Playbooks
Real, end-to-end workflows a construction team actually runs.
Not feature descriptions. Task-focused walkthroughs, each one a real workflow from start to finish, with the exact screens involved. Filter by category or role to find the one that matches what you're trying to do.
Scheduling
Build a CPM schedule with baselines
Create a critical-path schedule, snapshot a baseline, and track progress against the plan you actually committed to.
Preconstruction & Bidding
Build an estimate from a takeoff
Turn a quantity takeoff into a priced estimate that stays connected to the bid.
Project Execution
Close out a punch list with photo proof
Walk a space, pin punch items to the drawing, assign them to the responsible sub, and close each one with before/after photos.
Admin & Integrations
Connect your accounting system
Wire Groundwork's job cost sub-ledger to QuickBooks Online or ERPNext so the books and the job cost report tie out.
Cost & Contracts
Create a change order
Track a scope change from draft through approval, with its cost and schedule impact computed automatically.
Documents & Records
Create a document template and issue it
Author a governed template for a document type, generate a real document from live project data, and transmit it as an auditable record.
Admin & Integrations
Export your data and use the REST API
Pull project data out of Groundwork on demand, and build custom integrations against the same API the interface itself uses.
Cost & Contracts
Generate an AIA G702/G703 pay application
Bill the owner for this period's completed work, pulling directly from your job cost and change order data.
People & Payroll
Generate certified payroll (WH-347)
Produce a weekly WH-347 from real time entries, with prevailing wage floors resolved per craft and fringes tracked separately from base rate.
Getting Started
Import an existing project's data
Bring an in-progress job's documents, budget, and schedule into Groundwork without starting from a blank project.
Admin & Integrations
Investigate activity with the audit log
Answer who changed what and when, across users, records, permissions, and integrations, with evidence you can hand to an auditor.
Getting Started
Invite your first users and set roles
Get your team into Groundwork with the right permissions from day one.
Project Execution
Log and route an RFI to a response
Raise a request for information, keep it linked to the drawing and spec it questions, and track whose desk it's on until it's answered.
People & Payroll
Onboard a new hire and track their certifications
Take a new employee from offer to first shift: employee record, onboarding tasks, craft classification, and the certifications that expire.
Preconstruction & Bidding
Prequalify a subcontractor before you bid them
Run a subcontractor through financial, safety, insurance, and debarment screening so the bid list is defensible before quotes come in.
Project Execution
Report a safety incident and track corrective action
Capture an incident from the field, classify it for OSHA recordability, drive corrective actions to closure, and produce the 300A and 301 forms.
Scheduling
Resource and cost load a schedule for earned value
Attach crews, equipment, and budget to schedule activities so progress updates produce real earned value rather than a percent someone guessed.
Documents & Records
Route a document for electronic signature
Send a subcontract, change order, or lien waiver for signature and end up with an executed record you can rely on in a dispute.
Scheduling
Run a DCMA-14 schedule health check
Test a schedule against the 14-point quality check federal contracting officers apply, and fix what it flags before submission.
Preconstruction & Bidding
Run bid leveling across subcontractor quotes
Compare sub bids apples-to-apples, without re-keying every quote into a spreadsheet by hand.
Documents & Records
Set a retention schedule and apply a legal hold
Define how long each record category is kept, let disposition run on policy, and freeze everything relevant when litigation is reasonably anticipated.
Getting Started
Set up your company profile and cost code structure
Establish the company identity and the cost coding spine that every estimate, budget, and job cost report will hang off.
Cost & Contracts
Track budgets, commitments, and actual cost
Set the project budget, convert it into purchase orders and subcontracts, and read the cost report that shows where the job is actually going.
People & Payroll
Track crew time from the field
Clock crews in and out from a phone with GPS awareness, allocate hours to the right cost code, and feed job cost from the same entries.
See it running your job in 20 minutes.
No sales deck first. We'll load a project that looks like yours and walk your team through it live.