New Features & Updates

Labor Types - You can now set up multiple default labor rates directly in your settings. Simply create a new labor type, give it a name, and enter a default rate. When adding labor to a line item, just select the desired labor type — the description and rate will automatically pre-fill, making your workflow faster and more consistent.

Pro App - Scheduled jobs now display the scheduled time right in the job summary on the Boatyard Pro app. This makes it easier for technicians to stay on track and manage their day more efficiently.

PartsFinder (Beta) - We’re excited to begin beta testing our new PartsFinder feature! PartsFinder helps you locate the most up-to-date pricing for parts across more than 190 vendors and add it to your work order with just one click. If you’d like to participate in the beta, please reach out to Sasha at sasha@boatyard.com.

Invoice - The "Paid" stamp on invoices was previously showing an incorrect timestamp. It now correctly displays the exact time the invoice was paid.

Parts Timeline - We fixed an issue where editing the storage location of a part incorrectly triggered a timeline entry showing a change in quantity. The timeline will now accurately reflect only the changes that were actually made.

Boat Notes- We've made it easier for you to manage boat-specific information with new note fields. This improvement ensures that important details like key codes and warranty information are clearly associated with the correct boat, enhancing clarity and accessibility for both you and your team.

Min & Max Parts Inventory - You can now set minimum and maximum inventory levels for each part, helping them maintain optimal stock levels.

Parts List Filtering - Navigating through extensive parts inventories is now more efficient with the addition of new filters. You can quickly find the parts you need by filtering based on availability and vendor.

Tech Time in Pro App: Technicians can now view a record of all the time they have logged in the Pro app. By tapping on the ‘Worked Today’ or ‘Worked this Week’ tiles on the home screen, they will be taken to a list of all the time they have logged that week. They can also switch to view previous weeks.

Estimated Hours: If you create a job from a line item, the labor hours on the line item will now automatically prefill into the estimated hours on the job.

Parts on Line Items: When a part has been added to a purchase order from a line item, you can now click on ‘Requested’ or ‘Ordered’ to view the purchase order.

Creating Parts: The 'Description' field when creating a new part is now optional.

Purchase Orders: You can now download an Excel export of their Purchase Orders. This export works in the same way as our other exports. You can filter your view of the list of purchase orders and then click the Export button to download an Excel file of all the PO data.

Bill Types: We have added ‘Sublet’ as an option for the bill type alongside, customer page, warranty, and internal.

Sign-Up Screens: We have added a show/hide icon to the password field on the Customer Portal and Dashboard sign-up pages to make it easier for users to check the password they have entered.

General Improvements: General improvements to the page loading speed for orders and jobs.

QuickBooks: We’ve resolved the issue where if a customer was in QuickBooks but did not have an email address, we were unable to apply an invoice to their account. We will now match the customer by the name if there is not an email address.

Fuel Gallons: When a customer places a request for fuel through the customer portal the gallons will not show as the quantity on the line item.

Smart Tasks - Tasks just got a little smarter! Boatyard will now recommend tasks to you based on what is happening with your orders and jobs. For example: if a customer doesn’t pay their invoice for 5 days, we’ll recommend a task to follow up with the customer. Click here to learn more.

Line Items and Jobs Linked - The line item and job will now be linked when the job is created from a line item on an order. This means you’ll be able to see the actual hours the techs have clocked in the line item! You’ll also be able to easily copy the tech notes across into the line item description. Click here to learn more.

Download or Print an Order - We’ve added a new button to let you download or print a copy of your order. This is useful for viewing the order before invoicing the customer or downloading it to save for your records. Click here to learn more.

QuickBooks for Canada - Our new QuickBooks integration is now available for Canadian providers. Click here to learn more about setting it up.

Parts in Pro App - Technicians can now view the parts associated with a job in their Pro App. Please note, that the parts will only display if the job is created from the line item in the order.

Tasks in Pro App - Team members can now manage their tasks in the Pro App. This is great for managing your to-do list while on the go (or at 2 am when you remember something you need to do!).

Customer Addresses - Customers and team member can now set the country when they are entering their address.

Reporting: We’re excited to announce our new custom reporting suite. This paid add-on is designed to give you unparalleled insights into your business operations. Tailored specifically to your needs, this feature provides the metrics you care about most, in a format that works for you. Contact us for more information.

