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FREE TEMPLATE · CHARTER AND FLEET CONDITION

Charter and fleet yacht condition report template

UPDATED 4 NOVEMBER 2026 · 7 SECTIONS · WORD, NO SIGN-UP

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.

Download the Word template.DOCX

A charter yacht condition report records the state of a fleet boat at each check: the readings, the safety equipment, every system, the inventory and any new damage, with the booking it happened during. Operators use it to keep boats ready between charters, to claim damage against deposits and to plan the end of season work.

This template suits turnaround checks, monthly checks and pre-season inspections. Download it in Word, or read on for what goes in each section.

The report, section by section

SURVEY REPORT
Charter and fleet condition
VESSEL
CLIENT
DATE OF SURVEY
PLACE
  1. 01Particulars
  2. 02Readings
  3. 03Safety equipment
  4. 04Systems
  5. 05Inventory
  6. 06Damage since the last check
  7. 07Actions and sign-off
01

Particulars

Which boat, when, and at what point in its charter season. Fleet reports are compared over time, so use the same fleet name or number on every report.

  • Check: inspector, date, base, type of check (turnaround, monthly, pre-season, end of season)
  • Vessel: fleet name or number, make and model, HIN, year
  • Charter: the booking reference before and after, if the check is between charters
EXAMPLE WORDING

Turnaround check at the Lefkas base on 12 September 2026 between bookings LF-26-1184 (out) and LF-26-1191 (in). Fleet number 27, Lagoon 42, built 2021.

02

Readings

The figures you record at every check, in the same order every time, so a trend shows before it becomes a breakdown.

  • Engine and generator hours
  • Fuel, water and holding tank levels
  • Battery voltages at rest and charging
  • Bilge state in each compartment
EXAMPLE WORDING

Port engine 2,412 h, starboard 2,398 h, generator 1,106 h. Fuel 85 percent, water 100 percent. House bank 12.7 V at rest. Bilges dry.

03

Safety equipment

What the flag state, the charter licence and the insurer require on board, checked item by item with expiry dates. Any missing or expired item stops the boat going out.

  • Life raft, lifejackets, harnesses and jacklines, with service dates
  • Fire extinguishers, fire blanket and gas detector
  • Flares, EPIRB and first aid kit, with expiry dates
  • Navigation lights, horn and VHF
04

Systems

The findings, system by system. Concentrate on what fails in charter use: heads, pumps, winches, the windlass and the dinghy outboard.

  • Engines, saildrives and steering
  • Electrical, charging and shore power
  • Plumbing, heads, pumps and watermaker
  • Rig, sails, furlers and winches
  • Ground tackle and windlass
  • Tender and outboard
05

Inventory

What should be on board and isn't. Missing items are the most common deposit claim, and a check against the same list each time settles them.

  • Deck gear, such as fenders, lines, boathook and winch handles
  • Galley and accommodation inventory
  • Charts, pilot books and the boat's documents
06

Damage since the last check

New damage, with photos and the booking it happened during. Charter companies claim against the charterer's deposit or damage waiver from this section, so record what you saw, where and when.

  • Each new item of damage, its location and a photo
  • The booking reference it is linked to
  • Whether the charterer reported it at check-in
EXAMPLE WORDING

New gelcoat gouge, 15 cm, starboard hull at the bow, with a photo. Not reported by the charterer at check-in. Linked to booking LF-26-1184.

07

Actions and sign-off

What has to be done before the next charter, who does it, and confirmation that the boat is ready.

  • Work to complete before the next departure, with who does it
  • Work deferred to the end of the season
  • Sign-off that the boat is ready, with name and time

Example findings

Each finding says what the system is, where it is, what was found and what should be done, with a grade for how urgent it is. These are written the way Axsail writes them from what the surveyor says on board.

SAFETY EQUIPMENTA
Fire extinguisher, port hull galley

Gauge needle in the red. Extinguisher partly discharged.

Recommendation: Replace before the next charter.

HEADSA
Starboard aft heads

Pump stiff and the bowl doesn't empty fully. Charterer reported it as blocked.

Recommendation: Clear the discharge hose and service the pump before the next charter.

TENDERB
Outboard, 9.9 hp

Starts on the fourth pull and idles roughly.

Recommendation: Clean the carburettor and replace the spark plug.

GROUND TACKLEB
Windlass, foredeck

Gypsy slips under load and the chain jumps.

Recommendation: Check the gypsy wear against the chain size, and adjust or replace the clutch cones.

HULLC
Starboard hull, bow

New gelcoat gouge of 15 cm, not reported at check-in.

Recommendation: Repair at the next turnaround slot. Claim against booking LF-26-1184.

ASafety. Safety or compliance deficiency. Fix before the vessel is next underway.
B12 months. Deficiency that needs timely attention. Fix within about 12 months.
CRoutine. Note or observation, cosmetic or maintenance. Routine maintenance at the owner's convenience.

Same order, every boat, every time

A condition report earns its keep through comparison. When every check follows the same order and records the same readings, a battery that loses 0.2 V a week or a heads pump that fails every third charter stands out. Keep the order fixed across the fleet, and change it for all boats at once.

Damage found at turnaround is only claimable if it can be tied to a charter. Record the booking out and the booking in on every report, photograph new damage before anything is moved, and note whether the charterer reported it. Axsail writes the damage up from what the inspector says on board, with each photo placed on its finding. See Axsail for operators.

Frequently asked

What is a charter yacht condition report?

A record of a charter or fleet boat's condition at a check, usually between charters or at the start and end of the season. It covers readings, safety equipment, systems, inventory and new damage, and ends with what must be done before the boat goes out again.

How is it different from a survey?

A survey is a full independent inspection, usually once a year or less often. A condition report is a shorter, repeated check by the operator's own team, done the same way every time so changes show up and damage can be linked to a booking.

Can I use the condition report for damage deposit claims?

That is one of its main uses. Record new damage with photos, its location, the booking it happened during and whether the charterer reported it. A dated record made at the same point every turnaround is much harder to dispute.

Is the Word template free to use?

Yes. Download it, add your company's logo and inventory lists, and use it across your fleet. No sign-up.

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