Onboarding
New to Boatyard? Smooth sailing ahead when you check out this section!
24 articles
- Managing Your Team in BoatyardHow to add or remove team members or technicians from Boatyard.
- Setting Team Member PermissionsLearn how to set up team member permissions
- Managing Your Settings in BoatyardUse the Settings area to update your profile, payment info, notifications, integrations, tax preferences and tags.
- Boatyard Dashboard OverviewA high-level overview of the core modules and functionalities that come together to create the Boatyard platform.
- 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.
- Creating Canned ServicesHow to create canned services within Boatyard
- How to Add a Customer in BoatyardLearn how to manually create a new customer record by using the Customers module in Boatyard.
- Terms and ConditionsCreating, viewing, and using terms and conditions in Boatyard.
- Setting up Sales Tax in BoatyardLearn how to set up your sales tax rates in Boatyard
- Profitability Reporting in BoatyardBoatyard’s Profitability Reporting helps you understand how labor and parts costs compare to revenue, giving you clearer insight into job-level and line-item profitability.
- Customer TagsLearn how to set up and add customer tags
- Showing or Hiding Part IDs on Estimates and InvoicesLearn how to show or hide the part number of customer estimates or invoices
- Setting Up Tax-Exempt CustomersLearn how to flag a customer as tax-exempt
- Setting Up a Bluetooth Barcode ScannerLearn how to set up a Bluetooth barcode scanner, such as a Netum
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.
Customer Portal
Learn how to invite your customers to use your Customer Portal
Importing Your Data
Learn how to set up your new Boatyard Dashboard