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Put your company on the report cover, send reminders from your own address, and set the order techs walk a boat.
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.
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.
If the email address does not look right, the screen tells you and nothing is saved. Fix it and tap Save again.
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.
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.
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:
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.
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.
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.
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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This describes how the current YachtGrade app works. It is general guidance, not a survey and not a substitute for one.
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