Built for contracting businesses selling for a living

Contractor sales software that gets the next job on the calendar before you leave the current one.

A contracting business lives or dies on the sales motion: lead generation, site visit, estimate, close, and the follow-up that drives repeat work. Strkr's contractor sales software covers the full lead-to-close pipeline with Strkr AI call recap, templated estimates, follow-up queue, customer portal, and QuickBooks sync, shaped specifically for the 10-to-100-tech contracting business.

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What this audience is actually dealing with

The pains that bring buyers here.

Contracting businesses evaluating sales software usually hit a set of pains at the point they outgrow a generic CRM and before they are big enough for a Salesforce Field Service implementation. The six pains below map to the moments when a contractor-shaped tool makes the difference. Each one is a reason the generic sales tool is not the right fit.

Lead-to-close stage drift

HubSpot stages do not match the contractor motion.

Generic CRMs ship with stages like Prospect, Qualified, Proposal, Negotiation, Closed Won, Closed Lost. These stages do not match the contractor motion where the sequence is Lead, Site Visit Scheduled, Site Visit Complete, Estimate Sent, Estimate Signed, Scheduled, In Progress, Complete, Invoiced, Paid. Contractors who adopt a generic CRM typically rename the stages and still find the field validation does not match. Strkr ships contractor-specific stages with field requirements per stage.

Site-visit motion is missing

The site visit is where the sale is won.

For most contractors, the site visit is the primary sales moment: the sales rep or estimator meets the client at the property, assesses the scope, and often starts drafting the estimate from the car. Generic CRMs do not model the site visit as a first-class event. Strkr's contractor module makes the site visit a required stage with photo capture, measurement entry, note capture, and the Strkr AI bid draft kicking off from the visit data.

Follow-up on completed jobs

Repeat and referral revenue drops when follow-up is manual.

Contracting businesses with meaningful repeat revenue (maintenance cycles, upsell opportunities, referral asks) depend on structured follow-up on completed jobs. Manual follow-up through the office manager's head is unreliable at scale. Strkr's follow-up queue surfaces completed jobs that are due for a maintenance call, a review ask, or an upsell check-in based on the job type and the elapsed time.

Call recap gap

Phone calls happen and no one logs them.

Contractor sales reps make dozens of phone calls a week: initial lead calls, scheduling calls, estimate discussion, close calls. Most do not log the calls because manual logging in a CRM is a 2-minute flow per call. Strkr AI listens to the call (via the recording integration) and generates a 3-sentence recap plus any identified next steps. The recap writes to the contact record with no manual logging step.

Office-and-field split

The office manager uses the CRM and the field techs do not.

Generic CRMs are desktop-first. The office manager uses the CRM; the field techs do not because the mobile experience is slow or absent. The result is a CRM that reflects the office view and misses the field view (updates during site visits, visit notes, change-order moments). Strkr's mobile parity is first-class so the field techs log everything from the phone in the parking lot.

Pricing not calibrated to contractors

Generic CRM pricing surges when the admin role appears.

Generic CRMs price at 50 to 150 dollars per seat per month on tiers that unlock the contractor-relevant features (custom fields, workflow automation, mobile depth). Contractors who need the capability land on the Professional tier and pay 100 to 150 dollars per seat per month. Strkr's contractor Pro tier is 55 to 85 dollars per seat per month with all contractor-specific capabilities included.

The lead-to-close flow

How Strkr covers each stage of a contractor sale.

The nine cards below walk through each stage of a contractor sale and the Strkr capabilities that support it. The intent is not a feature list but a flow description: what happens at each stage and what the office manager, the sales rep, and the field tech are doing in Strkr at that moment.

Lead

Inbound and outbound lead capture.

Leads arrive via the website contact form (Strkr embed), inbound phone call (routed via the Strkr messaging integration), referral logged by the office manager, or outbound prospecting by the sales rep. Each lead creates a contact record with the source, UTM, and session context attached. The lead-score Strkr AI job runs within 30 seconds.

Site visit scheduled

The visit lands on the sales rep's calendar.

