Analytics / Performance / Operations
Active
Included in Pro
Vulcan Intelligence
Vulcan Intelligence brings customer, household, property, installed-system, service-history, and live-opportunity context into one reviewable workspace. Teams can start with HVAC, electrical, and plumbing trade packs, then extend the same evidence and confidence model to roofing, garage doors, and other trades.
Workflow preview
Vulcan Intelligence
1
Resolve customer, household, and property context with confidence labels
2
Surface service history, installed systems, and current opportunities
3
Give dispatch, sales, and service teams reviewable briefs backed by evidence
Best for
Teams that feel this leak every week.
Home-service teams fixing a focused revenue workflow
The problem it fixes
Evidence-backed customer and lead intelligence for HVAC, electrical, plumbing, and adaptable home-service trade packs.
How it works
Surface service history, installed systems, and current opportunities
Give dispatch, sales, and service teams reviewable briefs backed by evidence
What it connects to
Works around the tools your team already uses.
Availability depends on workspace setup, provider API access, CRM plan, and app configuration.
ServiceTitan
Housecall Pro
Jobber
Generic CRM
Other
Outputs and KPIs
What it creates
- Resolve customer, household, and property context with confidence labels
- Surface service history, installed systems, and current opportunities
- Give dispatch, sales, and service teams reviewable briefs backed by evidence
Primary KPIs improved
- Workflow performance
- Team visibility
Setup requirements
- Choose a connected CRM or approved historical import
- Review identity, coverage, and inference quality in shadow mode
- Approve consent, writeback, and activation settings before assisted use
Go-live checklist
- Confirm workspace access
- Review app settings
- Test the workflow
- Assign an owner
Security and compliance notes
- Use workspace permissions for setup and manager access.
- Review messaging, consent, connector, and AI controls before launch.
FAQ
How do I launch this workflow?
Start the workflow from this page or contact support to confirm connector fit, setup requirements, and go-live checks.
Trust and security
Built to support secure, permissioned contractor workflows.
Your team sees clean customer and workflow context. Credentials stay server-side, access follows workspace permissions, and AI or messaging steps use operator-approved rules.
View security approachPermissioned workspaces
TradeVulcan is built around workspace access, roles, and app-specific views so teams can separate setup, manager, and operator work.
Server-side credential handling
Connector credentials and provider secrets are handled server-side through connector settings and are not shown in normal manager UI.
Consent-aware messaging
SMS, email, AI voice, and review workflows should be configured with opt-in, opt-out, send windows, and human review rules that fit the workspace.
Clean customer context, not connector noise
Managers see the customer, job, workflow, and next step through normalized facts, snapshots, audit history, and sanitized records.