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Getting Started

Welcome to Conduit

The top navigation

Account and Access

Choose the right account entry
Sign in with email and password
Sign in when your email is unconfirmed
Sign up
Reset a forgotten password
Accept a team invite from the email link
Accept an invite while signed into another account
Accept an invite without signing in yet
Locked out by a lapsed subscription
Reactivate after a lapsed subscription
Company management

Dashboard and Navigation

The top navigation
Try the onboarding checklist card
Mobile
Try every part of the owner dashboard
Try the technician dashboard
Step through the onboarding wizard
Ask the AI assistant a question
Try the mobile create menu

Adding Customers

The customer list
Import instead of typing
Add one customer manually
The customer detail page
Archived customers: reactivate or delete permanently
Saved service addresses
Service addresses in the customer portal

Company Setup

Try updating your company profile
Try your markup and pricing defaults
Try adding and editing job types
Try every settings tab yourself

Building Your Pricebook

Browse and filter your pricebook
What a technician sees
Add, edit, and delete pricebook items
Use the pricebook in a bid or invoice

Team and Permissions

Your team roster
Inviting new team members
Permission tiers
What a non-owner sees

Migrating Data from Another Tool

Choose your path
Import a CSV or Excel file
Scan a handwritten list
Let us migrate it for you free

Find and manage integrations

Find a tool and check its requirements

Get help and suggest improvements

Report a problem
Suggest an improvement

Conduit on your phone

Public information and policies

Get a custom website built

See what you are choosing between
Describe your business, and watch the site appear
Your web address
Submit, and pay to confirm
Review, launch, and your domain
Write blog posts

Use CompanyCam with Conduit

Try the CompanyCam lesson

Migrating to Conduit

Migrating from Housecall Pro

Connect and import

Migrating from FieldPulse

Connect and import

Migrating from QuickBooks Online

Connect and import

Free Migration from Jobber Exports

Book your free migration

Free Migration from ServiceTitan Exports

Book your free migration

Migrating from Service Fusion

Connect and import
If the pull fails, and re-running an import

Job → Invoice → Payment

Job → Invoice → Payment

Mark the job complete
Generate the invoice
Send it
Get paid

Jobs and Scheduling

Create a job
Browse the job list and pipeline board
The job detail page: status, assignment, archive
Clocking in and logging time
Deposits and invoices from the job
Photos and notes

Job Costs and Materials

Materials used
Material requirements
Job expenses
Profit and loss

Invoicing and Payments (Deep Dive)

Browse and filter invoices
Create a standalone invoice
Send, track, and get paid
Customer payment portal
ACH, card, and customer-paid fees

Payments Setup

Choose how customers can pay online
Payable now or pay in full
Send a refund

Getting Paid and Payment Fees

Try it yourself: the customer’s payment page
Where this fits in the job loop
Setup checklist

Projects

Projects

Find and organize projects
Create and edit a project
Work from the project overview
Follow recurring work within a project

Bids & Takeoff

Creating a Bid

Browse your bids
Build the bid
Send and track the bid
What the customer sees

Progressive Billing and Retention

Turn on progressive billing
Build clear billing sections
Convert the work you are ready to schedule
Follow every draw in the billing ledger

Plans and Takeoff

Upload and manage plan documents
Review and navigate stacked plan sheets
Detect and organize plan sections
Review AI takeoff on the plan
Review AI takeoff proposals
Verify a scale for physical AI measurements
Inspect schematic connections
Correct a schematic note
Review raster schematic traces
Resolve overlapping physical proposals
Create a priced draft from reviewed takeoff
Measure and mark up with the takeoff tool

Draft a bid from reviewed schematic takeoff

Draft a bid from reviewed schematic takeoff

Schematic Catalog Specifications

Confirm a catalog profile

Branding Your Bids

Your branding settings
How it looks to your customer

Bid and Invoice Templates

The template editor
Custom fields
Pinning a template to a customer

Sub-Bids & GC Workflows

Sub-Bid Requests and Mirror Projects

Create a sub-bid request
Invite subs and send the request
See invitations in the sub’s inbox
Draft, submit, or withdraw a bid
Bid through the public token link
Compare bids and accept

RFIs (Requests for Information)

Work the complete RFI lifecycle

Submittals and Specs

Work through the real Submittals & Specs tab
Build a customer-facing spec
Share confirmed choices and close the bid loop
Browse the company-wide spec list
Complete the customer’s public selection

Change Orders

Create, approve, reject, or void a change order
Send for approval and add to an invoice

Time & Scheduling

Calendar

Month view, job chips, and both overlays
Switch between day, week, and month views
Use week view on your phone
See the view without job-viewing permission
Google Calendar sync

Recurring Schedules

Browse the list and the Upcoming Charges calendar
Create a new schedule
The schedule detail page

Recurring Billing

Schedule settings: billing template
Payment management and autopay setup
The customer’s side: opting in while paying
The customer’s side: managing autopay later
Each billing cycle

Time Tracking

Clock in and out
Log time on a job
Log several days at once
Your personal timesheet
Team Time (manager view)

Leads & Growth

The Leads Pipeline

The six pipeline stages
Search, filter, and sort the lead list
Work a lead’s detail view
Create or edit a lead

Website Quote Widget

Install and manage your capture key
Submit the public quote request form

Source ROI

Track spend and ROI by lead source

Messaging

Customer Text Messages

Capture customer consent
Follow the SMS flow

Notification Templates

Configure every customer notification

Team and Customer Chat

Work the inbox
Work with customer text messages

Completion Receipts

Create the receipt from a completed job
Review and send the receipt
What the customer sees

Texting with your customers

Find your texting number

Purchase Orders & Vendors

Purchase Orders and Vendors

Set up and maintain vendors
Create and manage purchase orders
Use the vendor portal
Record, match, and pay vendor bills

Analytics & P&L

Analytics and P&L

Financials tab
P&L tab (profitability)
Sales Tax tab
Charts tab
Download records

Taxes & Preparation

Taxes & Exports

Keep QuickBooks in sync
Prepare for taxes

Sales Tax Settings

Try the sales tax settings
Try a correction and reset

Help / Leads & Growth / Website Quote Widget / Submit the public quote request form

Website Quote Widget

Submit the public quote request form

Lesson 6 of 7 · Leads & Growth

Complete the public form and request a quote.

Interactive public quote form lesson

Previous lesson Install and manage your capture key Next: Source ROI Track spend and ROI by lead source

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