If you are a Dockmaster user and want to import your work orders into Boatyard, you will need to set up the Boatyard invoice template in your Dockmaster account. This article will guide you through the process of adding the template to your account.
How to Add the Boatyard Invoice Template to Dockmaster
To begin, log into your Dockmaster account and navigate to the Service Management section. Go to Printing, and then select Layout Maintenance.
Once the Layout Management screen has loaded, select Open and then Open Local File to upload the template.
Next, locate the Boatyard Service invoice report template on your device. This is the template that you will need to add to your Dockmaster account.
Click on the template file to open it within Dockmaster. This will allow you to customize the template and save it to your account. You'll be able to change the name and description of the template when you upload it.
Next, click on "Save As" and save it within your Dockmaster account. This will ensure that the template is easily accessible for future use.
Congratulations, you have successfully added the Boatyard Invoice Template to your Dockmaster account! You can now use this template to import your work orders into Boatyard and streamline your invoicing process.