Boatyard provides custom forms that are used for specific services such as winterization or spring recommissioning. The form is pre-filled with any known information about the customer, such as their name, boat information, etc.
This video will give you an overview of how the digital form process would work for your customer and team.
Managing Your Custom Form Orders in Boatyard
To see the forms, you'll navigate to your orders page. On your orders page, you can filter orders to display those with either forms "Awaiting Completion" or "Completed".
Open up an order with a form, and you'll see the form in the order's timeline.
If a form is marked as “Form Sent,” it means the link was sent but not completed by the customer.
If a form is marked as "Form Completed", this means the customer filled out and submitted the form.
You can view the form by clicking on "View PDF" from the timeline of the order.
Custom Forms FAQ
What happens if my customer starts a form and doesn't finish it? Boatyard will send it the form to your customer an hour later and then again 24 hours later.
What happens if my customer selects "email me the form"?. We send the form to your customer immediately, and then again 24 hours later.