Category · 01
Getting Started
Set up your account, your team, and your first customer.
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01 Welcome to ConduitAn interactive tour of the top navigation, then a first-30-minutes checklist linking to the rest of the guided lessons.
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02 Account and AccessSign in, sign up, reset a password, accept a team invite, recover from an inactive subscription, and the company management dashboard.
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03 Dashboard and NavigationA guided tour of the home dashboard. Stat cards, schedule, action items, top nav, and how the technician view differs from the owner view.
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04 Adding CustomersAdd customers one at a time, import a spreadsheet, or scan a handwritten list. Customers are the root of every record in Conduit.
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05 Company SetupFill 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.
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06 Building Your PricebookYour pricing catalog. Materials, labor rates, and standard services that feed every bid and invoice.
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07 Team and PermissionsManage your roster, invite new team members, and control what each permission tier can do.
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08 Migrating Data from Another ToolUse a verified connector, import a spreadsheet, scan a handwritten list, or book free migration help.
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09 Find and manage integrationsFind connections, review setup requirements and understand which tools are available today.
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10 Get help and suggest improvementsFind a relevant guide, report a reproducible issue or suggest a better workflow.
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11 Conduit on your phoneUse Conduit on a phone, add a home-screen shortcut and understand mobile sign-in and notifications.
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12 Public information and policiesFind current Conduit feature information, terms, privacy information and refund policy.