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Category · 01

Getting Started

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

6 guides
  1. 01 Welcome to Conduit
    A guided three-step setup. From "I just signed up" to "I sent my first invoice" in about thirty minutes.
  2. 02 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.
  3. 03 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.
  4. 04 Migrating Data from Another Tool
    Switching from Housecall Pro, Jobber, ServiceTitan, Field Pulse, QuickBooks, or a spreadsheet. Four ways in, plus free migration support.
  5. 05 Company Setup
    Configure your company profile, invite your team, and pick the permission tiers that control who can do what.
  6. 06 Building Your Pricebook
    Your pricing catalog. Materials, labor rates, and standard services that feed every bid and invoice.