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Plan a visit, give it to a tech or a team, and see it in your phone’s own calendar.
The calendar is where the week's work lives: visits you have planned, service that is falling due, and paperwork or safety gear that is about to run out. This is how to read it, how to put a visit on it, how to see it in your phone's own calendar, and how to find your boats on the map.
Open Calendar from the tab bar at the bottom, or from the Menu. The heading says how many entries fall in the next 120 days. Entries are grouped by day, with anything late in an Overdue group at the top. Each row says what it is:
Tap a row to open it. A visit opens the visit screen, a renewal opens that boat's renewals, and a service item opens the boat. If the screen says nothing is scheduled, enter service intervals against a boat's engines, or date its insurance and safety gear, and they appear here.
You land back on Today. The visit now shows under Visits this week and on the calendar. Whatever you ticked is saved with the visit and listed on it under This visit covers, so the tech sees the oil change as well as the boat's name. The list only holds what the boat is actually due, so a visit cannot claim to cover something that was never due.
Owners and admins can always schedule. A tech can only if the owner has turned on the Schedule visits switch for that person, because planning a visit plans someone else's day. It is off to start with. Contractors and viewers cannot schedule at all. Without permission you will not see the Schedule a visit button, and if you reach the form anyway it says your account cannot schedule visits and that the owner can turn this on for you. Switches are set per person on the Team screen. Add techs and set what each can do walks through it.
Tap the visit on the calendar or on Today. Change the Day or Who goes and tap Save changes. Only a planned visit can be changed, and only by someone who may schedule. Everyone else can read it. The same screen has Start check (or Resume check if one is open), so the person who goes can begin from the visit. Teams are explained in teams and assigning work.
Scroll to Your phone at the bottom of the calendar and tap Copy my calendar link. Then:
It is a subscription, not a one-time invite. Move a visit to Thursday in YachtGrade and your phone follows, with no second invite and no stale entry left behind. Your calendar app decides how often it checks, so a change can take a while to appear. Each entry is an all-day event, and if the boat has a berth address on its file, it is the event's location, so you can tap it for directions.
What lands there is more than visits. You get the visits given to you or to your team, and every service falling due and every renewal for the company's boats, up to 180 days ahead. Service shows as Service due and paperwork as Runs out. A visit nobody has been assigned to does not appear in anyone's phone, so give it a person or a team. Treat the link as private: anyone who has it can read your calendar.
The Map tab (named Boat locations in the Menu) puts one pin on each boat, taken from the berth address on its file. Tap a pin to open the boat. Boats without a pin are listed underneath with the reason, so a boat missing from the map is never silently left off: no location on file yet, a location with no address, an address that could not be found, or an address still being looked up. Put a marina address on the boat and it appears, usually within a few seconds. Setting up your first boat covers the berth.
Why is there no Schedule a visit button?
Your role or permissions do not allow it. Owners and admins can schedule. A tech needs the Schedule visits switch turned on by the owner. Contractors and viewers cannot.
Why is a visit missing from my phone's calendar?
Only visits given to you or to your team are in your feed, so check who it is assigned to. Then check that the calendar is still subscribed and give the app time to refresh, since each calendar app sets its own schedule.
Does the phone calendar show maintenance?
Yes. Service falling due and renewals for the company's boats come through along with your visits, marked Service due and Runs out.
Can I schedule a visit in the past?
No. The Day picker starts at today.
Why is a boat not on the map?
It has no address on its file, or the address could not be found. The Map screen lists each missing boat with the reason. Edit the berth on the boat's file to fix it.
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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