Field Management
Creating and assigning jobs, time tracking, and using the Pro App.
25 articles
Getting Started with Scheduling & Time TrackingLearn how you can get started using the Boatyard Scheduler and Time Tracking
Jobs
Learn how to get started with Boatyard's jobs.
Assigning JobsLearn more about using Jobs to send work orders to your technicians.
Assigning a Job to Multiple TechniciansHow to assign a job to more than one technician
What is the Job Activity FeedLearn more about the job activity feed and timeline.
Comments & Tagging in JobsHow to use comments and tagging in the job activity feed to help your team communicate better.
A Closer Look at Contractor JobsTake a closer look at a contractor job
Scheduler
Learn more about how to use your scheduler
Adding a Job to SchedulerA detailed look at how to set up and use our scheduler feature for your team.
Manually Add an EventHow to manually add an event to scheduler without using an order or job.
Editing an EventHow to edit an event in scheduler.
Customizing your Scheduler ViewLearn how you can customize the view of your scheduler.
Setting Scheduler PermissionsHow to set the permission of a technician to view everyone's schedule.
Time Tracking
Learn more about how to manage time tracking in your dashboard
How To View Time On A JobWhen time is added to a job for a technician, this article will show you where you can find that information.
View Job Time in an OrderHow to view the tech time and notes for a job in the line item of an order.
How To Use Time Tracking ReportsEasily export your time tracking details.
Boatyard Pro
Articles to help techs and contractors using the Pro App
Overview of the Boatyard Pro App for TechniciansThis article will help technician's get started using the Boatyard Pro app.
Activating Your Account for Technicians and ContractorsLearn how to activate your account and log into the Boatyard Pro app as a sublet or technician.
Viewing Schedules in the Boatyard Pro AppYou can filter to view any or all technicians' schedules in the Pro app!
Accepting a JobLearn how to accept a job in the Boatyard Pro App
Logging time on the Boatyard Pro App
Adding Photos, Videos & Notes to JobsLearn how you can add photos, videos and notes to a Job in the Boatyard Pro app
How to Change the Status of a JobLearn how to update the status of a job to mark it as in progress or completed.
How to Create a Standalone JobLearn how technicians can create a job any time from their Pro App
Filtering Jobs by StatusLearn how to filter your list of jobs by status
How to Use the AI Assist FeatureAI Assist improves communication between your team and customers by instantly polishing and correcting notes on orders and jobs.
Adjusting Media Upload SizeInstructions on how to adjust the size of video and image files on your phone for faster image uploads in the Pro App.