Tasks Updates: We’ve made a few updates to our newest feature, Tasks. You can now see your associated tasks in the jobs, orders and customer profile. Making it even easier to stay on top of the 100,000 things you need to do!

QuickBooks Integration Beta: We are rolling out beta testing of our new QuickBooks invoicing integration. Click here to learn more about this integration and if it is the right fit for your business.

Duplicating Orders with Parts/Labor: When you duplicate an order that has parts or labor associated with it, the parts/labor will now also be duplicated onto the new order

Misc Charges Under $1: We have fixed the issue where miscellaneous charges that were less than $1 were not showing on the customer’s invoice.

Taxing of Misc Charges: The tax for misc charges will now me included in the Tax subtotal, instead of being rolled into the charge.

Task Manager: Boatyard's new task management feature lets you efficiently create, assign, and track tasks, set priorities and due dates, and link them to specific jobs, orders, or customers, helping you to keep on top of all your open work orders.

Miscellaneous Charges: You can now add standard fees to all your customer estimates and invoices. This is useful for adding a credit card fee, shop supplies, an environmental fee, or other charges to every order. Note: This feature is not available to providers that have IDS, Lightspeed, or DockMaster work order imports. Thank you to Davis Diesel, Atlantic Yacht Services, Essential Shipyard, Apelskog Marine and more for this suggestion!

Bulk Creating Jobs: You can now assign and schedule the jobs when bulk creating them. Thank you to Tammy Campbell at MarineMax for this feedback.

Invoice Export: We’ve made changes to the invoice export to make it easier to use with your accounting software. The parts, labor, and other charges are itemized separately on the report so that they can be applied to different income accounts in your accounting software.

Canceled Order Filter: We have added “Canceled” to the list of order statuses that can be used to filter the order list. Thanks to Nate at Davis Diesel for requesting this.

Google Maps: When viewing an order in Boatyard, you can now click on the boat location to be able to view the address in Google Maps. Thanks Amanda for this one!

PO Confirmation Number: We have added the PO’s confirmation number to the PO list screen to make it easier to find the correct PO. Thanks to Emely @ Hartman Yacht Maintenance for this suggestion.

Reserved Parts: You can now remove a reserved part from a line item and put it back in stock even if it's on a PO. Thank you to Tommy @ Davis Diesel for pointing this out.

Scheduler: We’ve made improvements to the performance of our scheduler for locations that have 200+ events scheduled for a week.

Order Note Tagging - Team members can now tag other team members in internal notes on an order. Thank you to Nate at Davis Diesel for asking for this feature!

Edit Order Special Instructions and Service - Team members can now easily change the service on an order or add/edit special instructions by clicking on the pencil icon at the top of the order. We appreciate the feedback from Roger at MarineMax St Pete and Elena at MarineMax Rogers for this feature.

Inspection Reports on Customer Profile - On the customer profile page, there is now a full list of all the inspection reports performed for that customer.

Filter by Multiple Assignees - On the Order List and Job List screens, you can now select multiple people when filtering by assignee or technician. Thanks to Roger at MarineMax St Pete for asking for this!

Deleting “Ordered” or “Reserved” Parts - We fixed the issue of being able to remove a part from a line item once that part has been ordered or received. We appreciate all the help the Davis Diesel team gave us on this issue.

Tax Issue on some line items - We fixed the issue with the sales tax not calculating correctly on line items marked as “Tax Parts Only”. Thanks to John and Jon at Full Keel Marine for helping us figure this out.

Contractors Job Page - We’ve made it even easier to assign jobs to your sublets! They will now receive a link to a webpage with all the boat information. They no longer need to download the Boatyard Pro App. Find out more here.

IDS Estimate Import - We are pleased to announce a brand new feature that will allow you to import an Estimate (or Required amounts) from G2 via a PDF file. Simply drag and drop the estimate (or work order) PDF into Boatyard and we’ll take care of the rest! Click here to learn how.

Detailed Estimates & Invoices - If your company is using Boatyard for your parts inventory, your customers will now see a detailed estimate and invoice that will include the parts and labor you’ve entered on the line items.

Customer Document Center - We’ve added a central document center to the customer profile. You will be able to keep any documents or media related to the customer or boat. It’s a great place add warranty documents, maintenance plans, storage contracts and more.

