# Getting Started with ReadyHelm Pro _ReadyHelm Pro Portal guide, chapter 01 Β· Last updated 2026-10-28 Β· https://app.readyhelm.com/guide/pro/getting-started.html_ The Pro Portal is where marine businesses work on their customers' boats: boatyards, mechanics, mooring services, brokerages and more. Owners see the verified work you log in their own ReadyHelm app. ## One account, two apps Every person has one ReadyHelm account. You use it for your own boats in the owner app and for your business in the Pro Portal. Your access in the Pro Portal comes from belonging to an **organization**, and you can belong to several. - In the Pro Portal, **β›΅ My boats** in the sidebar opens the owner app, already signed in. - In the owner app, **🧰 Pro portal** at the bottom of the sidebar comes back here. See [Getting Started](https://app.readyhelm.com/guide/owner/getting-started.html#getting-started-finding-your-way-around) in the owner guide. Sign in with **Google** or with your email and password. **Create one** makes a new account, and **Forgot password?** emails a reset link. ## Joining or starting an organization If your account isn't part of an organization yet, the Pro Portal shows two options: - **Invitations**: an invite from an organization's Admin, sent to your email. **Join** accepts it. Your email needs to be verified first, and the invite must match your account's email. Joining doesn't affect your own boats. - **Start an organization**: enter the business or organization name and **what kind of organization** it is (check all that apply), then **Start organization**. You become its Admin and can invite your team. A company of one is fine. The organization's types decide which modules it sees. A mooring service or marina sees **Berths**, a race organizer sees **Racing**, and a brokerage sees **Listings** and **Reports**. A business that is both a brokerage and something else gets a **Service / Brokerage** switch in the sidebar. If you're an Admin of an organization, the Pro Portal also asks for a code from an authenticator app on your phone when you sign in. It walks you through setting that up the first time (see [Two-factor authentication](https://app.readyhelm.com/guide/pro/my-account-and-feedback.html#pro-my-account-and-feedback-two-factor-authentication)). ## Agreements The first time you sign in, and whenever a new version is published, you accept the terms that apply to you. Each organization also has a **business agreement** that one of its Admins accepts on its behalf. Until they do, everyone else sees a page explaining that the organization is waiting on its Admin. ## Licenses Pro work needs a **license**, which is a seat on your organization's plan. Without one, you can sign in but see **No license assigned** until an Admin gives you one (see [Admin & Settings](https://app.readyhelm.com/guide/pro/admin-and-settings.html#pro-admin-and-settings-team)). Admins can always manage the team, plan and profile, licensed or not. ## Several organizations The organization you're working in shows at the top of the sidebar. If you belong to more than one, **Switch organization** moves between them. Everything you see follows the organization you're signed in to. ## Getting your organization set up A new organization's Admin sees **Get your organization set up** on the Dashboard. It has four steps, each ticked off as soon as it's done: 1. **Fill in your public profile**: contact details and what you do. 2. **Add your first client boat** (or, for a brokerage, **your first listing**). 3. **Invite your team.** 4. **Get verified**: a verified badge shows owners your business documents were checked. Each step's button goes straight to the screen that does it. **Hide** removes the card. ## Finding your way around The sidebar lists the modules your organization uses: | Module | What it's for | | --- | --- | | πŸ“Š Dashboard | Today's work at a glance | | 🧰 My Jobs | A tech's own jobs on a phone, with or without signal | | βš“ Fleet | Every boat you have access to | | πŸ‘₯ Customers | Your contacts, their boats, email and texts | | πŸ—‚οΈ Pipeline | Every job from request to done, by stage | | πŸ“₯ Requests | Service requests from your website and the phone | | πŸ“… Bookings | Customers picking a time for service | | πŸ—“οΈ Dispatch | Your techs' and bays' schedule | | 🟠 Berths | Moorings and slips: inspections, reports, mooring work, slips held for tenants | | 🏁 Racing | Race seasons: schedule, divisions, registration options and entries (race organizers) | | πŸ”§ Work Orders | Open jobs across your fleet | | 🧾 Quotes | Prices for owners to approve | | πŸ“¦ Parts | Parts catalog, stock and purchase orders | | πŸ“‹ Service Log | Verified work your team has logged | | ⚠️ Disputes | Owners questioning an entry you logged | | βœ… Verifications | Owners asking you to confirm their own entries | | 🏷️ Listings, πŸ“„ Reports | Brokerage listings and history reports | | πŸ’¬ Messages | Conversations with owners | A module your plan doesn't include shows locked, with the plan that unlocks it. **Search vessel / HIN…** at the top of the sidebar finds any boat. **πŸ“– User Guide** (this guide), **βš™οΈ Admin & Settings** and **πŸ’¬ Give Feedback** are at the bottom. ## Common questions ### What is the ReadyHelm Pro Portal? The part of ReadyHelm for marine businesses, such as boatyards, mechanics, mooring services, marinas, harbor master offices and brokerages. Your team logs verified service, runs work orders and quotes, inspects moorings, manages a harbor, or lists boats, and owners see your verified work in their own app. ### Do my customers need to be on ReadyHelm before I can log work on their boats? No. Add a boat by its HIN and you can log verified service on it straight away as its **Provisional Custodian**. When the owner joins and links the HIN, everything you logged is there for them (see [Dashboard & Fleet](https://app.readyhelm.com/guide/pro/dashboard-and-fleet.html#pro-dashboard-and-fleet-adding-a-vessel)). ### How much does the Pro Portal cost? Pro Free is $0 for one seat, Pro Standard is $15 per seat per month, and Pro Plus is $25 per seat per month. See [Plans, Prices & Limits](https://app.readyhelm.com/guide/reference/plans-pricing-and-limits.html#ref-plans-pricing-and-limits-pro-portal-plans).