This month
All divisions
Money Collected
$84,290.50
▲ 12.4% vs. last month
Outstanding (Sent)
$47,180.00
28 invoices awaiting payment
Unsent Invoices
$18,950.75
14 drafts ready to review
Overdue
$9,420.00
▼ 3 accounts past 30 days
Active Jobs
42
▲ 6 across 4 divisions
Upcoming Appts.
87
Next 14 days
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

Department calendars · drag to reschedule · color-coded by division

May 2026

Customers & Properties

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Customers —

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

Estimates

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All estimates
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Estimate # Customer Division Issued Status Total

Accounting

Accounts receivable · collections · QuickBooks sync

 
Outstanding
—
— open invoices
Past due
—
— accounts
Collected · 30 days
—
— payments
Not in QuickBooks
—
— invoices unsynced
A/R aging
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

Crews & Employees

Timesheets, pay rates, certifications, and clock-in records

Crew & payroll — Phase 6 build

GPS-verified clock in/out, foreman approval workflows, certification expiration tracking, and pay period exports compatible with your payroll provider.

GPS clock-in Geofenced prompts Cert expirations Pay period exports Audit log

Equipment

Trucks, trailers, mowers, transformers · maintenance schedules

Equipment registry — Phase 5 build

Serial numbers, purchase dates, assigned crews, maintenance schedules by hours or calendar, DOT inspection and registration renewals — all with automated reminders.

Materials

Internal catalog · used per job for true cost tracking

Materials catalog — Phase 5 build

Internal materials inventory separate from VMX. Mulch yards, plant inventory, irrigation parts, lighting fixtures — pulled from jobs for accurate margin calculations.

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

Your hours, pay period by pay period (Wednesday–Tuesday).

My Hours

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Customer Portal

What your customers see when they log in to view invoices and service history

Customer portal — Phase 4 build

Customers sign in with magic link or password to view outstanding balances, paid invoices, upcoming visits, before/after photos, and approve estimates online.

Invoice history Online payments Photo gallery Estimate approval Service requests

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
Sent every night at 8:00 PM Eastern — daily hours, overtime, and missed punches.
Company information
Appears on invoices, customer portal, and email templates.
Divisions
Used everywhere — jobs, calendars, invoices, reports. Each gets its own color for visual identification.
Add division
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.
Service catalog
Reusable line items for invoices and estimates. Taxable controls whether a line using this item is taxed — materials are typically taxable, labor and fees are not.
Service / Item Division Unit Default price Taxable QBO item
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.
QuickBooks Online
Two-way sync for customers, invoices, payments, and items.
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Microsoft Bookings
Sync scheduling from your existing Microsoft 365 Bookings pages. Each division maps to a Booking business or service.
Not connected
Stripe
Accept online payments via the customer portal.
Not connected
Twilio
SMS notifications to crews and customers (job arrivals, reminders).
Not connected
Amazon SES (email)
Transactional email for invoices, estimates, password resets.
Not connected
Google Maps Platform
Route optimization and travel-time estimates between jobs.
Not connected
Email & SMS preferences
Which events trigger automatic notifications. Recipients can be customized per-event in Phase 7.
Audit log
Tamper-resistant record of who did what, when. Critical for payroll, financial compliance, and dispute resolution.
The audit log requires backend storage to be tamper-resistant. Each action (customer edit, invoice send, payment recorded, clock-in, permission change) will be written here with timestamp, user, IP address, and before/after values.

Phase 1 build. Once the FastAPI backend is in place, this view shows the live audit stream with search and filter.

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.
(941) 961-4025