Today SAMPLE WORKSPACE · TUESDAY

Open

Proposals

Overdue

Sold

67%

4 of 6 open deals have a proposal outGroundwork tracks this ratio automatically — reps whose proposal rate drops below 50% get flagged for a coaching nudge before the pipeline dries up.

My Tasks Click a task to check it off

Follow up with Nicole KnesleyFollow-UpJul 6

Follow up with Sydney LampardFollow-UpJul 6

Post site-visit email · Julie GrumleyEmail

Confirm crew for Vijay Dhulipala installOperations

Send updated proposal to T. McDermottFollow-Up

Pipeline SAMPLE WORKSPACE · SALES · CLICK A CARD

Rep: All RepsDivision: All DivisionsSort: Newest FirstThis Quarter

Pipeline Value

$202k

Weighted Value

$96k

Avg. Deal Age

11d

Win Rate (90d)

58%

By Division Open pipeline value

Landscape

$142k

Hardscape

$48k

Maintenance

$12k

Drag a card to move it to another stage

New Lead · 1

Julie Grumley

Tree Removal · $8.2k

JG2d in stage

Intro Call · 1

Vijay Dhulipala

Backyard · $32k

TR4d in stage

Next: 2nd measurement visit

On-Site Consult · 0

No deals in this stage

Estimate Dev. · 1

Nicole Knesley

Pool Coping · $58k

Qualified

TR6d in stage

Presentation · 0

No deals in this stage

Decision Pending · 1

Sydney Lampard

Deck lighting · $18k

TR9d in stage

⚠ No contact 6 days

Closed Results · This Quarter

R. Aleman · Won

Full landscape · $84k

D. Patel · Won

Hardscape · $52k

Leads SAMPLE WORKSPACE · NOT YET IN THE PIPELINE

New

Contacted

Avg. response

This week

Lead Sources · Last 30 Days Where new business is coming from

Referral

9 leads

Website form

7 leads

Called in

4 leads

Google/SEO

3 leads

Intake Queue Click a lead to mark it contacted

Priya Anand

Website form · irrigation repair inquiry

New

Marcus Webb

Referral from D. Patel · fence + hardscape estimate

New

Chloe Ferretti

Called in · spring cleanup quote request

Contacted

Clients SAMPLE WORKSPACE · ROSTER

Active clients

Lifetime value

$166k

Portal users

Avg. tenure

2.1 yrs

Client Value Lifetime revenue by account

N. Knesley

$59.9k

V. Dhulipala

$32.0k

S. Lampard

$18.0k

J. Grumley

$8.2k

Client Roster Click a client to expand

Nicole Knesley

6005 Chapman Rd, Lorton VA

$59.9k lifetime

Julie Grumley

412 Vale Ct, Fairfax VA

$8.2k lifetime

Vijay Dhulipala

88 Birchwood Ln, Vienna VA

$32k lifetime

Sydney Lampard

19 Duke St, Alexandria VA

$18k lifetime

Properties SAMPLE WORKSPACE · EVERY ADDRESS SERVICED

Properties

Active Jobs

Recurring Contracts

Avg. Job Value

$29.1k

Property Records Click a property to expand access notes

6005 Chapman Rd, Lorton VA

Nicole Knesley

Pool coping in progress

412 Vale Ct, Fairfax VA

Julie Grumley

Site walk scheduled

88 Birchwood Ln, Vienna VA

Vijay Dhulipala

Awaiting 2nd measurement

19 Duke St, Alexandria VA

Sydney Lampard

Proposal sent

Estimates SAMPLE WORKSPACE · PROPOSALS OUT

Total Active

Awaiting Response

Accepted / Won

Drafts

Declined

Rep: All RepsSort: Last Updated

AllFollow-up neededViewedAcceptedDraft

	Number	Customer	Title / Service	Total	Status	Engagement	Updated
	EST-1042	N. Knesley	Pool Coping Replacement	$58,200	Follow-up needed	Opened 3× · last Jul 4	Jul 4
