Is Groundwork built for a specific trade?
Groundwork is built for service businesses — landscape, home services, HVAC, plumbing, restoration, exteriors, and multi-service field operations. The stages, templates, and workflows are configurable to your service lines. It is not a general-purpose CRM re-marketed to contractors.
How does Groundwork handle multiple roles across office, sales, and field?
Roles & permissions are configured at the screen level with an access matrix. Every role — Owner, Office Manager, Sales Rep, Estimator, Field, and View-Only — starts from a sensible company default and can be customized per person. Field crews get a distraction-free Field Mode designed for phones.
Can we import our existing clients, properties, and open deals?
Yes. Our implementation team handles data migration from your current CRM, spreadsheets, or scheduling tools. We map your existing pipeline into Groundwork's stages, clean the data, and hand you a working system with your history intact.
Does it integrate with QuickBooks and Google?
Yes — QuickBooks Online, Google Calendar, Gmail, Stripe for payments, Twilio for SMS, and more. We also expose an open API for custom integrations.
What about the field crew? Do laborers need to learn a CRM?
No. Laborers and foremen get a purpose-built mobile view (Field Mode) that only shows today's assigned work, time tracking, and an end-of-day After Action Report. There's no pipeline, no pricing, no admin — just the job. Training a crew takes 15 minutes.
How long does implementation take?
Most teams go live in 2–3 weeks. That includes discovery, configuration, data migration, role-based training, and the first 30 days of dedicated support. We don't do 90-day rollouts.
How is Groundwork priced?
Two simple axes, plus a separate AI allowance. A
plan — Core, Growth, Pro, or Enterprise — sets which workspaces your whole company can use (reporting, automation, the client portal) and includes a starting allotment of internal users (Core 1, Growth 5, Pro 10). Every
additional internal user beyond that is a flat $25/mo — the same rate whether they're an owner, a rep, or a field crew member.
Groundwork AI is priced separately, at the company level — every plan includes a monthly AI allowance at no extra charge, shared across your whole team rather than billed per user. Customer-portal and other external logins are always free and never count toward your bill. See
pricing.
Can I try Groundwork before committing?
Every prospect gets a 30-minute personalized walkthrough followed by a sandboxed pilot workspace loaded with your data. We don't do generic free trials — the value shows up when it's your business inside the system.
Where does the software live?
The public brand lives at groundwork-crm.info. The product workspace lives at groundwork-crm.com. When you log in from the marketing site, you're handed off to the live product.
Do you have a mobile app?
Yes. iOS and Android apps for the field team. The web workspace also works on mobile browsers if you prefer. See
Mobile & Field Mode.
How secure is Groundwork?
SOC 2 Type II, encryption at rest and in transit, SSO/MFA, screen-level permissions, immutable audit log. See
Security.
What if we outgrow Groundwork?
You own your data. Full export is available at any time — clients, opportunities, properties, invoices, everything. No lock-in on data. We'd rather earn your renewal than trap you.