Team Member Profile Photos - Technicians have been able to add a profile photo to their account for a while, and we knew the team members were getting jealous! You can now add a profile photo from the setting menu or from the Team page.

Search for Boats - When creating a new order for a customer, if there are a lot of boats associated with that customer you are now able to search the boat list to find the correct one.

Engine Information - Engine information will now be displayed along with the boat on the order and job detail pages.

And so much more….!

When creating a new boat the slip number for the marina location will now save.

We fixed the issue with he scheduled date not updating when editing a multi-tech event that is scheduled for multiple days.

Assign Multiple Techs to Jobs - Team members now can assign multiple techs to the same job! Simply select the technicians when creating the job or from the drop-down at the top of the Job Detail screen. Learn more.

Gallery Captions - Team members are able to add captions to images and videos in the media section of an order or job. You can also add a custom message when sending a gallery to your customer. Learn more.

The job title will now include the imported work order ID when you bulk-create jobs from an order.

Fixed the issue with jobs not showing in the schedule section of the Pro app for contractors.

ACH Payments: Teams can now accept ACH payments through Boatyard! ACH payments can be processed through a connected Stripe payment account, saving a considerable amount on credit card transaction fees.

Canned Jobs: Service teams that are using our parts module are now able to create canned jobs. A canned job will pre-load the parts and labor needed for that service into an order. This will save considerable time and reduce the risk of errors in work orders. Learn more here.

Search by HIN: Team members can now search the orders or customer list by a boat’s HIN.

AI Assist for All: We have added a universal “AI Assist” button to inspection reports. Simply click the “AI Assist” button at the top of the inspection report, and we will refine the message and concern descriptions in one step. Users no longer have to click into each description to run the AI Assist. Learn more about Inspection Reports here.

Work order import preview: When importing a work order from Lightspeed or IDS, the preview didn’t show which line items were warranty, internal, or customer pay. We have fixed this issue and now the line items will show the correct bill type and totals.

Bill Types - Team members can now set the bill type of individual line items on an order. They will have the choice of “Internal,” “Warranty,” and “Customer Pay.” Please note: Any amounts entered for “Internal” and “Warranty” will NOT appear on the customer’s estimate or invoice.

Move Jobs between Orders - It is now possible to move a job to a new existing order. Simply click on the order number at the top of the Job detail screen and select a different order.

Add Standalone Jobs to Orders - Team members can now add standalone jobs to an existing order by clicking on the “Add” button at the top of the Standalone Job page.

New Job Statuses - We’ve added three new job statuses - “Awaiting Approval”, “ Ready to Scheduler” and “Parts Arrived” - to help you manage your workflow.

Inspection Reports - Team members can create an inspection report from scratch within the Boatyard dashboard by clicking the “Create Report” button on the order detail screen.

Monitor Estimated Hours - Team members can easily see when the actual hours on a job exceed the estimated hours. On the Time Tracking screen, the Total Hours will be highlighted in red when they are greater than the estimated hours for the job.

Status Updates - Improved the design for status updates to make it easier to create, edit and send statuses.

Export Customer List - Teams can now export their complete customer list (including boats) as an Excel sheet from the Customer screen by clicking the “Export” button.

Estimated Hours on Multi-Day Jobs - Estimated hours on multi-day jobs on the scheduler will now be divided equally between all the days, rather than all the hours showing on the first day.

Bulk Create Jobs - Team members can now create jobs for all line items on an order with just two clicks! First, click on the three dots at the top of the order detail section, then click “Create Jobs”.

Order Special Instructions - Team members can now update the special instructions on an order if needed. Simply click on the pencil icon in the order summary section.

Job & Order Filters - We added a new filter option to jobs and orders. Team members can now filter the jobs and orders to see which ones have no assignee.

Gallery Viewer - We’ve updated the media viewer in jobs and orders to be more user-friendly.

Other small improvements and bug fixes.
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Job Activity Feed - We’ve made an update to jobs that we think you’re going to love! In your job detail screen, you can now see a timeline of activities on a job.

Comments & Tagging - Not only did we add an activity feed to jobs, but you can also leave a comment and tag other users!

Order Status - You can now manually change the status of the order. This is useful for times when a customer might have given you verbal approval of an estimate, or you need to reopen a canceled order.

Time Tracking - Improvements to the performance of the time tracking feature in the Pro App.

Fixed the issue with sales tax when a line item is edited or deleted.

