Getting Started
Start with the demo workspace
What the sandbox is, why it exists, and how to move from demo data to your real account when you are ready.
3 min readRead
ArborBuddy
Help Center
Public product documentation
Help center for ArborBuddy users
Start here if you want to understand the demo workspace, figure out where files go, or learn how billing and signals work before you connect your real data.
Docs at a glance
7
categories
Live articles
10
published guides
Featured
Start with these first
Importing Data
Where do I upload CSVs and PDFs?
A short guide to the import path, the file types we support, and what to expect after upload.
4 min readRead
Signals
What are signals, and what do I do with them?
Signals are the actions and opportunities that need attention so money does not slip through the cracks.
4 min readRead
Dashboard
How do I read the revenue progress bar?
What the progress bar means, how it ties to your month-to-date target, and what to do when it stalls.
4 min readRead
Browse all guides
Getting Started
FeaturedStart with the demo workspace
What the sandbox is, why it exists, and how to move from demo data to your real account when you are ready.
3 min readOpen
Importing Data
FeaturedWhere do I upload CSVs and PDFs?
A short guide to the import path, the file types we support, and what to expect after upload.
4 min readOpen
Signals
FeaturedWhat are signals, and what do I do with them?
Signals are the actions and opportunities that need attention so money does not slip through the cracks.
4 min readOpen
Dashboard
FeaturedHow do I read the revenue progress bar?
What the progress bar means, how it ties to your month-to-date target, and what to do when it stalls.
4 min readOpen
Billing
How billing works when you move from demo to live
What happens when you upgrade, how pricing is structured, and what stays free during the sandbox phase.
4 min readOpen
Troubleshooting
Why is my dashboard empty after import?
A troubleshooting guide for the most common first-import issues and what to check next.
4 min readOpen
Dashboard
What does "days in a row" mean?
A plain-language explanation of the streak indicator and how it relates to day-to-day workspace activity.
4 min readOpen
Signals
Why is a job showing as unscheduled?
What unscheduled means in ArborBuddy, why it matters, and how to clear it once the job has been handled outside the app.
4 min readOpen
Signals
How do I dismiss a signal?
How to clear a signal when it has been handled and when you should leave it open instead.
4 min readOpen
Jobs
What is the difference between active and completed jobs?
A plain guide to the job status labels ArborBuddy uses so your dashboard stays readable.
4 min readOpen