How to Build a Standardized Digital Boat Check-in Process

Adding a few minutes to the start of every service order can have resounding benefits across your business.

Increased Efficiency. A clear, well-defined check-in process means your techs waste less time searching for information or deciphering notes. This translates to quicker job turnaround times and the ability to serve more customers per day.
Improved Customer Satisfaction. A smooth and efficient check-in sets the tone for the entire service experience. Customers appreciate feeling valued and knowing exactly what to expect. Plus, thorough inspections can lead to more accurate service estimates and faster order approvals.
Liability Protection. Thoroughly documenting a boat’s visible state at check-in can be accomplished in less than 1 minute with a walk-around video. In the off chance that you and a customer disagree about a boat’s arrival condition, you have an easy way to solve the discrepancy.
Increased Revenue. A well-designed digital check-in form like this free one from Boatyard can capture potential issues that may not have been initially reported by the customer. This allows you to identify upsell opportunities for additional services, such as preventative maintenance or parts replacements, and potentially saves your clients from on-water safety hazards.

To start implementing a standardized boat check-in, get your team in the habit of following this simple 4-part protocol.

Appointment Verification. Confirm the appointment details and any specific concerns the customer may have, at least 24 hours ahead of time. This can be done with the click of a button in Boatyard and can help save valuable time in the case of a cancellation or last-minute change.
Inspection. Implement an easy-to-use digital boat inspection form that covers all key areas of the boat, from engines and electrical systems to the hull and interior. In addition to eliminating paper clutter and data-entry, it will create a professional report to impress your clients and encourage additional service add-ons.
Service Review and Estimate. Clearly explain the service plan, discuss any identified issues, and provide a detailed service estimate.
Customer Approval. Follow up with the customer within 48 hours of issuing the estimate to maximize your chance of approval. Once you have obtained customer approval on the estimate, work can begin. This ensures your team’s time is not wasted and gives you the opportunity to protect your company cashflow and collect deposits on work that has high up-front costs. ⁠

How to Standardize Your Boat Check-in Process