← All tracksGroundwork Academy · CRM Guide

From zero to productive, on day one.

Seven walkthroughs covering every major section of Groundwork — assigned to every new hire regardless of role, because everyone works inside the same five workspaces.

7 modules · navigation · workflows · best practices
1
The 5-Workspace Model
Overview · 4 min
Groundwork is organized into five workspaces — Sales, Operations, Financial, Admin, and Reports — and almost everything a new hire needs to find lives in exactly one of them. This module builds the mental map before touching any actual data, so nothing feels buried later.
2
Managing Leads & the Pipeline
Walkthrough · 6 min
How a lead enters the system, moves through pipeline stages, and what "done" looks like at each one — the same stages Sales Academy's Company Playbook covers in depth, shown here from the day-to-day perspective of actually working a lead list.
3
Clients, Properties & History
Walkthrough · 5 min
Where client records live, how properties attach to a client, and how to find the full history of past estimates, jobs, and invoices for any account without digging through email threads.
4
Estimates → Invoices → Payments
Walkthrough · 7 min
The full financial thread of a job, start to finish: how an approved estimate becomes an invoice, how deposits and progress billing get applied, and how a payment closes the loop. This is the same thread Financial Literacy covers from the numbers side — this module covers it from the clicks side.
5
Work Orders & Scheduling
Walkthrough · 6 min
How a won job turns into a work order, gets scheduled on the dispatch board, and gets assigned to a crew — plus what to do when a schedule changes at the last minute, which it always does.
6
Tasks & Command Center
Walkthrough · 5 min
Where day-to-day follow-ups live, how tasks get assigned and closed, and how the Command Center view surfaces what actually needs attention today instead of a stale to-do list nobody opens.
7
Reports & Data Reads
Walkthrough · 5 min
A tour of the reports every role checks regularly — Business Pulse, Financial Snapshot, Money Loop, and Operations Snapshot — and which one answers which question, so new hires know where to look instead of asking a manager first.
Assigned to everyone

The one track every new hire gets, regardless of role.

Sales Academy and Estimating 101 are role-specific. The CRM Guide isn't — it's the shared foundation every new hire completes in their first week, so a new estimator, a new office admin, and a new crew lead all start from the same working knowledge of where things live.

Other Academy tracks

Sales Academy
The pipeline stages, in depth.
Read more →
Estimating 101
The pricing math behind every estimate.
Read more →
Financial Literacy
The reports covered in Module 7.
Read more →
Product overview
The five workspaces this guide walks through.
Read more →
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