HELP
Welcome to Conduit

The top navigation

The top nav is the same on every page: your logo on the left, Help and your profile menu on the right, and every major section of Conduit across the bottom row, organized in three groups separated by thin dividers. A primary group (Customers, Leads, Projects, Jobs, Invoices, Calendar, Recurring) for the records you create and edit constantly, an operations group (Timesheet, Messages, Pricebook, Vendors) for the workflow tools your team uses while jobs are in flight, and an analytics group (Analytics, Payments) for the numbers and the money plumbing. Every page has a single bookmarkable URL, no nested menus on desktop. On mobile the same items live behind a hamburger button, see Dashboard and Navigation for the mobile layout.

The widget below is the real navigation bar, not a mockup. Click through every item; each one swaps the content area for a short description of what actually lives there.

  1. Click Customers.
  2. Click Leads.
  3. Click Projects.
  4. Click Jobs.
  5. Click Invoices.
  6. Click Calendar.
  7. Click Recurring.
  8. Click Timesheet.
  9. Click Messages.
  10. Click Pricebook.
  11. Click Vendors.
  12. Click Analytics.
  13. Click Payments.
  14. Open the Help menu.
  15. Open your profile menu.
  16. Switch between light and dark mode.

The full top navigation bar: logo, every nav link, Help menu, and profile menu with theme toggle.

Your profile menu (the avatar in the top right) also has Profile, Settings, Team, Company Management, and Sign out. Company profile setup lives under Settings, see Company Setup for the full walkthrough.

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