# Working on a Vessel

_ReadyHelm Pro Portal guide, chapter 03 · Last updated 2026-10-28 · https://app.readyhelm.com/guide/pro/working-on-a-vessel.html_

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](https://app.readyhelm.com/guide/pro/work-orders-and-service-log.html)).

## 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.