Recover missed calls, book more visitors, follow up on estimates, publish local proof, and see the KPIs that matter.
Setup guides
Use these public guides to prepare apps, connectors, messaging, proof publishing, AI controls, and go-live checks for supported workspaces.
Library snapshot
Trust and security
The docs focus on customer-safe setup, connector access, go-live checks, messaging controls, and support paths for approved workspaces.
View security approachTradeVulcan is built around workspace access, roles, and app-specific views so teams can separate setup, manager, and operator work.
Connector credentials and provider secrets are handled server-side through connector settings and are not shown in normal manager UI.
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.
Choose the first workflow, confirm workspace access, and understand how apps connect around your CRM.
24 articles found
Learn how to set up and use CallSpark within TradeVulcan to recover missed and unconverted calls via intelligent routing and SMS follow-ups.
Live OAuth connector for ServiceTitan CRM, customer, job, estimate, and lead event workflows.
Learn how the TradeVulcan docs library is organized and where to go for apps, connectors, setup, and support.
Connector for testing Housecall Pro MAX API-key access before app-specific sync workflows are enabled.
Stub connector for future Jobber contacts, jobs, and campaign workflows.
Internal mock adapter for custom CRM and CSV-style workflow planning.
Manage canonical NAP, service areas, listing health, and Google Business Profile readiness from one local visibility command center.
OAuth connector for selecting reusable Google Business Profile locations and future publishing workflows.
Optional AI response connector for supported apps. API keys stay server-side and AI assistance remains opt-in per deployment.
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.
Step-by-step setup instructions for creating a Close Forge deployment, passing readiness checks, publishing, and enabling live follow-up.
How to use the Close Forge visual workflow builder, selected-step inspector, connector tray, and reusable email and text templates.
Publishes recent-work proof feeds from job, photo, and location data.
Review request automation and reputation follow-up for completed work.
Runs structured follow-up for eligible estimates and leads.
Website booking widget and AI webchat for service scheduling.
Auto-responds to Angi and aggregator leads, then guides them toward booking.
AI voice customer service rep for inbound calls, handoffs, and outbound follow-up calls.
Launch Vulcan Score from first deployment through CRM sync, KPI profile setup, Data Health review, QuickBooks connection, and first manager operating rhythm.
Read the Command Center, understand the KPI ribbon, inspect missed revenue, review Business Unit performance, and use evidence before coaching.
Use the persistent Coach rail, Ask Coach chat, evidence chips, and rule-ranked recommendations to decide what to coach next.
Use KPI Profile Studio to choose a department profile, tune targets, accept Vulcan Intelligence recommendations, and protect contests and rewards.
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.
Set up ServiceTitan Business Units and Job Types so Vulcan Score can separate Service, Sales, Install, trades, and locations for better coaching.
Manager views are designed around normalized facts, snapshots, audit history, and sanitized records instead of raw connector payloads.
