Our Lightspeed integration makes it easy for you to import an order from Lightspeed into Boatyard.
Follow the instructions below to add all your order information with just a few clicks.
How to Add Lightspeed Order Details to a Boatyard Order
First, click on the NEW ORDER button in the top right corner.
If your customer has already been added to the Boatyard dashboard you can search for them here.
If not, click on the ADD NEW button to add them.
Please follow these instructions on how to import a customer from Lightspeed.
Confirm the customer information and select the boat.
Next, select the service category that you would like to create an order for.
Next, you can add any special instructions from the customer and also select when they would like the work to be done. Then, click the CREATE ORDER button.
Next, enter your Lightspeed order number in the ORDER DETAILS section.
You will then be shown a preview of the order that you are importing. Confirm that it is the correct order and click on the IMPORT button.
All your order information will now be shown in your Boatyard order and you can proceed to send a quote to a customer, share status updates, add media files or receive payment.