How-To Guides

Getting the most from Yacht Logic Pro

Having trouble using the app, or just looking for some quick tips? Check out the how-to guides below for step-by-step instructions for some the most essential features in Yacht Logic Pro.

Add a new User

Add an Employee Role

Adding a new Customer and Boat

Adding a new Service

Adding a new Job

Adding a new Task

Adding your Tax, Payment, Invoice, and Company Information

Creating a new Work Order/Estimate

Adding a Parts Request

Tracking Parts & Inventory

Managing Inventory Locations

Adding Jobs using AI

Creating an Invoice

Creating a Purchase Order

Adding Time Cards

How to use the Gantt Chart and To Do List

Scanning & Managing Parts from your Mobile App

Customizing your experience (Weather, Language, Dark Mode

Calling and Texting Customers Inside the App

AI Call Transcription and Smart Job Creation

Add a new User

Add an Employee Role

Adding a new Customer and Boat

Adding a new Service

Adding a new Job

Adding a new Task

Adding your Tax, Payment, Invoice, and Company Information

Creating a new Work Order/Estimate

Adding a Parts Request

Tracking Parts & Inventory

Managing Inventory Locations

Adding Jobs using AI

Creating an Invoice

Creating a Purchase Order

Adding Time Cards

How to use the Gantt Chart and To Do List

Scanning & Managing Parts from your Mobile App

Customizing your experience (Weather, Language, Dark Mode

Calling and Texting Customers Inside the App

AI Call Transcription and Smart Job Creation