Groundwork is the CRM built for service companies that actually run — landscape crews, home service teams, field operators. Give owners clarity, give teams direction, give crews a cleaner day.
Sales lives in a spreadsheet. Scheduling lives in a whiteboard. Invoices live somewhere else. Crews find out what's happening by text message. Owners never see the whole picture until it's already a problem.
Pipeline health, cash position, overdue follow-ups, jobs in progress — you shouldn't need three logins and a phone tree to know where you stand at 8am.
Follow-ups slip. Stages get skipped. Estimates go out inconsistent. Deals that should have closed don't — not because the lead was bad, but because the process wasn't there.
Foremen call the office. Laborers wait around. Scope changes never make it back to the file. Every gap between office and field costs you a real day.
Groundwork brings pipeline, follow-ups, scheduling, dispatch, field execution, invoices, and daily role-based dashboards into a single workspace. Every person on your team sees the same source of truth — filtered to what they actually need to do today.
Groundwork is organized around how service businesses actually operate. Every module talks to the others — a lead in Sales becomes a job in Operations, an invoice in Financial, and a task on someone's day.
Stage-driven pipeline with built-in follow-up rhythm, discovery checklists, and estimate tracking. Reps stop working from memory.
Invoices, deposits, payments, and statements tied directly to jobs and clients. Owners get a snapshot; office teams get a system.
Job scheduling, crew dispatch, work orders, recurring services, assets, tools, and time tracking — the operational nervous system for field teams.
Granular roles & permissions, integrations, templates, workflows, audit logs, and a client portal. Configure once, run everywhere.
Groundwork is one system with five doors. Each role sees a workspace tuned to their job — same underlying data, different lens. Nobody digs through screens they don't need.
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.
Every user on Groundwork gets a personalized start-of-day view. It shows what's open, what's overdue, what's coming up, and what needs a decision — no reports to run, no dashboards to build.
Not a generic CRM with a "field service module." Groundwork is designed from the ground up around the work — sales, dispatch, invoicing, roles, and everything in between.
Stages that match how you actually sell. Follow-ups that don't slip. Scripts, objection handling, and pricing tools attached to the moment they matter.
Every stage gets a checklist. Reps can't skip steps. Owners can see who's ready to advance.
Estimate templates, pricing calculators, proposal generation, and status tracking.
Draft follow-up emails. Summarize a lead's history. Answer "what should I do next?" — in context.
Assign crews to properties, manage recurring services, and see the whole week at a glance.
Send invoices from a job. Track deposits, partial payments, and statements per client.
Owner, Management, Sales, Estimator, Field, View-only. Configure exactly which screens each role sees — or start from company defaults and customize per person.
Custom forms, safety checklists, quality sign-offs — attached to properties and jobs.
Trigger emails, tasks, and stage changes from events across the system.
Rugged mobile view for foremen. Read-only crew view for laborers.
Built-in reporting for the numbers owners actually track — no BI tool required. Export anything.
QuickBooks, Google Calendar, email, Twilio, Stripe, and an open API for the rest.
Give clients a clean view of their properties, jobs, proposals, and invoices.
We migrate your existing data, configure Groundwork to your service lines and stages, train your team by role, and turn it on. No 90-day slog. No abandoned rollout.
We map your current tools, roles, pipeline stages, service lines, and data. You approve the setup plan.
Roles, permissions, templates, pipeline, and existing clients / properties / open deals imported and cleaned.
Separate short sessions for owners, office, sales, and field. Everyone learns their view, not the whole app.
You go live with a dedicated implementation lead on call for the first 30 days. No abandoned rollout.
Walk through the workspace with a specialist who knows your trade. No slides. We'll use your real workflow — sales, dispatch, invoicing — and show you exactly what changes.