There are two ways to inspect a boat from a job in the Boatyard Pro App: a Checklist inspection or a Walkaround inspection.
| Checklist inspection | Walkaround inspection |
Style | Guided. You answer a set list of questions. | Free form. You record issues as you find them. |
Best for | Consistent, repeatable inspections where every item is checked | Quickly noting problems anywhere on the boat |
Issues recorded by | Answering each question | Picking the area of the boat where you found it |
Finishing up | Tap Submit | Tap Review Report, then Generate Report |
Both types let you add descriptions, photos and videos, and both are available in the Boatyard Dashboard once they're complete.
Starting an inspection
In the Boatyard Pro App, open the job.
Go to the Inspections tab.
Tap Add New Inspection.
Choose Checklist or Walkaround.
Completing a Checklist Inspection
Work through the list of questions, filling in your answers as you go.
Some questions ask you to rate an item as Immediate Attention, Future Attention or Satisfactory. If you choose Immediate or Future Attention, enter a description of the issue.
Add photos or videos where helpful.
When you've finished, tap Submit.
The completed inspection can then be sent to your customer from the Boatyard Dashboard.
Completing a Walkaround Inspection
Select the area of the boat where you found an issue, for example the helm.
Choose whether the issue is urgent and needs fixing immediately, or whether it can wait.
Enter a description of the issue.
Add photos or videos if you'd like.
Tap Done, then Save.
Repeat for any other issues you find around the boat.
Each area with a recorded issue is highlighted: red for issues that need fixing immediately and orange for issues that can wait. Scroll down to see a list of every issue, and tap any of them to edit it.
When you've added all your concerns:
Tap Review Report and check everything looks right.
Tap Generate Report.
The completed Walkaround inspection will be available in the Boatyard Dashboard.
Tips
Voice to text: tap the microphone icon in any description field to dictate instead of typing.
AI Assist: on Checklist inspections, tap the AI Assist button to clean up the spelling and grammar in your description.
Photos and videos: add them to any issue to give your customer a clear picture of what you found.
Custom checklists: Checklist inspection forms are set up specifically for your business. Click here for information about requesting a custom checklist inspection or changes to your checklist