Your service menu will consist of every bookable service you offer. It powers your work orders, customer portal, and service reminders.
How to Create a New Service
Click the orange "Add New Service" button in the top right corner to add a new service.
Clicking on the "Add New Service" button opens up a pop-up where you can create your new service.
Add a custom name for the service that would be easily recognizable to your team and to your customers. Classify the service under the appropriate category.
💡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
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 for Grow & Enterprise subscribers
🛠️ If you have the Boatyard Parts Inventory module (available in Grow and Enterprise plans), you can easily turn this 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.
Prefer a video tutorial?