Fixed the issue with imported work order line items showing in reverse order.

Boat Engines - You can now add boat engine information to a customer’s boat. When you either add or edit a boat, you will see a new “Engines” tab. Under this tab, you can add multiple engines as well as the engine serial number and hours.

Updates to Line Items - We’ve made some big changes to the way Line Items are added and edited in an order. You can now easily set the sales tax of a line item when editing it.

Search by Phone Number - You can now search the order by the customers phone number

“Other” Payment Method - We have added a new payment method to the payment window. When you click on “Check/Cash”, you can now also select “Other”.

No Boat Option - When creating a new order for a customer, you are now no longer required to enter boat information. This is useful for customers buying parts or provisions.

And many other small improvements to the dashboard.

We fixed the issue of a partially paid order still showing as “Invoiced”. Now, when a customer pays a partial invoice the order status will change back to “In Progress”.

We have fixed the issue with time tracking. The time record showed the technician that was currently assigned to the job, instead of the tech who recorded the time.

Notification Control - Some of you love them, and some of you hate them… emails! We’ve added email notification controls to the settings menu. Team members can now decide which notification emails they would like to receive and which ones they don’t need. To set your preference, click on your name in the top right corner and then go to “Settings”. Click here to learn more.

Jobs Improvements - Jobs are so important that we though they deserved their own page! When you click on a job now it will open a separate page with all the job information in one place. To make changes to the job, simply click on the “Edit” button in the top right corner.

Export Jobs - We’ve added the ability to export your list of jobs. By clicking on the “Export” button at the top of the Jobs list screen, the team member will be able to download an Excel spreadsheet of their jobs.

Export Invoices - You can now export your invoices from Boatyard into an Excel file. This is useful for importing your invoices into financial software such as Quickbooks.

VIP Customers - You can now filter your orders list by VIP Customer. This will enable team members to be able to see their most valuable customers' orders in one place.

Customer Portal - Customers can now update their mailing address in the customer profile in the Customer Portal.

Fix for issue with saving changes to line items on an order when viewed on a small screen or tablet.

Fixed the issue with the notifications bell in the Pro app not taking the user to the order or job.

Fix for the issue with the Service Reminders page not loading after you have edited a rule.

Request Insurance - Team members can now request insurance information from a customer. Simply visit the customer’s profile and click on the “Request Insurance” button in the insurance section. The customer will be sent an email asking them to add their insurance information to their account. The team member will receive an email notification once the insurance has been added.

Stripe for Canadians - Our new payment gateway, Stripe, is now available for our Canadian providers to process their payments in Canadian dollars

Boatyard AI - As we continue to expand our AI capabilities, we have now added AI Assist to the item description in orders. You can now use the power of AI to craft professional service descriptions to send to your customers.

We fixed an issue of the service category and form link being overwritten when a team member updated a service.

Notifications in the dashboard will now show the provider’s order and job ID, instead of the system IDs.

Customer Notes - We have added an icon next to the customer’s information on the Order Detail screen if there is a note saved on the customer’s profile. Clicking on this icon will open a modal that will show the note(s) and the team member can add additional notes. If there are no notes on the customer profile, the icon is hidden.

Jobs - When creating a new job, we will now include the customer’s contact information by default. If the team member does not wish to send this to the technician, they will need to toggle the “Included” switch off.

Scheduler - If an event is in the unscheduled queue and the job is marked as complete, it will be removed from the unscheduled queue.

Dashboard Analytics - We have made improvements to the speed at which the dashboard analytics will load. We have also added a loading state, so it will show when the analytics are loading.

Sales Tax - We have corrected the issue with sales tax. Each line item will be taxed individually based on if the service is marked as "taxable" or "non-taxable". Imported work orders will not be affected. Any changes to an imported work order will not change the tax amount. We recommend that changes are made to orders in the DMS and then re-imported into Boatyard, rather than updating the order independently in Boatyard.

Notification List - We have fixed the issue for team members who were not able to scroll through their list of notifications in the dashboard. They can now open their notification list by clicking on the bell icon, and scroll through the full list of notifications.

Boats - All boats will now be displayed in the drop-down list when creating a new order. It is no longer limited to 50 boats. The most recently added boat will appear at the top of the list.

Change Boat on an Order - Team members are now able to change which boat is associated with an order in the dashboard. They simply need to click on the edit icon next to the boat information in the order, and they can select a different boat or add a new one.

