A Groundwork Society member benefit

The operating system for contractor businesses.

CrewOS runs the whole company — leads, quotes, scheduling, crew dispatch, invoicing, payroll, and follow-up — in one platform built for the field. You can't buy it. It comes with the community.

Explore the Groundwork Society See what it does

CrewOS is exclusive to members of groundworksociety.com — no public signup, no license to buy.

One platform, every trade

ConcreteRoofingHVACPlumbingFencingElectricalLandscapingPainting& yours

The platform

Everything between the first call and the five-star review

CrewOS replaces the whiteboard, the spreadsheet, and the five apps that don't talk to each other.

Lead pipeline & CRM

Every lead from ads, your website, and phone calls lands in one pipeline with source tracking — so you know exactly what each job cost to win.

Quoting & e-signatures

Price a job in the driveway, send the quote by text or email, and let the customer review, sign, and accept it from their phone.

Scheduling & crew dispatch

Drag jobs onto a calendar, assign crews and trucks, and every crew member sees their day on their phone — addresses, notes, and photos.

Invoicing & payments

Turn a finished job into an invoice in one tap. Take cards on site or send a pay-online link. Every dollar maps back to the job it came from.

Crew payroll

Pay crews by the job with configurable pool splits and bonuses. One clean payout statement per crew member, generated automatically.

Automated follow-up

Email and text sequences that chase open quotes, remind customers, and ask for reviews — automatically, in your voice.

Marketing website builder

A fast, SEO-ready website with quote forms, landing pages, a blog, and A/B testing — built in and publishable on your own domain.

AI that does the busywork

An assistant that drafts replies, follows up on quiet leads, and answers questions about your numbers. You approve; it executes.

Reporting & dashboards

Live numbers for revenue, close rate, and cost per lead — with plain-English explanations of where every figure comes from.

Inside CrewOS

How contractors run their business on CrewOS

Sales

From first call to signed quote

CrewOS is contractor CRM software built around how work actually gets sold: a homeowner calls, someone drives out, and the job is won or lost in the follow-up. Leads from Facebook ads, your website, and the phone flow into one pipeline with the cost of every lead attached, so marketing spend stops being a guess.

Quotes are built on site from your own service catalog and pricing, sent in minutes, and accepted online with a signature. If the customer goes quiet, automated email and SMS sequences follow up until the quote is won, lost, or expired — without anyone keeping a spreadsheet of who to call back.

Lead source and cost-per-lead tracking on every job
Online quote acceptance with e-signature
Automatic quote follow-up by email and text

Operations

Scheduling, dispatch, and the field crew's whole day

Field service management in CrewOS starts from a drag-and-drop calendar: jobs are booked, crews and trucks assigned, and conflicts surface before they happen. Every crew member opens their phone to exactly their day — jobs, addresses, notes, and the photos the office needs back.

The field app is phone-first because crews work from trucks, not desks. Job photos upload through dead zones with an offline queue, and status changes made in the field update the pipeline, the customer's portal, and the office in real time.

Drag-and-drop job scheduling with crew and truck assignment
Phone-first field app with offline photo uploads
Customer portal that shows quote, schedule, and progress

Money

Invoicing, payroll, and numbers you can trust

Every dollar in CrewOS maps to a job. Finished work becomes an invoice in one tap; customers pay by card on site or through a pay-online link, and payments reconcile against the job automatically. Crew payroll runs off the same data — configurable pool splits and bonuses per service, with one clean payout statement per crew member.

Dashboards show revenue, close rate, average ticket, and cost per lead as they happen — each number annotated with a plain-English explanation of how it is calculated, so the whole company argues about the plan instead of the math.

One-tap invoicing with on-site card payments
Job-based crew payroll with pool splits and bonuses
Live dashboards with explainable metrics

The job lifecycle

How it works

Five stages, one system, no paperwork shuffle.

Capture

Leads flow in from ads, your website, and calls — nothing slips.

Quote

Price it on site, send it in minutes, get it signed online.

Schedule

Book the job, dispatch the crew, everyone knows where to be.

Get paid

Invoice from the truck, take payment on the spot.

Follow up

Automatic review requests and repeat-business campaigns.

Built for the field, not the back office

Your crews live in trucks, not at desks. CrewOS is phone-first from the ground up.

Big touch targets and simple flows that work with gloves on
Photo uploads that survive dead zones — queued offline, sent when signal returns
Quotes priced and sent from the driveway, before you leave
Each crew member sees exactly their day: jobs, addresses, notes

Questions

Frequently asked questions

What is CrewOS?

CrewOS is an all-in-one operating platform for contractor businesses. It runs the full job lifecycle — lead capture, CRM, quoting with e-signatures, scheduling and crew dispatch, invoicing and payments, crew payroll, a customer portal, a marketing website builder, and automated email and SMS follow-up — in one system built for the field.

How do I get access to CrewOS?

CrewOS is not sold as standalone software and has no public signup. Access is a benefit of membership in the Groundwork Society, a private community of contractors who build and run their businesses together. If you want CrewOS, the path is joining the community at groundworksociety.com.

What trades is CrewOS built for?

CrewOS is trade-agnostic. Concrete, roofing, HVAC, plumbing, fencing, electrical, landscaping, painting — services, pricing units, terminology, and workflows are configured per company rather than hardcoded to one vertical, so the platform fits how your trade actually sells and delivers work.

What software does CrewOS replace?

Most members retire a stack of four or five tools: a CRM, a quoting or proposal app, a scheduling calendar, an invoicing product, a payroll spreadsheet, and a website builder. Because everything lives in one system, leads, jobs, money, and crews stay connected instead of being re-typed between apps.

Does CrewOS work in the field, on a phone?

Yes — CrewOS is phone-first by design. Crews see their day, capture photos (with an offline queue for dead zones), and update job status from the truck. Quotes can be priced and sent from the driveway before you leave the customer's house.

Who owns the data in CrewOS?

Your company does. Every business on CrewOS runs in its own isolated workspace — your customers, jobs, pricing, and financials belong to you.

Membership

The software comes with the society

The Groundwork Society is a private community of contractors building serious businesses together — and CrewOS is the operating system every member runs on.

If you want the software, join the room.

Visit groundworksociety.com