Team Access Only

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CONDUIT TRADESOperator Console

Team Dashboard

Pick your job.

Three jobs run this business. Each walks you through every step in order and won't let you skip what matters.

04 — Client Tools

Client Intake Form

Send to every new client. Nothing gets built until this comes back.

Open form →

Contractor Resources

05 — Sales Resources

Master Reference

Contractor APP System

Job 01

Onboard a Client

0% complete

✔ Client is live

Every step checked. Add them to the Client Tracker, set the 7-day follow-up, and go find the next one.

Job 02

Run Monthly Reports

⚠ Stop — before you touch a single number

Every metric comes from the client's own sub-account. Numbers pulled from the agency view are wrong numbers.

✔ Report sent & logged

Check-in call done, tracker updated, follow-up tasks created. This client is handled for the month.

Job 03

Fix a Problem

Type what's wrong the way you'd say it out loud — "phone not ringing," "customer got a blank text," "review never sent."

Every fix assumes you're inside the client's sub-account.

No match. Golden rule applies: stop and ask — do not guess. Flag it to Ken with a screenshot.

Client Tools

Client Tracker

Every active client in one table. The report job logs send dates here automatically. This tracker lives in this browser — export before switching machines.

Master Reference

SOP Operations Manual

Current to the live V2.2 system. The guided jobs enforce this — this is the depth behind them.

No section matches. Try a different word, or ask Ken.

Contractor APP System

Onboard A Contractor Onto The App

The complete, current reference for setting a contractor up on the Conduit Trades Assistant app — current to 2026-07-17. Start here before onboarding anyone onto the app.

Open The Onboarding Form →
No section matches. Try a different word, or ask Ken.