How Compass Wave Works

Getting Started

Compass Wave is an easy-to-use, customizable, set-it-and-forget-it lead generator for your service industry business. We pride ourselves on getting you up and running within minutes, ready to start generating income with our proprietary estimating tool. 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.

We have a whole playlist of tutorial videos available for you on YouTube. The applicable ones will be embedded here for your convenience.

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 an 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).

<script src="https://compasswave.com/js/widget.js" data-key="my-cleaning-service"></script>

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.

Customizable Questions

Compass Wave features a unique question creation system! In the navigation at the left, under Tools, you'll see a tab named "Questions". If you're an existing user who doesn't see this, try going to Tools -> Widget Pages and turning the new widget on.

There, you can create your 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.

This is what the 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 Question. You'll be redirected to the View Questions Tab, which lets you see every question you've created as well as edit and delete them.

Form Modules

Compass Wave uses an easy page-based system to build the estimate widget. You're given the power of small modules of functionality, allowing you to combine as many of them as you want and in almost any logical order. All you have to do is use the Tools -> Widget Pages page to organize them into your desired setup. For example, perhaps you'd like to keep your widget simple. In that case, just delete any pages that already exist, use the "Add Page" button to add two new pages, and drag these modules into them:

Note that some modules only display something, but don't have any functionality. Some other modules have only functionality, but they don't display anything to the user. Most modules are a mix of both. Just be careful, since anything that the module does (including saving information, sending emails, doing calculations) happens as the next page is loading. That means that if you have the "Send Customer Email" module on the last page, the customer will never get an email, since there is no next page to load. The takeaway: don't put any functionality on the last page.

You can create as complex of a widget as you'd like. Take, for example, this widget arrangement, which uses 18 modules:

Another important note: it may take some time to carefully assess what is necessary to put on your widget and how much friction you want to put your customers through just to get an estimate. You wouldn't want to spend all that time and lose your work, so remember to always press "Save Changes" at the top.

Integrations

Compass Wave doesn't do everything; it's not meant to. That doesn't mean you have to turn elsewhere though, since we've designed Compass Wave to work with other programs to boost your productivity and expand the possibilities of what you can do with our software. Take a look at a few of the integrations we've added:

Nice Job

Your business is guaranteed to grow when your customers are excited to share their positive experiences with you. NiceJob facilitates this by not only encouraging prospects from Compass Wave to leave positive reviews, but keeping track of your customers' overall responses to your services.

SendJim

Send Jim is the perfect software to organize your prospects into mailing lists for physical marketing and advertising. Compass Wave will use limited-access credentials to securely send new prospects there for you to use.

SendJim can easily gather all of your prospects to a single location for further processing. Under the Radius Bomb tab in SendJim, you can create a shape on the map and easily separate some prospects from others. This gives you the ability to engage only with the exact subset of your customer base that you'd like to engage with.

After getting your shape set, Send Jim can figure out how many addresses are inside that shape and give you the tools to send physical mailers to the residents, including or excluding your prospects from Compass Wave.

Zapier

Zapier connects Compass Wave with thousands of other programs by sending out a message to those other programs for every incoming prospect. Those messages can be passed along to all sorts of third-party services for endless possibilities.