The office manager or the sales rep schedules the site visit directly from the contact record. The scheduled visit lands on the rep's Google or Microsoft 365 calendar, syncs to the client's calendar via the booking widget (if used), and appears on the Strkr pipeline board. The stage advances to "site visit scheduled" with the visit date as a required field.

Site visit complete

Photos, measurements, notes, and the AI draft.

During the visit, the sales rep captures photos, measurements, and notes on the mobile app. On the drive back, the Strkr AI bid draft runs and produces a 60-percent-complete estimate. The rep reviews, adjusts, and finalizes. The stage advances to "estimate sent" when the proposal delivers to the client via the portal.

Estimate sent

The client reviews in the hosted portal.

The client receives the proposal link and reviews in the hosted portal. Strkr tracks opens, time on page, and inline questions. The office manager sees the engagement signals and prioritizes follow-up accordingly. The stage holds here until signature or decline.

Estimate signed

Digital signature with timestamp and version lock.

The client signs the proposal in the portal with the full digital-signature capture. The signed proposal locks the version and generates a draft invoice in QuickBooks. The project moves into the operational pipeline. The stage advances to "scheduled" and the office manager assigns the job to the right crew.

Scheduled

Crew assignment and material ordering.

The office manager assigns the job to a crew, orders materials from the supplier, and schedules the start date. The crew sees the assigned job on the Strkr mobile app with the full scope, the project photos, and the client contact information. The stage advances to "in progress" on the start date.

In progress

Daily logging, photo capture, and change orders.

The crew logs daily progress on the mobile app: hours worked, materials used, photos of completed work. Change orders during the job generate new signed revisions of the proposal with the client approving in the portal. The office manager sees the progress on the project dashboard without needing to call the foreman.

Complete

Punch-list, client walkthrough, final invoice.

The crew runs the punch-list, the project manager runs the client walkthrough, and the final invoice generates from the signed proposal plus any change orders. The invoice sends to the client via the portal with Stripe payment or ACH options. The stage advances to "invoiced" when the invoice sends.

Paid plus follow-up

The job closes and the follow-up queue picks up.

When the invoice is paid, the stage advances to "paid" and the Strkr AI follow-up queue schedules the next-steps: 30-day review ask, 6-month maintenance call, annual check-in for the trade. The office manager sees the follow-up tasks on the daily queue and the repeat-revenue motion stays warm.

The Strkr AI capabilities for contractor sales

Six Strkr AI capabilities that specifically address the contractor motion.

Strkr AI capabilities for contractor sales are specifically tuned to the contractor shape rather than being a generic AI pack. The six cards below describe the ones that show up most often in the daily motion. Each is tuned per tenant on the feedback loop of acceptance rate.

Call recap

A 3-sentence summary of each sales call.

Strkr AI listens to the sales call (via the recording integration, with the required consent capture) and generates a 3-sentence recap plus identified next steps. The recap writes to the contact record and the next steps land on the follow-up queue. The sales rep saves 2 to 3 minutes per call on manual logging, which is 30 to 90 minutes a day across a typical sales rep's call volume.

Bid draft

The first-pass bid from the site visit.

Strkr AI reads the site-visit photos, measurements, and notes and produces a 60-percent-complete bid in under 90 seconds. The sales rep or estimator reviews and finalizes in 20 to 40 minutes rather than 2 to 4 hours. The bid-draft capability is the single biggest time saver in the daily workflow.

Follow-up queue

The right next step at the right time.

The follow-up queue is driven by Strkr AI reading the completed jobs and scheduling the appropriate next-step touches: 30-day review ask, 6-month maintenance call, annual check-in. The office manager sees the queue daily and the follow-up revenue grows roughly 15 to 25 percent in the first quarter after the queue is active.

Lead score

A score that reflects which leads are worth the site visit.

Strkr AI scores each inbound lead on fit (based on the service type, the service area, the firmographic signals) and urgency (based on the language in the message, the keywords, the mentioned timeline). The score drives the lead-routing to the right sales rep and the pacing of the first contact. Low-score leads land in a nurture flow rather than tying up a rep.

Pricing suggestion

A suggested bid price based on past wins and losses.

