Groundwork is organized around how service businesses actually operate — Sales, Financial, Operations, Admin, and Field. Each surface is deep enough to stand alone. Together, they eliminate the seams.
Every lead in Groundwork moves through stages you configure — Intake, Agreement, Discovery, Budget, Decision, Presentation, Won, On Hold. Every stage has a follow-up rhythm, checklists, scripts, and pricing tools attached.
Invoices, deposits, payments, and statements — all tied to the client, property, and job that generated them. Groundwork isn't your accounting system, but it's the operational layer that keeps your accounting system honest.
Schedule the week. Dispatch the crews. Manage recurring services. Track work orders, assets, maintenance, inventory, tools, and time. Operations in Groundwork isn't an afterthought — it's half the system.
The most under-rated feature in Groundwork is its permission model. Every screen in the platform is individually assignable to roles. Start from a sensible company default, then customize per person.
The office runs on desktops. The field runs on phones. Groundwork's My Day, Team View, and Field Mode connect the two without asking either side to change how they work.
Personal daily view — open, overdue, upcoming, and a daily start-up checklist. Every role gets one, tuned to their work.
Managers see every rep's day, every crew's status, every follow-up state — one screen, no reports.
Rugged mobile-first view for foremen and crews. Route, scope, clock, photos, sign-off. Nothing else.
30 minutes, your workflow, no slides.