Skip to main content

Vessel Inspection & Insurance Tracking

A passenger vessel has to stay current — Coast Guard inspection and insurance — or it shouldn't be carrying customers. EquipDash keeps both dates for you, reminds you before they lapse, and (if you want) quietly stops a charter from taking bookings the moment either one is out of date.

This only appears on experiences you've marked as a 🚤 Boat charter (see Coast Guard Manifests for how the charter type works). A walking tour or class never sees it.

The Vessel inspection & insurance compliance tab on a charter experience

Setting it up​

  1. Open your charter experience and click the Compliance tab.
  2. Under Vessel inspection & insurance, enter:
    • Inspection expiry date (and, optionally, a link to the inspection certificate).
    • Insurance expiry date (and, optionally, the policy number + a link to the policy).
  3. Each one shows a status badge at a glance: Valid, Expiring soon (within 30 days), or Expired.

Stop bookings when it lapses​

On the right, Block bookings if compliance lapses is on by default. While it's on, the moment the inspection or insurance date is in the past, that charter stops taking new bookings — on your website widget and everywhere else — until you renew it. Turn it off if you'd rather just get the reminders and keep selling.

Reminders before it's too late​

You don't have to remember the dates. EquipDash:

  • Shows a banner on your Dashboard whenever a vessel is expired or expiring within 30 days.
  • Sends a daily email digest to your admins listing anything that needs renewing.

So you renew on your schedule — not when a customer's already standing at the dock.

Letting Dash AI keep watch​

Ask Dash AI "Any inspections or insurance expiring soon?" any time, or turn on the Inspection & Insurance Expiry agent (in Dash AI → Agents → Templates, filter to Boat Charters) to have it watch every vessel for you.