Compass Security · Internal Tool

Winging it… professionally, of course.

Confidence, but with receipts — answers straight from the docs, compliant SRs every time, and a growing set of tools that make the call easier.

Choose your program

Team
North

Team
South Coming soon

Team
Central Coming soon

Compass Academy

Learning Hub

Wing the delivery. Not the details.

Made for Compass Security · Internal tool — not a real company or product — internal demo.

Enrollment Request Priority List — if more than one applies, use the one highest on this list

Enroll Additional Property · Install at Billing Address · Install at New/Alternative Address
Renter / LL Approval Needed
Specific Date/Time Request · No Availability Error · Other Scheduling Error
Install-location note · Call First
Dog or Animal
Other

Cancellation — only on an inbound call when the customer wants to cancel their enrollment.

NOR Assist (Non-AI)

Fill what applies. The two CRM boxes build automatically below.

Part 1 — What is being enrolled?

Enrolled devices

Part 2 — Appointment scheduled

Appt date

Appt window

Part 3 — Reason NOT scheduled

Renter?

Scheduler error?

Other reason — free text (use only if the dropdown has no match)

CM scheduling issue?

Call to schedule after

Part 4 — Additional information

Scheduling request?

Call request?

Unit access?

Install-location note

CM requested tech wear personal protective equipment

PPE details (optional)

Preferred day(s)

Preferred time

Other request (free text)

Part 5 — Animal(s) with access

CM has a dog?

Other animal(s) with access?

Part 6 — Install somewhere other than service address

Do NOT install at

Complete install at

Installing at the billing address

Installing at a new / alternative address

Part 7 — Cancellation (inbound only)

CM recently enrolled and no longer wants to be part of the program

CRM Install Address

CRM SR Comments

+ Add a property

This is the MAIN account from the call you are on — the property already entered in CRM. Paste its account number and that is all: everything else about it was settled on the call. Each ADDITIONAL address you add gets its own SR and its own eligibility check.

Paste the MAIN account # from this call