When a technician completes a Checklist or Walkaround inspection in the Boatyard Pro App, the report is added to the order in the Boatyard Dashboard.
From there, you can review it, keep it on file, or send it to your customer so they can request estimates for any issues found.
Nothing is sent to your customer until you choose to send it.
Click here to learn more about requesting a customized inspection report for your team.
Reviewing the inspection
Open the order in the Boatyard Dashboard and scroll down to the Reports section.
Click the inspection to view its details.
The inspection is organized into these sections:
Section | What it shows | Shared with customer? |
Summary message | A message to your customer, drafted for you by Boatyard | Yes |
Key concerns | Items the technician flagged as needing immediate or future attention, with their notes, photos and/or videos | Yes |
Passed items | Items that passed the inspection | Yes |
Internal questions | Questions set up on the inspection form for internal use only | No |
Editing a key concern
If you want to change anything the technician entered:
Click the edit icon on the item.
Make your changes.
You can tap AI Assist to write a more detailed description for you.
Click Save.
Please note: You are not able to edit an inspection after it has been sent to the customer.
Sending the report to your customer
When you're happy with everything, click Send to Customer.
Click Confirm.
Your customer receives the report by email, with your summary message, the key concerns and the passed items.
They can select all of the items, or just the ones they're interested in, and click Request Estimate.
When your customer requests an estimate
Once your customer requests an estimate, the report's tag on the order changes to Estimate Requested. Click into the report to see which items they asked about.
You can then add those items to the existing order, or create a separate order for them.
Finding orders by inspection status
To see every order with an inspection at a particular stage, go to the Orders list, open Filters, and choose one of these:
Filter | Shows orders where |
Completed Inspection | The technician has completed an inspection, but it hasn't been sent to the customer yet |
Sent to Customer | The inspection has been sent, but the customer hasn't responded yet |
Estimate Requested | The customer has requested an estimate on one or more items |