For Service Writers
Everything you need to know as a service writer using Boatyard.
41 articles
Managing Your Orders
Learn how to create and manage orders
Creating An OrderHow to manually create an order in the dashboard
Editing Order DetailsHow to change the details of an existing order (IDS Order Import, Edit, Add Item, Delete).
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
Adding DiscountsCreating and Adding discounts to orders
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
Customer Communication
Learn how to invite your customers to join BY, communicate with them, and track them internally.
MessagingHow to message customers through Boatyard.
Status UpdatesSending and creating status updates
Inspection ReportsLearn how you can complete and send an inspection report to your customers
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
Estimates & Invoices
Learn how to send estimates and invoices your customers
Deposits and Partial PaymentsHow to request a deposit/ partial payment from your customers.
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
Task ManagerAn overview of Boatyard's Task Manager to help organize your to-do list!
Jobs
Learn how to get started with Boatyard's jobs.
Assigning JobsEasily send the right jobs to the right technicians.
Viewing or Editing Time on a JobHow to view or edit 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.
Scheduler
Learn more about how to use your scheduler
Adding a Job to SchedulerA detailed look at how to set up and use our scheduler feature for your team.
Manually Add an EventHow 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.
Setting Scheduler PermissionsHow to set the permission of a technician to view everyone's schedule.
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.
Warranty Claims
Learn how Boatyard's feature help you manage and track your warranty claims
Warranty ClaimsHow to track and manage your warranty claims in Boatyard
How to add a ManfuactureLearn how to add a manufacturer for your warranty claim tracking