When you open up a customer's profile within your Boatyard dashboard, there is a document center. This section allows you to save any type of document associated with that customer.
Some ideas include:
Warranty Documents
Maintenance Plans related to the customer's boat
Pre-Boatyard orders
Storage Contracts
Service history
📝You can upload many different file types in the document center, including images, PDF's, text documents or video.
To use the Document Center
Follow these steps:
Navigate to the "Customers" section from the left navigation bar.
Search for the Customer you have a file for and click to open their profile.
Scroll to the Customer Files section
You can drag and drop files into this section
You can also opt to click on "Action" where you can upload, download, edit or delete the files in the customer file area.
