Role · Owner

Clarity, not spreadsheets.

Owners open Groundwork and see the state of the business in thirty seconds — pipeline, cash, jobs, team activity. No more piecing it together from three tools and a phone call.

Book an owner demo→See all roles
Your morning

What owners see when they log in.

Three dashboards. Business Pulse for pipeline and sales. Financial Snapshot for cash. Operations Snapshot for crew load. That's the morning.

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    Business PulsePipeline value, close rate, sold MTD, open proposals, at-risk deals.
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    Financial SnapshotOutstanding, deposits, cash in, cash out, past-due aging.
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    Operations SnapshotCrews out, jobs scheduled, work orders in progress, capacity.
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    Team ViewEvery rep's pipeline, every crew's status — filterable.
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    Full access, no restrictionsOwners are Owners. Nothing is hidden.
Business Pulse OWNER · Q3 2026
Pipeline Value
$482k
Close Rate
38%
Sold MTD
$186k
At Risk
4
Pipeline by Stage
Intake
Agreement
Discovery
Budget
Decision
Present
Won
Financial Snapshot OWNER · JULY
Outstanding
$48.2k
Deposits Held
$24.9k
Cash In MTD
$142k
Past Due 30+
$8.1k
At-risk deals
Nicole Knesley · $58k · No contact 7 days
Sydney Lampard · $18k · Missed follow-up
M. Fernández · $46k · Stalled at Presentation
D. Patel change order · Awaiting approval
The questions Groundwork answers for you

The ones you used to have to ask three people.

Groundwork exists to shorten the distance between "I want to know" and "I know." Every screen is designed around a question an owner might reasonably ask before their first coffee.

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    Will we hit the month?Business Pulse shows sold vs. goal in real time.
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    Who's behind?Overdue follow-ups per rep. At-risk deals. Reason codes.
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    Where's the cash?Outstanding by client. Deposits held. Aging.
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    Who's on site right now?Ops Snapshot with crew live status.
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    What just changed?Recently Updated feed — deals, notes, sign-offs.

Related in Product

My Day
How the daily view works.
Read more →
Financial module
The cash view in detail.
Read more →
Admin & roles
How access is configured.
Read more →
All features
The full capability list.
Read more →
Book a demo

See your business through the owner's lens.

A specialist will load your real numbers and walk through the three dashboards.

Book a demo→Start here