Getting Started
New to Boatyard? This section goes over the basics.
17 articles
How to Activate Your Boatyard AccountHow to register your Boatyard account and log in for the first time.
Boatyard Dashboard OverviewA high-level overview of the core modules and functionalities that come together to create the Boatyard platform.
Where Can I Get More Help?The Boatyard team is here to help! No matter what your question, request or issue, we are here to support you.
Troubleshooting Common IssuesTroubleshooting guide for common issues.
Setting Up Your Dashboard
Learn how to set up your new Boatyard Dashboard
Importing a Customer ListIf you have an existing customer list, we can help add the information to your dashboard.
Building Out Your Service MenuCreate new service menu line items for your work orders and Customer Portal.
Creating Canned ServicesHow to create canned services within Boatyard
Getting your parts inventory in your Boatyard dashboardParts Inventory Management
Managing Your Orders
Learn how to create and manage orders
How to Add a Customer in BoatyardLearn how to manually create a new customer record by using the Customers module in Boatyard.
Creating An OrderHow to manually create an order in the dashboard
Editing Order DetailsHow to change the details of an existing order (IDS Order Import, Edit, Add Item, Delete).
Accepting An Order In The DashboardHow to accept an order from the dashboard.
Taking Action On Orders (Duplicating, Canceling, and Completing)How to duplicate, cancel, or complete an order for an order.
Reassigning An OrderHow to reassign an order from one team member to another.
Using Internal Order NotesInternal notes are an easier way to communicate with your team
Adding DiscountsCreating and Adding discounts to orders
Print or Download an OrderHow to print or save a PDF copy of an order in Boatyard