The typical implementation process for Groundplan software, including timeline and key data points:
Upon signup, a Trade Expert contacts the user to understand their business needs and guide the setup.
Organizing stages and workflows
Integration with quoting/job management software
Groundplan supports real-time collaboration, allowing teammates to work together on the same project.
The support team is known for fast response times and hands-on guidance, including screen-sharing sessions.
Groundplan is highly customizable to suit various trades and business workflows. Here are the key customization features:
Custom Symbols and Templates: Users can create and modify symbols and templates specific to their trade (e.g., HVAC, electrical, plumbing) to match project requirements.
Formula Integration: Groundplan allows users to build custom formulas for calculating materials, labor, and costs based on measurements.
Project Stages and Labels: You can organize projects using custom stages, labels, and statuses to reflect your internal workflow.
Material and Labor Rates: Businesses can adjust material costs, labor rates, and markups to align with their pricing models.
Comment Tool: Enables site-specific notes, collaboration, and tracking of changes, purchases, or clarifications directly on the plan.
Integration Flexibility: Groundplan integrates with quoting and job management software like Simpro, AroFlo, and ServiceM8, allowing tailored data flow.
These features make Groundplan adaptable for industries such as electrical, HVAC, landscaping, security, and fire protection.
Groundplan uses a transparent subscription model with minimal hidden costs. Here's a breakdown:
Includes unlimited projects and plans, free training, and support.
Enterprise Plan: Custom pricing (POA)
Setup is self-service with optional free training.
Free 1-hour training for every new paying company
Ongoing support via chat, email, and phone is included in the subscription.
Covered under the subscription. No separate maintenance fees.
Concurrent licensing allows multiple users to share a seat if not used simultaneously.
7-day free trial with full feature access and optional expert demo.
Groundplan emphasizes no contracts, pay-as-you-go, and easy cancellation, making it flexible for businesses of all sizes.
Groundplan provides comprehensive training and multi-channel support to ensure users get the most out of the platform:
Tailored Sessions: Training is customized based on the user's trade (e.g., electrical, plumbing, HVAC) and workflow.
Integration with job management software
Introductory training videos and help articles are available 24/7.
Fast response times with real people on the other end.
Won the Software Advice award for Best Customer Support in 2023
This robust support system ensures users, from beginners to advanced estimators, can quickly become proficient.
Groundplan implements several security features to protect user data:
Groundplan is a cloud-native platform, which means all data is stored securely online with no local installations required.
New user roles introduced in 2024 enhance account security by ensuring only authorized personnel can access specific features.
If a user cancels their subscription, Groundplan retains their data for 30 days, allowing reactivation without data loss.
Groundplan follows a continuous improvement model, releasing frequent updates throughout the year. These updates include both backend performance enhancements and front-end feature improvements visible to users.
Improved navigation and plan management
Groundplan Academy for training
Groundplan has a clear and user-centric approach to data ownership and portability:
Customer-Owned Data: All data entered into Groundplan by the user remains the property of the customer. Groundplan acts as the service provider and does not claim ownership of user data.
CSV and Excel exports for integration with other systems
During this period, users can reactivate their account and retrieve their data.
These policies ensure that businesses maintain full control over their information and can transition smoothly if needed.
Groundplan offers flexible licensing and user management, allowing organizations to scale usage up or down easily:
No Contracts: Groundplan operates on a month-to-month basis, so scaling does not require renegotiation or long-term commitments.
This setup is ideal for seasonal businesses or teams with fluctuating project loads.
Groundplan’s terms are designed for maximum flexibility:
Subscription Model: Charged in advance every month.
Data is retained for up to 90 days post-cancellation for reactivation.
There are no penalties or fees for cancellation, making it easy to pause or stop service as needed.
It does implement several best practices:
For organizations requiring formal compliance documentation, it’s recommended to contact Groundplan directly to request their security and compliance overview.
