Your records.
Clear answers.

What Yardline stores

Yardline stores account and company details, customer contacts, properties and access notes, estimates, recurring services, schedules, crew assignments, visit records, invoices, and recorded payments.

Your business retains ownership of the business information it enters. Yardline uses that information to provide and support the service, as described in the privacy policy.

Company separation and access

Business records are associated with your company. Access checks keep signed-in users’ work within their company, and restricted crew access shows assigned work rather than the owner’s full workspace.

Authorized company users can access company information. Anyone with an active shared estimate or invoice link can view that document, so share links carefully.

Crew access links let a crew see its assigned work without an individual account. Treat these links as private: anyone holding an active link can access that crew’s view. Owners can replace or revoke crew access.

Yardline’s operator and service providers can access information as needed to run the service, provide support, and handle recovery. The privacy policy explains provider roles and how information is handled.

Protecting your records

Connections to Yardline use HTTPS. Account sign-in and company access controls help protect business records. Enter only information your business needs, and avoid unnecessary sensitive details in notes.

Backups and recovery

Yardline has daily encrypted database backups and checks for backup freshness. Backups support recovery, but we cannot guarantee uninterrupted service, recovery without data loss, or a particular recovery time.

Getting your data out

Your business data stays yours. Company owners can use Download My Data in Settings to download customer, property, service, scheduling, crew, estimate, invoice, and payment records as CSV files in a ZIP archive.

The archive includes a guide to the records and their relationships. It is intended for data portability, not as a complete application backup or a guarantee of compatibility with other software. Large exports are subject to download size and time limits. If your export exceeds these limits, contact support@yardline.xyz for assistance. We verify company ownership before arranging secure retrieval.

Invoice and payment records

You can create invoices and record payments received outside Yardline. Recording a payment does not move money.

Receive payment through your usual method, then record cash, check, bank transfer, or Zelle receipts against the invoice. Paid and unpaid status helps you keep track of what is outstanding.

Using Yardline in the field

Crew Mode requires an internet connection. Today provides the work crews can act on; the weekly view is read-only and shows current assignments for planning.

See the privacy policy for details about service providers, analytics, storage, retention, and privacy requests.