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.
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: manual by default, automatic when you arm it
Every send step is manual until you arm it. 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. 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.