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
24 articles found, shown newest to oldest
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.
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.
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.
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.
App Guides
Map Forge setup guide
Manage canonical NAP, service areas, listing health, and Google Business Profile readiness from one local visibility command center.
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.
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.
App Guides
Close Forge setup guide
Runs structured follow-up for eligible estimates and leads.
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.
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.
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.
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.
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.
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.