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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.