Compass supports electronic document signing at various points in the customer journey. The system supports e-signing templates which can include having your customer e-sign, check boxes, fill in information, etc. Good uses of this signing include: - ...
Campus allows you to remove any template you have created provided that the template is not being used as the default document. To remove a template, simply navigate to the template management section, locate the template, then click the trashcan ...
When creating multiple estimates, you may wish to label each estimate for ease of reference later. Estimates can be labelled while creating, using the 'estimate title' field: the estimate title, if entered, appears: 1) On the calendar popup which ...
Compass automatically creates customers for you in several scenarios, which may include: New text messages New web leads Missed phone calls Behind the scenes, Compass periodically 'scans' for any texts/web leads/etc which don't exist in Compass, and ...
One of the many useful features that Compass has is the ability to import customer leads that are submitted online. Any leads that come into the system for a franchise market or markets get downloaded into Compass for review. Once the leads appear, a ...