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CRM & Operations
One place where every lead, call, and job flows in. Set up for you.
Every call, text, web lead, and new job ends up in one place, organized and easy to find. We set the whole thing up for you, with real help whenever you need it, so nothing scatters across your phone, your notebook, and your head.
“It still boggles my mind how many service businesses run on five apps that don't talk to each other. So I set you up on the Control Center, dial it in to how you actually work, and stick with you while you learn it. You're never left to figure it out alone.”
It doesn't just hold your leads. It gets them booked.
A lead left hanging is already gone. Get back to them fast, even while you're on a job, and now there's a real shot at booking it. The Control Center makes that move for you the second a lead comes in, every time.
It doesn't just hold your leads. It gets them booked.
A lead left hanging is already gone. Get back to them fast, even while you're on a job, and now there's a real shot at booking it. The Control Center makes that move for you the second a lead comes in, every time.
You're never stuck running it.
Other systems hand you a login and leave. Not here. From day one you're in a community with a short video for every task, plus real people you can reach the whole time you're with us. Hit something the videos don't cover? Ask, we walk you through it, and the ones worth sharing become videos so the next contractor has them too.
You're never stuck running it.
Other systems hand you a login and leave. Not here. From day one you're in a community with a short video for every task, plus real people you can reach the whole time you're with us. Hit something the videos don't cover? Ask, we walk you through it, and the ones worth sharing become videos so the next contractor has them too.
A video for every task, in a classroom you're invited to from day one.
Real people the whole time you're with us, not a chatbot or a forum.
If something isn't covered, we walk you through it, and the common ones become new videos over time.
community.groundworkstudio.co/classroom
Control Center
Classroom · Getting Started
Your learning path
027 min
Your pipeline
036 min
Your calendar
04Up next4 min
Missed-call text-back
059 min
Follow-up flows
068 min
Reading your numbers
A video for every task, in a classroom you're invited to from day one.
Real people the whole time you're with us, not a chatbot or a forum.
If something isn't covered, we walk you through it, and the common ones become new videos over time.
MOBILE APP
Run it all from your phone.
Every call, every job, every number that matters, right on your phone. The whole operation in your pocket, on the roof or on the road.
Every channel, one inbox.
SMS, calls, Facebook, Instagram, Google Business, and WhatsApp threads land in the same inbox. Reply from one keyboard, no jumping between apps.
Your day, in your pocket.
Today's jobs, what's next, who's on the way. Tap to call the customer. Reschedules write back to the office calendar.
Your whole operation at a glance.
Open the app and see pending tasks, money in play, unread messages, and today's appointments, the whole operation in one screen.
GETTING SET UP
However you run things now, we square you away.
Three steps from your first call to working from one place, and we do the heavy lifting. We meet you wherever you're starting from, bring it all over, and give you the real timeline up front.
01
Bring it over.
Running off your phone, a spreadsheet, or another system? We start from whatever you've got. We'll even help you export your phone contacts and pull them in, so you're not stuck figuring out the move yourself.
Nothing to figure out.
The export and the import are on us, start to finish.
Nothing left behind.
Every contact and number comes over.
Groundwork · Setup
Bring it over
Wherever you’re at
- iPhone contacts1,240 found · we export them for you
- A spreadsheetDrop in a CSV
- Another systemWe move it over for you
Wherever it lives now, we pull it in for you. Nothing to figure out.
02
We set it up.
Now the real work, dialing in your automations. Missed-call text-back, instant lead replies, follow-ups that don't quit, reminders, every automation you need to actually run the business, set to fire the way your jobs really flow. As you grow, you layer on more: multi-location, custom integrations, whatever the bigger operation needs.
Every automation you need.
The full set to run the business, not a stripped-down starter.
Add more as you grow.
Multi-location and custom integrations, layered on when you scale.
Groundwork · Setup
Your automations
On us
- Missed-call text-backTexts back the second you can't pick up
- Instant lead replyEvery new lead gets an answer in seconds
- Follow-up sequenceKeeps chasing until they reply
- RemindersBefore every appointment
Every one tuned to how your jobs actually run.
03
Up and running fast.
You're in from day one. Over the first week or so, we get everything connected so your leads, calls, and messages all land in one place, handled in the background while you settle in.
Access from day one.
You're in the system right away.
Connected in about a week.
Everything flowing into one place.
Your setup timelineMost setups, about a week
You're inDay one access
We move it overEverything transferred
Fully liveLeads flowing
Your dashboardfirst month liveLast 7 days
New leads
34
↑ 12 this week
Booked
18
↑ 6 this week
In play
$47k
↑ 9 jobs
- Dana WhitfieldMissed call · texted back in 12sBooked
- Westside reroofWeb form · follow-up sentQuoted
- Marisol VegaNew lead · auto-repliedCaptured
Groundwork · Setup
Bring it over
Wherever you’re at
- iPhone contacts1,240 found · we export them for you
- A spreadsheetDrop in a CSV
- Another systemWe move it over for you
Wherever it lives now, we pull it in for you. Nothing to figure out.
