Help center

Short answers to get your company running. Still stuck? The Support chat at the bottom of every page reaches a person, in English, Spanish or Portuguese.

• Getting startedCreate your company, add a client and job, then open Jobs or Sales, Estimates to send a proposal. Start on your own, with 30 days free and no card.
• Confirm your emailGroundflag sends estimates, invoices and crew invites only after you confirm your email. How to resend the link, fix a wrong address, or confirm with Google.
• Invite your crewCrew & time > Crew > Add Team Member: invite by email or create the login yourself, pick a role, and add time clock only members who just punch in and out.
• Moving from Contractor ForemanImport clients, contacts, subs, jobs, items and cost codes from Contractor Foreman, Buildertrend, JobTread or a spreadsheet: map, preview, import, report.
• Moving from CompanyCamConnect CompanyCam with an access token and copy every project, photo, video and document into Groundflag jobs, then cancel without losing a file.
• Moving from JobberExport your Jobber client list as CSV and import it with Jobber as the source: names, phones, e-mail, address and notes, previewed first.
• Moving from Housecall ProExport your Housecall Pro customers, save as CSV and import them: names, mobile numbers, e-mail, service address and notes, previewed first.
• Moving from JobNimbusExport a JobNimbus contact report as CSV and import it: names, mobile numbers, e-mail, address and description, previewed first.
• Moving from BuildertrendExport Buildertrend grids to Excel, save them as CSV and import them: clients, jobs, cost codes and cost catalog items, previewed first.
• Moving from JobTreadExport a JobTread view of your customers or catalog as CSV and import it: contacts and cost items with unit cost and unit price, previewed first.
• Moving from CoConstructCoConstruct takes new projects through March 31, 2027. Export your leads as CSV, import them in Groundflag with a preview, and download your project data.
• Moving from Invoice2goExport your Invoice2go invoices as CSV and import the clients on them: name, e-mail and billing address, each client once, previewed first.
• Draft an estimate with AIAI estimate generator for contractors: describe the job in a sentence and get lines with quantities and prices, your price book first. Review, then send.
• Start an estimate from a templateOpen a new estimate on a kitchen, bathroom, roof, floor or other job and tap one button to get the usual lines to price, instead of a blank page.
• Leads from e-mail, missed calls and textsForward your inbox and use a free Google Voice number: each voicemail, text or customer e-mail becomes a lead with the caller's number.
• Let clients request changesTurn on Request changes and clients ask for edits from the estimate link instead of declining. The estimate stays open; you get the request by e-mail.
• Follow up on a sent estimateGroundflag e-mails the client when a sent estimate gets no answer, on days 3, 7 and 14 by default. Change the days or stop them for one estimate.
• Text your clientsTurn on texts in Settings and clients get the estimate, pay link, contract to sign and payment receipt by text, each with its link.
• Receipt to vendor billSnap the receipt with Capture and New Vendor Bill opens filled in: vendor, bill date, total and job, with the photo kept on the bill. You check it and save.
• Show finished workPick up to four jobs from your showcase so the client sees finished work on the estimate, with the town only.
• Approve weekly timesheetsWeekly timesheets open on last week so you can approve it on Monday: check each person's regular and overtime hours, approve, then export for payroll.
• Time clockClock in and out on the job from a phone, take breaks, switch jobs mid-day, clock in a whole crew at once and turn on punch by job start time.
• Job photos and filesKeep each job's photos, plans and PDFs in folders, move or delete many files at once, and give the client a photo report, a before and after page or a link.
• Daily log by voiceOpen today's log on the job, tap the button and talk, check what Groundflag filled in, add photos and sign.
• Building a scheduleAdd tasks on the job's Schedule tab, link them, save a baseline, move work and push a rain day.
• Online bookingTurn on Online booking, share the page link, and clients who leave an e-mail get a confirmation with the arrival window and a calendar link.
• Change ordersCreate the change order on the job, send it, and the client approves it online; the contract, budget and next invoice follow.
• Progress billing and retainageBill a percent of each estimate line, credit the deposit, or run G702/G703-style pay applications with retainage and lien waivers.
• Custom reportsPick the source, the columns and one group, like invoices by job or hours by person. See totals, export a CSV and save the report.
• Drawing setsUpload the PDF plans to the job. AI reads each sheet number and title off the title blocks, you check them, and a sheet uploaded again becomes a revision.
• Vendor bills by e-mailSuppliers e-mail bills to your company's bills address, or you forward them. AI reads vendor, number, dates and total; New Bill opens filled in.
• Cash flow statementAccounting > Cash Flow shows operating, investing and financing activity for the period, and whether the bank agrees.
• Warranty requestsTurn on Warranty requests and a client reports a problem on a finished job from the portal, with a photo. It lands on the job's punch list; you get an e-mail.
• Weekly client updateJob agents > Update client drafts the week's update from daily logs, client photos and signed change orders, plus what comes next, in the client's language.
• Toolbox talksSafety > Toolbox talks: AI writes today's talk in English, Spanish or Portuguese, the crew signs on the phone, and the closed talk is your training record.
• Purchase ordersWrite a purchase order to a vendor in a minute, or approve a requisition first. E-mail it, record what arrives and turn it into a vendor bill.
• Good, better, best optionsOn an estimate or a service call, build Good, Better and Best with add-ons and a deposit; the client chooses and signs on your phone or by link.
• Your catalog of items and pricesAdd the trades you work in, set your price once per item, and pick lines from the catalog on every estimate and invoice. Draft with AI uses your prices first.
• Export your client listClients, three dots, Export CSV: every client with e-mail, phones, address, tags, source and status, ready for Mailchimp or Constant Contact.
• Getting paidConnect your company's payment account in Settings, Payment Gateways, and clients pay invoices and deposits by card in your portal.
• QuickBooks OnlineThe QuickBooks Online sync is built and tested on Intuit's sandbox and opens once Intuit approves our app. What will sync, and what to do until then.
• XeroConnect your Xero organisation to Groundflag. Invoices, vendor bills, contacts and payments sync in both directions, verified with Xero's Demo Company.
• Using it on the phoneInstall Groundflag from Google Play or add it to the iPhone home screen, allow the camera, location and microphone, and turn them back on after a Don't Allow.
• Trial, plans and billing30 days free with no card and every tool open. What happens when the trial ends, how to pick a plan, cancel in the app and get a refund in the first 30 days.
• AI app buildersBuild your own tool with an AI app builder and let it read your clients and jobs and draft estimates in Groundflag through the public API. You review and send.
• Claude and ChatGPTAsk Claude or ChatGPT about your jobs, invoices and schedule, or have it log the day, add a task or answer an RFI. Payments stay in the app.

Questions? Write to hello@groundflag.com