Quote to paid, in one place.
The whole money path lives in one document: branded PDF, e-signature, and online card payments on the public quote view. No separate invoicing app, no chasing.
The software behind the service
GROUNDWRK
by Clearstead
The CRM we built to run our own home-services business.
GROUNDWRK is a web-based CRM and invoicing platform built for home-services businesses, by an operator who runs one. It takes a job from quote to invoice to receipt in a single branded flow, with e-signature, online card payments, branded email, and automatic review requests. No spreadsheets stitched to four other tools.
01 / The core
One document. Three faces.
A quote, an invoice, and a receipt are the same job at three moments in time. GROUNDWRK treats them as one branded document that moves forward, so nothing is re-typed and nothing falls through.
01 / Quote
Send a clean quote.
Line items, your branding, your terms. The homeowner sees a tidy quote, not a text thread.
02 / Invoice
They sign and pay.
E-signature on the quote, then card payment online. The same document becomes the invoice.
03 / Receipt
Receipt, then a review.
A branded receipt lands by email, and a review request follows once the work is done.
02 / Why it is different
Built by an operator, not a software company.
Clearstead is a working window-cleaning and pressure-washing business. GROUNDWRK is the tool we run it on. Every feature earned its place by solving a real problem on a real job, not in a roadmap meeting.
Your brand, not ours.
Your business name, logo, colors, and FROM email address. Customers see your company on every quote, receipt, and email. GROUNDWRK stays behind the curtain.
The field, not just the office.
Higher tiers add multi-user roles, GPS shift tracking, payroll with tiered commission, and a prospecting engine. A back office and a field tool in the same login.
The prospecting engine scores blocks and homes by likelihood, not certainty. It tells a rep where their time is probably best spent. It never claims a given house needs your service.
03 / In the box
What every account starts with.
Even the entry tier is a complete operating system for a solo business. The full capability set, broken out package by package, lives on the packages page.
Quoting & invoicing
Quote to invoice to receipt as one branded document, e-signature, online card payments, and branded email receipts.
Customers & properties
A real CRM underneath: people, properties, history, and the status of every open job at a glance.
Reputation
Automatic review requests after a job, plus business settings that put your brand on everything a customer sees.