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Conduit · Help Center

Field guides for every part of Conduit.

Try real Conduit screens with sample data. Follow the checklist, use Show me when you need a hand, and explore without creating an account.

49 guides · 12 categories · Updated continuously
Run your first job
Schedule work, create an invoice, and follow the payment flow.
Build and send a bid
Choose a customer, price the work, and see the customer’s approval page.
Get your records ready
Review deductions, track payments, and prepare draft workpapers.

Practice changes stay in the lesson. Progress is saved in this browser. Provider connections and payments are simulated; unavailable integrations are labeled Coming soon.

CATEGORY · 01

Getting Started

Set up your account, your team, and your first customer.
12 guides
CATEGORY · 02

Migrating to Conduit

Bring your data over from another platform.
6 guides
CATEGORY · 03

Job → Invoice → Payment

The transaction at the heart of Conduit.
6 guides
CATEGORY · 04

Projects

When the work is bigger than a single job.
1 guide
CATEGORY · 05

Bids & Takeoff

Quoting work, plans, and AI-assisted bid generation.
5 guides
CATEGORY · 06

Sub-Bids & GC Workflows

How sub-contractors and general contractors work together.
4 guides
CATEGORY · 07

Time & Scheduling

Calendars, recurring jobs, and time tracking.
4 guides
CATEGORY · 08

Leads & Growth

Turning leads into customers.
3 guides
CATEGORY · 09

Messaging

Conversations with customers and your team.
4 guides
CATEGORY · 10

Purchase Orders & Vendors

Vendors, POs, bills, and three-way match.
1 guide
CATEGORY · 11

Analytics & P&L

Revenue, profit, and the numbers behind the work.
1 guide
CATEGORY · 12

Taxes & Preparation

Track deductions, estimate taxes, and prepare records for your tax professional.
2 guides