Approval setup
Coming due
Demo box
First owner invite
Send a new invite or cancel this one. A new invite goes to the same email address as before, and the old one stops working.
Needs your decision
yours to decide; nothing on this page acts without youHow this section is ordered
Emails that didn't send
Customer responses
Mail to check
Forwarded mail that needs a look from you. The list tells you why. Open a message to read what it says and who it says it is from. Nothing here sends or replies. If a sender is on hold, you can release the hold.
Approval queue
Jobs needing a second look
Jobs your metrics flag for a person to look at again.
Crew suggestions
Warranty claims
Crew is handling it
your crew's work today, newest firstBusiness performance
how the business is doing, with the period each number coversMetrics you asked for
Stop tracking one and its tile comes off the dashboard.
Value delivered
time and money saved, estimatedWork booked
quoted, not receivedHistory
what already happenedTemplate auto-send history
Approvals
each card says where it opens-
Check the invoices your crew would create before any of them is real, and say whether each looks right. Opens the Approval Desk, a separate site that keeps approvals apart from the Cockpit, so it asks you to sign in there with your Google account.
Invoice previews -
Set up the devices you approve requests on, with a passkey (your fingerprint, face or screen lock). Opens the Approval Desk, a separate site that keeps approvals apart from the Cockpit, so it asks you to sign in there with your Google account.
Approval devices