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 photo / sign-off capture. 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 layers. A
plan — Core, Growth, Pro, or Enterprise — sets which workspaces your company can use (reporting, automation, client portal). Within that plan,
seats are priced by role, so a Field or View-Only login costs a fraction of a full Sales or Admin seat. You're never paying full price to give crews access, and you're never buying company-wide features you don't need yet. 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.