MarineMax team members are able to import a G2 work order into a Boatyard order with just a few clicks. This feature will save time and also give the customer more information about their service.
Please Note: Your G2 order needs to be a work order. If you want to import an estimate, use our PDF drag-and-drop feature. Click here to learn more.
How to Import a G2 Work Order
Once you have created a new order for your customer in Boatyard it is easy to add your G2 work order line items to the order.
First, go to the 'Enter Work Order' search box at the top of the Order Details section.
Then type in your G2 work order number and hit enter.
This will pull in any sold jobs from your G2 work order. You will then see a preview of the work order information. Please confirm that it is the correct work order information, scroll to the bottom, and click on 'Import'.
All your sold work order line items and costs will be imported into Boatyard. You can now send your customer invoice, or charge their credit card.
