When you log into Conduit, you land on your dashboard. It’s home base: stat cards at the top, today’s schedule and action items in the middle, the top nav across the very top of every page. This guide walks each part of it, then puts you in front of the real onboarding checklist so you can try it yourself.
Getting Started
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.
Lessons in this guide
Start01The four stat cards
Across the top of the dashboard are four clickable shortcuts, each landing you on the part of Conduit that number is about: Jobs Today opens today’s calendar, Pending Bids counts bids sent and awaiting a customer and opens that filtered list, Revenue This Month opens analytics, and Outstanding opens your unpaid-invoice collections list. They update in near real-time: mark a job complete or send an invoice, and the numbers move on your next visit.
Practice this in the guided lesson.
02Today’s Schedule and Action Items
Include imported records controls outstanding work and Action Items. Turn it off to hide records identified as imports; your choice is remembered in this browser for your user and company. Today’s schedule and revenue received stay visible. Open a dashboard item to keep the same filter in its list, or choose Clear dashboard filter there to see the regular list.
The middle of the dashboard is where the work lives. The left card, Today’s Schedule, lists every job scheduled for today with its time, customer, and status; click a row to open the full job. If nothing is on the books, it shows a Schedule a Job link instead. The right panel, Action Items, is Conduit telling the office what needs attention: overdue invoices (sorted by how late they are), accepted bids ready to convert, work that’s completed but not yet invoiced, and, when you have any, Unsent Invoices, Unsent Bids, and unassigned jobs. Every row links straight to the relevant filtered list. An empty Action Items panel means you’re caught up.
Practice this in the guided lesson.
04The technician view
A technician’s dashboard is built for the field, not the office: the same first-name greeting and company name, today’s assigned jobs only, a banner at the top if they’re currently clocked into a job, and two quick-link cards for their timesheet and messages. The nav is simplified to just Timesheet and Messages: no invoices, no financials, no pricebook, only what’s needed on the job. This split is enforced server-side, so a technician can’t reach owner-only pages even by typing the URL directly; the frontend hides, the backend enforces.
Practice this in the guided lesson.
05The onboarding checklist
Brand new accounts see a Get Started with Conduit card at the top of the dashboard: seven steps with a green progress bar, each linking straight to the relevant setup page. It’s resumable: collapse it any time with the chevron at the top right, and it auto-hides once every step is complete.
07Try the owner dashboard yourself
This is the real dashboard component, not a mockup: a trialing company with a couple of overdue invoices, an unassigned job, two unshared referral codes, and an inactive teammate. Work through every piece of it below.
08Try the technician dashboard yourself
The stripped-down field view: this is what a technician without company-data access sees when they log in.
09The first-run onboarding wizard
The onboarding checklist in section 05 is the persistent card. Before that, brand new accounts see a full-screen wizard: Add a Customer, Send Your First Invoice, Get Paid Online, and an optional plan, one step at a time. Each action opens the real product screen. A saved draft stays unfinished until you send it, and an existing draft opens again instead of starting another invoice. If your work starts with a quote or a scheduled job, choose Create a bid or Schedule a job from the invoice step. Returning to the dashboard resumes the first unfinished step until you dismiss the wizard. After dismissal, use Resume guided setup or the checklist to continue.
10The AI assistant
A purple button sits at the bottom-right of every page (desktop only; see Mobile below for the phone equivalent). It answers questions about using Conduit, and on some pages, about the record you’re looking at.
11The mobile create menu
On a phone-width screen, the top nav’s create actions collapse into a single floating + button at the bottom-right, first mentioned in section 06. Tapping it opens a menu of the most common things to create.
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