Role · Owner

Clarity, not spreadsheets.

Owners open Groundwork and see the state of the business in thirty seconds — pipeline, cash, jobs, team activity. No more piecing it together from three tools and a phone call.

Book an owner demo→See all roles

Your morning

What owners see when they log in.

Three dashboards. Business Pulse for pipeline and sales. Financial Snapshot for cash. Operations Snapshot for crew load. That's the morning.

→
Business PulsePipeline value, close rate, sold MTD, open proposals, at-risk deals.
→
Financial SnapshotOutstanding, deposits, cash in, cash out, past-due aging.
→
Operations SnapshotCrews out, jobs scheduled, work orders in progress, capacity.
→
Team ViewEvery rep's pipeline, every crew's status — filterable.
→
Full access, no restrictionsOwners are Owners. Nothing is hidden.

Business Pulse OWNER · Q3 2026

Pipeline Value

$482k

Close Rate

38%

Sold MTD

$186k

At Risk

Pipeline by Stage

Intake

Agreement

Discovery

Budget

Decision

Present

Won

Try the pipeline yourself →

Financial Snapshot OWNER · JULY

Outstanding

$48.2k

Deposits Held

$24.9k

Cash In MTD

$142k

Past Due 30+

$8.1k

At-risk deals

Nicole Knesley · $58k · No contact 7 days

Sydney Lampard · $18k · Missed follow-up

M. Fernández · $46k · Stalled at Presentation

D. Patel change order · Awaiting approval

Try Money Loop yourself →

The questions Groundwork answers for you

The ones you used to have to ask three people.

Groundwork exists to shorten the distance between "I want to know" and "I know." Every screen is designed around a question an owner might reasonably ask before their first coffee.

→
Will we hit the month?Business Pulse shows sold vs. goal in real time.
→
Are we covering overhead?Money Loop shows the percentage of this year's overhead already covered — one honest number.
→
Who's behind?Groundwork AI's Coach tab flags deals that have gone quiet, with dollars at risk.
→
Where's the cash?Outstanding by client. Deposits held. Aging.
→
Who's on site right now?Ops Snapshot with crew live status.

Reports & Analytics

The trend line behind the snapshot.

Business Pulse tells you where things stand right now. Reports & Analytics tells you whether that's actually getting better — revenue over time, who's closing, and which crews are running hot or idle.

→
Revenue trendSold, by month, with the direction clearly marked — no spreadsheet required.
→
Rep leaderboardWho is actually closing this quarter, ranked by dollars sold.
→
Crew utilizationHours booked vs. hours available, by crew, this week.
→
Same numbers as everywhere elsePulled from the live pipeline and schedule — not a separate export.

Reports & Analytics LAST 6 MONTHS

Revenue (6mo)

$612k

18% vs prior 6mo

Close Rate

58%

4pt vs prior 6mo

Rep Leaderboard Sold this quarter

Tyler Reyes$186k

Marcus Webb$94k

D. Patel (Estimator)$52k

Try Reports & Analytics yourself →

Team View

Every rep's pipeline. Every crew's status.

Team View sits on top of Employees & Teams — the roster of who's on staff, what role they hold, and which crew they belong to. Owners filter it by team, role, or status without digging through Admin.

→
Filter by team or roleSee sales, estimators, or a single crew in isolation.
→
Status at a glanceActive, on leave, or offboarded — no guessing.
→
One roster for the businessThe same list Admin uses to assign roles and permissions.

Employees & Teams OWNER · FULL ROSTER

Active

On Leave

Teams

Team Leads

Marcus Reyes · Sales Team

N. Knesley · Crew A (Foreman)

D. Patel · Estimating

Angela Cho · Office

Try Employees & Teams yourself →