How to Prepare for a Boat Survey: Simple Steps to Save Time and Money
Getting ready for a boat survey? Whether you’re buying, selling, or insuring your vessel, preparation is key. In this article, we walk you through exactly how to get your boat ready for a professional survey — making the process smoother, faster, and more cost-effective.
Why Proper Preparation Matters
A boat survey is like a health check for your vessel. If you prepare well, the surveyor can do a thorough job without delays or avoidable issues. Preparation not only saves time but may also help highlight your boat’s strengths, especially during a pre-purchase or insurance evaluation.
Key Steps to Prepare for a Boat Survey
1. Clean and Tidy Your Boat
A clean vessel shows pride of ownership. Clear out lockers, wipe surfaces, and remove clutter so the surveyor can access all areas easily — including bilges, engine bay, and under floorboards.
2. Ensure Access to All Compartments
Surveyors need access to:
- Engine and machinery spaces
- Electrical panels
- Water tanks and fuel tanks
- Hull interior and through-hull fittings
Unlock cabins, remove any obstructions, and ensure there are no sealed compartments unless agreed beforehand.
3. Check That Systems Are Functional
Turn on all systems before the surveyor arrives to check for faults or warning lights. This includes:
- Navigation equipment
- Lights and electricals
- Pumps and bilge systems
- Engine start-up (if part of the survey)
4. Provide Relevant Documentation
Have key documents ready:
- Proof of ownership
- Previous surveys (if available)
- Maintenance and service records
- Insurance certificates or registration papers
5. Arrange Lift-Out or Haulage (if Required)
For full hull inspections, the boat must be out of the water. Ensure this is pre-booked with the marina or boatyard, and coordinate timings with the surveyor to avoid delays.
6. Be Available — or Appoint a Representative
A quick conversation before the day of the survey can help you:
- Understand what’s covered
- Confirm any specific concerns
- Clarify if sea trials, moisture readings, or thermal imaging will be included
A good marine surveyor will guide you — but proactive prep makes everything easier.
Bonus Tip: Communicate with Your Surveyor Early
A quick conversation before the day of the survey can help you:
- Understand what’s covered
- Confirm any specific concerns
- Clarify if sea trials, moisture readings, or thermal imaging will be included
A good marine surveyor will guide you — but proactive prep makes everything easier.
Final Thoughts
Preparing your boat for a survey isn’t complicated — it just takes a bit of planning. A well-presented vessel makes the survey more efficient and professional, reducing the risk of delays and potentially saving you money in the long run.