Materials $31,400 · Labor $21,800 · Margin 15% — priced from the same Budget & Rates engine used company-wide.
	EST-1041	J. Grumley	Tree Removal	$8,200	Draft	Not yet sent	Jul 2
Materials $900 · Labor $5,200 · Margin 25% — priced from the same Budget & Rates engine used company-wide.
	EST-1039	V. Dhulipala	Backyard Redesign	$32,000	Viewed	Opened 1× · Jun 30	Jun 30
Materials $18,600 · Labor $10,400 · Margin 9% — priced from the same Budget & Rates engine used company-wide.
	EST-1035	S. Lampard	Deck Lighting	$18,000	Accepted	Signed Jun 24	Jun 24
Materials $9,200 · Labor $6,300 · Margin 14% — priced from the same Budget & Rates engine used company-wide.

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Money Loop SAMPLE WORKSPACE · OWNER VIEW

How we're tracking

83% of what it costs to keep the doors open this year

Money to Collect

$48.2k

Needs an Invoice

Needs to be Paid

Something's Off

Needs Your Call

$48.2k breakdown, by what's blocking it

Needs an Invoice

Needs to be Paid

Off

Call

Needs an Invoice · $21.7kNeeds to be Paid · $15.9kSomething's Off · $7.2kNeeds Your Call · $3.4k

What Needs Doing Click an item to mark it handled

R. Aleman

Full landscape · job complete, not yet invoiced

Needs an Invoice

D. Patel

Hardscape · invoiced Jul 3, unpaid 12 days

Needs to be Paid

L. Ozawa

Maint. Contract · amount doesn't match estimate

Something's Off

J. Grumley

Tree Removal · 3 calls, no answer

Needs Your Call

Budget & Rates SAMPLE WORKSPACE · LABOR · MACHINE · OVERHEAD

Labor Rates Crew A Install · click for the math

$24.00/hr sticker wage → $37.90/hr fully burdened — the number every estimate is actually priced against.

Base $24.00

Burden $9.80

Equip $4.10

Machine Rates Fleet

Skid steer

$46.00/hr burdened

¾-ton dump truck

$31.50/hr burdened

Overhead Pools Immutable history

Shop & yard · $612k/yr pool · effective Jul 1, 2026

Insurance & admin · $198k/yr pool · effective Jan 1, 2026

Invoice Reporting SAMPLE WORKSPACE · AGING SUMMARY

0–30 days

$18.0k

31–60 days

$22.0k

61–90 days

$8.2k

90+ days

$48.2k outstanding, by age

0–30d

31–60d

61–90d

Invoice Aging Click a row to send a reminder

R. Aleman

Full landscape · $84,000

Paid

D. Patel

Hardscape · $52,000

Deposit

L. Ozawa

Maint. Contract · $1,200

Past due 12d

J. Grumley

Tree Removal · $8,200

Sent

Schedule SAMPLE WORKSPACE · WEEK OF JULY 7 · CALENDAR + CREW VIEW

Scheduled Hours

146

Crew Utilization

91%

Capacity Conflicts

Active Crews

Crew A · 2Crew B · 3Crew C · 3

Job Pool3

M. Okafor

Irrigation repair · unscheduled

Needs Crew

Ferretti Cleanup

Spring cleanup · needs crew

Tentative

Webb Fence Est.

Site walk · tentative

Tentative

Mon Jul 7

Tue Jul 8

Wed Jul 9

Thu Jul 10

Fri Jul 11

Crew AT. Reyes · 4 people · 38/40 hrs

N. Knesley

Pool Coping · Day 1 of 2

7:00–3:30

N. Knesley

Pool Coping · Day 2 of 2

7:00–3:30

Open

R. Aleman

Full Landscape · Phase 2 of 3

7:00–4:00

R. Aleman

Full Landscape · Phase 3 of 3

7:00–2:30

Crew BJ. Alvarez · 5 people · 40/40 hrs

Recurring Maint.

Route 1 · 6 stops

7:00–2:00

Recurring Maint.

Route 1 · 6 stops

7:00–2:00

⚠ Double-booked

Recurring Maint.