Strkr AI compares the current bid against the tenant's historical wins and losses with similar scope. The suggested price surfaces as a soft nudge: "bids like this at this price have been winning 68 percent of the time; above 15 percent higher the win rate drops to 32 percent." The sales rep considers the signal and adjusts.

Upsell detector

A flag when the site-visit notes mention upsell signals.

When the sales rep's site-visit notes mention upsell signals ("their furnace is 18 years old," "the panel is at capacity," "the roof will need work in 2 years"), Strkr AI flags the signal and suggests a follow-up touch with the upsell framing. The upsell revenue typically grows meaningfully in the first six months as the signals start landing on the office manager's queue.

The contractor-specific admin surface

How admins configure Strkr for the contractor motion.

The admin configuration for a contractor tenant has specific decisions that come up in the first 30 days. The six cards below describe the ones we see most often. Each one is a setting with a trade-off, and the trade-off tends to be about enforcement strictness versus daily workflow friction.

Stage-required fields

Enforce field completion before stage advance.

The admin configures which fields are required at each stage transition: site-visit date before "site-visit scheduled," estimate PDF before "estimate sent," signed proposal before "scheduled." The enforcement prevents stage drift and ensures the pipeline reports are reliable. Looser enforcement is friendlier daily but less reliable; stricter enforcement is more disciplined but requires training.

Routing rules

Lead routing by service type, territory, and availability.

The admin sets lead-routing rules based on service type (roofing goes to the roofing team, HVAC goes to the HVAC team), territory (zip-code mapping to sales rep), and availability (skip reps on OOO). The router runs on every inbound lead and assigns the owner within seconds.

Markup tables

Labor and material markup rules.

The admin configures the markup tables: labor rate per job class, material markup per category, subcontractor pass-through, overhead rate. The tables apply automatically to each bid. The admin reviews and updates the tables quarterly as costs change.

Follow-up cadences

The follow-up queue schedule per job type.

The admin configures the follow-up cadences per job type: HVAC installs get a 6-month and 12-month maintenance touch, roofing gets a 2-year inspection reminder, plumbing service gets a 30-day review ask. The cadences drive the follow-up queue automatically.

Permission tiers

Role-based access per the contractor team shape.

The admin sets permission tiers for office manager (full access), sales rep (own contacts and shared pipeline), project manager (own projects and shared pipeline), tech (assigned jobs plus mobile), and read-only (reports). The tiers prevent accidental data exposure and keep each role focused on their workflow.

QuickBooks mapping

Chart-of-accounts mapping for invoice sync.

The admin maps Strkr's project types to QuickBooks chart-of-accounts entries for the invoice sync. The mapping ensures each invoice posts to the right revenue account, each change order posts to the right adjustment account, and each payment reconciles correctly. The mapping is reviewable and editable as the chart of accounts evolves.

Contractor sales motions we have shaped around

Five contractor team shapes using Strkr sales software.

The five shapes below are the ones we see most frequently in Strkr contractor tenants. Each shape has a team structure and a sales motion. Strkr's configuration flexibility covers all five without requiring a rebuild per shape.

Owner-and-admin shape

5-to-10-person contractor with the owner selling.

A 5-to-10-person contractor where the owner personally handles the sales motion with an office manager running the back-office. The configuration keeps the pipeline simple with the owner as the primary sales rep and the office manager handling the follow-up queue. The follow-up revenue motion is where most of the growth lever lives at this size.

Dedicated sales rep shape

10-to-25-person contractor with a dedicated sales rep.

A 10-to-25-person contractor with a dedicated full-time sales rep (sometimes called an estimator with sales responsibility). The configuration routes inbound leads to the sales rep and handles the full lead-to-close flow with the sales rep as the owner. The office manager handles the operational pipeline from the signed-proposal stage onward.

Multi-rep territory shape

20-to-50-person contractor with multiple sales reps.

A 20-to-50-person contractor with 2 to 5 sales reps covering different territories or service types. The routing rules split leads by territory and service type. Each sales rep has their own pipeline view with the shared follow-up queue for the office manager. The reps run a weekly pipeline review with the owner.

Field-sales plus inside-sales

Contractors with both inbound inside-sales and outbound field-sales.

