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Building Out Your Service Menu

Create new service menu line items for your work orders and Customer Portal.

Updated over 3 months ago

Your service menu will consist of every billable service you offer. It powers your work orders, customer portal, and service reminders.

How to Create a New Service

Log in to the dashboard and navigate to the left-hand menu and select "Services".

To add a new service to your Boatyard account:

  1. Click the “Add New Service” button in the top right corner of your Services page.

  2. A pop-up window will appear where you can create and customize your new service.

  3. Name your service with a clear, recognizable title — something your team and your customers will immediately understand.

  4. Assign the service to a category that matches your service menu (e.g., Engine, Detailing, Winterization) to keep things organized.

💡 Pro Tip: Use consistent naming conventions so your estimates and invoices are easy to read and

💡The Category does not need to match exactly, so just select the closest option to your service.

  • Determine the pricing structure. Your pricing structure options include:

    • Length

    • Gallons

    • Hours

    • Quantity

    • Dimension

  • Set up your tax type. Your tax type options include:

    • Taxable

    • Exempt

    • Parts Only

    • Labor Only

The tax type will be set to a default based on your settings, but you have more granular control over your taxes for each service.

Write a description for the service. This description will be visible on customer estimates and invoices.

💡 Tip: You have access to AI assist to ensure your spelling and grammar are correct.

🎉 Click Save and you are done!

Your new service is added. If you want your new service to be visible to your customers from your Customer Portal, reach out to Boatyard using the support icon on the bottom right corner of any screen and we can set it visible for you, or reach out to your customer success manager and we will publish them in your portal.

Canned Services

🛠️ If you have the Boatyard Parts Inventory module you can easily turn your service into a Canned Service. This means that parts and labor will be automatically added to a work order—saving you time and ensuring accuracy.

  • Add Parts: Search and add any standard parts required for this service.

  • Add Labor: Input typical labor hours and rates.

If you're interested in upgrading to unlock the powerful Parts Inventory feature, reach out to info@boatyard.com for more information.

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