Onboarding
New to Boatyard? Smooth sailing ahead when you check out this section!
22 articles
Adding Team MembersLooking to add more team members to the Dashboard? See how here.
Adding and Removing TechniciansAdding and Removing Technicians from Boatyard
Boatyard Dashboard OverviewA high-level overview of the core modules and functionalities that come together to create the Boatyard platform.
Terms and ConditionsCreating, viewing, and using terms and conditions in Boatyard.
Payment Terms on InvoicesAdd custom payment terms to your invoices
Building Out Your Service MenuCreate new service menu line items for your work orders and Customer Portal.
How to Add a Customer in BoatyardLearn how to manually create a new customer record by using the Customers module in Boatyard.
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.
Customer Portal
Learn how to invite your customers to use your Customer Portal
Invite a Customer to Your Customer PortalYour customers will receive an email with a link and all they have to do is pick a password and they are done!
Sending Bulk Customer Portal InvitesHow to send a bulk invite to your customer portal.
Account Settings
Learn more about the settings in Boatyard.
Setting Tax PreferenceLearn how to set and update your default tax preference for your location.
Setting Default Labor RateHow to set your location's default labor rate.
Setting Up Miscellaneous ChargesHow to add a credit card fee, shop supplies or other standard charges to your invoices.
Custom Reporting
Learn more about Boatyard's custom reporting suite.
Custom Reporting DashboardWhat is custom reporting?
Downloading Reporting DataHow to download data from your reporting dashboard
Importing Your Data
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.
Importing Parts DataParts Inventory Management
Setting Up a Payment Gateway
Learn how to set up your payment gateway
Connecting to Stripe Payment GatewayStep-by-step instructions on how to set up your Stripe payment account to accept credit card and ACH payments.
Connecting to QuickBooks Payment GatewayHow to connect your Boatyard dashboard to your Quickbooks payment account.
Connecting to Authorize.net Payment GatewayHow to connect your Boatyard dashboard to your Authorize.net payment account.
Connecting to WorldPay Payment GatewayHow to connect your Boatyard dashboard to your WorldPay payment account.
Connecting to Moneris Payment GatewayHow to connect your Boatyard dashboard to your Moneris payment account.