Revenue flow
Last 12 weeks · by division
Recent activity
Active jobs today
| Job | Customer | Division | Crew | Status | Est. value |
|---|---|---|---|---|---|
| #J-2618 · Weekly maintenance | Bayshore Estates HOA | Maintenance | Crew B-2 | On site | $1,240.00 |
| #J-2619 · Valve replacement | Castille Properties | Irrigation | C. Reyes | En route | $680.00 |
| #J-2620 · Landscape install | Henderson Estate | Design | Crew D-1 | Scheduled 1:00 PM | $14,500.00 |
| #J-2621 · Transformer swap | Magnolia Reserve | Lighting | M. Alvarez | Scheduled 2:30 PM | $1,890.00 |
| #J-2622 · Mulch refresh | Siesta Key Residence | Maintenance | Crew B-4 | Complete | $3,200.00 |
Scheduling
Real jobs · click a day to add a job · drag an event to another day to reschedule · colored by division
May 2026
Customers & Properties
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Customers
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Select a customer to see details, properties, and service history.
Jobs
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| Job | Customer | Property | Division | Scheduled | Status | Est. value |
|---|
Invoices
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All invoices
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| Invoice | Customer | Division | Issued | Due | Status | Amount | Balance |
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Estimates
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All estimates
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| Estimate # | Customer | Division | Sales rep | Created by | Issued | Expires | Status | Accepted by | Total |
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Accounting
Accounts receivable · collections · QuickBooks sync
Outstanding
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open invoices
Past due
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accounts
Collected · 30 days
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payments
Not in QuickBooks
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invoices unsynced
A/R aging
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QuickBooks sync
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Every operation here is safe to re-run, and each record is handled independently — one failure does not stop the batch.
Revenue by division
| Division | Invoiced | Share | Invoices | Collected | Outstanding |
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Crews
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| Crew | Division | Lead | Members |
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Jobsite Visits
Record arrival and departure at a jobsite
On site now
Everyone currently checked in to a jobsite. Tick who is leaving, then record departure.
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Record an arrival
Pick the job, confirm who is on site, then record. Your location is captured once, at the moment you tap — never continuously.
Scheduled today or unscheduled and still open. Any job — not just your crew's.
Recorded on the visit. Picking one loads its roster below.
Needs review
Off-site arrivals, punches with no location, and visits left open overnight. Nothing here is an accusation — it is what a person should look at.
| Person | Job | Arrived | Distance | Why |
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Equipment
Vehicles, carts, mowers, handhelds · maintenance schedules
| Equipment | Category | Meter | Crew | Status | Maintenance |
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Materials
Item catalog · synced with QuickBooks · Taxable decides whether a line using the item is taxed
| Item | Division | Unit | Default price | Taxable | QBO item |
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Ordering
What to buy for upcoming jobs, and who from
Reports
Profitability, utilization, and operational analytics
Reporting suite — Phase 7
Per-crew, per-branch, per-service-type, per-customer profitability. Crew utilization, route efficiency, customer lifetime value, and exportable financials.
Warranties
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Map
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Needs a pin
Time Clock
Clock In / Out
My Hours
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Customer Portal
What your customers see when they log in to view invoices and service history
The portal is a separate site customers sign in to
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Portal logins
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Customers with access
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of — active customers
Pending access requests
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waiting for review
Paid online (30 days)
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Access requests
Customers who asked for a login and need to be matched to their account. Approving sends the invitation email.
Online payments
Every card payment attempt from the portal, newest first. Approved ones are already on the invoice and pushed to QuickBooks. Configure the processor under Settings → Integrations → North.
Settings
Company info, divisions, integrations, users, and permissions
Time Clock Devices
A registered tablet can take clock-in/out punches from the sign-in screen without anyone logging in. Its token can only punch — it can't read reports, pay, or any other data. Register from the tablet you want to use; revoke a lost or replaced one to cut it off instantly.
Portal Access Requests
Customers with no email address on file can't self-register, so they request access here. Match each one to the right customer account and approve — they'll get an email to set their own password.
Report Subscriptions
Choose who receives each recurring report by email. Only admin and office users are listed, since these reports contain company-wide data.
Nightly Time Clock Report
Company information
Appears on invoices, customer portal, and email templates.
Login screen
The background behind the sign-in box, on every machine and tablet. Seasonal themes are built in; Custom takes an https image link.
Recent changes to the login screen
Divisions
Used everywhere — jobs, calendars, invoices, reports. Each gets its own color for visual identification.
Add division
Appointment types
The kinds of appointment you book — Irrigation Inspection, Lighting Consultation, Conference Room Visit. Each belongs to a division, has a usual length, and can be limited to the staff allowed to do it. (Separate from Microsoft Bookings services, which sync on their own.)
Team members
People with access to the app. Role determines what they can see and edit.
Roles & permissions
Role-based access control. Customizable when the backend is in place.
Invoice defaults
Late fees & reminders
Automatic reminders are sent when the backend email service is configured.
Send first reminder
3 days after due date
Send second reminder
14 days after due date
Apply late fee
1.5% per month on overdue balance
Connected services
External services this app syncs with. Connections are configured here; data flows automatically once linked.
QB
QuickBooks Online
Two-way sync for customers, invoices, payments, and items.
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M
Microsoft Bookings
Appointments booked on the Microsoft 365 Bookings page sync into Scheduling → Appointments. Read-only: nothing here writes to Bookings.
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N
North (card payments)
Customers pay invoices by card in the portal. North's hosted fields take the card details; nothing card-related touches Yard-Line.
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T
Twilio (SMS)
Texts for new warranties, crew arrivals, job assignments, and invoice ready / overdue reminders with a portal link.
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R
Resend (email)
Transactional email: the nightly time-clock report, portal invitations and password resets, wholesale change notices.
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G
Google Maps Platform
The Map tab (with satellite view), property pins, address search on the customer / property / warranty forms, and traffic-aware route optimization.
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Appointment staff and colours
Microsoft Bookings keeps its own list of people. Match each one to a
Yard-Line user, then pick the colour their appointments are drawn in.
Anything left unmatched shows grey on the calendar.
Text the team
One message to the staff you tick on the right — company meetings, weather closures, anything everyone must hear at once. Goes out through Twilio to the mobile number on each person's user record. Employees only: this box cannot reach customers, vendors, or any number that isn't on a staff account.
Recipients 0
Scheduled texts 0
Texts waiting to go out, soonest first. Each one sends by itself at the time shown (Eastern) — nobody needs to have the app open. Until then you can edit it, send it early, or cancel it. If the server was down and a text would go out more than 30 minutes late, it is not sent; it shows as Missed under Recent team texts.
Recent team texts
Who sent what, and how many went out. Per-person delivery results are in Integrations → Twilio's message log (purpose
staff_broadcast).Email & SMS preferences
Which events trigger automatic notifications. SMS events are live — turn them on or off, and set the sending number and recipients, under Integrations → Twilio. The toggles below are a preview of email preferences and are not yet wired.
Audit log
Who did what, when — every change made in Yard-Line by a signed-in person, plus sign-ins. Append-only: nothing here can be edited or deleted from the app.
| When | Who | What | Record | Result |
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Settings history
Every save of a setting, field by field, with the old and new value. Also appears in the audit log above.
Danger zone
Reset local data
Clears all customers, invoices, and jobs from your browser. Re-seeds sample data.
Support
Get help with Yard-Line
Contact us
Questions, problems, or requests — reach out and we'll help.