When you build a line item with parts and labor, you may realize it is a service you will use again in the future. Boatyard lets you save that line item as a reusable service so you do not have to start from scratch next time.
This is a great way to save time, stay consistent, and keep your estimates and work orders accurate.
Save a Line Item as a New Service
Build your line item with the parts and labor you want.
Click the three dot menu on the line item.
Select Save Service.
Choose Create New Service.
Enter a name for the service.
Click Save.
The service is now saved to your Services list with all parts and labor included. You can add it to future orders with just a few clicks.
Update an Existing Service
If you make changes to a line item and want those changes reflected in an existing service, you can update it directly.
Edit the parts or labor on the line item.
Click the three dot menu.
Select Save Service.
Choose Edit Existing Service.
Confirm that you want to update the service.
The service will be updated with the latest changes and those updates will be used going forward.
Why Use Saved Services
Saving services helps you:
Build estimates and work orders faster
Keep pricing and scope consistent
Avoid repetitive setup for common jobs
Easily manage services you perform often
This feature is especially helpful for routine maintenance, common repairs, and standard service packages.
If you have questions or need help setting up your services, reach out to the Boatyard support team. We are happy to help.