Set up your crew
What's running now
Your crew's controls
Your approval devices
The phone or laptop you approve requests on, with a passkey (your fingerprint, face or screen lock). Set one up when you first start, add a backup, or replace a laptop or phone you no longer use. This 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.
Set up or replace an approval deviceBusiness name
Shown at the top of the dashboard and chat, next to your role: "Business name · Owner's Cockpit".
Arrange, hide, and reorder your dashboard tiles, and edit each tile's own threshold targets, band boundaries, and pre-breach warning offset. Every change here is saved and versioned. You can roll back to any prior version at any time.
Action audit history
Connectors
Connect the systems True Fix reads from. A credential you paste here never touches this page's own scripts or storage — it goes straight to a separate, secure page.
Business rules
The rules the crew has learned about how your business works. Review each one, correct it, confirm it, or retire it so it is no longer applied. Nothing here changes what the crew does until you confirm it, and confirming records your decision only: it is not a sign-off on any invoice.
Your policies
Three answers the Foreman gives customers' questions with: what you do about parts a customer supplies, home-warranty jobs, and after-hours work. Until you confirm a policy, the Foreman says to ask you instead of guessing. Confirming records your answer only: it changes no invoice, price or schedule.
Invoice outcomes
Where each invoice the crew handled stands: verified completions, decisions still pending, and the exceptions someone owes a next step on. Amounts are never shown as revenue or savings — only the invoice's own status and evidence.
Usage
Your sign-ins and approvals are counted, per day, to help your team get the most from the product.
Task times and the value of your time
These two kinds of figure drive the estimate of the time and money your crew saves you. They are your numbers, so nothing is filled in for you: a figure you haven't set reads "Not set yet". When you set or change one, you see it again and confirm it before it is saved. A change applies from now on; figures already worked out keep the numbers they used.
Margin by job type (estimate)
Morning Brief by email
Each morning, the people you choose get a short plain-text email with the same figures their own Dashboard shows. It goes only to people who have signed in to your Cockpit, and each person's email holds only what their own role can already see there.
Renewals
The licenses, insurance certificates, registrations and bonds your business has to renew. Keep them here, soonest due first, and mark each one renewed when you have renewed it.
Who can send receipts
Add the email address or mobile number of anyone who should be able to text or email a receipt to your assistant. You can add up to 25. Taking someone off the list stops their next receipt. A receipt that was already accepted stays accepted.
Messages this box may send
Each kind of message your crew can send to your customers. You can turn a kind off, or stop it right now. Either one applies to every message the crew has not yet handed to the email service. A message the email service has already accepted cannot be called back. To turn a kind back on, contact True Fix.
Stop emailing one customer
Enter one customer's email address and choose what should stop. It takes effect for every message your crew has not yet handed to the email service. A message the email service has already accepted cannot be called back. This screen cannot undo a stop, and the address is not shown again after you submit it. To lift one, contact True Fix.