Complete Service Documentation Workflows
From initial estimates to final completion sign-offs, streamline every aspect of your marine service operations with purpose-built digital workflows.
Service Estimates & Approvals
Digital estimate approval workflow with signature collection and deposit processing before work begins.
- Create estimates from service templates or custom builds
- Digital customer signature collection for work authorization
- Deposit collection integration with payment processing
- Automatic conversion from estimate to work order upon approval
Work Order Documentation
Comprehensive work order management with progress tracking and customer communication.
- Convert approved estimates to active work orders
- Track special order parts and inventory requirements
- Real-time status updates between shop floor and office
- Integration with mobile time tracking and documentation
Haul-Out & Storage Agreements
Liability waivers and storage agreements with required photo documentation of vessel condition.
- Haul-out liability waivers with required photo attachments
- Vessel condition documentation before and after service
- Storage agreement terms and insurance requirements
- Environmental compliance and safety protocol acknowledgments
Warranty & Completion Documentation
Service completion sign-offs with warranty documentation and customer satisfaction tracking.
- Digital work completion acknowledgments
- Warranty documentation and terms acceptance
- Customer satisfaction surveys with service feedback
- Parts and labor warranty tracking with expiration alerts
Advanced Features for Marine Service Operations
Purpose-built capabilities that understand the unique requirements of marine service documentation and customer communication
Required Photo Attachments
Mandate photo documentation for damage assessment, condition reports, and work progress.
- Require before/after photos for all service work
- Damage documentation with timestamp and location data
- Progress photos throughout service completion
- Customer access to all service documentation photos
Mobile Service Integration
Seamless integration with DockMaster Mobile for field technician workflows.
- Field technician signature collection on mobile devices
- Real-time photo and video documentation capture
- Voice-recorded job notes with signature workflows
- Offline signing capability for remote service locations
Parts Authorization Workflow
Customer approval required for special orders and additional parts beyond original estimate.
- Digital approval for parts exceeding estimate amounts
- Special order parts with customer signature requirements
- Integration with PartSmart catalog and inventory systems
- Automated cost calculations with approval thresholds
Billing & Payment Integration
Seamless connection between signed work orders and billing processes.
- Automatic billing generation from completed work orders
- Customer portal access to invoices and signed documentation
- Payment processing integration with signed service agreements
- Time tracking integration for labor billing accuracy
Common Service Workflows
See how marine service operations can be streamlined with purpose-built document workflows
Estimate to Completion Workflow
- 1Create service estimate with detailed parts and labor breakdown
- 2Send estimate to customer via email with mobile-friendly signing
- 3Customer reviews, signs, and provides deposit if required
- 4Estimate automatically converts to work order upon approval
- 5Service completion documented with photos and customer sign-off
Haul-Out Documentation Workflow
- 1Customer signs haul-out liability waiver with required attachments
- 2Technician captures vessel condition photos via mobile app
- 3Photos automatically attached to customer's service record
- 4Service work performed with ongoing photo documentation
- 5Final condition photos and completion sign-off before launch
Parts Authorization Workflow
- 1Technician identifies need for additional parts during service
- 2System generates parts authorization form with cost breakdown
- 3Customer receives notification for digital approval and signature
- 4Upon approval, parts are ordered and work continues
- 5Final billing reflects approved additional parts and labor
Seamless Integration with DockMaster Platform
Our eSignature platform integrates seamlessly with DockMaster's comprehensive service management system
DockMaster Mobile Integration
Complete integration with field technician mobile workflows
- Real-time signature collection on mobile devices
- Photo and video documentation with GPS and timestamp
- Voice-recorded job notes with document workflows
- Offline capability for remote service locations
Service Management Integration
Seamless connection with existing service management features
- Work order creation from signed estimates
- Time tracking integration for accurate labor billing
- Inventory management for parts and materials
- Customer communication and status updates
Payment Processing
Integrated payment collection with DockMaster Payments
- Deposit collection during estimate approval
- Final payment processing upon work completion
- Multiple payment methods including ACH and credit cards
- Automatic invoice generation from signed work orders
Enhanced Customer Experience
Provide transparency and professionalism throughout the service process with digital documentation, photo updates, and real-time communication.
- Visual documentation of all service work
- Digital access to all service documentation
- Real-time status updates throughout service
- Mobile-friendly signing for quick approvals
Key Benefits for Service Centers
Faster Approvals
Digital approval workflows eliminate delays
Visual Documentation
Photo evidence protects against liability claims
Better Communication
Keep customers informed throughout service process
eSignature Solutions for Other Marine Industries
Explore how our digital signature platform serves different segments of the marine industry
Marina Operations
Digital workflows for slip rentals, transient dockage, and marina compliance
Ready to Streamline Your Service Documentation?
Schedule a personalized demo to see how eSignature workflows can transform your marine service operations.
Contact Sales
Fill out the form below and our sales team will get back to you shortly.