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.
Search results
19 articles found, shown newest to oldest
App Guides
Close Forge complete operating guide
A complete business-owner guide to setting up, running, editing, and improving Close Forge estimate follow-up workflows.
App Guides
CallSpark setup guide
Call intelligence routing and outcome-aware SMS recovery for missed and unconverted calls.
Vulcan Score Guides
CRM Business Units, Job Types, and data mapping for Vulcan Score
Set up ServiceTitan or Housecall Pro so Vulcan Score can separate service, sales, install, trades, locations, callbacks, and source-data confidence.
Vulcan Score Guides
CSR / Dispatch intelligence in Vulcan Score
Use CSR / Dispatch Department View for call-to-booking intelligence, call funnels, agent scorecards, source performance, and abandoned-call coaching.
Vulcan Score Guides
Data Health and number integrity in Vulcan Score
Use Data Health to understand sync status, source readiness, KPI trust, partial data, stale data, and why a number is or is not safe to coach.
Vulcan Score Guides
Home service KPI targets by vertical
Use practical starting ranges for HVAC, plumbing, electrical, roofing, drain and sewer, install, sales, CSR, and owner-level KPIs.
Vulcan Score Guides
KPI Profile Studio and benchmark targets
Use KPI Profile Studio to choose a department profile, tune targets, accept Vulcan Intelligence recommendations, and protect contests and rewards.
App Guides
Leads Forge setup guide
Auto-responds to Angi and aggregator leads, then guides them toward booking.
Vulcan Score Guides
Manager operating rhythm for Vulcan Score
Run Vulcan Score as a daily and weekly operating system for owners, GMs, service managers, sales managers, installers, CSRs, and teams.
App Guides
Proof Pulse setup guide
The local reputation and proof engine built for home-service companies.
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.
Vulcan Score Guides
QuickBooks Online, P&L, gross margin, and net profit in Vulcan Score
Connect QuickBooks Online for gross margin, net profit, P&L coaching, class tracking, and department profitability guidance in Vulcan Score.
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.
App Guides
Site Spark setup guide
Website booking widget and AI webchat for service scheduling.
Vulcan Score Guides
Use Vulcan Intelligence Coach
Use the persistent Coach rail, Ask Coach chat, evidence chips, and rule-ranked recommendations to decide what to coach next.
Vulcan Score Guides
Featured
Use Vulcan Score Command as the daily operating brief
Read the Command Center, understand the KPI ribbon, inspect missed revenue, review Business Unit performance, and use evidence before coaching.
App Guides
Vulcan Intelligence setup guide
Evidence-backed customer, property, system, and opportunity context for home-service teams.
Vulcan Score Guides
Featured
Vulcan Score setup and launch guide
Launch Vulcan Score from first deployment through CRM sync, KPI profile setup, Data Health review, QuickBooks connection, and first manager operating rhythm.
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.