Recover missed calls, book more visitors, follow up on estimates, publish local proof, and see the KPIs that matter.

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Contractor workflows for the revenue leaks that cost booked jobs.

Calls, booking, estimates, reviews, proof, scorecards, AI voice, and CRM context.
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Analytics / Performance / Operations
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Put contractor KPIs where the whole team can see them.

Vulcan Score turns normalized CRM facts into scorecards, dashboards, TV displays, goals, and manager views.

Start with Vulcan ScoreSee setup guide
Vulcan Score command center showing revenue capture and benchmark performance widgets
Performance
Command centerSee where revenue is being captured, where it is slipping, and which teams need attention.

Best for

Teams that feel this leak every week.

Owners who need clearer team visibility

Managers coaching CSRs, techs, sales, and installs

Multi-department teams tired of spreadsheet reporting

The problem it fixes

Performance data loses trust when formulas, source facts, and manager views do not line up.

How it works

1

Sync supported CRM data into normalized facts.

2

Calculate explainable KPI snapshots before dashboards load.

3

Show role-based scorecards, leaderboards, goals, and TV-ready views.

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
QuickBooks Online for accounting context where configured
TradeVulcan app activity

Outputs and KPIs

What it creates

  • Metric snapshots
  • Team scorecards
  • Leaderboards
  • TV dashboards
  • Data health views

Primary KPIs improved

  • Revenue
  • Conversion
  • Average ticket
  • Goal pace
  • Department scorecards

Setup requirements

  • Supported CRM connector
  • Business unit and job type mapping
  • First sync and data health review

Go-live checklist

  • Run first sync
  • Review data confidence
  • Map departments and roles
  • Confirm scorecard formulas before operational use

Security and compliance notes

  • Manager UI uses normalized facts, snapshots, benchmarks, and sanitized drilldowns rather than connector noise.
  • Permissions should control who sees scorecards and employee views.

FAQ

Does Vulcan Score calculate directly from live CRM pages?

No. It syncs source facts first, then calculates explainable snapshots for dashboards and TV displays.

Can we use the scorecards for rewards right away?

Review data health, formula notes, and manager approval settings before tying KPIs to rewards or contests.

Can Vulcan Score calculate KPIs directly from the CRM at page load?

No. Vulcan Score syncs CRM data into normalized fact tables first, then calculates explainable KPI snapshots that dashboards and TV displays read.

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 approach

Permissioned 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.