Canned Orders let you save any existing order as a reusable template.
Instead of rebuilding the same multi-line order from scratch for routine services like spring commissioning or winterization, you can save it once and import it whenever you need it.
Pricing is always pulled from your current canned services, so your team never has to manually update rates.
Saving a order as a Canned Order
Open the order you want to save as a template.
Click the three-dot menu in the Order Detail section of the order and select Save as Canned Order.
Boatyard will automatically generate a name and description based on the order details. Review and edit these if needed.
Select the tag fields to help surface this Canned Order in search later:
Vessel Type (e.g., powerboat, pontoon, sailboat)
Length (e.g., 25-34ft, 35-44ft)
Engine Type (e.g., outboard, sterndrive, inboard)
Fuel Type (gas, diesel)
Number of Engines (single, twin, triple)
OEM / Brand (e.g., Mercury, Yamaha, Suzuki)
Click Save.
Managing your Canned Orders
All saved Canned Orders are accessible from the Canned Orders tab in the Services section of the Dashboard. From here you can:
Browse all saved templates with their creation date, last used date, and usage count
Click a Canned Order to view its details or delete it
Create a new work order directly from a template (see below)
Using a Canned Order
Creating a new order from a Canned Order
From the Canned Orders tab, select a template and click Create Order from Template. You'll be prompted to select a customer and boat, then the order is created with all line items pre-populated.
You can also start from the order creation flow and choose to create from a Canned Order at that point, after selecting your boat.
Importing a Canned Order into an existing order
Open the existing order.
Click the three-dot menu and select Import Canned Order.
Search by name or describe what you're looking for (e.g., "spring commissioning" or "commissioning for mercury engine"). Boatyard uses the tags you set to return relevant results.
Click a result to preview the service line items, then click Import Canned Order.
If the order already has line items, you'll be asked to confirm before they are replaced.
Pricing is always current
When you import a Canned Order, line items are priced using your current canned service rates. This applies to flat rate services, labor, and parts.
If you update the price of a service, any future orders created from a Canned Order will automatically reflect that change. No manual updates needed!
FAQ
Can I edit a Canned Order template after saving it?
If you need to make changes to a canned order, you will need to import it into a order, make the changes and then save it as a new canned order. You can then delete the old one. There isn't currently a way to edit canned orders.
Can I use a Canned Order for any customer?
Yes. Canned Orders are templates, so you pick the customer and boat at the time you create the order.
What happens if I import a Canned Order onto an order that already has line items?
You'll see a confirmation dialog before anything is changed. If you confirm, the existing line items are replaced with the Canned Order's line items.
Are Canned Orders shared across my team?
Yes. All team members at your location can see and use the same Canned Orders.