Boat Registration - We understand the importance of having as much information about a boat available as possible. To help with this, we have added a Boat Registration field to the boat information. This Boat Registration will be displayed in the customer profile, in the order, and also in jobs that are sent to technicians and contractors. You can also now search your customers or orders by the boat registration or HIN.

AI Assist in the Dashboard - Team members now have access to our latest AI tool - AI Assist. When viewing technician notes in the Boatyard dashboard, team members can now use the AI Assist tool to refine and polish the technician’s note with just one click.

Order Export - To make it easier to use the existing Boatyard order history to create service reminders, we have added additional columns to the Order Export Excel file. The Excel file now contains all the information needed to bulk import into Service Reminders to set up reminders for things like winterization and decommissioning.

Boat Insurance - We’ve made two updates to the boat insurance in Boatyard. Now team members are able to add boat insurance to a customer’s profile from within the Customer Profile screen in the dashboard. Customers and team members are also now able to upload images of their insurance policy, and not just PDF files.

Fixed the issue with Job notes always showing the current date in the dashboard, rather than the date that the note was created.

Standalone Jobs - Your techs can now create jobs for themselves! No more lost hours when a tech is pulled away to work on a job that doesn’t have a work order. Your techs can now create a job within their Pro App and add time, notes, and photos. You’ll no longer have to worry about a black hole of unaccounted hours!

AI Assist - We’re using the power of AI to make it even easier for your techs to report their finding to you! Our AI Assist feature in the Pro App will polish your notes to make them sound more professional and correct any spelling or grammar mistakes. It will even translate a note from another language into English.

VIP Customers 🤩 - We know all customers are special, but your most loyal customers deserve a little more recognition! Now you will be able to mark a customer as a VIP so your know team knows to roll out the red carpet. You’ll see a star next to the customer’s name to let you know that they are a VIP.

Resend Service Reminders - We’ve added the ability to see if a customer has booked a service from a reminder, and if they haven’t you’ll be able to resend a service reminder to the customer.

Improvements to Scheduler Queue - We made a few improvements to the scheduler queue to make it easier for you to manage your unscheduled jobs. These include:

Boat Registration - We’ve added a field to boats to allow you to enter the boat’s registration number. This (along with the boat’s HIN) is sent to the technician with a job too. Now your tech will know they definitely have the right Boston Whaler Montunk when you have 4 of them in a row!

Date Filter on Jobs - We’ve added a date filter to the Jobs List screen, so you can now filter your jobs by the date they were created.

Less Job Notification Emails - We know that you like to be informed about what is happening with your jobs, but it can be overwhelming to receive so many emails. We’ll now only notify you about changes to jobs (new photos, notes, time etc.) in the dashboard notification section, rather than by email. Your email inbox can breathe a sigh of relief!

Time Tracking - Technicians and team members can now add their time to a job in the Boatyard Pro app! When creating a time record, they can also enter their correction note and save them together. The time records are then instantly available to the team members in the Boatyard dashboard in the new TIME TRACKING section. This section also adds the ability to search and filter the time records, as well as export them as an Excel spreadsheet.

Job List - We've made it easier for your team to manage their jobs with a new JOBS section in the dashboard. The JOBS section lists a summary of the jobs and useful icons to make it easy to know if a tech has added time, images, or a note to a job. By clicking on the job, the team member can edit the job, as well as view any images, time records, and more.

Order Search - You can now search by information in the "Special Instructions" or the service name of orders in the order list screen. For example, if your team adds a WO number to special instructions when creating an order, you would now be able to search the orders for that WO number.

Job Statuses - We've added two new statuses to jobs for technicians and team members to select: “Waiting for Parts” and “On-Hold”. These new statuses will help your team stay up to date with what it happening with each job.

Digital Forms Filters - On the order list screen, we have added two new options to filter by orders that have completed forms and also orders that have forms that have been sent, but not completed.

Sales Tax - Fixed issue with sales tax reverting to $0 when a payment was received on an order that had an imported work order.

Jobs from Line Items - We understand that it can be time-consuming to create a separate job for each line item on an order. So we've made it quicker and easier for you to create jobs! You can now quickly create a job from a line item on an order. Simply click the job icon on the line item and it will create a new job for you using the information from the line item!

