Working on a Vessel
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Click a boat anywhere in the portal to open it. What you see depends on your access:
| Access | Tabs |
|---|---|
| Full access (the owner granted your organization) | Overview, Service History, Work Orders, Maintenance, Tech Specs, Documents |
| Log access only (no grant yet) | Overview, Service History |
| Brokerage | Overview, Service History, Sale Report, Tech Specs, Documents, Listing |
Without full access yet
A boat you found by HIN but haven't been granted shows You don't have full access to this vessel yet. You can log real service history against it right away; its tech specs, documents and other providers' history stay hidden. Request provider access asks the owner, and the button shows Access request pending until they answer.
A hull no owner has claimed yet shows Provisional Custodian: you can log against it until its owner links their account.
Overview
The owner and boat details, Maintenance alerts (anything overdue or due soon, with urgent items first), and Recent service. + Log service entry starts an entry from here (see Work Orders & Service Log).
Service History
Every service entry on the boat, newest first, with the system, work performed, technician, amount and status. Entries your team logs are pro-verified and count toward the boat's verified history.
Maintenance
The boat's scheduled maintenance tasks, the same list the owner sees in their app.
- + Add task: pick the system, name the task (for example, "Change engine oil"), and set Remind every… so many engine hours or days. The countdown starts from today.
- Mark done records it as done today and restarts the countdown.
- Edit or delete a task from its row.
When a task comes due, the owner gets a to-do and a reminder email.
Tech Specs
The boat's equipment: category, name, make, model, serial number, quantity, HP/kW, year and notes. + Add adds a piece of equipment. Filter by category at the top.
Documents
Upload manuals, maintenance schedules, wiring diagrams and certificates. Filter by document type at the top. ↓ Download opens a document.
The Shared library toggle on each document decides who sees it. Shared documents appear in the owner's ReadyHelm app; unshared ones stay with your organization.
Owner to-dos shared with you
When an owner shares a to-do with your organization as a service request, it appears under Shared by the owner on the boat's Work Orders tab. Create work order turns it into a work order, with the details filled in from the to-do.