Whitestone Partners
Dealer Portal
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Whitestone Partners

Welcome back

Here's how your dealership is performing.
Stats period
Service tickets
β€”
Customers enrolled
β€”
Unique customers (contracts) from your tickets
Reimbursements
$0
Approved + pending payouts
Renewals due soon
Annual contracts ending soon. Showing renewals in the next 90 days (by contract end date).
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Your customers
Enrolled contracts for your dealership. Search by name, boat, or HIN.
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Submit Service Ticket
Select all services performed and complete all fields below.

Services Performed β€” select all that apply

De-Winterization
Impeller Service
Engine Oil Service
Fuel Filter Service
Transmission Oil Service
Outdrive Service
Shaft Alignment
Winterization
V-Drive Service
Ballast Cartridge Service

Customer Information


Boat Details

Your internal RO# from your shop management system. Required for accounting reconciliation.

Enter the amount you're requesting for this service. Pending Whitestone review.

Service Notes

Ticket submitted

Ticket has been received and is on file.

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Past Tickets
All service tickets submitted by your dealership, most recent first.
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Reimbursement History $0
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Dealer FAQ
Everything you need to know about the Whitestone Partners dealer program.

Getting Started

What is the Whitestone Partners maintenance program?
Whitestone Partners administers prepaid marine maintenance plans sold through certified dealers. You enroll boat owners in a plan, perform the covered maintenance services on their vessel, submit tickets for the work, and receive reimbursement from Whitestone for covered services.
How do I get set up as a dealer?
Once your dealer application is approved, you'll receive login credentials by email and complete a short onboarding (set your password, review and sign your Dealer Participation Agreement). After that you can begin enrolling customers from your portal.

Enrolling Customers

How do I enroll a customer?
Go to "Enroll Customer" in your portal, complete the customer and vessel information (owner details, HIN, vessel and engine info), select the plan term (1, 2, or 3 years), enter the sale price, and submit. The customer receives an enrollment agreement to sign electronically.
What information do I need to enroll a customer?
The owner's name and contact info, the vessel's HIN (hull identification number), year/make/model, engine details, and the plan term you're selling. If the vessel is financed, you can also record lienholder information.
What does the customer sign?
The customer signs a New Client Enrollment Form electronically (via BoldSign). It captures their acknowledgment of the plan terms, coverage selection, and required initials. You'll countersign as the selling dealer.

Plans & Coverage

What are the plan terms?
Plans are available in 1-year, 2-year, and 3-year terms. Coverage begins on the effective date and covers the routine maintenance services described in the customer's agreement.
What services are covered?
Covered services are the routine maintenance items listed in the customer's enrollment agreement (for example: de-winterization, oil service, impeller service, and similar scheduled maintenance). Coverage is based on manufacturer-recommended intervals and the vessel's engine-hour usage.
Are there usage limits?
Yes. Plans include an annual engine-hour cap and limits on the number and total cost of service events per year, as described in each customer's agreement. These protect the program and are detailed in the agreement the customer signs.

Submitting Tickets & Getting Paid

How do I submit a service ticket?
After performing a covered service, go to "Submit Ticket," select the customer/vessel, choose the service(s) performed, enter the engine hours and any service notes, and submit. Whitestone reviews the ticket for reimbursement.
How does reimbursement work?
When you submit a ticket, you request reimbursement for the covered work. Whitestone reviews and approves eligible tickets, and approved reimbursements are paid out to your dealership. You can track the status of your tickets and reimbursements in your portal.
How do I know if my ticket was approved?
Your portal shows the status of each ticket (pending, approved, or rejected). You'll be able to see approved reimbursement amounts in your ticket history and reimbursement records.
When do I get paid?
Approved reimbursements are paid out by Whitestone Partners. You can see pending and completed payouts in your portal. If you have questions about a specific payout, use the Support tab to contact us.

Account & Support

How do I update my dealership or banking information?
Check your portal Settings, or contact Whitestone through the Support tab if you need to update details we hold on file (such as banking information for reimbursements).
How do I contact Whitestone Partners?
Use the Support tab in your portal to send us a message β€” we'll reply in your "My Messages" area and notify you by email. You can also reach us at support@whitestone-partners.com.
A customer wants to cancel or transfer their plan β€” what do I do?
Plan cancellations and transfers are handled by Whitestone Partners according to the terms of the customer's agreement. Contact us through the Support tab and we'll guide you through the process.
Contact Whitestone Partners
Have a question or need support? Send us a message and we'll get back to you within 1-2 business days.

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Something went wrong. Please email support@whitestone-partners.com directly.

Or email us directly: support@whitestone-partners.com

Documents
Official Whitestone Partners documents for your dealership.
Customer Service Contract
Give to customers at point of sale β€” standard Whitestone contract
Whitestone Brand Guidelines
Logo usage, colors, and brand standards
Coming soon
Contact Support
Send a message to the Whitestone Partners team. We typically respond within 1 business day.
My Messages
Your conversations with Whitestone Partners. To start a new conversation, use the Support tab.