Charter boat handover: the complete checklist

At the handover of a charter yacht you check hull, deck, rigging, sails, engine, safety gear and papers in about an hour. Have every existing defect written down and photograph it. That protects your deposit at check out. The complete list with 16 areas is below.

Many sailing yachts moored side by side on a marina pontoon
Photo: Van3ssa_ / Pixabay

How the handover works

  1. Papers first: check ship's papers, insurance, radio licence and inventory list, and have the deposit amount confirmed.
  2. Briefing by the base: engine, electrics, windlass, gas, toilets. Ask if anything is unclear.
  3. Your own round: with the list below, once outside, once inside. Photograph every existing defect.
  4. Have defects recorded: everything that isn't right goes into the charter company's report.
  5. Sign only once all defects are recorded.

Tip: also record a two to three minute video: once round the boat, engine room, interior. With sound on you can comment on what you notice.

The checklist: 16 areas

1. Hull

Bow, stern, port and starboard sides, waterline, transom, bathing platform, rudder blade, cracks and repairs in the gelcoat.

2. Deck and superstructure

Non slip surface, sprayhood, bimini, hatch covers, acrylic hatches, coaming, cockpit seals.

3. Fittings and rigging

Winches, genoa track and cars, cleats, traveller, mast foot, spreaders, shroud and stay turnbuckles, backstay, furling drum.

While checking fittings and rigging, look at the lines too: enough mooring lines on board, figure eights on the ends of the sheets, cleats firmly fixed. The knots you should know for this are in our guide to sailing knots.

4. Sails

Have main and headsail set or unrolled: clew, head, tack, batten pockets, reef points and seams.

5. Engine room

Oil level, coolant, V belt, shaft seal or saildrive gaiter, exhaust, bilge under the engine, raw water strainer.

6. Bilge and pumps

Main bilge dry and clean? Test electric and manual bilge pumps.

7. Seacocks

Check every seacock opens and closes, look for corrosion and verdigris. Hose clamps are a classic weak point.

8. Electrics and electronics

Switch panel, battery monitor, plotter, wind, log and depth, AIS, VHF with DSC, autopilot, navigation lights, anchor light.

9. Anchor and chain

Windlass, chain markings, swivel and shackle, bow roller, bow fitting. Ask how much chain there is. How to use them well in a bay is covered in our guide to anchoring a boat.

10. Safety equipment

Life raft service date, fire extinguisher inspection date, distress flares, life jackets with CO2 cartridge, harnesses, first aid kit.

11. Galley and gas

Cooker, gas bottle and connection, date on the gas hose, gas shut off valve, fridge.

12. Plumbing

Toilets, hoses and leaks, holding tank, water pressure, hot water.

13. Interior

Cushions, wood panelling, floorboards, companionway, window seals.

14. Tank levels

Diesel and water. Note the levels, since you are often asked to return the boat full.

15. Dinghy and outboard

Tubes, floor, oars, pump, outboard and serial number, tank, kill cord.

16. Ship's papers and documents

Registration papers, radio licence, insurance, logbook, inventory list.

Anchor chain on the bow roller of a white sailing yacht above blue water
Anchor and chain are among the items people tend to overlook. Photo: Foundry / Pixabay

Many scratches on the hull happen while docking. How to moor stern-to on a lazy line or anchor and come alongside is in our guide to docking a boat.

Typical disputes at check out

  • Gelcoat scratches on bow and stern, especially after mooring
  • Tears in sprayhood or bimini
  • Damage to dinghy and outboard
  • Rudder and propeller, which you can hardly see without diving
  • Missing inventory: fenders, mooring lines, winch handle, crockery

All of this is easy to settle if it was documented at handover with photo and signature, and hard if it wasn't.

The list as an app, with signature

Exactly these 16 areas with all their items are built into SeaMemo's charter check. You tick off what is fine, attach photos and comments to defects and at the end both you and the charter company's representative sign on your phone. The result is a handover report as a PDF. For provisions and your packing list there are checklists, and for the first night in a bay the anchor alarm.

SeaMemo app: charter check categories, hull exterior with one item not OK, deck completed
Go through the boat category by category and note every defect with a comment.

What belongs in your bag for a week of charter, from documents to shoes, is in the guide sailing packing list.

Get SeaMemo for free

Logbook, travel journal and crew in one app. For iPhone and Android, works offline at sea.

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Frequently asked questions

How long does a boat handover take?

Allow 45 to 90 minutes, depending on the size of the yacht and how thorough the base briefing is. Don't plan it right before casting off; leave a buffer.

What if I find a defect?

Have it entered in the charter company's handover report, photograph it and clarify whether it will be fixed before departure. Safety relevant defects, for example on the life raft, gas or rigging, should be fixed before you leave.

Should I check underwater too?

If possible, yes: rudder, propeller and keel are common points of dispute. A look with a mask from the bathing platform is often enough for an impression.

Do I need an app for the report?

No, paper and your phone camera will do. An app such as SeaMemo structures the check, attaches photos to the right item and creates a PDF signed by both sides.