One book. The whole desk.
This is The Yard. Sign in once. Work CRM, Desk, Proposal, Modified, and Money from here.
CRM
Contacts, follow-ups, tasks, pipeline, notes.
Desk
Your CBSS AI — built for every CB Shipping Solutions employee. Ask it. Then go close.
Proposal
Build the quote. Send the proposal. Put the deal in writing before they cool off.
Modified
Doors, windows, electrical, insulation, framing, roll-up, and the CB Apex helical foundation.
Money
Invoice the cash they agreed to. ACH, wire, or card — get it in the account.
| Name | Company | City | Owner | Stage |
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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.
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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.
Write the proposal
Proposal Builder · posted xChange wholesale only. Add another option for a second or third grade the client can choose. The client PDF shows every option — A, B, C, and more. Do not invent a price.
Pick the box
Size, height, door type, and grade. Get a posted price, add this option, then Add another option for a second or third choice — 40 HC WWT next to 40 standard WWT next to one-trip. The client picks one.
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.
Proposal amount
Posted wholesale + live delivery + typed margin, rounded up to $25. That is what we send. Do not invent a wholesale.
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.
The box and the land
Size, height, and grade of the container. Site ZIP is for the land, not a pretend price.
CB Apex foundation
Helical pylons for container loads. Installed before the box is set. No slab delay.
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.
Openings, shell, and power
Doors, roll-up, windows, framing, insulation, electrical, vents, finish. Check what they need. Qty is pieces, not a dollar.
The spec
This is the build list. An amount goes here only if they already agreed to a number.
Modified container
Pick the box or a modification.
Send invoice
Builds the navy/gold invoice PDF, downloads it, and opens Gmail to you. Attach that PDF and send it to the customer. The amount is the number they agreed to. Do not invent a price. ACH / wire only is the standard path.
Billing address
Delivery address
Recent invoices
Mark paid when ACH / wire or card payment clears. The invoice Worker emails Next Steps from AgentMail. This screen does not send that email a second time.