Route 1 · 6 stops

7:00–2:00

Recurring Maint.

Route 2 · 5 stops

7:00–1:30

Recurring Maint.

Route 2 · 5 stops

7:00–1:30

Crew CD. Sokolov · 3 people · 34/40 hrs

Open

D. Patel

Hardscape Install · Day 1 of 3

7:30–4:00

D. Patel

Hardscape Install · Day 2 of 3

7:30–4:00

S. Lampard

Deck Lighting · Install day

8:00–3:00

J. Grumley

Tree Removal · Follow-up trim

7:30–11:00

Click any job to see its dispatch note, or drag a job block (or a Job Pool card) onto another cell to reschedule it — just like the real dispatch calendar.

Recurring Services SAMPLE WORKSPACE · MAINTENANCE CONTRACTS

Active Contracts

Recurring Revenue / mo

$18.4k

Next Service

Tomorrow

Flagged for Review

Contracts on Autopilot Click a contract to see its detail · auto-invoice fires the morning after each visit

Bi-Weekly Maintenance

N. Knesley · Bi-weekly · Crew B · Route 2

Next: Jul 14Active

Weekly Maintenance Route 1

6 stops · Crew B · Weekly · Crew B · Route 1

Next: Jul 8Active

Bi-Weekly Maintenance Route 2

5 stops · Crew B · Bi-weekly · Crew B · Route 2

Next: Jul 9Active

Maint. Contract

L. Ozawa · Monthly · Crew A

Next: Jul 20Needs Review

Seasonal Cleanup

R. Aleman · Seasonal · Spring & Fall · Crew C

Next: Oct 1Active

Quarterly Fertilization

D. Patel · Quarterly · Crew A

Next: Sep 1Scheduled

Dispatch Board SAMPLE WORKSPACE · WEEK OF JULY 7

Scheduled

In Progress

Completed

Active Crews

Today's Timeline 7:00 AM – 4:00 PM window

Crew A

Knesley · 7:00–3:30

Crew B

Maint. route · 7:00–2:00

Crew C

Patel · 7:30–4:00

7:00 AM10:00 AM1:00 PM4:00 PM

Crews Today's dispatched jobs · click for ETA notes

Crew A

Knesley · Pool Coping

● On site 07:12

Crew B

Recurring maint. · 6 stops

● En route

Crew C

Patel · Hardscape

● On site 07:45

Activity Feed

Crew A checked in · Knesley

07:12

Crew C checked in · Patel

07:45

Crew B en route · Maint. stop 2 of 6

08:10

Work Order #WO-2264 SAMPLE WORKSPACE · KNESLEY · POOL COPING · CREW A

Scheduled

Mon Jul 7 – Tue Jul 8

Crew

Crew A · 4 people

67%

4 of 6 checklist items completeThis work order auto-closes and rolls straight into the AAR review queue the moment the last box is checked.

Scope & Checklist Click a remaining item to check it off

Remove existing coping

Prep bond beam

Deliver new coping stone

Set stones

Grout & seal

Final walkthrough with client

Assets SAMPLE WORKSPACE · VEHICLES & EQUIPMENT

Total Assets

In Use Today

Needs Service

Out of Service

AllVehiclesEquipment

	Asset	Category	Assigned Crew	Status	Last Service	Next Service
	¾-Ton Dump Truck Ford F-350 · Unit 04	Vehicle	Crew A	In Use	Jun 2	Sep 2
Oil change + brake inspection done Jun 2. Mileage 41,208 — next service due at 45,000 mi or Sep 2, whichever comes first.
	Skid Steer Bobcat S650	Equipment	Crew C	In Use	May 20	Aug 20
Hydraulic fluid + filter service last done May 20. 612 hours on the meter — quarterly service interval.
	Enclosed Trailer 20ft · Unit 11	Vehicle	Crew B	In Use	Apr 8	Oct 8
Tire rotation + bearing pack Apr 8. Registration renews Nov 1.
	Zero-Turn Mower Exmark 60"	Equipment	Crew B	In Use	Jun 15	Sep 15
Blade sharpening + deck cleaning Jun 15. 288 hours on the meter.
	½-Ton Pickup Ford F-150 · Unit 02	Vehicle	Unassigned	Available	May 30	Aug 30
Standard oil change interval. Currently parked at the yard — available for next dispatch.
	Compact Excavator Kubota KX040	Equipment	Unassigned	Available	Jun 1	Sep 1
Undercarriage inspection Jun 1. Available for hardscape jobs starting next week.
	Utility Trailer 12ft open · Unit 07	Vehicle	Crew A	In Use	Apr 22	Oct 22
Wheel bearing repack Apr 22. Hauling irrigation materials for the Knesley job this week.

