Before you start
Gather the appropriate supplies and review the specific equipment manual.
- Boat listing
- Maintenance records
- Proposed purchase contract
Step-by-step instructions
Confirm the scope
Ask whether the survey includes haul-out inspection, moisture investigation, rigging and propulsion observations.
Review exclusions
Find out what equipment cannot be tested and whether specialist engine, rig or electrical inspections are recommended.
Discuss known issues
Share leaks, past damage, reported groundings, repairs and seller disclosures before the appointment.
Attend and take notes
Ask which defects affect safety, seaworthiness or insurability, and which are routine maintenance.
Request prioritized findings
Get a written report with recommendations and estimate follow-up costs from qualified repairers.
Safety note
A surveyor cannot guarantee hidden defects or title validity; use separate specialists and legal checks when needed.
Key takeaway
A survey is most useful when its limitations are clear and its findings guide the purchase decision.
Keep this job on your maintenance schedule
Save the topic as a maintenance task, choose a due date or engine-hour target, and record future service. Free and stored on your device.
Add to my maintenance plannerThis guide is for general education. Follow your equipment manufacturer’s instructions, current navigation guidance and applicable marine safety standards. When uncertain, use a qualified marine professional.