Boatyard’s Inspection Reports make it easy for technicians to document a vessel’s current condition and recommend any additional work that may be needed.
Boatyard has two types of inspection reports:
Checklist Inspection: A checklist inspection is a list of questions that your technician will answer.
Walkaround Inspection: A walkaround inspection is a free-form inspection where you can assess the vessel and make notes on any issues you find.
You can create and manage multiple checklist inspection report templates, then assign the appropriate one to each job so technicians use the right inspection for the work being performed.
What are Checklist Inspection Reports?
Checklist Inspection Reports help your team document a vessel’s condition when it arrives at your facility. They record existing damage, maintenance needs, and inspection details so you can track the boat’s status and share accurate findings with customers.
Each report is built from customizable fields designed to capture the right information:
Field Type | Purpose |
Short Text | For short, specific answers (e.g., “Engine Hours: 111”). |
Concern | Fixed four-option field: Needs Immediate Attention May Need Future Attention Satisfactory N/A.
Selecting an attention item requires a description and allows up to 10 photo/video uploads. |
Multi-Choice | Predefined list where only one answer can be selected. |
Long Text | Open-ended field for detailed notes. |
For more information on customizing your own inspections to use with Boatyard, please refer to this article.
Comprehensive Report for Customers
Once you have completed the inspection and added all necessary information, Boatyard will turn that information into a comprehensive report that is sent to your customer. This report will include all descriptions, photos, and notes, making it easy for your customer to understand the condition of their boat and any potential issues that may need to be addressed.
Requesting Estimates
When your customer receives an inspection report through Boatyard, they’ll see a clear, detailed summary of their vessel’s condition along with any recommended maintenance items. The report includes technician notes, photos (if applicable), and findings — such as any concerns requiring Immediate Attention or Future Attention.
Each report also highlights items that passed inspection, giving the customer a complete overview of their boat’s status.
From the report, customers can select specific items to request an estimate directly from your team.
How do I complete an inspection report?
Click here for a full tutorial on how to complete an inspection in the Boatyard Pro app.
To access the inspection report, open the Boatyard Pro app and log in. Go to your job, select Inspection, then tap + New Inspection to start a new report for that job.
Team members and technicians can both fill out the inspection report using the Boatyard Pro app. Simply click on the + button, select the type of inspection and begin filling out the required information.
Useful Tips:
Tapping on the microphone icon when entering a description allows the technician to use voice-to-text for a fast way to record any issues.
You can save an inspection as a draft and return to it later — ideal for larger vessels that require multi-day inspections.
Technicians can create multiple inspections from the Boatyard Pro app, making it easy to document before-and-after checks or separate service stages.
When creating a job, team members can assign a specific checklist inspection for the technician to use. This is especially helpful for job-specific inspections, such as detailing, engine service, or electrical work.
What does the AI Assist do?
AI Assist exists on the description fields and allows you to quickly clean up your issue description. This is very useful for:
Translating Spanish inspections to English
Cleaning up spelling and grammar mistakes
Optimizing the language used
To use AI Assist, simply tap on AI Assist within the description field. If you don't like the changes made by AI Assist, you can always revert back to the original.
Is the inspection report sent to my customer?
Inspection reports are not automatically sent to customers. Each report is saved to the job record, where it can be reviewed, edited, and sent by a team member.
From the dashboard, team members can add a personalized message and send the finalized inspection report directly to the customer.
How will I know if my customer has requested an estimate?
You will receive a notification when your customer requests an estimate. Click on the notification to view the report, which shows which items they requested an estimate for.
You will also see that the report's status in your dashboard has changed. It now says "Estimate Requested."
Are the concerns automatically added to my order?
No, we don't automatically add anything to the order. When a customer requests an estimate, you decide whether to add those items to your existing order or create a new one.
Viewing Inspection Reports from your Dashboard
After a technician submits an inspection report, it can be viewed inside the order. When you open the report, a pop-up window will appear with three tabs:
Report (Customer View) – Shows exactly what the customer will see. You can edit this section before sending and use AI Assist to improve concern notes or add a message to the customer.
Passed – Lists all inspection points marked as Passed. You can edit these if you need to update the status of any item before sending.
Internal – Displays any internal notes or N/A items. These can also be edited if something needs to be changed before the report is finalized.