Role · Office Manager

Every follow-up. Every file. Every deposit.

Office managers keep the machine running. Groundwork gives them a full lateral view of every deal, every job, every invoice — plus the tools to nudge sales, chase payments, and clean up loose ends.

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The lateral view

See what every rep, every crew, every client is doing.

Office managers can see everything except owner-only financial detail (configurable). That means they can jump into any deal, coordinate any handoff, and unstick anything that's stuck.

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Cross-team pipelineEvery lead, every rep, every stage — filterable.
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Follow-up queueAll overdue follow-ups across the team. Nudge with one click.
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Invoice + payment queueWhat to send, what to chase, what came in today.
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Templates & automationsThe library of reusable emails, forms, and drip campaigns.
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Approval queueEstimates, discounts, change orders — approve or deny.
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Audit logWho did what, when, from where.