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Getting Started

Compass Wave is an easy-to-use, customizable, set-it-and-forget-it lead generator for your cleaning business. We pride ourselves on getting you up and running within minutes, ready to start generating income with our proprietary estimating, invoicing, and booking tools. On that note, we compiled this page so you can find what you need to get started easily. To jump to a detailed description of a specific Compass Wave feature, just use the search bar at the top and click on one of the links at the leftsuggestions. If you need any help, feel free to contact support with the help button at the bottom right.

Estimating

Compass Wave gives you the ability to collect information from your potential customers easily and provide them with immediate feedback in the form of a cleaning estimate. You start by signing up for Compass Wave and getting a unique estimate tool URL (this will just be given to you, and it'll look something like my-cleaning-service.compasswave.com).

Putting this tool on your website or Facebook page is way easier than it sounds. Just copy the line below into your website's HTML code wherever you'd like it (feel free to ask for help with the orange button at the bottom right if this sounds scary).

<iframe src="my-cleaning-service.compasswave.com"></iframe>

And that's it! That's all it takes to get up and running! You'll be collecting leads and generating profit in no time.

For you to maximize leads generated by Compass Wave, we've made sure that your potential customers can get an estimate easily and without any friction. Take a look at the chart below. From left to right, it explains the steps the estimate tool takes your prospects through.

Custom Questions

Compass Wave features a unique custom questions system! In the navigation at the left, under Tools, you'll see a tab named "Custom Questions".

There, you can create custom questions, view the ones you've already created, edit the questions and their cost drivers, and delete questions. Once you type in your question and description, select your type of question.

  • Number inputs allows the user to type a number. The number they type will be multiplied by your cost driver and added to the total estimate.
  • Radio questions let the user see all the options at once while only letting them choose one of them.

    Have you used a cleaning service before?

  • Checkbox questions let your user pick multiple choices, or none at all.

    Pick which additional services you would like.

  • Dropdowns questions are functionally the same as radio questions, but they're more condensed and are optimized for mobile screens.

This is what the Custom Questions page looks like, fully expanded:

If you choose to make a number question, some of those fields will go away, since they aren't applicable. If you choose a radio, checkbox, or dropdown question, you can choose how each answer affects the total estimate. Typing an answer in the Possible Answers field and pressing Enter will put it in the Possible Answers dropdown on the left. Type your cost driver number in the next box, select from the next two dropdowns, and press Add Cost Driver. You'll see it pop up in the Answers box below like this:

Do that for every answer, and press Submit New Custom Question. You'll be redirected to the View Custom Questions Tab, which lets you see every question you've created as well as edit and delete them.

Invoicing

Compass Wave now supports invoicing! With very little setup, you'll be able to send invoices, take payments, and process your leads from start to sale right from Compass Wave! To get started, just head to the Integrations page and click the orange "Integrate With Stripe" button near the top. Follow through Stripe's integration process (don't worry, it's easy), which might involve creating an account with them. Once you're done, it'll send you back to Compass Wave to start invoicing.

How does your money get from the customer to you?

You create an invoice in Compass Wave with a cost breakdown of the services you performed for the customer.

In the View Invoices section, you type in the customer's payment information and press Charge.

Compass Wave will charge the customer and send the whole amount through Stripe into your account. Compass Wave doesn't charge any fees on these transactions. To find out more about Stripe's pricing plans, click here.

Stripe keeps track of your customers, payments, and subscriptions, and gives you the tools to easily create reports and withdraw your funds for easier business management.

Booking

Compass Wave now employs a custom-built artificial intelligence that helps your customers schedule appointments before they can even shop around. They can easily select a few days that work for them, get a few options from the scheduler AI, and lock in a time on your calendar with practically no effort. It reduces the customer's friction in their journey from curious to paid-in-full and drives more results than ever before. To get started, go to the Company tab under Settings and set your timezone:

After setting your timezone, click on the Manage Users tab at the left. Click on the New User drawer (it might be hiding at the bottom of the screen). It should look something like this:

You'll want to make sure that you add in a new user for every cleaner or cleaning team (don't worry, you won't be charged extra for them) and that you check the "Can this user accept appointments?" box when adding them. Once all of them are registered, our smart scheduler AI will be able to find slot in any of their schedules, giving your customers more flexibility.

The third step before turning the booking form on is setting your minute multipliers. If that sounds confusing, don't worry, we can help you get it all sorted. The gist of it is: Compass Wave needs to know how long an appointment will take so it can figure out where it fits in your schedule. For each of the questions, you'll just need to define how much time their answer adds to the total.

For example, say it takes you 35 minutes to clean a 1750 sqft house, without any add-ons (so you aren't doing the windows, or cleaning the fridge, etcetera). You want to tell Compass Wave to block off those 35 minutes for a simple cleaning on an 1750 sqft house. Bear with us here, this is the tricky part. 35 divided by 1750 is 0.02. So in the Square Footage field under the Settings -> Booking Form tab, we're going to put 0.02:

See, that wasn't too hard. We just gave Compass Wave a way of calculating how long an appointment will take based on square footage. Now let's define how many minutes to add for each add-on. Scroll down; you'll see all of the questions that you have on your estimate tool and all of the possible answers. Just a reminder: editing these will not affect the estimate cost. Those settings are under Tools -> Cost Drivers. Back to the booking form! Try adding 10 extra minutes per occupant. See if you can do it by yourself on this page, or look at the solution below.

See, it's getting simpler. To add 10 minutes per occupant, you just scroll down to the "How many occupants?" question and type in "10". Hopefully it's starting to become intuitive. Before you turn on your booking form, go through each question on this page and add fill in the appropriate number (you can use up to two digits after the decimal point).

Last step! Scroll down to the bottom of that page and set your company's working hours. Compass Wave doesn't want to schedule appointments when you aren't working, so make sure to set the times that you'll be around and ready to clean. With the same form, you can also set exceptions to your hours. For example, maybe you typically work Monday to Friday, 9AM to 5PM, but on the last two weeks of the year, you only work Mondays and Thursdays from 10AM - 6PM. Compass Wave gives you the flexibility to create an exception like that with the form at the bottom of the Settings -> Booking Form page.

Finished with setup? Great! Scroll all the way up to the top of the page and click "Turn Booking Form On". Congratulations! You've set up the booking form.

Creating Appointments

Compass Wave makes it easy to block off times in your schedule and connect those appointments with prospects you've captured with your estimate tool. While you can do all of this manually (this section will show you how), it's all automatically taken care of for you with the booking form at the end of the estimate tool. Your customers can automatically schedule appointments for themselves with the help of our smart scheduler artificial intelligence without you having to lift a finger.

To create an appointment manually, go to the Calendar page. It's in the navigation at the left. Here's what the page looks like on a smartphone when the booking form is set up (if it isn't set up yet, please take a look at the previous section called First Steps):

Just open the New Appointment drawer at the bottom of the page and select an estimate to tie this appointment to. Scroll down further and choose the appointment's length and how often it should recur. Click the orange "Find Availability" button to pull a list of appointment possiblities. Click on one, and the new appointment should show up in your daily schedule above.