Send a work order to a vendor — notes and photos attached
Send the whole job to your yard: vessel dimensions, the task, your notes, every linked observation and its photos.
Send request to vendor packages the job into something a yard can quote from. What lands in their inbox is not a bare "call me" — it carries the vessel and her dimensions (a yard needs LOA and draft before it can price a haul-out), the task, department, status and due date, your notes, and every linked observation with severity, location aboard and photos, severest first.
Email only, on purpose. A work order is a written record a yard forwards into its own quoting system, and it has to carry photos. A text carries neither reliably.
Steps
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Assign a vendor first
No vendor, no send — the button stays disabled and says why.
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Tap Send request to vendor
theONE builds the request and hands it to Mail with everything attached. Read it before you send; it goes out under your name.
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Sending a follow-up
Add more observations later and send again — the follow-up carries only what you have not already sent that vendor, so nobody re-reads a page they have seen.
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When the yard quotes it in pieces
Open the work order: THE YARD'S LINES holds the job one piece at a time. Anyone working the order — crew, or a vendor you've given access — can tap Add a line: what's proposed, whether it's a part, labor or something else, and the quoted cost. The captain answers each one from its Answer menu: Approve, Defer (optionally with a date to ask again) or Decline (optionally with a reason). If an answer or a line cannot be saved — the order was deleted on another device, or your role no longer allows it — the sheet stays open and says so. A line waiting on you, or deferred to a date that has come, shows at the top of the Maintenance tab until you answer it; tap it to open the order. A declined line stays on the order with its reason, so next season's quote for the same work arrives with this season's answer beside it. The total counts approved lines only, shown against everything quoted — on a job that repeats, only the lines answered since it was last done. The request email lists each of this round's lines with your answer; once everything in scope has gone, the button reads Send your answers to vendor and the email is an update. The yard sees your answers only in that email, when you send it — nothing sends an answer on its own. When you mark the job done on a job linked to a unit, the cost starts at the approved total — it's a quote, so change it to what the job actually cost.
Related
- Build a work order from observationsWalk the boat, log what you find, then fold those observations into one work order a yard can act on.
- Close out a work order — what the vendor foundCapture what the vendor actually found and whether the work was to satisfaction — the two things a surveyor reads three years later.
- Email a service advisor or vendorSend the photos and notes to a vendor contact who already has an email on file.