Contractors with both inbound inside-sales (handling website leads and phone calls) and outbound field-sales (sales reps at property owners, HOAs, property managers) run a two-motion configuration. The two motions share the pipeline but have different stage requirements and different KPIs on the dashboard.

Partner-channel shape

Contractors who co-sell through partners.

Contractors who co-sell through partners (insurance adjusters, property management companies, home-service aggregators) have a partner-channel motion in addition to direct. The configuration tags leads by partner source and tracks the partner-attributed revenue separately. The partner contact relationships live in the same workspace as the direct customer relationships.

Head-to-head

Strkr contractor sales vs the generic sales CRM.

The comparison below is capability-focused across the common generic sales CRMs (HubSpot Sales Hub, Pipedrive, Zoho CRM, Salesforce Sales Cloud) relative to Strkr's contractor module. The intent is to show the contractor-shaped capabilities that generic CRMs do not natively ship.

Feature Strkr Generic sales CRM
Contractor-specific stages Lead to Paid with field requirements per stage Generic deal stages, rename to match
Site visit motion First-class event with photo and measurement capture Meeting record, no capture flow
Estimate flow Templated estimates with Strkr AI draft Separate tool or free-text
Change-order history Signed revisions with full audit trail Document per change, drift risk
Follow-up queue Strkr AI post-job cadence per trade Manual via workflow rules
Call recap Strkr AI 3-sentence summary with next steps Varies by vendor
Customer portal Hosted portal with signature and payment Via bolt-on or absent
Mobile for field techs Native iOS and Android with offline Varies, often WebView
QuickBooks and Xero sync Native bidirectional Via middleware
Pricing shape Flat per seat on Pro tier 100 to 150 dollars per seat for Professional tier
How teams use Strkr

Contractors using Strkr for sales.

The five stories below are from Strkr contractor tenants running the full sales motion on the platform. Each one has a team shape and a result in production.

Residential HVAC, 18 techs plus 3 sales reps

From a HubSpot plus Jobber combo to Strkr all-in-one.

An 18-tech residential HVAC contractor had been running HubSpot Sales Hub Professional (3 sales rep seats plus 2 admin) plus Jobber (18 tech seats) for roughly 1,780 dollars a month combined. The sync between the two broke periodically and the office manager was double-entering jobs. The move to Strkr Pro at roughly 1,250 dollars a month consolidated both systems. The office manager's double-entry workload (3 hours a day) dropped to under 30 minutes.

Residential roofing, 32 crews plus 4 sales reps

The post-storm sales motion that needed Strkr AI follow-up.

A 32-crew residential roofing contractor with 4 field sales reps ran a post-storm motion where the sales reps door-knocked after major weather events. The volume of leads in a storm week exceeded the follow-up capacity on the office side. The Strkr AI follow-up queue picked up the post-visit cadences automatically and the office team ran prioritization on the surfaced tasks. The contractor measured a 28 percent uplift in post-visit close rate in the first storm season after adoption.

Commercial electrical, 42 techs plus 3 estimators

Bid volume up 2.3x with the same estimator headcount.

A 42-tech commercial electrical contractor had 3 full-time estimators handling bid volume. The estimators were at capacity doing 20 bids a week combined. The move to Strkr with the Strkr AI bid draft brought the per-bid time from 3.5 hours to 1.2 hours. The estimators now handle 46 bids a week combined. The 2.3x bid-volume lift translated to roughly 1.4 million dollars of additional annual revenue at the shop's historical close rate.

Residential plumbing, 11 techs

Call recap moved 40 minutes a day back to the sales rep.

An 11-tech residential plumbing contractor had one sales rep handling inbound call leads. The sales rep was spending 40 to 60 minutes a day logging call recaps and the office manager was still finding gaps. The Strkr AI call-recap feature wrote the recaps automatically from the call recordings. The sales rep reclaimed roughly 45 minutes a day for additional outbound calls and the office manager had cleaner data for the pipeline review.

Design-build remodeler, 9 people

The sales motion where every rep is also an estimator.

A 9-person design-build remodeler ran a sales motion where every sales rep was also a designer and estimator. The role-overlap meant the standard CRM shape (separate sales and operations) did not fit. The Strkr configuration kept the sales reps as the primary owner through the full lead-to-close-to-complete flow. The owner reported the "one person, one record, one journey" shape matched how the shop actually sells.

