FAQ & Troubleshooting

Getting started

Do customers need an app or a password?

No. Customers use the customer portal from any phone or computer. Links you send sign them in, or they get a one-time code by email.

Do I need a credit card for the free trial?

No. The 14-day trial needs no card. Subscribe any time and your remaining free days carry over.

Can I bring my customers over from my old system?

Yes — export a spreadsheet from your old system and import it. QuickBooks users can import customers and parts directly.

Day to day

A tech can't see a repair order.

Either it isn't assigned to them, or their permissions are set to "own work only". Assign them on the RO, or turn on "View all ROs" in their permissions. Permission changes apply the next time they log in.

A part shows "needs ordered" on the RO but isn't on Parts to Order.

Parts only go on Parts to Order once the customer (or warranty company) approves that job.

The customer approved by phone — how do I record it?

Set the Approval picker on each concern to approved. See Customer Approvals.

I invoiced by mistake / the invoice is wrong.

Fix the RO and use Sync from RO on an unpaid invoice, or void it and invoice again. See Voids, Refunds & Corrections.

Why is a button greyed out with a 🔒?

That feature isn't in your plan. Click it to see which plan includes it — see Plans.

The tech app

Notifications aren't coming through.

Check that notifications are allowed for MarineOps in your phone's Settings, and that the notification types are switched on in the app's settings.

The app is showing old information.

Pull down on any list to refresh. If the app shows an update banner, tap it — the app updates in a few seconds.

Key tags won't print.

The phone and the Zebra printer must be on the same Wi-Fi network, and the printer's IP address must be right in Settings → Shop Config → Zebra Label Printer. Use Test Connection there.

Account & billing

How do I change my plan?

Settings → Billing. Upgrades take effect immediately. See Plans.

What happens to my data if I cancel?

You can download it for 90 days, then it's deleted. See Cancelling.

Is my data safe?

Every connection is encrypted, each shop's data is kept separate, bank logins go straight to Plaid and card numbers straight to Square or Stripe — MarineOps never stores either. Your data is backed up every night, and you can download your own copy any time.

Still need help?

Email [email protected] with what you were trying to do and what happened (a screenshot helps). We answer within one business day.