Meet PQM, Your AI Prequalification Risk Manager, Now Available Wherever You Work
September’s releases focus on making COMPASS data easier to get to. PQM, our new AI assistant, answers questions about your subcontractors in plain language, and it now connects to Claude, ChatGPT, Microsoft Teams, and more, so you can get answers without leaving the tools your team already uses. GCs can also collect performance reviews from site personnel without requiring a COMPASS account. Read on for the full breakdown.
Your AI Prequalification Risk Manager (Alpha)
PQM is a new AI assistant in COMPASS that answers questions about your subcontractors in plain language. Ask how risky a sub is or whether they can carry the work, and PQM answers in seconds with Q Score, limits, financials, bonding, and safety data.
Example: Ask “Which Texas electrical subs can handle a $2M contract?” and PQM returns the qualified subs in a table, with Q Score, city, and limit for each.
Interested in joining the alpha? Contact your Client Success Account Manager.
Where to find it: Click the PQM icon at the bottom right of your COMPASS screen, beside the Help chat. No setup needed.
PQM is being coming to Beta soon, stay tuned!
What you can do today
Ask in plain language: No filters or manual searching. Combine multiple criteria in one question.
Find subs fast: Search by trade, location, Q Score, risk, limits, and expiry. Sort, rank, count, or group the results.
Compare side by side: Review Q Scores, limits, EMR, COR, ISO, and diversity without jumping between profiles.
Review authorized financials: Ask about assets, revenue, insurance, and bonding, only where you have access.
PQM follows your COMPASS permissions. You can export results to CSV, except tables containing 1Form Financial data.
Try asking
“Electrical subs in Texas with a strong Q Score”
“Which qualifications expire in the next 60 days?”
“Subs with ISO certification and aggregate limit over $5M”
“Find concrete contractors with strong safety metrics”
Improvements in this release
Cleaner, more readable answers: Raw data is converted to human-readable text, including full mailing addresses and standardized acronyms (EMR, ID, USD). IDs move to the end of tables, and unnecessary one-cell tables no longer appear.
Structured compliance data in tables: Items like ISO certifications now appear as concise entries, with “Not provided” for empty fields.
Reliable exports: Exports no longer break on special formatting.
Conversation tools: Copy any response in one click, rename chats inline, and delete chats with a confirmation step.
What’s coming to PQM:
PQM is just getting started. We’re working toward taking action in COMPASS (bulk invites, tagging, workflows), tracking where each sub sits in review, checking subs against your custom model, role-based access for your team, and a Procore connection.
PQM is in alpha, and we want to hear what works and what doesn’t. Use it on real work, and if an answer looks off, let us know.
Introducing the COMPASS MCP Server: Use PQM in Claude, ChatGPT, Microsoft Teams, and More
The COMPASS MCP server connects PQM’s subcontractor data to the tools your team already uses, including Claude, ChatGPT, and Microsoft Teams. Ask the same plain-language questions about Q Score, limits, financials, bonding, and safety without opening COMPASS.
As with PQM in COMPASS, access through the MCP server follows your COMPASS permissions, so you only see data you’re authorized to see.
How to get access: The COMPASS MCP server is available to COMPASS customers. To get started, contact your Client Success Account Manager.
Submit Performance Reviews via Magic Link
GCs can now invite project managers and superintendents to submit subcontractor performance reviews without requiring a COMPASS account. Use “Send Review Form” on the subcontractor profile, and the invitee receives an email with project context and a mobile-friendly form. Each link is single-use and expires after submission, and the review is logged directly to the subcontractor’s profile.
Bid Users Can Upload W-9s
Users with the Bid role can now upload W-9s on behalf of their company or DBAs without needing full permission to edit the company profile. Uploads continue to feed into automatic W-9 verification.
Additional Improvements:
Verification email links now stay active for a full 60 minutes, so email security scanners no longer invalidate them before you click
The Workflow Trades filter now returns subcontractors whose matching trade is listed as an additional trade
Write access to approval flows and custom forms is now limited to Admin users
Expanded status support and more detailed name break reporting for ERP syncs