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Recovery Triage (Clients)

Recovery Triage (/clients, sidebar Clients) is your revenue workbench. Every CSV import adds or updates client records here; the page ranks accounts by estimated recovery value so you know who to call first.

Plan access

Section titled “Plan access”
CapabilityMinimum tierFeature key
View directory + detailFree scanaccounts_directory
Start Outreach (prefill)Crew ($79/mo)accounts_magic_paste
Merge duplicatesCrew ($79/mo)accounts_magic_paste (merge_clients RPC)
Client Audit (stats + rhythm)Crew ($79/mo)client_audit_foreman
Client Audit (full AI outreach)Autopilot ($129/mo)client_audit_autopilot

Trial users get Foreman-class Client Audit preview via grant_trial_feature_keys() in the entitlement registry — outreach text stays blurred until Autopilot.

Directory view is available on the free scan. Actions (outreach prefill, duplicate merge, full audit) gate on Crew+.

What it is (and isn’t)

Section titled “What it is (and isn’t)”

Recovery Triage is built from imports and intake — not a full CRM:

  • Client names, phones, emails, and notes
  • Property addresses with last service dates
  • Job timeline per client (date, hours, type)
  • Dormant value estimates and service-rhythm signals

It is not invoicing, contracts, or two-way billing sync. Think of it as ArborBuddy’s memory of who you’ve worked for — sorted by money on the table.

Directory overview

Section titled “Directory overview”

The top of the page shows:

StatMeaning
ClientsUnique customer records from imports
DormantClients past service rhythm or 9+ month threshold
Est. recoverySum of dormant recovery values on the list
SitesDistinct property addresses

Default sort

Section titled “Default sort”

Clients rank by highest estimated recovery value (not alphabetical). Dormant clients tie-break ahead when values match.

Filter chips

Section titled “Filter chips”
ChipShows
AllFull directory
DormantOverdue repeat clients
Missing infoNo phone or email on file
DuplicatesMatching name, phone, or email
High valueEst. recovery ≥ $500

List cards

Section titled “List cards”

Each card shows:

  • Dormant, duplicate, and missing-info badges when applicable
  • Estimated recovery value
  • Up to two recovery signals (e.g. months since last service, typical booking rhythm)
  • Start Outreach (Foreman+) — prefill outreach draft; legacy workspaces with legacy_features route to intake, others land on Recovery
  • Merge duplicates (Foreman+) — top-bar action when duplicate groups exist; pick the primary record and combine jobs, sites, and aliases

Account detail page

Section titled “Account detail page”

Click a client name for:

  • Context card — contact fields and summary stats
  • Client Audit — service rhythm, dormant value, suggested outreach (tier-gated)
  • Sites — addresses with last service dates
  • Job timeline — historical jobs from imports

How accounts get populated

Section titled “How accounts get populated”
SourceWhat links
CSV importClient + job columns create or match directory entries

Typical workflows

Section titled “Typical workflows”

Triage dormant revenue

  1. Open Clients — highest-value accounts surface first.
  2. Filter Dormant or High value to narrow the list.
  3. Click Start Outreach or open detail for full Client Audit.

Onboard from another system

  1. Export CSV from your CRM or spreadsheet.
  2. Run Importing CSV — clients and sites fill automatically.
  3. Return to Clients or the Recovery dashboard to act on flags.

Check history before reaching out

Open account detail for job timeline, service rhythm, and outreach copy before contacting a dormant client.

Empty state

Section titled “Empty state”

No accounts yet? Import your first CSV — dormant value and recovery signals appear after jobs link to clients.

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