Getting Started - Conduit Help
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Getting Started

Set up your account, your team, and your first customer.

12 guides
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  1. 01 Welcome to Conduit
    An interactive tour of the top navigation, then a first-30-minutes checklist linking to the rest of the guided lessons.
  2. 02 Account and Access
    Sign in, sign up, reset a password, accept a team invite, recover from an inactive subscription, and the company management dashboard.
  3. 03 Dashboard and Navigation
    A guided tour of the home dashboard. Stat cards, schedule, action items, top nav, and how the technician view differs from the owner view.
  4. 04 Adding Customers
    Add customers one at a time, import a spreadsheet, or scan a handwritten list. Customers are the root of every record in Conduit.
  5. 05 Company Setup
    Fill in your company profile, set your markup and pricing defaults, set up job types, and get oriented in Settings before you run real work through Conduit.
  6. 06 Building Your Pricebook
    Your pricing catalog. Materials, labor rates, and standard services that feed every bid and invoice.
  7. 07 Team and Permissions
    Manage your roster, invite new team members, and control what each permission tier can do.
  8. 08 Migrating Data from Another Tool
    Use a verified connector, import a spreadsheet, scan a handwritten list, or book free migration help.
  9. 09 Find and manage integrations
    Find connections, review setup requirements and understand which tools are available today.
  10. 10 Get help and suggest improvements
    Find a relevant guide, report a reproducible issue or suggest a better workflow.
  11. 11 Conduit on your phone
    Use Conduit on a phone, add a home-screen shortcut and understand mobile sign-in and notifications.
  12. 12 Public information and policies
    Find current Conduit feature information, terms, privacy information and refund policy.