How can we help?

Your first session: get a lead in, move it across your board, send a quote, and get paid.

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 board, the underlying status, and why both exist.

The kinds of work you do (Wedding, Portrait, Commercial), tagged on each enquiry.

Customise the list of where your enquiries come from, so every lead is attributed.

Build a quote from your packages, send it for the client to accept online, and watch the lead move to won.

Send a contract from a reusable template and collect a legally-useful electronic signature online.

Send a form to gather the details you need for a job, built from a reusable template.

Turn an accepted quote into an invoice, share it, and track what has been paid.

Upload a file once and reuse it everywhere. Versions keep what you already shared exactly as it was.

Save the quotes and invoices you send most as reusable starting points, then start new ones from them in a click.

One private link per job (or per client) showing their quotes, invoices, contracts and more.

Bill clients in another currency with the right tax label by setting up regions.

Set up the ways clients can pay so the right account shows on the right invoice.

Define the tax rates you charge and set a default for new quotes and invoices.

Build a checklist of steps once, attach it to a lead, and let Compass track (and optionally send) each step for you.

How armed workflow steps send themselves on the due date, and the guardrails that keep it safe.

Write a one-off email to a client, use saved templates, and control how your signature appears.

Let prospects book a call or meeting with you online, no third-party scheduler needed.

Connect Google or iCloud so your busy times block bookings, and Compass leads and jobs show in your calendar.

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.

Let Claude or ChatGPT work with your Compass CRM, safely. Reading is on by default; making changes and sending stay off until you arm them.

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.

Use your own Twilio account to text booking and invoice reminders to clients. A step-by-step setup, including the exact answers to pick in Twilio.

Create a form for your website that drops enquiries straight into your pipeline.

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.

Log what you spend so Compass can show cost-per-lead, payback, and per-channel ROI.

Pick a light or dark theme, unlock more palettes and voices as you set up, or build your own theme.

Share your link; your friend gets 10% off, and you stack 10% off per active referral.

Choose what Compass tells you about and how, with sensible defaults already on.

Deleted leads are recoverable for 30 days before they are removed for good.

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.

How Pilot, Captain, and Fleet differ, what happens when you upgrade or cancel, and what we charge for.

How the data-export and permanent-deletion flows work, and what they cover.