From the first call to the five-star review.
Compass keeps your leads, quotes, signatures, invoices and payments in one simple place, so nothing slips and you get paid faster. Built for roofers, HVAC, plumbers and the trades.
Everything between "can you come look at it?" and "paid in full."
Every lead in one inbox
Website form and Facebook lead ad inquiries land in Compass on their own. Turn one into a contact and a deal in a click.
A pipeline you can see
Drag deals through your own stages, set follow-ups, and see what is due today from the dashboard.
Quotes your customers sign on their phone
Send a quote or contract, let the customer pick an option and sign. Everyone gets a signed PDF with an audit certificate.
Invoices that get paid
Bill a deposit or the balance from a signed quote. Customers pay by card or bank, reminders go out when it runs late, and receipts send themselves.
More Google reviews
Ask for a review in one tap when the job is paid, or let Compass ask for you. Every customer gets the same direct link to your Google review page.
Customers and properties together
Each customer keeps their addresses, deals, quotes, invoices, files and notes on one timeline your whole office can see.
Your money goes straight to you.
Customers pay through your own Stripe account, set up from Compass in a few minutes. The money lands in your Stripe balance and pays out to your bank on Stripe's normal schedule.
- Compass never holds your money.
- No Compass fee on payments. You only pay Stripe's standard processing.
- Card and bank (ACH) payments, with receipts sent for you.
Made by Relic, a local team that works with the trades.
Compass is built by Relic Web Solutions in Troy, Ohio. We build websites, local SEO and review systems for contractors, and we made Compass because our clients needed one place to run the office. If your website already sends leads to Relic's Beacon, they show up in Compass on their own.
Want to see it on your own jobs?
Tell us about your business and we will show you around. A real person picks up.