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Your logo and email.

Put your company on the report cover, send reminders from your own address, and set the order techs walk a boat.

How to · 5 November 2026

An owner who opens your report should see your company, not ours. Your name, your logo and your phone number sit on the cover. This guide covers the Company tab: the logo, the contact details, the email address that reminders come from, and the order your techs walk a boat in.

Who can change these

Owners and admins. The Company tab in Account only appears for them, so if you are a tech and cannot find it, that is why. Ask an owner or admin on your team. The Places on a boat tab is different: everyone can open it and read the walk order, but only an owner or admin can change it.

To get there, open the Menu and look under Your company. Company settings holds Company logo and Report email. Inspection settings holds Check order. Each one lands you on the right spot in Account.

Set your company name, phone and email

  1. Open Account, then the Company tab. The first card is Your company on reports.
  2. Fill in Company name, as owners should see it. It cannot be blank, because it is on every report. Keep it under 80 characters.
  3. Add Phone and Email (owners' replies go here). The email field is where replies land when an owner answers you.
  4. Add your Website and Address if you want them shown.
  5. Tap Save. You will see "Saved. Reports sent from now on use this."

If the email address does not look right, the screen tells you and nothing is saved. Fix it and tap Save again.

Add your logo

Under Logo (shown on the cover), choose a file from your phone. It must be a PNG, JPEG or WebP image, up to 4 MB. Other types, including SVG, are refused with a message. The logo uploads as soon as you pick it, so you do not need to tap Save for it.

Reports have a dark navy cover. Look at the Preview under the form: it draws the top of a report cover with your logo, name and contact line, and it updates as you type. If your logo has a dark background or dark lettering, it may be hard to read on navy. Try a version with a transparent or light background, and check it in the preview before an owner sees it. On the report itself the logo is capped at a modest size at the top of the cover.

The picture an owner sees when the report link is shared in Messages or Mail works the same way. If the boat has a cover photograph, that comes first. Otherwise your logo is drawn on the report's navy, so a white logo made for a dark cover still shows.

Colors, disclaimer and footer

The same card lets you set Brand navy (cover, headings) and Brand accent (score, links) with a color picker or a six digit hex code. If a color is too light to read, the screen warns you and reports keep the default instead. Reset logo and colors takes the logo and both colors back to the default.

The Disclaimer, printed at the foot of every report starts with standard wording. You can change it to suit your business. Keep it clear that a report is not a survey. Use the standard wording puts it back. Extra footer line (optional) is for a license number or office hours. Reports carry one small YachtGrade line at the foot, and everything else is yours.

Connect your own email

Below the company card is Email to owners. Until you connect your own, reminders go out from a shared address under your company name, and replies come to the email in your company details. To send from your own address instead:

  1. Tap Connect your email.
  2. Pick how to send under Send through: your mailbox (Gmail, Outlook, any SMTP), Resend, or Brevo.
  3. Enter the From address owners should see. Sender name (optional) shows your company name if you leave it blank.
  4. For a mailbox, enter the Mail server, Port and Username, then the Password. The screen gives the settings for Gmail (smtp.gmail.com, port 465, with an app password rather than your normal one) and for Outlook and Microsoft 365 (smtp.office365.com, port 587). For Resend or Brevo, paste the API key instead.
  5. Tap Save and send a test. A test goes to the email you are signed in with.

If the test fails, the screen shows the reason, such as a wrong password. Send another test tries again, and Disconnect goes back to the shared address. The saved password is kept for you; leave the field blank to keep it.

Set the order your techs walk a boat

The Places on a boat tab lists the places in the order every check is walked, so a tech crosses the engine room once, not ten times. Owners and admins can tap a name to rename it, use the up and down arrows to move it, add a place at the bottom, or remove one. Removing a place does not delete questions. The screen tells you how many would become unplaced before you confirm, and says nothing is deleted.

Common questions

Why can't I see the Company tab?
It is for owners and admins only. A tech, contractor or viewer sees the tabs for their own account and the read-only Places on a boat list. Ask an owner or admin to make the change or to change your role.

Why won't my logo upload?
It has to be a PNG, JPEG or WebP file no larger than 4 MB. SVG files are refused. If the upload fails for another reason, the screen shows the message. Try the file again, or export a smaller copy from your phone's photos.

Does the logo change reports I already sent?
The screen says reports sent from now on use the new details, so change them before you send the next report.

Do I have to connect my own email?
No. Reminders still go out from a shared address under your company name, and replies come to the email in your company details. Connecting your own makes them come from your address instead.

Can a tech change the check order?
A tech can read the order but cannot change it. Owners and admins can.

Next, see how to set up your first boat, how to add techs and set their permissions, and what the report looks like.

More how-to guides

YachtGrade was designed by a USCG 100-ton captain who spent five years managing, detailing, running and selling boats in South Florida, after four years building IT systems for businesses. Who built it →

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