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Vendors and estimates.

Keep your own vendor list and send one finding to up to three vendors for a price.

How to · 5 November 2026

When a check turns up something broken, you often need a price from a diesel shop, a canvas maker or a yard. YachtGrade lets you keep your own list of vendors and send one finding, with its photos, to up to three of them in a couple of taps. This is how to add vendors, how to send a request, and what the vendor sees.

Add your vendors

Open the Menu and tap Vendors. Owners, admins and techs can see the list, and owners and admins add to it.

  1. Tap the Add a vendor tab.
  2. Choose Vendor or Shipyard, then fill in the Name, Trade, Contact, Phone and Email.
  3. Under Area served, add the city and region, and a radius in miles if you like. A shipyard also has its limits and rates: maximum length and beam, lift, haul out, blocking and storage.
  4. Tick the Services they offer, add the Brands they work on, and open Part types to tick the equipment they cover.
  5. Add Notes if you want them. Only your company sees those. Tap Add vendor.

The email matters. A vendor with no email on file cannot be sent a request, and the picker says so. The part types and brands matter too, because they are how YachtGrade decides which vendors to offer for a given finding.

Back on the Vendors tab, you can filter by Part type and Area. Tap the star to Favourite a vendor and it goes to the top. Your favourites come first, then your own vendors, then the vendors YachtGrade has signed up, which carry a YachtGrade Partner label. Tap a vendor to see Call and Email buttons, and an Edit tab for the ones you added.

Send a finding to a vendor

  1. Open the boat and tap its To do tab.
  2. Find the finding. It has to be open and in Action, because only an open Action item can go out for a price.
  3. Under it, tap Get estimates.
  4. The next screen, Estimates, shows exactly what a vendor will be sent before anything goes. Read it.
  5. Under Get estimates, tick up to three vendors and tap Send (or Send to 3).

Sending is never automatic. Each vendor you pick is emailed a link. What they can open is the part and its details, the boat's make, model and size, engine hours where they are known, the place, the photos, and what was found, from your company. It is never the boat's name, its owner, its slip, or anything else on its file.

Only vendors that cover the part are offered. If none show up, the screen says No vendors cover this part yet, with a button to Add a vendor. If the finding is not linked to a part type or a part, there is nothing to match on. Then add the part types and brands to your vendors and try again.

Who can send

Owners and admins can. A tech can only if the owner has turned on the Get estimates from vendors switch for that person, because it shares details of the boat outside the company. It is off to start with. Without it the screen says getting estimates from vendors is up to an owner or admin, and that the owner can turn it on for you on the Team screen. See add techs and set what each can do.

Follow the request

The Sent to list shows each vendor with the time it was sent and when they opened it. The status reads Waiting, Opened, Declined, Withdrawn, or Email did not go. If an email fails, the request is saved and the screen tells you which vendor missed it, so you can withdraw it and try again, or call them. Tap Withdraw to take a request back. Only three can be live at once. When a finding is already with three vendors, withdraw one, or wait for one to decline, before sending to another. The same status line shows under the finding on the To do tab.

What the vendor sees

The vendor taps the link in the email. There is no sign-in and no account. The page says who is asking and shows the part, what was found, and the photos. Each photo carries the date it was taken, or says the date is not known, and says if it comes from an earlier visit, so nobody mistakes an old photo for the boat's state today. The vendor sees the boat described by make and model, never named. The page offers Call to your company's number, and Not for us, which tells you they will not quote it. It also says to reply to the email it came in, so that is where a price or a question arrives. Handle that conversation as you would any other, and take what you learn back to the finding.

Common questions

I do not see Get estimates under a finding. Why?
The finding must be open and in Action. A finding that is resolved cannot be sent. A tech also needs the Get estimates from vendors switch, and without it the link reads Estimates and only shows where a request already stands.

Why can I not tick a vendor?
Either it has no email on file, or it already has this request. Add the email on the vendor's Edit tab.

Can I send one finding to more than three vendors?
Not at once. Three can be live per finding. Withdraw one, or wait for a decline, to make room.

Does the vendor learn who the owner is?
No. They are sent the part, the photos, what was found and the boat's make and model, with your company's name. Never the boat's name, its owner or its slip.

Do vendors need to sign up?
No. They open the link from the email, and that is all.

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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