Groundwork is organized around how service businesses actually operate — Sales, Financial, Operations, Admin, and Field. Each surface is deep enough to stand alone. Together, they eliminate the seams.
Every lead in Groundwork moves through stages you configure — Intake, Agreement, Discovery, Budget, Decision, Presentation, Won, On Hold. Every stage has a follow-up rhythm, checklists, scripts, and pricing tools attached.
Invoices, deposits, payments, and statements — all tied to the client, property, and job that generated them. Money Loop turns overhead recovery into one plain-language number; Budget & Rates runs the burdened-cost math underneath every price you charge.
Schedule the week. Dispatch the crews. Manage recurring services. Track work orders, assets, maintenance, inventory, tools, and time. Operations in Groundwork isn't an afterthought — it's half the system.
The most under-rated feature in Groundwork is its permission model. Every screen in the platform is individually assignable to roles. Start from a sensible company default, then customize per person.
The office runs on desktops. The field runs on phones. Groundwork's My Day, Team View, and Field Mode connect the two without asking either side to change how they work — and Groundwork AI sits on top of all three, on every screen.
Personal daily view — open, overdue, upcoming, and a daily start-up checklist. Every role gets one, tuned to their work.
Managers see every rep's day, every crew's status, every follow-up state — one screen, no reports.
Rugged mobile-first view for foremen and crews. Route, scope, clock, photos, After Action Report. Nothing else.
A slide-over assistant on every screen — Home, Suggestions, an owner-level Coach that flags at-risk deals, Setup, and free-text Chat that already knows the page you're on.
30 minutes, your workflow, no slides.