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TradeVulcan Setup Guides and Knowledge Base | TradeVulcan

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

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Solutions

Revenue leak workflows

Start with the revenue leak, then connect the rest of the stack.

TradeVulcan brings calls, website booking, open estimates, recent-work proof, contacts, and connector health into one operating layer for home-service teams.

Recover revenue

Close ForgeFollow up on open estimates with customer-safe context and better timing.CallSparkRecord, analyze, and recover phone leads that did not turn into booked work.Site SparkGive website visitors a guided booking widget and AI webchat that can schedule service.

Win local trust

Recommended path

Start where the leak is already costing money.

Most teams begin with call recovery, website booking, estimate follow-up, proof, or scorecards, then expand when it proves itself.

Find my starting workflow

Find workflow Interactive demo Talk to sales

Industries

Home-service teams

Built around the way contractors actually operate.

Every trade has a different leak: phone demand, quote follow-up, local proof, website conversion, or market visibility. The stack adapts to the work.

Trades

HVACPlumbing

Platform

Connector-ready platform

An app marketplace with a real operating layer underneath.

Launch focused apps, connect the systems your team already uses, manage rollout, and keep customer context reusable across the workspace.

Platform

Apps by revenue leakChoose the workflow that fixes missed calls, booking, estimates, proof, reviews, leads, or scorecards first.IntegrationsSee how supported CRMs and field-service tools can feed TradeVulcan workflows.

Menu

Contractor workflows for the revenue leaks that cost booked jobs.

Calls, booking, estimates, reviews, proof, scorecards, AI voice, and CRM context.

Find workflow Demo

Apps Industries Integrations Pricing Interactive demo Trust and security Developers Setup guides

Contractor-founded SaaS for recovering missed calls, booking more visitors, following up on unsold estimates, publishing local proof, managing reviews, and seeing team KPIs around supported CRMs.

TradeVulcan is independent and is not officially affiliated with ServiceTitan, Housecall Pro, Google, or any other third-party CRM provider.

Platform

App marketplace Integrations Pricing Setup guides Trust and security Try interactive demo Talk to sales

Company

About Privacy Terms Sitemap

Industries

HVAC Plumbing Electrical Roofing Garage Door Pest Control Painting General Contracting

Proof PulseTurn real completed jobs into proof pages, widgets, maps, and sales links.Proof by cityShow homeowners that your team is active in their city and trade.Map ForgeKeep service areas, business identity, hours, and profile readiness aligned.

Operate smarter

ConnectorsLet ServiceTitan, Housecall Pro, Google Business Profile, WordPress, and Vulcan Intelligence feed the stack.ContactsGive every installed app the customer context it needs to act.Sending SetupPrepare compliant SMS and email rails for revenue workflows.

Electrical

Garage Door

Pest Control

General Contracting

Markets

ResidentialTradeVulcan gives residential service companies a modular stack for local proof, estimate follow-up, contacts, connectors, and future reputation workflows.CommercialTradeVulcan supports commercial operators with connector-powered apps for proof publishing, open-estimate follow-up, contacts, and location intelligence.

Trade-specific rollout

Pick the workflow that matches how your customers buy.

HVAC replacement quotes, emergency plumbing calls, roof inspections, and commercial service cycles need different operating motions.

Explore industries

Find workflow Interactive demo Talk to sales

DevelopersApproved partner and server-to-server API access for scoped workspace use cases.

PlansPick a Starter, Growth, or Pro bundle around the first leak you want to fix.

Setup guidesUse app setup guides, connector guides, go-live checks, and support docs.

Trust and securityReview connector, messaging, AI, permission, and billing guardrails.

TradeVulcan storyA home-service growth suite built around CRM data your team already owns.

Product tour

Walk the connected stack before you install it.

See calls, website booking, proof, follow-up, scorecards, and connector context before choosing the first rollout path.

Interactive demo Connector fit

Find workflow Interactive demo Talk to sales

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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.

Open setup guide Contact support

Library snapshot

Published articles

19

App guides

12

Connector guides

6

All docs Getting Started App Guides Vulcan Score Guides Connector Guides Support and Operations

Support-ready

These articles are written for setup and support conversations, so customers can get to the next action faster.

Latest guides

CallSpark setup guideApp Guides Site Spark setup guideApp Guides Start here: TradeVulcan documentation centerGetting Started ServiceTitan Connector setup guideConnector Guides Housecall Pro Connector setup guideConnector Guides

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 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.

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, Review Flare, 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

9 articles found

Connector Guides

ServiceTitan Connector setup guide

Live OAuth connector for ServiceTitan CRM, customer, job, estimate, and lead event workflows.

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

Jobber Connector setup guide

Stub connector for future Jobber contacts, jobs, and campaign workflows.

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

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 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.

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.

No raw payloads in buyer UI

Manager views are designed around normalized facts, snapshots, audit history, and sanitized records instead of raw connector payloads.