Is this you?
You're running all of this by hand. You don't have to.
If that's your day, we set this up to fit how you already work.
- You answer the calls, quote the jobs, run the crew.
- Leads land in forms, calls, texts, and DMs.
- Follow-ups happen when you get a free minute.
- The schedule lives in your head and your phone.
- All of it in one place, running on its own.
Everything but the last line, you carry today. That's the part we take over.
DONE FOR YOU
What we automate for you.
You don't wire these up. We build them on a full CRM platform, tuned to how you actually run things, not templates you piece together yourself. These are the automations that catch the lead and keep the job moving while you're out on the truck.
BY THE NUMBERS
Speed catches the lead. Scattered loses it.
Slow replies and scattered tools are where the trades quietly lose jobs. Both come down to one fix, everything in one place.
The first hour wins the job.
When a lead fills out a form or leaves a voicemail, the clock is already running. Harvard Business Review studied 1.25 million sales leads. The businesses that answered within an hour were 7x more likely to qualify the lead than the ones that waited even an hour longer. Same lead, same offer. The only thing that changed was how fast you got back to them.
more likely to qualify a lead by answering within the hour, not an hour later.
Every extra app is a leak.
Salesforce's State of Sales survey found that the average rep now juggles 8 different tools to close one deal. For the owner who is also the salesperson, the dispatcher, and the crew chief, every extra app between the lead and the callback is another place you lose the job. One inbox fixes that.
different tools the average sales rep uses to close one deal. We collapse them into one place.
PRICING
What's inside CRM & Operations
A one-time setup gets it built, then run it your way. Keep the wheel on Hosted, or hand it to us on Managed. Flat monthly, cancel any month, your data always yours to export.
YOU RUN IT
Hosted
$995 one-time setup
$297/moor $2,851/yr, save 20%
- White-labeled Control Center, browser and mobile app
- The 7 core automations, built and tuned for you
- Your pipeline, calendar, lead form, and one inbox (calls, SMS, Facebook, Instagram, Google, WhatsApp), set up
- Contacts, custom fields, and reporting
- A2P texting registration handled, with usage shown before every send, no surprise bills
WE RUN ITMost popular
Managed
$995 one-time setup
$497/moor $4,772/yr, save 20%
- Everything in Hosted
- We watch your automations so they never silently break
- We keep your inbox clean and organized
- Support whenever you need it
- A set of changes each month included, a new calendar, a workflow tweak, small fixes
ADD ANY TIME
Add-ons
Bolt on when you need it
- Custom workflow builds, from $495
- Email campaigns on your own domain, $795 setup + from $297/mo
- QuickBooks, Jobber, Housecall Pro, and custom integrations
- Advanced setup for multi-pipeline and team scaling, $1,995
Connects to your tools
Works with the tools you already run.
Calendar, payments, books, and texts, all wired into one CRM. We handle every connection. You don't lift a finger.
- Google Calendar
- QuickBooks
- Zapier
- Google Calendar
- QuickBooks
- Zapier
- Google Calendar
- QuickBooks
- Zapier
- Google Calendar
- QuickBooks
- Zapier
- Google Calendar
- Outlook
- twilio
- slack
- Outlook
- twilio
- slack
- Outlook
- twilio
- slack
- Outlook
- twilio
- slack
- Outlook
- Gmail
- Jobber
- HubSpot
- Gmail
- Jobber
- HubSpot
- Gmail
- Jobber
- HubSpot
- Gmail
- Jobber
- HubSpot
- Gmail
- Stripe
- Housecall Pro
- salesforce
- Stripe
- Housecall Pro
- salesforce
- Stripe
- Housecall Pro
- salesforce
- Stripe
- Housecall Pro
- salesforce
- Stripe
Pairs with your CRM
Miss the call, still book the job.
When you're out on a job and the phone rings, Voice AI picks up in your voice, answers the basics, and books the appointment. It lands in your CRM the second the call ends. The automations here catch the lead, Voice AI catches the call.
Learn more about Voice AIMore from the blog
trainingHow to Never Lose a Customer Before They Even Hire You
You're getting calls. People are finding you. But somewhere between the first ring and the booked job, you're losing them. Here's what's going wrong and the systems that fix it.
trainingWhat Every Service Business Needs Before Running Ads
Running ads without the rest of the foundation is like turning on a faucet with no bucket underneath. Here's the full picture of what a service business actually needs to show up, get leads, and not lose them.
google-business-profileHow to Set Up Google Business Profile Without a Storefront
You go to the customer. You don't have a shop or an office with a sign on it. But Google still wants proof you're real. Here's the exact process to get your service business verified on Google Business Profile — the same steps I walk my clients through.
We set it up. You watch it work.
Contact SalesBuilt and run by Groundwork. Yours to keep, free to switch off any time.