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REPORT TEMPLATES

Marine survey report templates

Free Word templates for each type of yacht survey. Every section is explained, with example wording and example findings graded A, B and C. No sign-up

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Pre-purchase survey

A free Word template for a yacht pre-purchase survey report: every section explained, example wording, the sea trial and valuation, and example findings graded A, B and C.

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Insurance survey

A free Word template for a condition and valuation survey report for boat insurance: each section explained, the insurer's requirements, market and replacement value, and example findings graded A, B and C.

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Damage survey

A free Word template for a boat damage survey report: instructions, the incident as reported, damage found, cause, repair method and cost, unrelated defects, and example findings graded A, B and C.

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Out of water survey

A free Word template for an out of water boat survey report: the hull below the waterline, moisture readings, running gear and through-hulls, with example wording and example findings graded A, B and C.

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Engine survey

A free Word template for a marine engine survey report: engine records, visual inspection, cold start, readings under load, oil analysis and conclusions, with example findings graded A, B and C.

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Rig survey

A free Word template for a sailing yacht rig survey report: mast and spars, standing and running rigging, chainplates, furlers and rig age, with example findings graded A, B and C.

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Appraisal

A free Word template for a boat or yacht appraisal report: purpose and basis of value, comparables and adjustments, market value and replacement cost, assumptions, and example findings that affect value.

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New build survey

A free Word template for a new build or build stage survey report: progress against the specification, inspection by stage, compliance, the punch list and acceptance trials, with example findings graded A, B and C.

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Charter and fleet condition

A free Word template for a charter or fleet yacht condition report: safety equipment, systems, inventory, damage since the last check, readings and sign-off, with example findings graded A, B and C.

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Tender survey

A free Word template for a yacht tender or RIB survey report: tubes and seams, hull and transom, outboard or jet drive, lifting points and safety gear, with example findings graded A, B and C.

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Survey findings report

A free Word template for a marine survey findings report: a short report of findings and recommendations by grade, the status of earlier recommendations, and example findings written out in full.

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Sea trial report

A free Word template for a sea trial report: conditions and load, checks before departure, engine readings at each speed, systems tested under way, the engine room after the run, and example findings.

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Boat maintenance log

A free boat maintenance log in Word: work done with engine hours, recurring service items and when they're next due, fuel and hours, part numbers, haul-outs and safety gear dates. The record a buyer's surveyor asks to see.

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Charter handover checklist

A free Word checklist for the base team handing a charter yacht over and taking it back: hull and deck, sails, engine, systems, safety gear, documents and inventory, the diver's check and both signatures, so a damage claim rests on a record the guest signed.

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Charter turnaround checklist

A free Word checklist for turning a charter yacht or rental boat round between bookings: the returning guest's notes, the diver's report, cleaning, systems, fuel and water, safety gear, defects to fix before the next departure, and the sign-off.

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Pre-season commissioning checklist

A free Word checklist for getting each charter yacht ready for the season: hull and underwater gear on the hard, rig and sails, engine and generator under load, systems, safety equipment dates and the paperwork a commercial boat needs, started six to eight weeks before the first booking.

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End of season decommissioning checklist

A free Word checklist for laying up each charter yacht at the end of the season: the season's defect list, cleaning, sails and tenders ashore, engine and systems serviced, plumbing flushed and tanks cleaned, preservation, and the work list for the winter.

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Charter damage report

A free Word form for recording damage when a charter yacht or rental boat comes back: what was found and where, the check-in record it differs from, photos with times, the diver's findings, the estimated cost, the deposit decision and both signatures.

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Rental boat inspection

A free Word checklist for boat rental fleets and boat clubs to inspect a boat before and after each rental: hull, propeller and lower unit, safety equipment, fuel and engine hours, electronics, cleanliness and both signatures, with the photos that settle a damage claim.

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Charter phase-out checklist

A free Word checklist for an owner whose yacht is leaving a charter management programme: the timeline from a year out, the maintenance log and inventory, the survey and sea trial, what counts as fair wear and tear, the conditional acceptance list and the final check.

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