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.
Public article
3 min read
What the demo is The demo workspace is a guided sandbox with sample arborist data. It lets you explore dashboards, signals, and the Ask ArborBuddy experience before you connect real records.
What you can do in the demo - Browse the dashboard and see how the revenue cards and signals work. - Try the Ask ArborBuddy action without touching real customer data. - Download the sample invoice PDF or CSV files referenced in the onboarding banner.
When you are ready to upgrade Tap the Upgrade button in the demo banner. That moves you into a real workspace flow where you can connect live data and start using your own accounts, jobs, and invoices.
Need the live app to match this guide?
The help center is the public source of truth. The app uses the same articles to answer setup and product questions so the docs and the AI stay aligned.