Questionnaires: collecting details from clients
Send a form to gather the details you need for a job, built from a reusable template.
A questionnaire is a form you send a client to collect the details you need: timeline, addresses, song choices, brief, and so on. Build the question set once and reuse it.
Templates
Create question sets in Settings → Questionnaire templates. When you send one to a client, Compass creates their own copy to fill in.
Sending and responses
The client opens a link and answers; their responses save back against the job. It moves from saved, to emailed, to completed, so an unanswered questionnaire is easy to spot, and Today's actions surfaces ones still outstanding with a one-tap reminder.
Sending automatically
A workflow step can create and send a questionnaire on its due date. See Automatic sending, explained.