Accounts & Sites directory
Accounts & Sites (/yard/accounts, sidebar under Yard) is your company’s client memory. Every CSV import and approved Magic Paste intake can link clients, properties, and jobs here.
Requires an activated workspace. Sandbox users see an activation prompt until billing is set up.
What it is (and isn’t)
Section titled “What it is (and isn’t)”Accounts & Sites is a read-only directory for dispatch context:
- Client names, phones, emails, and notes from imports
- Property addresses with optional “last serviced” dates
- Job timeline per client (title, date, hours, status)
It is not a full CRM — no invoicing, contracts, or two-way sync with your billing system. Think of it as ArborBuddy’s memory of who you’ve already worked for.
Directory overview
Section titled “Directory overview”The top of the page shows three counts:
| Stat | Meaning |
|---|---|
| Clients | Unique customer records linked from imports or intake |
| Sites | Distinct property addresses across those clients |
| Linked jobs | Jobs on the board tied to those accounts |
Each card lists job count, site count, and contact info when available.
Account detail page
Section titled “Account detail page”Click a client name to open their detail view:
- Context card — summary stats and contact fields
- Sites — addresses with Paste site to open Magic Paste pre-filled for that property
- Job timeline — historical jobs imported or created through intake
Use Duplicate to Magic Paste at the top to spin up a new lead from the whole account record.
How accounts get populated
Section titled “How accounts get populated”| Source | What links |
|---|---|
| CSV import | Client + site columns create or match directory entries |
| Magic Paste / voice intake | Approved drafts with customer info link on commit |
| Bulk Magic Paste import | Same as CSV path after preview import |
If a client has jobs but no site addresses, the card notes that sites appear when imports include an address column.
Typical workflows
Section titled “Typical workflows”Repeat customer, new job
- Open Accounts & Sites → find the client.
- Click Magic Paste (whole account) or Paste site (one property).
- Add scope notes in Lead intake and submit.
Onboard from another system
- Export CSV from your CRM or spreadsheet.
- Run Importing CSV — clients and sites fill automatically.
- Return here to verify counts before dispatching.
Check history before quoting
Open the account detail job timeline to see prior work, dates, and estimated hours before pricing a return visit.
Empty state
Section titled “Empty state”No accounts yet? The empty state offers shortcuts to Import CSV or Magic Paste — either path seeds the directory on first successful import or approved intake.
Related
Section titled “Related”- Importing CSV — bulk load clients and jobs from exports
- Import memory — Lead intake suggests matching accounts while you paste
- Magic Paste & Lead intake