Step 1 – Open the Template
Download and open the file “Inspection_Report_Request_Template.xlsx.” (located at the bottom of this page).
Each row in the spreadsheet corresponds to one inspection question.
Step 2 – Fill Out Each Column
Column | What to Enter |
Question | Type the exact question or label you want to appear on the inspection report. |
Type | Select the field type: Short Text, Concern, Multi-Choice, or Long Text. |
Multi Values | Only for Multi-Choice questions. Separate options with semicolons (Yes;No;N/A etc). |
Internal Only? | Mark Yes if this field should only be visible to Team Members/Technicians, leave blank otherwise. |
Section/Category | Enter the section or system the question applies to (e.g., Exterior, Engine, Electrical). |
Step 3 – Add Multiple Questions per Section
Each section (like Engine or Exterior) can contain multiple questions. For example, under 'Engine' you might include 'Engine Hours,' 'Oil Level,' and 'Mount Condition.' Each question should be entered on a new row.
Step 4 – Review and Confirmation
Once completed, please email your completed template to support@boatyard.com.
Our team will format and upload your inspection report. You’ll receive confirmation once it’s available for testing or use in the Boatyard Pro app.
If you need assistance or would like us to review your draft before upload, please email support@boatyard.com. We have also provided an example Inspection Report to help lead you!