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
Compass Academy
Wing the delivery. Not the details.
Made for Compass Security · Internal tool — not a real company or product — internal demo.
NOR · Team North
Compass Protect
Choose a tool to get started.
Coming soon
Call Assist
AI Assistant
In the works — not open yet.
Available soon
Free
Call Assist
Non-AI Toolkit
Build a Enrollment Request with no AI and no limit. Dropdowns → ready-to-paste CRM text.
Open →
Free
Script Practice
Working Replicas
Click through a real call. The live CRM scripts — buttons, dropdowns and validation all behave the way they do on the floor.
Open →
SOU · Team South
Compass Complete
Choose a tool to get started.
Coming soon
Call Assist
AI Assistant
In the works — not open yet.
Available soon
Free
Call Assist
Non-AI Toolkit
Build the contractor call & voicemail scripts to schedule the install. No AI, no limit. An SR is the last resort.
Open →
Free
Script Practice
Working Replicas
Click through a real call. The live CRM scripts — buttons, dropdowns and validation all behave the way they do on the floor.
Open →
CEN · Team Central
Compass Complete
Choose a tool to get started.
Coming soon
Call Assist
AI Assistant
In the works — not open yet.
Available soon
Free
Call Assist
Non-AI Toolkit
Build a Enrollment Request with no AI and no limit. Dropdowns → ready-to-paste CRM text.
Open →
Free
Script Practice
Working Replicas
Click through a real call. The live CRM scripts — buttons, dropdowns and validation all behave the way they do on the floor.
Open →
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?
⚠ WH add-on: this must be sent to Customer Service to complete — do not create an SR.
Part 2 — Appointment scheduled
Part 3 — Reason NOT scheduled
Part 4 — Additional information
Part 5 — Animal(s) with access
Part 6 — Install somewhere other than service address
Part 7 — Cancellation (inbound only)
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.