For Service Writers
Everything you need to know as a service writer using Boatyard.
60 articles
Managing Your Orders
Learn how to create and manage orders
- Creating An OrderHow to manually create an order in the dashboard
- Reassigning An OrderHow to reassign an order from one team member to another.
- Using Internal Order NotesInternal notes are an easier way to communicate with your team
- Print or Download an OrderHow to print or save a PDF copy of an order in Boatyard
- Orders with Custom FormsManaging orders with services that use forms
- Approving Line ItemsLearn about how line items on an order are approved or unapproved
- Transferring Line ItemsLearn how to transfer line items to a new order
- Saving a Line Item as a Canned ServiceHow to save a line item as a canned service
- AI Order SummaryLearn how our AI Order Summary can help you stay up to date
- Canned OrdersLearn how to use the template canned orders in Boatyard
- Troubleshooting Common IssuesTroubleshooting guide for common issues.
- Using Bulk Actions in Orders and JobsLearn how to use bulk actions on orders and jobs
Customer Communication
Learn how to invite your customers to join BY, communicate with them, and track them internally.
- Sending Inspection Reports to CustomersLearn how to send an inspection report to a customer for review or approval
- Inspection Report FAQLearn how you can complete and send an inspection report to your customers
- MessagingHow to message customers through Boatyard.
- How to Use AI-Powered Order Status UpdatesKeep customers informed with AI-drafted updates based on real technician activity.
- Status UpdatesSending and creating status updates
- All About Automated Service RemindersLearn how to create automated reminder rules, send one-off manual reminders, and import reminders in bulk
- Media on an OrderHow to add and manage files on a order
- Customer Media CenterAdding documents to a customer profile.
- Request Boat InsuranceHow you can quickly and easily request boat insurance information from your customer.
- How Customers Can Delete Their AccountInstructions on how customers can delete their account from the Boatyard platform
- Bulk Importing Service RemindersHow to use bulk import service reminders into your dashboard
- Status Update Templates for Spring Launch and Recommissioning ProgramsClear, proactive communication is one of the biggest differentiators between a stressful spring launch and a smooth one.
- Customer Activity FeedSee all our customer activity in one place!
- How to Request a Custom Checklist InspectionHow to complete the Inspection Report Request Template so Boatyard can build your custom inspection report.
Estimates & Invoices
Learn how to send estimates and invoices your customers
- Deposits and Partial PaymentsHow to request a deposit/ partial payment from your customers.
- Optional Line Items on EstimatesLearn how to send an estimate with optional line items
- How to Export InvoicesLearn how to export your invoices from Boatyard to an Excel file
- Work Authorization for DiagnosticsHow to get work authorization before starting diagnostic work on a customer's boat
- How to Add a Discount to an OrderLearn how to apply a discount amount or percentage to an order
Jobs
Learn how to get started with Boatyard's jobs.
- Assigning JobsEasily send the right jobs to the right technicians.
- Adding, Editing, & Deleting Time on a JobHow to add, edit or delete time on a job from your dashboard.
- 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
- 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 Approve Pending Parts Requested by TechniciansLearn how to approve pending parts that a technician has added to a job
- Printing Jobs for TechniciansLearn how to print a copy of a job to give to a technician
Scheduler
Learn more about how to use your scheduler
- Using the SchedulerLearn how to use Boatyard's drag-and-drop scheduler
- Adding a Job to SchedulerA detailed look at how to set up and use our scheduler feature for your team.
- Adding Standalone EventsHow 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.
- Saved Views in SchedulerHow to create and save a custom view in the Scheduler
Payments
Learn about how to process payments, refunds and manage credit cards
- Processing PaymentsHow to process payment for a customer's order.
- Requesting A Credit CardIf you do not have a valid payment method on file for your customer, you can quickly and easily request credit card information.
- Exporting Transaction ReportHow to filter and export your transaction report
- Issuing a RefundHow to issue a refund to a customer in the dashboard.
- Adding a Credit Card to an OrderHow to manually add a new credit card as a payment method to a customer's order.
- How Do I Add or Delete Credit Card InfoA few easy steps to keep a customer's credit card info up to date.
- ACH DiscountsLearn more about adding an automatic discount to your invoices when the customer pays by ACH
- Payments on Orders via the M2 Reader or Tap-to-PayLearn how to take a credit card payment on an order using the Stripe M2 reader or Tap-to-Pay
Warranty Claims
Learn how Boatyard's feature help you manage and track your warranty claims
Tasks
Learn more about Boatyard's Task Manager
Winterization & Spring Launch
Learn how to use Boatyard to help with your winterization and recommissioning
- How to use Boatyard for Winterization & RecommissioningLearn how Boatyard can help you collect information and sign contracts for winter storage and spring launch
- Tips for Managing Winterization and Recommissioning OrdersLearn how to use Boatyard's tools to manage your winterization and recommissioning orders
- Using Canned Orders for WinterizationHow to use the canned orders feature in Boatyard to save time creating estimates and assigning jobs to technicians during winterization season.
- How to Run Your Spring Launch with BoatyardA step-by-step guide to using the tools in your Boatyard dashboard to run your most organized and profitable spring launch yet