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Inventory & Tools SAMPLE WORKSPACE · TOOLS & CONSUMABLE STOCK

Tools Tracked

Tools Needing Service

Stock Items Below Reorder

Open Purchase Orders

Power Tools Assigned by crew · click for service note

Stihl Chainsaw

MS 271 · Tag #14 · Crew C

Needs Service

Backpack Blower

Echo PB-580T · Tag #22 · Crew A

Needs Service

Consumable Stock Below-reorder items flagged in red · click a row to see supplier detail

	Item	On Hand	Reorder Point	Status	Supplier
	Pre-Emergent Herbicide 2.5-gal jugs	3	6	Reorder Now	Turf Supply Co.
Below reorder point — flagged after last week’s spring cleanup round used more than forecast. A purchase order was opened Jul 5 for 12 more jugs.
	Paver Base Gravel Yard bulk · tons	4	3	In Stock	Cedar Grove Aggregate
Comfortably above reorder point. Reserved 1.5 tons against D. Patel’s hardscape install this week.
	Irrigation Fittings Kit ¾" PVC assortment	5	8	Reorder Now	Turf Supply Co.
Below reorder point after the Grumley emergency callout used most of the on-hand stock. Not yet on an open purchase order — needs one raised.
	Mulch (Dyed Brown) Yard bulk · cubic yards	18	10	In Stock	Cedar Grove Aggregate
Well stocked for the current job list. Last restocked Jun 28.

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Time Tracker SAMPLE WORKSPACE · CLOCK IN / OUT

00:00:00

Clocked in · Pool Coping · N. Knesley

Clocked In Now

This Week's Hours

146

Overtime (wk)

Active Crews

Week Summary · Jul 7–11 By employee · click to expand daily breakdown

Tyler Reyes

Foreman · Crew A

38.0 hrsOn Track

Marcus Webb

Crew A

38.0 hrsOn Track

Jasmine Alvarez

Foreman · Crew B

42.0 hrs2.0 OT

Priya Anand

Crew B

40.0 hrsOn Track

Dmitri Sokolov

Foreman · Crew C

34.0 hrsUnder 40

Client Portal SAMPLE WORKSPACE · ADMIN · MANAGE ACCESS

Active Users

Pending Invites

Disabled

Logins (30d)

Portal Logins · Last 4 Weeks Client self-service, off your phone

Wk 1

Wk 2

Wk 3

Wk 4

Portal Users 3 total · click Disable/Enable to toggle

Nicole Knesley

Logged in 2d ago

Active

D. Patel

Invited · not yet accepted

Pending

R. Aleman

Revoked by Tyler

Disabled

Recent Portal Activity

EventActorDetailDateLoginNicole KnesleyPortal homeJul 6Invite sentTylerD. PatelJul 3Access revokedTylerR. AlemanJun 28

AAR Reviews SAMPLE WORKSPACE · OFFICE REVIEW QUEUE

Submitted (7d)

Awaiting Review

Flagged Issues

Same-Day Review Rate

89%

Submitted Reports Click a report to mark it reviewed

Crew A · Knesley · Pool Coping

Jul 6

Needs Review

Crew C · Patel · Hardscape

Jul 6

Needs Review

Crew B · Ozawa · Maint. stop 3

Jul 5 · flagged a materials shortage

Needs Review

The question set these reports answer (Yes/No, rating, text, checklist) is configured once in Admin & Permissions — see the template builder there.

