Compass Admin
Incorrect password.
Log In
Compass
·
Admin
Home
Customers
Inbox
Contact forms
Orders
Client book
Client book
📥 Service requests
+ Add Client
Loading…
Add Client
Business Name
Website
Contact Name
Status
Lead
Active
Paused
Churned
Contact Email
Contact Phone
Notes (access info location, anything else)
Cancel
Save Client
Staff Member
Name
Role
Pay Type
Hourly
Salary
Pay Rate
Cancel
Save
Their Customer
Name
Contact Info
Notes
Cancel
Save
Work Item
Description
Type
Status
Not Started
In Progress
Awaiting Client Approval
Submitted
Complete
AI Task Type (optional — enables the Generate button)
None
Due / Frequency
Delivery Info
Cancel
Save
Onboarding Item
Description
Cancel
Save
Log Meeting
Date
What Was Discussed
Outcome
This outcome is recurring work
What's the recurring task
Type
Frequency
Weekly
Biweekly
Monthly
AI Task Type (optional — enables the Generate button)
None
Start Date
End Date (optional)
Delivery Info
Billing Amount
Billing Frequency
Per Task
Weekly
Monthly
Leaving End Date blank sets it through Dec 31 of this year — you'll get a renewal reminder starting mid-November.
Cancel
Save
Automation Setup
Task Type
Instructions (exactly how to do this, for this client)
Cancel
Save