video1.0<iframe src="https://www.loom.com/embed/e18663442e8140a3a1447f893d9b6d46" frameborder="0" width="1734" height="1300" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13001734Loomhttps://www.loom.com13001734https://cdn.loom.com/sessions/thumbnails/e18663442e8140a3a1447f893d9b6d46-e105c6409103f72b.gif335.184This Loom explains how Boatyard helps collect winterization or spring recommissioning information from customers and route it into signed contracts. Customers can submit via the customer portal by selecting their boat, optionally adding a credit card, completing a fully customized form with terms and a digital signature, and then receiving a Boatyard order with a PDF contract. Alternatively, service reminders can be set up in bulk to email customers to request service, add a credit card if needed, complete the form, and sign again to create an order. If customers do not complete the form, Boatyard creates the order without the form and sends two reminder emails with a link, with bulk actions to resend the link.