Insurance export — your maintenance record as one PDF for your underwriter
Generate one PDF of the vessel's maintenance record for your underwriter at renewal.
When renewal comes around, insurers want to see how the boat has been looked after. The Insurance Export renders one PDF of the vessel's maintenance record — the schedule, logged completions, vendor sign-offs and the maintenance activity trail. It is text only: no photos, no survey and no attached documents, and there is no date range to set. For a claim about one incident — the grounding, the strike, the shaft — build a Claim packet instead: one PDF about that record alone, with its timeline, photos, conditions, costs and linked documents, from the incident's Claim packet card or the button on Documents.
Steps
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Open Insurance Export
Menu (☰) → Settings → Vessel Setup → Onboarding audit. The Insurance Export action lives on that screen.
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No date range
There is no date window to set and no options screen before rendering. The export always covers the whole record on the boat.
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The four sections
Nothing is selectable. The PDF always carries the same four sections: 1. Maintenance schedule — every item not archived, overdue first; 2. Recent executions — items with a logged completion date, newest first; 3. Vendor sign-offs — work that has been signed off, with who certified it and when; 4. Maintenance communications log — maintenance activity entries, oldest first.
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Generate and share
Open the ⋯ menu in the top right of Onboarding audit and tap Export insurance PDF. theONE renders the PDF and opens the iOS share sheet — email it, save to Files, or AirDrop. The ⋯ menu is offered to the owner, the captain and the manager only: the PDF is the boat's whole maintenance record.
Related
- Document Vault — manuals, warranties, registrationsWhere to put PDF manuals and how to scan paper documents.
- Claim packet — one PDF about one incident, for an insurer, a surveyor or a yardTurn one incident, observation or work order into one PDF built from what is already in theONE — pick who it is for, trim the sections, set the three privacy switches, generate, share.
- Vessel briefing — the PDF for a relief captain or surveyorGenerate the captain's operational briefing as a PDF — safety gear, systems, open observations, service due, recent trips — for a relief captain, a surveyor, or your own records.
- Vessel transfer — handing the boat to a new ownerExport the vessel's history, vendors, playbooks and documents into a file the next owner imports. Owner-only, one-way, and nothing on your side changes.