Deposits - You can now accept deposits or partial payments on an order. Click on the "Send Invoice" button and then enter the amount that you would like to request the customer pay. Your customer will then receive an invoice with that amount due.

Customer Portal Invites - It's now even easier to encourage your customers to use your customer portal for online service requests. You can send your customers a personalized invite to your customer portal with just 2 clicks! Your customer will receive an email that will enable them to quickly create their account. All they have to do is pick a password and they are done! To send an invite, go to a customer's profile page and click on "Invite to Portal" and that's it! If you don't see the "Invite to Portal" button, that means the customer already has an online account!

Quotes & Invoices - We've redesigned out quotes and invoices. Your customers will now receive quotes and invoices that are more inline with the new design of our customer portal. We've made it easier for customers to view the quote or invoice and also send you a message if they have any questions about it.

New Orders - When you are creating a new order, you will now be shown all the current open orders for that customer. You'll be able to select from the list of open orders, or you can create a new one. This will help cut down on having duplicate orders for the same work.

Search - You used to have to type in the customer's entire name to view their orders. But now, you can just start typing their name, and your will be shown all the orders that match.

Customer Portal Invites - It is now easier for providers to share their customer portal with their customers. Working with the Boatyard Customer Success team, providers can now send a custom invite to customers that make it simple to activate their account in the customer portal. With just two clicks customers can activate their account and get started using the customer portal.

Embedded Digital Forms - Digital forms are now embedded directly in the ordering process within the customer portal. Customers no longer need to look for a separate email to complete their form. When requesting service in the portal, customers are given the option of completing the form immediately or being emailed the link to complete the form later.

Customer Portal Links - We can now link directly to a particular locations' customer portal. Previously, customers would have to enter their zip code to select their store before seeing all services offered by that location. Now customers can be provided with a link that will take them directly to a location’s portal.

Updates to Jobs in Orders - We updated the Jobs section on the Order Detail page to make it clearer who the job is assigned to and the current status of the job.

Customer Portal - We have added a personalized message welcoming the customer to the customer portal.

And other smaller updates and improvements to the team member experience in the dashboard.

We have fixed the issue with the thumbnail of videos associated with jobs showing as PDFs.

Technicians & Contractors - Techs and Contractors are now in separate sections under the “Team” tab.

Invoice Payment Screen Update - We have made updates to the invoice payment screen to highlight our payment security to increase the customers' confidence in using our platform for their payment.

Reformatted Job IDs - Job IDs now include the order ID so it will be easier to reference which order the job is associated with.

Customer Notes - We added the ability to format the internal notes section on the customer profile page. Teams can now use bold, italic, and more when adding customer notes.

Scheduler Updates - We are continuing to improve the functionality of our new Scheduler feature. These changes include:

Team members are once again able to attach multiple documents when sending a quote or invoice to a customer.

Scheduler Updates - As we continue to roll out the beta testing of the new Scheduler feature, we have made some small improvements. Team members now have the ability to search scheduler events by customer name, and boat information and service. In addition, they can also filter the scheduler view by the team member that assigned the job.

Dashboard Analytics - We’ve added some new analytics to the dashboard homepage. You’ll now be able to keep track of vital data such as:

Order Search Updates - We’ve updated the order search in the dashboard. The search results will be more relevant and you can now also search by imported work order ID!

“Quote Accepted” & “Quote Declined” Filter - We’ve added “Quote Accepted” and “Quote Declined” to the filter on the order screen.

UI Updates to Dashboard - You’ll notice that we’ve made a few changes to the look and feel of the dashboard and orders. These are to streamline the experience and help you find the information you need more quickly.

Minor changes and tech updates - We’ve made some minor updates and technical upgrades behind the scenes that will help your dashboard run more smoothly and enhance your experience.

Profile Photo - Ability to upload profile photo from phone media library

Schedule - Updates to the color of events in the scheduler

Removed Sign Up - Removed sign-up link from the login screen to prevent users signing up before their account is created.

Scheduler - Boatyard’s new scheduling feature was released to select locations for beta testing. Scheduler allows service teams to quickly and easily schedule their workload and maximize capacity.

Featured Services in Customer Portal - Within the customer portal it is now possible to separate selected services into a different category. This category will have it’s own button on the homepage of the portal. This is perfect for highlighting services that you want to draw your customer’s attention to such as marine services.

