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
43
App guides
28
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.
Connector Guides
10 articles found, shown newest to oldest
Provider setup guides and reusable connector notes.
Connector Guides
Link an Instagram Professional account to a Facebook Page
Connect the correct Instagram Professional account to a Facebook Page, verify the link in Meta, and reauthorize Meta in TradeVulcan.
Connector Guides
Housecall Pro Connector setup guide
Connector for testing Housecall Pro MAX API-key access before app-specific sync workflows are enabled.
Connector Guides
Generic CRM Connector setup guide
Internal mock adapter for custom CRM and CSV-style workflow planning.
Connector Guides
Google Business Profile Connector setup guide
OAuth connector for selecting reusable Google Business Profile locations and future publishing workflows.
Connector Guides
Jobber Connector setup guide
Stub connector for future Jobber contacts, jobs, and campaign workflows.
Connector Guides
OpenAI ChatGPT Connector setup guide
Optional AI response connector for supported apps. API keys stay server-side and AI assistance remains opt-in per deployment.
Connector Guides
ServiceTitan Connector setup guide
Live OAuth connector for ServiceTitan CRM, customer, job, estimate, and lead event workflows.
Connector Guides
Housecall Pro Job Fields setup for Vulcan Score
Use Housecall Pro Job Fields consistently so Vulcan Score can separate service lines, work types, and department-level coaching signals.
Connector Guides
QuickBooks Online Classes for department profitability
Use QuickBooks Online Classes to separate Service, Sales, Install, trades, and locations so gross margin and net profit can be reviewed by department.
Connector Guides
ServiceTitan Business Unit and Job Type setup for Vulcan Score
Set up ServiceTitan Business Units and Job Types so Vulcan Score can separate Service, Sales, Install, trades, and locations for better coaching.
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.