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.
30 playbooks·8 disciplines·212 guided steps
- 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.
8 steps~18 minScheduler or PM - Preconstruction & Bidding
Build an estimate from a takeoff
Turn a quantity takeoff into a priced estimate that stays connected to the bid.
6 steps~13 minEstimator - Cost & Contracts
Calculate Hawaii GET and file the returns
Configure the county rate, compute the pass-on correctly against a billing net of retainage, take the subcontract deduction, and produce the G-45 and G-49.
7 steps~15 minAccounting or Controller - Project Execution
Close out a punch list with drawing pins and photo proof
Pin punch items to the actual sheet, stage before and after photos, back-charge the responsible sub, and close each item with verification by someone other than the person who fixed it.
8 steps~18 minSuperintendent or PM - 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.
7 steps~15 minAdmin or Controller - Cost & Contracts
Create a change order
Track a scope change from draft through approval, with its cost and schedule impact computed automatically.
6 steps~13 minPM or Estimator - 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.
7 steps~15 minAdmin or PM - 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.
7 steps~15 minAdmin or Developer - 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.
6 steps~13 minPM or Accounting - 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.
7 steps~15 minPayroll or Compliance - 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.
4 steps~9 minAdmin or PM - 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.
7 steps~15 minAdmin - Getting Started
Invite your first users and set roles
Get your team into Groundwork with the right permissions from day one.
5 steps~11 minAdmin - Documents & Records
Let an AI agent draft a document you issue
Have an agent draft an RFI answer or a submittal log, review it, and issue it yourself — with the agent structurally unable to issue anything, because the block is in the document's state machine rather than in a prompt.
7 steps~15 minPM or Admin - 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.
7 steps~15 minPM or Superintendent - People & Payroll
Look up and refresh Hawaii prevailing wage rates
Browse the state wage schedule by classification, pull a fresh import when the schedule is reissued, and get the classification right before it reaches a certified payroll.
6 steps~13 minPayroll or Compliance - 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.
8 steps~18 minHR or Office Manager - 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.
8 steps~18 minEstimator or Contracts Manager - 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.
8 steps~18 minSuperintendent or Safety Manager - 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.
8 steps~18 minProject Controls or Scheduler - 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.
8 steps~18 minContracts Manager or PM - 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.
7 steps~15 minScheduler - Preconstruction & Bidding
Run bid leveling across subcontractor quotes
Compare sub bids apples-to-apples, without re-keying every quote into a spreadsheet by hand.
5 steps~11 minEstimator or PM - People & Payroll
Schedule a crew week and get it acknowledged
Build next week's crew assignments, issue them by text and email, and chase the people who haven't confirmed — with confirmation meaning they accepted the schedule, not that a phone received it.
9 steps~20 minSuperintendent or Foreman - Getting Started
Set project roles and per-job access
Give someone one level of access on one job and a different level on another, decide separately whether they see money, and preview who is affected before you save.
8 steps~18 minAdmin or PM - Documents & Records
Put a record under a retention schedule and apply a legal hold
Install the retention schedule, put a record under a rule, start its clock from the event that triggers it, and freeze everything relevant when litigation is reasonably anticipated.
8 steps~18 minAdmin or Compliance - 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.
7 steps~15 minAdmin - 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.
8 steps~18 minProject Manager or Accounting - 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.
7 steps~15 minForeman or Superintendent - Admin & Integrations
Track your compliance posture against a framework
Record where you stand on every control in FedRAMP Moderate, SOC 2, and the three CMMC levels, with a narrative per control and a named person who reviewed it.
8 steps~18 minAdmin or Compliance
See it running a job that looks like yours.
No sales deck first. We load a project of your type and size and walk your team through it live, in the real product.