Custom service menu in Customer Portal - It is now possible to customize the order that the services are listed within the customer portal service menu. Prior to this update the services were listed in alphabetical order. It’s now possible to put your most requested services at the top of the service menu list.

Redirected to a new order after logging in - When a team member recieves a new order notification email and clicks the link in the email, they will be directed to that order after logging in. Previously, if the team member was not logged into the dashboard, they would have to log in but they would not be redirected to the order screen.

MarineMax logo in Customer Portal - When the user clicks on the MarineMax logo in the Customer Portal it now returns them to marinemax.com.

Fixed issue with provider logo not showing on quotes, invoices and receipts

Fixed issue where MarineMax team member couldn’t see or edit the MarineMax customer ID in the Edit Customer screen

Scheduler - Technicians are now able to view their scheduled jobs in the Boatyard Pro app. They can tap the scheduled event to get more information and go into the job to add photos, videos, and notes.

Profile photos - Team members and technicians can now add a profile photo to their account in the Boatyard Pro App. This profile photo is shown in the chat messages sent to customers and also in the new scheduler.

Fixed an issue with some technicians not being able to log into the apps.

Digital Forms - Customers can now complete digital forms directly from the form link and that will create a new order in the Boatyard dashboard, without the customer needing to place a service request first.

Reminder to Complete a Digital Form - If a customer has received a link to a digital form, but has not completed the form, they will receive a reminder email after 2 days.

Second Email Address on Customer Accounts - Team members can now add a second email address to a customer’s account. Email notifications such as quotes, invoices, and status updates will now be sent to both email addresses.

Customer Receipts - When a customer makes a payment they will now have a full receipt link within the order history in their customer portal. Team members can also access this receipt from the timeline in the order.

Customer Name Added to Quotes & Invoices - The customer name will now appear at the top of quotes and invoices.

Gallery & Status Updates Links in Portal - Customers can now view their media galleries and order status updates within the order history in the customer portal.

Boat Insurance Shared with Providers - Customers can now elect to share their boat insurance information in the customer portal with their service provider.

Multiple Location Team Members - If a team member is part of multiple locations when they log out of the dashboard and back in again, they will return to the same location that they were previously logged into.

Sent Service Reminders on Customer Profile Page - Team members can now see a list of previously sent service reminders on a customer’s profile screen.

Fix for the monthly revenue numbers on the dashboard not resetting at the beginning of each month.

Fix for some customers receiving a send service reminder notification after they had already booked the service.

Fix for the issue with the size of a media file that can be uploaded into an order or job in the Pro app.

Fix for compatibility issues with the new Android 13 operating system update.

Image & Video Upload Speed - We have improved the upload speed for images and videos.

Users No Longer Receive Notifications When Logged Out - Users will no longer receive notifications if they are logged out of the app or if they are removed from a service provider or location.

Other general UI improvements.

Fix for the keyboard covering the notes section on some older devices.

Fix for the special instructions for jobs being cut off if they were longer than 1 line.

Beta Testing Digital forms - Customers can now receive a link to a digital form with their information pre-filled. Once they complete the form it is saved to the Boatyard order for reference by the team members.

Team Members Can View all 1-to-1 Chats - Team members can now view 1-to-1 chats between customers and their colleagues at their location. Click on "My Chats" at the top of the chat window to switch between team members.

Payment Transactions Shown on Paid Invoices - Add a “Paid” stamp to completed invoices and a payments section to show all transactions on the order.

Other minor performance and functionality improvements.

Fixed the issue with new team members not receiving verification emails when they sign up

Fixed the issue with locations not being able to set their sales tax rate

Fixed the issue of the transaction date being wrong in the Excel export

Launch of Customer Portal - We launched the new Customer Portal that enables customers to request service, manage their boats, add payment methods, see their order history, and more! Check it out at my.marinemax.com!

Improved Payment Security - Updates to the security of payment information storage within the Boatyard platform.

Dashboard UI Update - Updated font and minor UI changes in the dashboard to match the Customer Portal.

Added Location Zipcode to Quotes & Invoices - Add service provider's zip code to address on quotes and invoices.

Other minor performance and functionality improvements.

On the Excel export for orders, the order status now matches the one displayed in the dashboard.

Fixed an issue where quotes and invoices would not load if there was no boat associated with the order.

When a team member is removed from a location, they will no longer receive Boatyard Pro app push notifications for that location.