Dashboard & Fleet
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Dashboard
The 📊 Dashboard summarizes your organization's work.
- Service organizations see open and urgent work orders, the number of boats in the fleet, and the fleet's average health score. Below that are Urgent work orders and Fleet health (each boat's score, with an Alert badge when something is overdue). Click any row to open the boat.
- Brokerages see active listings, total showings, how many history reports are ready, and the portfolio's average health. Below that are Active listings and Report readiness.
Invitations from owners
When an owner invites your organization to service their boat, a banner at the top of the portal shows it. Accept gives your organization access to that boat (anyone on your team can then work on it); Decline turns it down. Access belongs to the organization, not to one person.
Fleet
⚓ Fleet lists every boat your organization can see: name and owner, HIN, year, make and model, engine hours, location, health score and alerts. Click a row to open the boat (see Working on a Vessel).
Finding a boat
Search vessel / HIN… (or the 🔍 button) searches by HIN, boat name or owner. Type at least 2 characters. When you type a full HIN, the portal checks whether ReadyHelm already knows it:
- A boat in your fleet opens directly.
- A HIN registered to someone else shows HIN already registered. Open it with Log Access Only: you can log real service history right away, while its specs, documents and other providers' history stay hidden. From there, Request provider access asks the owner for full access.
- A new HIN offers Register it now.
Adding a vessel
+ Add vessel pre-registers a hull for your fleet: HIN, name, make and model (required), plus year, type, engine hours and location.
You get provisional access straight away and can log real service history against it. Until an owner claims the HIN, the boat shows Provisional Custodian. When the owner links their account to the HIN, everything you logged stays with the boat for them to see and review, and you keep your access.
If you know who the real owner is, enter their email when asked. A request goes to whoever owns the HIN on record. If that email has no account yet, the request is kept and resolved when they sign up.