MyBoatDeskBoat records
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Sale & handover

Prepare a handover with a client

A partner helps the owner prepare a useful record. Release, sending and ownership transfer remain deliberate owner actions.

Before you begin

  • Owner consent and active participation
  • Traceable technical sources
  1. 1

    Explain the role clearly

    The partner reviews completeness and sources with the owner. They do not certify ownership or technical condition.

  2. 2

    Improve the private record

    Technical identity, equipment, maintenance and documents belong in the private boat record. Partners do not collect passwords or invitation links.

  3. 3

    Separate dossier from handover

    A time-limited sales dossier serves prospects. Ownership transfer begins only after the sale with a separate frozen snapshot.

  4. 4

    Let the owner finish

    The owner personally reviews the privacy boundary, recipient address and immutable preview before sending the invitation.

Check the result

The owner understands remaining gaps and personally performs selection, confirmation and sending; the partner has neither credentials nor lasting platform privileges. Review “Prepare a handover with a client” once from another crew member’s perspective: labels, status and the next action should make sense without a verbal explanation.

If something goes wrong

Leave unsupported details visibly incomplete. Partner statements do not replace documents, purchase due diligence or a technical survey.

Keep data safe and traceable

For “Prepare a handover with a client”, capture only information required for the task. Passwords, access tokens and complete payment details never belong in notes or screenshots. Every change should remain connected to the correct boat, a responsible person and a visible status. If two devices produce different versions, resolve the conflict deliberately; an earlier accepted record must not disappear without explanation.

After the first real use

After the first use, review the workflow against “Explain the role clearly”, “Improve the private record”, “Separate dossier from handover”, “Let the owner finish”. Add missing labels, sources or follow-up work in context. A short review at season change, after a crew change or when signing in on a new device is then enough. The guide remains useful without maintaining the same task in parallel private lists.