Reports & Analytics SAMPLE WORKSPACE · LAST 6 MONTHS

Revenue (6mo)

$612k

18% vs prior 6mo

Close Rate

58%

4pt vs prior 6mo

Avg. Job Value

$29.1k

6% vs prior 6mo

Crew Utilization

91%

2pt vs prior 6mo

Revenue Trend Sold, by month · hover a point

FebMarAprMayJunJul

Rep Leaderboard Sold this quarter

Tyler Reyes

$186k

Marcus Webb

$94k

D. Patel (Estimator)

$52k

Crew Utilization This week

Crew A

38/40h

Crew B

40/40h

Crew C

34/40h

Audit Log SAMPLE WORKSPACE · IMMUTABLE HISTORY

Events (7d)

142

Unique Actors

Permission Changes

AllFinancialAccessSchedule

Event	Actor	Detail	IP	When
Estimate discounted −15%	Tyler	EST-1035 · S. Lampard	73.14.xx.xx	2m ago
Discount required Owner-level approval per the Financial Overview permission rule — logged automatically, cannot be edited or deleted.
Role permission changed	Tyler	Estimator role: revoked Payments view	73.14.xx.xx	18m ago
Changed via Admin & Permissions → Roles & Permissions matrix. Applies to all 2 users currently on the Estimator role.
Client Portal access revoked	Tyler	R. Aleman	73.14.xx.xx	1h ago
Revoked from the Client Portal admin screen. R. Aleman can no longer log in to view job status.
Job rescheduled	Nadia Chen	Crew B · Recurring Route 1 → Wed 8:00 AM	108.2.xx.xx	2h ago
Moved via drag-and-drop on the Schedule calendar to resolve a capacity conflict with an emergency callout.
Invoice sent	Nadia Chen	J. Grumley · $8,200	108.2.xx.xx	3h ago
Generated from the accepted estimate EST-1041 and emailed directly from Invoice Reporting.
Work order reassigned	Tyler	WO-2264 · Crew A → Crew A (no change, confirmed)	73.14.xx.xx	5h ago
Dispatcher confirmed the existing crew assignment after a client reschedule request — no crew change, timestamp logged regardless.
Login	Tyler	Owner / Admin	73.14.xx.xx	Yesterday, 6:58 AM
Standard daily login — no MFA challenge (device already trusted for 30 days).

Audit entries are append-only — nothing here can be edited or deleted, including by an Owner.

	Name	Role	Crew	Status	Hire Date
	TRTyler Reyes	Foreman	Crew A	Active	Mar 2022	View
Leads Crew A. Certified for pool coping and hardscape installs. Direct line for client walkthroughs.
	MWMarcus Webb	Landscape Tech	Crew A	Active	Jun 2023	View
General labor + irrigation rough-in. Cross-trained on skid steer operation.
	JAJasmine Alvarez	Foreman	Crew B	Active	Jan 2021	View
Leads Crew B’s recurring maintenance routes. Manages the weekly route schedule directly.
	PAPriya Anand	Maintenance Tech	Crew B	Active	Aug 2024	View
Runs Route 2 stops solo on Fridays. Recently certified on the new mower fleet.
	DSDmitri Sokolov	Foreman	Crew C	Active	Nov 2020	View
Leads Crew C’s hardscape installs. Longest-tenured foreman on staff.
	CFChloe Ferretti	Landscape Tech	Crew C	On PTO	Apr 2024	View
Out through Jul 12 — approved vacation. Crew C is running one tech short until she’s back.
	NCNadia Chen	Office Manager	—	Active	Feb 2022	View
Handles invoicing follow-up, client portal invites, and AAR review triage.
	TTyler	Owner / Admin	—	Active	Founder	View
Full admin access — Budget & Rates, Client Portal, and Admin & Permissions.
	OCOpen: Crew C Tech	Landscape Tech	Crew C	Hiring	—	View
Posted 2 weeks ago to cover Chloe’s route load during peak season. 4 applicants in review.

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