CB

The Yard

The CB Shipping Solutions house tool. One login for CRM, Desk, Proposal, Modified, and Money. Company email only. Same password as the CRM. Bookmark https://theyard.cbshippingsolutions.app — not a workers.dev link.

THE YARD
CRM · Desk · Proposal · Modified · Money

One book. The whole desk.

This is The Yard. Sign in once. Work CRM, Desk, Proposal, Modified, and Money from here.

Book

CRM

Contacts, follow-ups, tasks, pipeline, notes.

Assist

Desk

Your CBSS AI — built for every CB Shipping Solutions employee. Ask it. Then go close.

Quote

Proposal

Build the quote. Send the proposal. Put the deal in writing before they cool off.

Build

Modified

Doors, windows, electrical, insulation, framing, roll-up, and the CB Apex helical foundation.

Collect

Money

Invoice the cash they agreed to. ACH, wire, or card — get it in the account.

On the floor

NameCompanyCityOwnerStage

Select a contact to view details

Facebook app

Paste the App ID, app secret, and client token from Meta for Developers. Empty boxes keep what is already saved. The secret and token are not shown again.

Facebook is not connected yet.

AI

CBSS AI for Sales

Your closer-assistant. I will not invent a price. Pick size, grade, and configuration, then pull Container One or USA Containers for the client ZIP. Those numbers are theirs, not a CBSS quote.

Size
Grade
Configuration

Call scraps

I will not invent a price. Saves a real CRM note. Home delivery is cash before the truck.

Email templates

This tool does not send from Gmail. Copy or open Gmail, then save sent to CRM.

Pick a template.

Saved

Contact saved to CRM

New contact

Saves a real CRM lead for the signed-in rep. Notes go on that lead. I will not invent a price.

CTE is first outreach — Call, then Text, then Email. Follow-up is after they connected.

Q

Write the proposal

Proposal Builder · posted xChange wholesale only. Add a second box when they want two grades. Do not invent a price.

Side door OS 2D ≠ Side door OS 4D ≠ Full open side. OS 2D, OS 4D, and Full open side are different boxes — do not mix them. Pick the exact config the yard posted.
1

Pick the box

Size, height, door type, and grade. Get a posted price, add this box, then add another if they want a second grade — 20 ft WWT next to 20 ft one-trip.

2

Client ZIP

Wholesale comes from the nearest city that posted that exact box. Fail closed if nobody posted it.

Type the client ZIP, pick the exact box, then Get CBSS Price. The yard’s posted wholesale stays theirs. Our proposal amount is what we send.

3

Proposal amount

Posted wholesale + live delivery + typed margin, rounded up to $25. That is what we send. Do not invent a wholesale.

Proposal each

—

4

Who it is for

Put the customer on the proposal while the yes is still warm. Enter writes it. Shift+Enter adds a line in notes.

5

Send it

Needs a posted wholesale on every box. Enter writes the proposal and emails it. It does not invent a number.

M

Modified container

Build the spec from the products we actually install. CB Apex helical pylons, doors, roll-up, windows, framing, insulation, electrical. I will not invent a price.

This is the build-out book, not an xChange dry-box quote. Side door OS 2D, OS 4D, and Full open are different boxes — do not mix them. Pile count and money wait for the land walk and an agreed number.
1

The box and the land

Size, height, and grade of the container. Site ZIP is for the land, not a pretend price.

2

CB Apex foundation

Helical pylons for container loads. Installed before the box is set. No slab delay.

House product

CB Apex — helical pylons

Resists frost heave and wind uplift. Faster and cleaner than a pour. Count the piles on the land walk. Do not guess.

3

Openings, shell, and power

Doors, roll-up, windows, framing, insulation, electrical, vents, finish. Check what they need. Qty is pieces, not a dollar.

4

The spec

This is the build list. An amount goes here only if they already agreed to a number.

Build list

Modified container

Pick the box or a modification.

Send invoice

Builds the navy/gold invoice and opens Gmail to you so you can forward it to the customer — same as a proposal. The amount is the number they agreed to. Do not invent a price. ACH / wire only is the house path.

Billing address

Delivery address

The invoice lands here, then Gmail opens to you.

Recent invoices

Proposal

Proposal written

Success

Contact saved