Permissioned workspaces
TradeVulcan is built around workspace access, roles, and app-specific views so teams can separate setup, manager, and operator work.
Setup guides
Launch TradeVulcan workflows without digging through engineering notes.
Use these public guides to prepare apps, connectors, messaging, proof publishing, AI controls, and go-live checks for supported workspaces.
Library snapshot
Published articles
44
App guides
29
Connector guides
18
Getting started
Choose the first workflow, confirm workspace access, and understand how apps connect around your CRM.
App setup guides
Launch CallSpark, Site Spark, Close Forge, Proof Pulse, Map Forge, Vulcan Voice, and Vulcan Score.
Connector guides
Prepare supported CRMs and tools for app-specific mapping, health checks, and go-live review.
Go-live checklists
Review test calls, widget installs, message templates, proof publishing, and manager views before launch.
Optimization and run logs
Use support articles to troubleshoot syncs, sends, proof queues, and workflow performance after launch.
Security, AI, and messaging
Review consent, opt-out language, AI controls, credential handling, and privacy-sensitive publishing choices.
App Guides
11 articles found, shown newest to oldest
Setup, feature, and operating guides for active TradeVulcan apps.
App Guides
Vulcan Score setup guide
Learn how to set up Vulcan Score to transform your ServiceTitan or Housecall Pro data into actionable KPI scorecards, dashboards, leaderboards, goals, and performance rewards for your home-service teams.
App Guides
Close Forge workflow builder and template editing
How to use the Close Forge visual workflow builder, selected-step inspector, connector tray, and reusable email and text templates.
App Guides
Close Forge setup and go-live checklist
Step-by-step setup instructions for creating a Close Forge deployment, passing readiness checks, publishing, and enabling live follow-up.
App Guides
CallSpark setup guide
Learn how to set up and use CallSpark within TradeVulcan to recover missed and unconverted calls via intelligent routing and SMS follow-ups.
App Guides
Map Forge setup guide
Manage canonical NAP, service areas, listing health, and Google Business Profile readiness from one local visibility command center.
App Guides
Close Forge setup guide
Runs structured follow-up for eligible estimates and leads.
App Guides
Leads Forge setup guide
Auto-responds to Angi and aggregator leads, then guides them toward booking.
App Guides
Proof Pulse setup guide
The local reputation and proof engine built for home-service companies.
App Guides
Site Spark setup guide
Website booking widget and AI webchat for service scheduling.
App Guides
Vulcan Intelligence setup guide
Evidence-backed customer, property, system, and opportunity context for home-service teams.
App Guides
Vulcan Voice setup guide
AI voice customer service rep for inbound calls, handoffs, and outbound follow-up calls.
Trust and security
Public docs should support setup without exposing credentials or internal adapter details.
The docs focus on customer-safe setup, connector access, go-live checks, messaging controls, and support paths for approved workspaces.
View security approachServer-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.