Conduit is the operating system for a contracting business. Customers, jobs, bids, invoices, time tracking, projects, sub-contractors, vendors, purchase orders, plans and takeoffs, P&L, tax preparation, and integrations. One place, one login, one source of truth.
If you run a residential or commercial trade shop, this is built for you. Electricians, plumbers, HVAC, GCs, painters, landscapers, mixed trade. Owners run the office side, technicians clock into work in the field, customers see their invoices and approvals through a clean public-link experience. No app install for them.
This guide orients you to the top navigation, the main areas and menus, then hands you a first-30-minutes checklist that links out to the guided lessons for the rest of Conduit.
02Your first 30 minutes
Once you know your way around the top nav, this is the fastest path from a fresh signup to your first invoice, and every stop has its own guided lesson: set up your company profile (logo, timezone, trade types, license number, everything a customer sees on a PDF), get familiar with the dashboard, add your first customer (the root every other record hangs off of), then run the fundamental loop of scheduling a job, marking it complete, and sending an invoice in Job to Invoice to Payment. If you bid work first, learn progressive billing and retention; either way, put jobs on the calendar. If you run leads before bids, work the pipeline first, and once invoices start coming in, check your numbers in Analytics and P&L.
Practice this in the guided lesson.
For your next step, try Taxes & Exports, review Integration availability, or learn how to get help. These are real app components with isolated sample data; no provider accounts are connected by a lesson.