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Finish the check, handle what you skipped, send the report, and fix it if something was wrong.
The check is not finished until the report exists, and the report is not useful until the owner has it. This walks through the last steps: finishing the check, what to do about questions you skipped, sending the report, and what to do if something needs correcting afterward.
The checklist screen tells you where you stand. When every question is answered it says "All done". If some are still open, a line under the finish button counts them and says that unanswered ones print as Not checked.
You do not have to answer everything. If you cannot get to something, tap Skip for now. The report will show it under Not checked, plainly, with no tick it has not earned, and it is left out of the score instead of counting as a pass. On a critical item, the app asks "Why skip this critical item?" and offers a reason: "Couldn't get to it", "No power, or not running", "Owner asked us not to", "Not safe to check", or "Or say why". That reason prints on the report too. There is no N/A. If a boat does not have something, that belongs in the equipment profile, not in a skipped answer.
You need at least one answered question to finish. A check with nothing answered will not make a report, because a report of it would say the boat was looked at when nobody did.
That second tap matters. The report is frozen the moment it is built, so anything still sitting on the phone is not in it. If you have signal coming, wait. Keep the app open until the badge clears, then finish. If you cannot wait, the choice is yours and the screen says exactly what you are leaving out. For the photo side of this, see using YachtGrade with no signal.
The finishing screen also has Save this visit's photos to my phone. It puts the visit's photos into one file on the phone. Use it on a long job as a copy of the evidence.
When it finishes, the check is locked, the score and the health band are set, and you land on the report.
The report opens with the score, the boat, the date aboard and who checked it. Your company's name and logo lead it, and YachtGrade appears once in small type at the bottom. Below the cover are three buttons.
Which to send? The link is shorter and always opens the report exactly as it was issued. The PDF is a file the owner can save or forward. Either way, the report is the frozen record of that visit.
The PDF is also filed on its own. It appears in the boat's Documents, marked as a report. And every finished check is listed under Reports on the boat's History tab and its Share tab, each with a Copy link button, so you can find a report again without having saved the address.
Finishing a check does not send anything to the owner. There is no automatic email. The report waits for you, and you choose who gets it and how. That is deliberate: you know who the owner is, whether the captain or a manager should see it first, and whether it needs a phone call before it lands.
The share sheet belongs to your phone, so what happens next is up to the phone and the app you pick. YachtGrade does not see who you sent it to.
A report is written in your company's language, which an owner or admin sets in Account under Language. It is the same whatever language the tech was using on their own phone. If a tech writes a note in a different language, the report shows the translation and marks it "Translated from" the original language, with the original kept.
A finished check is locked. Answers, photos and notes cannot be changed, because the report says what was true on the day. If something is wrong, an owner or admin can open the finished check and tap Reopen this check. It asks you to tap again to confirm. A tech can do it too if the owner has allowed it. Everyone else sees "Ask an owner or admin to reopen this check if something needs correcting."
Make your corrections, then finish again. That issues a new version of the report with its own link. The version already sent is not touched. If the owner opens the old link, it shows a note that a newer version was issued, with its date, but it does not link to it. To give them the new one, send the new link or PDF.
Reopening a check does not erase anything the old report said. Both versions stay on record.
Does YachtGrade email the report to the owner?
No. Finishing a check builds the report and nothing is sent. You send the link or the PDF yourself, from the report screen, using your phone's share sheet.
Does the owner need an account to open the report?
No. The report opens from its link with no login and no app.
What happens to questions I skipped?
They print as Not checked and are left out of the score. They are never counted as a pass. On a critical item, the reason you gave is printed with it.
I found a mistake after I finished. Can I fix the report?
An owner or admin can reopen the check, correct it and finish again. That issues a new version with a new link. The version already sent stays exactly as it was.
Why does Finish ask me to tap twice?
Photos or answers are still waiting on the phone and would not be in the report. The first tap tries to send them. If they are still waiting, the second tap finishes without them.
For what an owner sees on the report and how it shows change, read show owners what changed between visits. The full report is on the reports page.
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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