Below you will find example workflows for when dealing with service orders in G2 and the Boatyard Dashboard.
The two systems can work together to make it easier for you to communicate with your customers, get approval for orders and process payments.
Processing Work Orders - In-Person
Please follow these steps if the customer is present in the service department
Create work order in G2 like normal.
Confirm the contact information for the customer and make sure we have a valid email address for them.
Confirm their preferred communication method, e.g. phone, text, email, or app message.
Create a service order in the Boatyard Dashboard. Import your G2 work order. (How to create an order & Importing G2 Work Orders)
Enter the customer's credit card information in the Dashboard while they are at the counter with you. The credit card information is security stored digitally. (How to add credit card information)
Perform the work or diagnosis.
Communicate the estimate or final bill to the customer via their preferred communication method. (How to send an invoice from Boatyard Dashboard)
Verify approval from the customer.
Update the order in the Boatyard Dashboard. You can reimport the G2 work order into the Boatyard order if needed.
Charge the credit card via the Boatyard Dashboard. (Processing payment in Boatyard Dashboard)
Payment is automatically applied to G2.
Close the repair order in G2.
Processing Work Orders - Phone/Email/App Request
Please follow these steps if the customer is present in the service department
Receive phone call, email or app request. Check we have a valid email address.
Create work order in G2 like normal.
Create a service order in the Boatyard Dashboard. Import your G2 work order. (How to create an order & Importing G2 Work Orders)
Confirm their preferred communication method, e.g. phone, text, email, or app message.
Enter the customer's credit card information or request credit card in the Dashboard. The credit card information is security stored digitally. (How to add credit card information and How to request a credit card)
Get work order authorization by sending an estimate (How to send an Estimate)
Perform the work or diagnosis.
Communicate the estimate or final bill to the customer via their preferred communication method. (How to send an invoice from Boatyard Dashboard)
Update the order in the Boatyard Dashboard. You can reimport your G2 work order into the Boatyard order if needed.
Charge the credit card via the Boatyard Dashboard. (Processing payment in Boatyard Dashboard)
Payment is automatically applied to G2.
Close the repair order in G2.