Dashboard Management & Settings
Learn more about the different settings within your dashboard.
14 articles
Adding Team Members To The DashboardLooking to add more team members to the Dashboard? See how here.
Adding TechiciansHow to add subcontractors or sublets to Boatyard.
Account Settings
Learn more about the settings in Boatyard.
Setting Tax PreferenceLearn how to set and update your default tax preference for your location, for individual services, and for individual line items.
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.
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.
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