Multi-call operational dashboard
View and filter multiple active, upcoming or completed port calls from a shared operational overview.
Specialist requirements framework · Ship agency operations
Port Agency Software Capability Taxonomy
TechSelectAI uses 25 buyer-selectable criteria to structure shipping agency software research, comparison and future buyer requirements workflows.
Taxonomy depth is not evidence depth. A capability appears here because it is relevant to evaluating this software category. It does not mean every product supports it.
Shipping Agency module
Port Call Lifecycle
4 buyer-selectable criteria.
ETA / ETD / arrival / sailing status tracking
Track vessel arrival, departure and related port-call status changes.
Nomination intake / creation
Capture or create vessel nominations and initialize the corresponding agency workflow.
Port-call / job record
Create and maintain a vessel-call or agency job record containing operational and commercial call context.
Shipping Agency module
Operational Workflow
3 buyer-selectable criteria.
Alerts / reminders / exception visibility
Surface deadlines, reminders, notifications or operational exceptions requiring attention.
Workflow templates / repeatable processes
Reuse templates, standard workflows or repeatable process structures across port calls.
Task / checklist management
Assign, track or complete operational tasks and checklists linked to port calls.
Shipping Agency module
Vessel & Port Context
3 buyer-selectable criteria.
AIS / vessel-position data integration
Use documented AIS or vessel-position information in port-call planning or execution.
Port / berth / terminal reference data
Maintain or use port, berth, terminal or related location reference data in port-call workflows.
Vessel master data
Maintain or access vessel particulars and reference information for agency work.
Shipping Agency module
Documentation & Event Records
3 buyer-selectable criteria.
Port-call document repository
Store and organize documents against the corresponding vessel call or agency job.
Statement of Facts / port log
Capture port-call events and generate or maintain a Statement of Facts or comparable port log.
Document template generation
Generate operational or commercial port-call documents from stored data and templates.
Shipping Agency module
Husbandry & Agency Services
2 buyer-selectable criteria.
Spares / package / delivery coordination
Track or coordinate spare parts, packages, deliveries or comparable husbandry logistics.
Crew-change coordination
Coordinate crew changes and related agency-service workflows.
Shipping Agency module
Disbursement & Tariffs
4 buyer-selectable criteria.
Multi-currency charge handling
Record, calculate or reconcile port-call charges across multiple currencies where documented.
Port tariff / rate-card management
Maintain or use port tariffs, vendor rates, principal rates or rate cards in disbursement workflows.
Final Disbursement Account (FDA)
Create, reconcile, manage or close Final Disbursement Accounts for vessel calls.
Proforma Disbursement Account (PDA)
Create, manage or track Proforma Disbursement Accounts for vessel calls.
Shipping Agency module
Finance & Vendors
3 buyer-selectable criteria.
Job cost / margin / profitability visibility
Provide job-level cost, margin, variance or profitability visibility for port calls.
Agency invoicing / billing
Create or manage agency invoices, billable charges or customer billing linked to port calls.
Vendor invoice / expense capture
Capture, review or track vendor invoices and port-call expenses.
Shipping Agency module
Principal / Customer Collaboration
2 buyer-selectable criteria.
Principal approvals / charge approval workflow
Support documented approval workflows for port-call charges, documents or related principal decisions.
Principal / client status sharing
Share selected port-call status, documents or data with principals, customers or external stakeholders.
Shipping Agency module
Integration & Governance
1 buyer-selectable criteria.
API / external-system integration
Provide documented API, accounting, ERP, email or other external-system integration for agency workflows.