Turn Field Service Chaos Into Command Center Clarity
CompassIQ connects to your existing tools and gives you real-time visibility into leads, revenue, and operations — so you can make decisions in minutes, not days.
Built with enterprise-grade standards from day one
Enterprise-Grade Security
SOC 2 Type II compliant infrastructure with end-to-end encryption
99.9% Uptime SLA
Redundant cloud architecture — your dashboards never go dark
SOC 2 Type II Compliant
Independently audited security controls you can trust
24/7 Expert Support
Real humans who know field service, not chatbot runarounds
Your Data Is a Black Hole
Field service companies generate tons of data — but it sits in silos, spreadsheets, and disconnected tools. Here's what that costs you.
Invisible Pipeline
Leads come from ServiceTitan, Google Ads, and referrals — but nobody knows the real close rate or where revenue actually comes from.
Decisions Take Days
By the time someone exports a CSV, builds a report, and emails it to the GM, the opportunity is gone. You're running on yesterday's data.
Revenue Leaks
Unapproved discounts, missed follow-ups, and techs who underperform — you can't fix what you can't see. Money falls through every crack.
Before & After CompassIQ
WITHOUT CompassIQ
15+ hours/week building manual reports
Data scattered across 5-10 disconnected tools
Month-end surprises — revenue is a guess until books close
No idea which marketing channels actually drive revenue
Decisions based on gut feel and outdated spreadsheets
Team meetings arguing about whose numbers are right
WITH CompassIQ
Real-time dashboards updated every 5 minutes
Single source of truth — all data in one place
Know your revenue position any day, any time
Track every lead from source to closed deal
Confident decisions backed by live data
Everyone aligned on the same numbers
From Raw Data to Real Decisions
Three steps. No complex setup. No months-long implementation. Connect your tools and start seeing results in days.
Connect all your data in one place
Plug into the tools your business runs on. No data warehouse, no engineering team, no migration headaches.
See your business clearly for the first time
Every metric that matters — leads, revenue, operations — unified in dashboards built for how you actually work.
Make decisions in minutes, not days
Stop waiting for end-of-month reports. Get the insight you need the moment it matters.
Everything You Need to Run Smarter
CompassIQ brings your entire operation into focus. Six powerful modules that work together to eliminate blind spots.
Lead Intelligence
Track every lead from first touch to closed deal. Know exactly which marketing channels deliver the highest-value customers.
Pipeline Visibility
See your entire sales pipeline in real-time. No more guessing where deals stand or which ones are about to slip.
Revenue Tracking
Track revenue by technician, service type, and location. Spot trends before they become problems — or missed opportunities.
Operations Hub
Technician utilization, job completion rates, customer satisfaction — all the operational KPIs in one unified view.
Real-Time Alerts
Get notified instantly when a lead goes cold, a tech underperforms, or revenue dips below target. Never be caught off guard.
ROI Calculator
See exactly how much revenue CompassIQ is recovering for you. Built-in reporting ties every improvement back to dollars.
Connects With Your Existing Tools
No rip-and-replace. CompassIQ pulls data from the tools you already use.
QuickBooks
Salesforce
HubSpot
ServiceTitan
Jobber
Housecall Pro
Google Analytics
Excel / CSV
Google Sheets
Zapier
Custom API
50+ More
Don't see your tool? We build custom connectors on Growth and Enterprise plans.
Why CompassIQ Is Different
Most BI tools were built for data teams. CompassIQ was built for operators who need answers now — not next quarter.
Built for Every Role on Your Team
Owners & Executives
- See company-wide performance at a glance
- Track revenue, margins, and growth trends
- Identify your top performers and biggest opportunities
- Make strategic decisions with real data, not reports from last month
Managers & Dispatchers
- Monitor team performance in real time
- Optimize scheduling and dispatch efficiency
- Spot stalling deals before they die
- Track KPIs by team, region, or service line
Sales Reps & Technicians
- See your pipeline and daily targets
- Access customer history before every visit
- Track personal performance metrics
- Log updates from the field in seconds
Built for Every Field Service Vertical
From HVAC to fire protection to construction — if you dispatch crews to job sites, CompassIQ gives you the visibility to run smarter.
HVAC
Heating, Ventilation & Air Conditioning
Track seasonal demand, tech certifications, equipment warranties, and service agreement renewals all in one place.
Plumbing
Residential & Commercial Plumbing
Monitor emergency vs. scheduled job ratios, track parts inventory trends, and optimize dispatch routing for faster response.
Electrical
Electrical Contracting
Manage permit workflows, track inspector pass rates, and identify which project types deliver the best margins.
Pest Control
Pest Management Services
Optimize route density, track recurring service retention, and monitor treatment effectiveness by pest type and region.
Construction
General & Specialty Contractors
Track project profitability in real time, manage subcontractor costs, and keep every job on schedule and on budget.
Fire Protection
Fire Safety & Suppression
Monitor inspection compliance, track equipment certifications, and manage recurring service contracts across locations.
Mechanical Services
Industrial & Commercial Mechanical
Manage preventive maintenance schedules, track technician utilization, and forecast parts demand across your fleet.
Any Field Service
Landscaping, Roofing, Cleaning & More
CompassIQ adapts to any service business with crews in the field. If you dispatch people to job sites, we built this for you.
See Your ROI Before You Commit
Your Business
Your Estimated Savings
Hours saved per month
48 hours
Dollar value of time saved
$3,600
Potential revenue increase
$250
Marketing waste eliminated
$750
Estimated annual ROI
$55,200
Based on industry averages and typical implementation results
Trusted by Operators Who Ship
Don't take our word for it. Here's what field service operators say about switching to CompassIQ.
“We cut reporting from 12 hours/week to 20 minutes. In the first 60 days, we identified $340K in stalling pipeline we would have lost. CompassIQ paid for itself in week one.”
“We discovered 40% of our ad spend was going to channels that generated zero revenue. Redirecting that $8K/month doubled our qualified leads within 90 days.”
“CompassIQ flagged 3 deals worth $180K that were about to die — stalled over 30 days with no activity. We recovered all three. That's 6x our annual subscription in one month.”
Simple, Transparent Pricing
No hidden fees. No long-term contracts. Start with Pilot and scale as you grow.
Pilot
For single-location operators ready to see their data clearly for the first time.
Growth
For multi-location teams that need advanced analytics and proactive alerts.
Enterprise
For large operations needing custom dashboards, SSO, and white-glove onboarding.
Frequently Asked Questions
Ready to See Your Data Clearly?
Book a 30-minute demo and see CompassIQ in action with your own data.