How-To Guides

How to Add Branching in Your Flow Using Conditions

Our branching feature is a powerful way to guide your customers to the right questions and keep them engaged. Let's explore how to do it step by step.

How to Use to Measurement via Maps Feature

Now prospects can measure their project area using our maps feature. We can get you one step closer to an accurate quote! Learn how.

Flow Editor Feature Explained

The wait is over - you can now edit your own Survey Flow! Learn how here.

How to Launch Your Groundwork Form: Set-by-Step Guide

Looking to get your Groundwork form launched? There are several strategies and scenarios to determine how it should be implemented. Here’s a breakdown with details for implementation.

Pages & Campaigns Features Explained

Looking to beef up some of your marketing tracking practices? You've come to the right place.

Video Script: Make an easy explainer video for Groundwork!

Put this video on the Groundwork page on your site or we can embed it inside the Groundwork survey. It's easy!

Getting Started with Groundwork: Get Groundwork on your site!

A guide for getting Groundwork on your site!

Call Script: When a lead calls the office, route them to Groundwork!

Get More of Your Leads into Groundwork

Billie of Commonwealth Curb Appeal tells us how she gets her leads to use Groundwork

Groundwork Workshop: How To Use Zapier For Contractors

Jeff goes through what Zapier is and how you can leverage it to make your life that much easier!

How to use the Groundwork Notes Section

Learn how to use the notes section within each lead.

How to connect Online Scheduling Calendar with Groundwork

Learn how to connect online calendars such as Calendly or You Can Book Me, to Groundwork.

How to Assign leads in Groundwork

Learn how to assign someone from your team to a specific lead.

How to use Dashboard Lead Filters

Learn how to use the filters on the Groundwork dashboard to make your life easier!

How to Delete a User from Groundwork

Learn how to remove users (not leads) from your Groundwork account

How to Customize the Lead Cards in the Groundwork Dashboard

Learn how to customize what lead info is shown on each individual lead card.

How to adjust Groundwork Notifications

Learn how to adjust the notifications from Groundwork specific to each user.

How to use Templates in Groundwork to Quickly Message Leads

Learn how to use templates within the Groundwork messaging system to quickly respond to leads.

Set up your Facebook Messenger Auto Reply to Drive users to Groundwork

Set up your Facebook away message so that when homeowners message you via Facebook, they are directed to submit a video of the work they want done!

How To Use Zapier to Connect Groundwork VideoLeads with Existing Systems

Use Zapier to integrate your CRM, track metrics, send emails, and more!

How To Add A Groundwork App Shortcut To Your iPhone

Save Groundwork to your phones home screen for quick access.

How to get Groundwork on your Website!

Learn how to add Groundwork to your website.

How to Manually Enter a Lead into Groundwork

Learn how to enter a lead manually via the Groundwork dashboard. Great for when leads call in.