Customer Communication
Learn how to invite your customers to join BY, communicate with them, and track them internally.
14 articles
- 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.