Popular Articles
Modifying Document Templates
Deactivating Staff Members
In the event you need to deactivate a staff member, you can do so by clicking on the Staff option under the company sub-menu of Settings. Find the employee you wish to deactivate on the list that appears. Clicking on the Notepad icon on the far ...
Types of Tasks in Compass
The following are all Tasks created in Compass at this time. Tasks appear on the task screen for 20 days past their due date, and then 'fall off', however they are still accessible via the customer page. New Lead What is it: Indicates that a new ...
"1969" dates
If your location was imported from i360 to Compass, you may find a few instances of records showing a date in 1969. Compass requires dates in various locations which i360 did not - for example, in i360 it was possible to create a tech visit with no ...
Schedule & Calendar Management
Keeping your calendar in Compass up to date is a daily task necessary to ensure the smooth running of your franchise operation. Your calendar in Compass should always reflect the actual technician & estimator schedule. Maintaining an up to date ...