports organized separately from direct CHOPTECH employee records.

Insurance Oversight

Certificates of insurance, policy dates, and renewal watch items for subcontractor companies.

  • General liability certificates
  • Workers compensation verification
  • Automobile liability and umbrella policies
  • Expiration monitoring and renewal follow-up

Compliance Control

Track approved vendors, badging, onboarding approvals, safety acknowledgments, and access status.

  • Site access approval
  • Required manuals and policy acknowledgments
  • Orientation and compliance status
  • Company contact and escalation path

Subcontractor Employees

Maintain a separate roster for subcontractor personnel, grouped by company and kept separate from direct CHOPTECH employees.

  • Company assignment
  • Training and certifications
  • Accident history
  • Restricted access or follow-up notes

Insurance Tracking

Separate insurance watch list for subcontractor companies and expiring policy documents.

Compliance Files

Control access approvals, orientation completion, badging, and required company documents.

Subcontractor Training

Training records for subcontractor personnel, separate from the CHOPTECH employee matrix.

Subcontractor Employee Directory

Dedicated employee list for outside companies and their assigned workers.

Accident Reports

Accident reporting specific to subcontractor work activity.

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CHOPTECH TRAINING CENTER

EMPLOYEE TRAINING MATRIX

High-visibility training control for shipyard employees, equipment qualifications, OSHA-driven readiness, and repeatable compliance oversight.

TRAINING STATUS

Shipyard readiness at a glance

Grouped into core orientation, hot work and energy control, exposure access, equipment, and shipyard specialty subjects.

SHIPYARD CERTIFICATION BOARD

Employee Certification Matrix

Search the roster, then click any status tile to keep qualifications current without digging through separate screens.

TRAINING DOCUMENT CENTER

Training Files, Folders & Links

Keep rosters, sign-in sheets, certificates, slide decks, outlines, and shared drive folders tied directly to the training workspace.

Log Training

Add or update formal training records for any employee.

TRAINING LIBRARY

Shipyard Training Lanes

Industrial yard and shipyard subjects grouped the way a superintendent or safety lead would actually review them.

Training Records

Detailed records sorted by employee and course name.

OSHA RECORDKEEPING WORKSPACE

Accident Report Form

Capture OSHA 301-style accident details, medical response, investigation notes, and corrective action in one printable report.

Open OSHA Forms OSHA Recordkeeping
OSHA note

Use this report with your OSHA 300, 300A, and 301 recordkeeping workflow. Fatalities are generally reported within 8 hours, and in-patient hospitalization, amputation, or loss of an eye are generally reported within 24 hours.

CASE CONTROL

Report Setup

EMPLOYEE DETAILS

Person Involved

REPORTING CONTACT

Prepared By

EVENT DETAILS

What Happened

MEDICAL RESPONSE

Treatment And Recordability

INVESTIGATION

Follow-Up And Corrective Action

Accident Log

Save reports, reopen them for edits, and print a clean accident report packet when needed.

Record Toolbox Talk

Document routine safety discussions and attendance.

Talk Log

Show what was covered and when.

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SAFETY PROGRAM COMMAND DESK

SAFETY PROGRAMS

Organized control center for SDS files, PPE inventory, written programs, training support, and the records that keep audits under control.

SDS Library Entry

Store Safety Data Sheets by material, manufacturer, file, and storage or use location.

SDS Bulk Import Desk

Drag an entire SDS folder here, or choose a folder or file batch from your MacBook and let the app build records for you.

DROP SDS FOLDER HERE

Bulk import PDFs and image files from a folder, or use the buttons below.

What belongs here

Every chemical, paint, solvent, cleaner, gas, adhesive, and specialty product that needs an SDS on file.

What the system should help you catch

Missing PDFs, outdated review dates, and products that are stored in the shipyard but not documented clearly.

SDS Library

Clean file register with category filters, search, open, and print actions.

PPE Supply Entry

Track PPE supplies, reorder points, assigned areas, and the notes that help you stay ahead.

PPE Notes & Supply Oversight

Keep ordering notes, shortage warnings, and issue guidance in one visible place.

PPE Inventory

Inventory list with supply counts, reorder alerts, and quick edit controls.

Training Support Categories

Use this view to think ahead about the shipyard training subjects that need active control and follow-up.

Training Control Guidance

Keep the written safety program side aligned with the live employee training matrix.

Core shipyard topics

OSHA 10, hot work, fire watch, PPE, hazard communication, telehandler, crane rigging, confined space, respiratory protection, hearing and eye protection.

What this category should help with

Planning required topics, spotting gaps before audits, and making sure the training section stays connected to the written programs.

Safety Program Register

Track each written program, owner, review cycle, status, link, and attached manual or file.

Written Program Tracker

Make reviews, ownership, attached files, and live links easy to see and reopen.

Reminder Scheduler

Build repeatable prompts so tasks do not disappear.

Communication Tools

Generate email groups and watch the reminder queue.

Organization Settings

Customize your facility information and login.

Implementation Roadmap

What this version does now and what a full production system needs next.