Contractor sales software that drives the next job while finishing this one.

Strkr covers lead-to-close-to-paid for 10-to-100-tech contractors with Strkr AI call recap, templated proposals, follow-up queue, customer portal, and QuickBooks sync. Native, included on Pro.

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Common questions

What buyers in this bucket ask most.

How is Strkr different from Jobber, Housecall Pro, or ServiceTitan?

Jobber and Housecall Pro are strong on dispatch, scheduling, and in-service job execution. ServiceTitan is a comprehensive field-service platform aimed at larger contractors. Strkr sits upstream and alongside: lead-to-close CRM, Strkr AI call recap, templated proposals with signatures, follow-up queue, customer portal, QuickBooks sync. A contractor who needs heavier dispatch than Strkr covers can pair Strkr for the CRM-and-sales side with Jobber or Housecall Pro for the dispatch-and-execution side. The two systems sync via the Strkr open API. Strkr is not aiming to replace a dedicated dispatch tool; it is aiming to cover the sales motion that dispatch tools do not depth-handle.

What is the realistic implementation timeline for a 25-tech contractor?

For a 25-tech contractor, Strkr implementation runs 2 to 4 weeks of elapsed time: week 1 covers template setup and admin configuration, week 2 covers data import and QuickBooks sync, week 3 covers team training (90 minutes per role), and week 4 begins the 60-day parallel period alongside the current tool. The team is fully live on Strkr by the end of week 4 with 60 days of parallel safety behind them. Compare that to a 6-to-12-month Salesforce Field Service implementation for a similar-size contractor.

How does the follow-up queue avoid being noisy?

The follow-up queue is tuned per tenant on the feedback loop of "did the office manager act on the surfaced task." Tasks that get consistently dismissed as not relevant train the AI to surface them less often. Tasks that get consistently acted on train the AI to surface more of the same shape. In the first 30 days the queue tends to be noisier because the AI is learning the shop's patterns. By day 60 the queue is tuned to the shop and the acceptance rate typically lands at 60 to 75 percent. The office manager spends 10 to 20 minutes a day reviewing the queue, which produces 2 to 5 actionable follow-ups a day on average.

Does the call recap require that we record every call?

Yes, and the call-recap feature requires explicit consent capture before recording. The Strkr messaging integration handles the consent capture via a 2-way disclosure at the start of each recorded call (configured per state regulation). The call recordings land in the Strkr document store attached to the contact record. The Strkr AI call-recap job runs within 2 to 5 minutes of the call ending and the recap writes to the activity timeline. Contractors who do not want to record calls (specific state regulations, specific client types) can skip the recording and the call-recap feature; the manual logging flow still works.

Does Strkr work for a contractor who already has Jobber or Housecall Pro?

Yes. The hybrid shape is common: Strkr handles the CRM, lead-to-close pipeline, proposals, and follow-up motion; Jobber or Housecall Pro handles the dispatch, scheduling, and in-service job execution. The two systems sync via the Strkr open API. Contact records sync bidirectionally; job status updates flow from the dispatch tool back to Strkr. The hybrid is stable because the two tools serve different parts of the contractor's day. Teams typically run the hybrid for 1 to 3 years before deciding whether to consolidate; many stay on the hybrid long-term because each tool is strong in its domain.

What is the pricing for a 15-tech contractor on Strkr Pro?

For a 15-tech contractor (10 field techs plus 5 office and sales staff; 15 total seats), Strkr Pro on annual billing is roughly 810 to 950 dollars a month depending on the per-seat rate for the contractor Pro tier. The pricing includes everything: lead-to-close pipeline, Strkr AI call recap, templated proposals, change-order history, customer portal, follow-up queue, QuickBooks and Xero sync, native mobile apps with offline, open API, and the compliance posture (HIPAA with BAA on request, SOC 2 Type II in progress through 2026-Q4). No feature upcharges, no overage surprises.

Also built for

Related audiences.

contractors contractor crm contractor proposal software contractor at salesforce home services crm field service crm

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