This article is for a pilot program and only applies to stores who are taking part.
If you are interested in being added to the program, please complete this sign-up form or contact sasha@boatyard.com or nathan@boatyard.com.
Purpose:
This guide ensures that labor hours (Actual Hours) are accurately recorded in G2 using Boatyard’s automated process.
Labor hours are entered overnight, with an error report generated in the morning for any unresolved entries.
Scope:
This procedure applies to:
Service Writers, responsible for assigning jobs and ensuring proper data entry.
Technicians, responsible for logging time accurately in the Boatyard Pro app.
Prerequisites:
Before entering labor hours, ensure the following:
✅ Jobs are assigned to technicians using Boatyard Scheduler.
✅ Technician codes are stored in their Boatyard profiles. (Video)
✅ Time is logged by technicians in the Boatyard Pro app.
✅ Work Orders are imported from G2 into Boatyard.
✅ Jobs are created in Boatyard from imported Work Orders, with the G2 Job Name included in the Boatyard Job Title.
Procedure:
Step 1: Prepare Labor Lines in G2 Before Assigning Jobs
In G2, create a Labor Line for each job before assigning it in Boatyard.
Each Labor Line must include:
A Labor Code
Required Amounts (if applicable)
You do not need to manually enter the tech code in IDS—Boatyard will assign it automatically. This will allow you the flexibility to assign to a different technician in Boatyard.
Important: If a job logs time without an existing Labor Line, Boatyard will create one using the default Labor Code "TC."
If Boatyard creates the labor line, the charged hours will NOT be added.
Step 2: Import Work Orders into Boatyard
The G2 Work Orders must be imported into Boatyard before assigning jobs.
Without an associated Work Order, Boatyard cannot map labor hours back to IDS.
Step 3: Assign Jobs to Technicians
Use Boatyard Scheduler to assign jobs to technicians.
Jobs will appear in the Boatyard Pro app, enabling technicians to log their time.
Critical: The Job Name from IDS is automatically included in the Job Title when created in Boatyard. If you edit the Job Title, do not remove the Job Name.
If the Job Name is removed, Boatyard will not be able to enter Actual Hours for that job in IDS.
FAQs
Why aren't my technician's notes in G2?
Your technician must be entering their notes with their time entry. Any notes added to the 'Notes' section of the job will not be sent to G2.
Tech notes entered on this screen WILL be added to G2:
Tech notes entered on this screen WILL NOT be added to G2:
When will the time be entered into IDS?
The technician’s time and notes will be updated in IDS overnight and will be present by 7 am the following morning.
What if a service writer needs to enter time immediately?
If time must be entered before the overnight sync, you can manually enter the time and complete the Work Order in IDS.
Boatyard will ignore completed Work Orders or any matching Labor lines already recorded for that job, date, and technician.
Why weren't my technician's times synced with G2?
There could be a number of reasons why the technician's time wasn't added to G2. Please refer to the morning error report email for the exact reason.
The most common issues are:
The work order or job is marked as complete in IDS
The work order wasn't imported into Boatyard
The job # is missing from the Boatyard order
Mechanical ID not in Boatyard
Will Boatyard enter Charged Hours?
Boatyard only enters Actual Hours. However, the hours that you enter in Required will populate the Charged Hours in Actual when Boatyard enters Actual Hours.
Charged Hours remain unchanged. If you want Charged Hours populated automatically, enter Required Amounts when creating the Labor Line in IDS. Otherwise, Charged Hours must be entered manually.
Will the time from Standalone jobs be entered into G2?
No, we would not be able to enter the time from a standalone job into G2 as we would not have the work order information. However, the standalone job time will be included in the error report, so your team would know to manually enter the time.
What happens if a job is transferred to a new work order in G2?
If a job in G2 is transferred to a new work order, we will enter the tech time and notes on the new work order.
How do we sign up for this pilot program?
Please complete this sign-up form to be added to the program.
Error Reporting & Follow-Up
Each morning, an error report will be generated for any time entries that could not be recorded in IDS.
Your store will only receive the error report if there are issues with any of your time entries. If your store does not receive the error report by 10 am ET, there were no errors found.
Service Writers must review and resolve these exceptions promptly to ensure accurate payroll and invoicing.
Process Video
Please ensure all team members have read the guide above and watched this video before being added to this program.
Need Help?
For any issues or clarifications, contact: