Launch TradeVulcan workflows without digging through engineering notes.

Analyze and improve Close Forge follow-up workflows

Review a deployment’s actual configuration and recent activity, then apply selected recommendations to a draft with its original scope preserved.

Analyze Google Ads and Meta performance through Windsor.ai

Request scoped campaign reports with verified fields, explicit dates and clear attribution, currency and data-coverage notes.

Configure, publish, pause and resume Close Forge safely

Review exact versions and consequences before configuration, workflow publication, deployment pause, resume or archive.

Connect Windsor.ai to Work Mode and select advertising accounts

Authorize your Windsor account, choose the source accounts Work may use, save permissions and verify the connection before reporting.

Connect Work Mode plugins and select the right resources

Set up personal provider connections, review account selection and understand why connected status is not permission to perform every action.

Review and approve Windsor.ai advertising actions

Discover the currently supported provider action, check exact parameters and approve a bounded change without mistaking local tracking for live advertising.

Troubleshoot Windsor.ai connections and incomplete reports

Resolve account selection, reauthorization, tool changes, field discovery and partial-report errors without repeating uncertain ad changes.

Understand available plugins and Coming soon tiles

Distinguish live Work connections from preview tiles, separate platform connectors from Work plugins, and choose a supported alternative.

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.

Getting Started

TradeVulcan Dashboard Overview

Get started with the TradeVulcan dashboard. This document will help you understand how to navigate around TradeVulcan from the Dashboard start page.

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.

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.

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.

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.

Housecall Pro Connector setup guide

Connector for testing Housecall Pro MAX API-key access before app-specific sync workflows are enabled.

Generic CRM Connector setup guide

Internal mock adapter for custom CRM and CSV-style workflow planning.

Google Business Profile Connector setup guide

OAuth connector for selecting reusable Google Business Profile locations and future publishing workflows.

Jobber Connector setup guide

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

Map Forge setup guide

Manage canonical NAP, service areas, listing health, and Google Business Profile readiness from one local visibility command center.

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.

ServiceTitan Connector setup guide

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

Getting Started

Start here: TradeVulcan documentation center

Learn how the TradeVulcan docs library is organized and where to go for apps, connectors, setup, and support.