Equipment
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The 🔧 Equipment page is your gear inventory: every piece of equipment on the boat, with its condition history, service history, costs, and replacement tracking.
Adding equipment
Click + Add equipment and fill in what you know: category, name, make, model, serial number, quantity, purchase date and price, and notes. If you don't know when something was bought, set the purchase date to Unknown rather than guessing. Attach photos (pick several at once from your camera or library) and an invoice or receipt.
You can also add equipment in other ways:
- Receipts and build sheets. Upload them through First Mate, which proposes each item for you to review. Small consumables and personal items on a receipt are logged as expenses instead of equipment.
- ✨ Ask First Mate to fill in what it can. On this page, it suggests the likely factory-standard engine for your make, model, and year (primary owner only; see First Mate).
- Chat. Ask First Mate in chat to add a piece of equipment.
Each item shows a status (In Use, Spare/Extra, or Retired) and a condition badge (Excellent, Good, Fair, or Replace), plus purchase info and any replacement-due flag.
An item's tabs
Open an item to see its tabs:
- Basic Info and Purchase Info: the details above.
- Replacement Tracking: when it should be replaced (see below).
- Condition: inspection history.
- Service History: every Service Log entry linked to this item. Log service adds one directly from here. Entries show whether they're Verified (logged or confirmed by your boatyard), QB Verified (billed through QuickBooks by your boatyard) or Owner-logged.
- Expenses: every expense linked to this item, with + Add expense (see Expenses).
Documents tagged to the item, such as manuals, warranty cards, or files shared in a conversation, also appear with it.
Condition History
On the Condition tab, record what you see right now: date, engine hours, a condition rating, and comments. Each entry is dated and added to the history below, so you can see how the item has held up over time. Entries can carry their own photos and documents (for example, an oil sample report), and you can add a to-do directly from an entry if something needs following up. Older entries collapse to keep the list tidy.
The item's age at each inspection is calculated from its purchase date.
After you log service or complete a maintenance task involving this item, ReadyHelm asks Log a condition update too?, which gives you a quick way to note its condition while you're looking at it. Checklist items tied to the item can also ask for hours or condition (see Checklists).
Replacement Tracking
Set any combination of:
- Replace by date
- Replace after a period from the purchase date (for example, every 2 years)
- Replace at engine hours
Once a threshold is close or passed, the item shows a "Replace soon" or "Replace now" flag on the Equipment list. The replacement schedule also appears as a maintenance task, so it gets the same automatic reminders.
Filtering
Use the filter panel to narrow the list by category, status, condition, or replacement-due state.
Deleting equipment
To remove something that shouldn't be in the inventory (for example, an item added by mistake from a receipt), open it and choose Delete. This removes the item along with its photos and condition history. Service Log entries, expenses, and documents that were linked to it are kept, but they no longer show it as related equipment. This can't be undone. For gear that's simply no longer aboard, consider setting its status to Retired instead, which keeps its history.