Service History

Overview

Service history is the boat-level record of work performed on a boat, visible to the customer it was sent to. It is separate from your company's internal work order data. Nothing is shared with a customer automatically — Company Admins must explicitly send a service record after a job is complete.

What Gets Sent

When sending a service record, you choose what to include:

• Title (required when sending)
• Description of work completed
• Completion date
• Invoiced total (optional)
• Selected photos (optional)

What Stays Private

The following information is never shared with customers and is always company-private:

• Internal notes and chat
• Labour rates and hourly costs
• Profit margin calculations
• Time entry details (individual hours logged)
• Internal material costs

How to Send a Service Record

From a completed work order, click Send to the customer.

1. 1Review the summary details (title, description, completion date).
2. 2Optionally include the invoiced total.
3. 3Select which photos (if any) to include.
4. 4Click Send.