Workflows: your repeatable process for every job
Build a checklist of steps once, attach it to a lead, and let Compass track (and optionally send) each step for you.
A workflow is your repeatable process written down once: the emails, questionnaires, contracts, calls, and reminders that happen between a new enquiry and a finished job. Attach one to a lead and every step shows on the lead with its own due date, so nothing slips.
Build a workflow
Go to Settings → Workflows and create one. Steps are grouped into phases (Lead, Production, Post by default; rename, reorder, add, or remove them). Each step has a label, a phase, and a due date rule.
Due dates: anchors and offsets
A step is due a number of days before or after an anchor: when the lead was created, the event date, when a quote was sent or accepted, the previous step, or after a named step (so you can chain off any step you like). Compass works out the actual calendar date per lead.
Step types
Each step has an action type:
- Task: a manual to-do (a call, a reminder to yourself). You tick it off.
- Send email: an email built into the step (its own subject and body), sent to the client.
- Send questionnaire / Send contract: creates the document from a template and emails the client a link to it.
- Send invoice: raises an invoice from one of your invoice templates and emails it (PDF attached). You can set an amount to bill a single line at that total instead of the template line items, and choose whether it goes to everyone in the loop or the main contact only.
Attach it to a lead
Open a lead in Enquiries and attach a workflow. The lead gets its own copy of the steps with real dates, and a card showing what is done, due, and coming up. Each lead keeps its own progress.
Sending: each step is manual or automatic
Every send step is manual unless you set it to send automatically. Manual means a one-tap "Send now" on the lead that opens a composer so you can review before it goes. Set a step to Send automatically on the due date and Compass sends it for you, hands-off. The very first automated email on each job waits for your one-tap go-ahead, then the rest flow on their own. See Automatic sending, explained for exactly how that works and the safety limits.
Push an edit to leads already using it
When you change a workflow, Settings → Workflows shows how many active leads use it and a Push to N leads button that updates them all to the new steps. Their progress (done / stopped) is kept, and finished jobs are left alone.