In just a few quick steps you can recreate your DockMaster work order in Boatyard.
It's simple to upload a DockMaster PDF into Boatyard. If the customer is new to Boatyard, the system automatically generates a customer account and boat information.
How to Import a DockMaster Work Order PDF into Boatyard
To get started, click on "New Order" in Boatyard.
Next, select a file or drag and drop the PDF from your desktop and then click "Continue" to proceed.
If you customer has existing open orders you will be asked to decide whether to use an existing open order for the customer or create a new one.
Next, confirm that the correct work order is being imported. Click on "Import" to bring in all the information from the PDF, such as environmental fees, charges, and sales tax.
And that's it! The Dockmaster order is now successfully transferred into Boatyard.