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A short tour of the three surfaces — Compass, Waypoint, and Roadmap — and how they fit together.

A 5-minute path from a fresh account to a usable workspace.

Compass adapts every label to your industry — and you can override anything that doesn't fit how you actually talk.

The columns of your kanban, the underlying status, and why both exist.

Drag a spreadsheet of contacts into Compass. Column names are matched flexibly so most exports work without remapping.

Send leads from any Zap, Make scenario, or n8n workflow into Compass with a single POST.

Two paths: a free Zapier connection (recommended) or a direct Meta integration when volume justifies it.

The five-step path from cost-of-living to a defensible per-job price, and what each step contributes.

Annual revenue target broken into monthly bookings, tracked against actuals.

Pick which metrics show up, in what order, at what size.

Plain-English definitions and the math behind every dashboard widget.

Where bookings show up by month, what the colour codes mean, and how to keep it accurate.

A map of every integration path — from a single curl command to a full Zapier setup.

Send form submissions straight into Compass via webhook — works with Squarespace, Webflow, custom HTML, anything.

From inside the app, or via the "Forgot?" flow if you don't remember the current one.

Why you see the verification banner, and how to fix a typo if you signed up with the wrong email.

Check spam, then your verified-domain settings, then your provider's logs.

Where the sign-out button is and how to fully end the session.