The CRM for contractors who sell, build, and come back for the warranty call.
Residential remodeling, custom-home, and light-commercial GC shops run a motion that generic CRMs do not fit. You bid against three other guys, you collect a deposit, you order materials, you draw milestones, you work a punch-list, you hand over the keys, and you call back in a year. Strkr ships every one of those moments on every paid tier.
Residential remodelers, custom-home builders, and light-commercial GCs under 40 employees are a specific shape of business. The owner is often still the lead estimator. The job is sold on a kitchen-table meeting, not a bid tab. The deposit funds the material order. The milestone draws fund the next phase. The punch-list is where the client decides whether you get the referral or the one-star review. And the warranty call a year later is where the next job comes from. The CRMs most contractors try to use were built for a software sales motion, which means every one of these moments is a workaround or a spreadsheet or a text thread that gets forgotten. The six pain points below are the ones a 3 to 40 person contractor shop hits every single week, and they are what Strkr was shaped to solve on day one.
Estimate volume vs close rate
You write 60 estimates to win 12 jobs, and nobody tracks the other 48.
A busy remodeler can send 40 to 80 estimates in a quarter. Twelve turn into signed jobs. The other 48 go dark, and nobody in the shop can tell you why. Was it price, was it timeline, was it the sales conversation, was it the designer the homeowner picked instead. Without a close-rate dashboard by job type, by lead source, by estimator, you cannot tell which half of the marketing budget is working.
Change orders bleed margin
Half the change orders get built and only two-thirds get billed.
In residential remodeling, the homeowner changes the tile, upgrades the appliance, moves a wall, during the build. Every one of those is a change order. Most shops write a few of them, build them all, and bill maybe sixty-five percent. The rest get lost in a sticky-note on the project manager phone or an email thread the owner forgot to forward to the bookkeeper. Margin leaks on every job and nobody can point to where.
Subs and suppliers run on text threads
Which plumber is on the Henderson job on Tuesday is a question for iMessage.
Scheduling your plumber, your electrician, your drywaller, your tile guy, and your HVAC sub across four live jobs is the daily grind. Today most contractors run that out of a mix of iMessage, phone calls, and a wall calendar in the office. There is no record of which sub confirmed, which showed up, which no-call-no-showed, which price they gave you on the next bid. When the sub flakes on job three, you have no paper trail.
Deposits and milestone draws
Thirty percent down, draws at rough-in, drywall, trim, and final.
Residential GCs and remodelers get paid on a schedule tied to physical progress on the job. Thirty percent down to order materials, a draw at rough-in, another at drywall, another at trim, and a final at close. Most CRMs cannot model that invoice schedule, so the office manager runs it out of QuickBooks and a sticky note. Draws get missed, cashflow lags the material order, and the owner is covering the gap on a credit line that should not be in play.
Punch-list is where referrals die
The last two percent of the job decides the next twenty jobs.
The build is 98 percent done. The homeowner has a list of 23 items: a cabinet pull that is crooked, a paint touch-up in the hallway, a door that sticks in humid weather, a GFCI that trips. Each item is small, each item takes a sub coming back, and the time it takes to close the punch-list is exactly the window where a happy client turns into a one-star Google review. Without a tracked punch-list on the project record, items fall off, the client gets frustrated, and the referral never comes.
Warranty tickets and the 1-year call
A year after close, the roof leaks and the referral call never happens.
Residential custom-home and remodeling warranties typically run 1 to 2 years on workmanship. During that window, homeowners file warranty tickets: a leak, a settling crack, a window seal. Most shops handle them off a phone call and never log the ticket, never follow up on the fix, never close the loop. The owner also never makes the 1-year review call that generates the next job and the three referral conversations that come with it. The warranty motion and the referral motion are the same motion, and almost nobody runs them.
How Strkr fits a contractor motion
Every stage of the job on one record.
A general contractor runs five stages on every account: bid, design, build, close, warranty. Strkr models all five natively, so the lead a homeowner submitted off the website in March is the same record you call in April the following year for a 1-year review. No re-entry, no spreadsheet rebuild, no lost history. The cards below are the primitives that ship on every paid tier.
Bid pipeline
A pipeline stage for every point in the estimate motion.
Stages that reflect how a GC actually sells: inquiry, qualified, site visit scheduled, site visit done, estimate drafted, estimate sent, follow-up, deposit, signed. Each stage has entry rules, required fields, and an SLA so the estimate you promised Tuesday actually goes out Tuesday. Weighted forecast rolls up expected revenue by week and by job type.
Close-rate reporting
Win rate by job type, lead source, and estimator.
Open the dashboard and see win rate for the last 90 days. Kitchen remodels at 32 percent. Full-house renovations at 18 percent. Light-commercial build-outs at 24 percent. Website leads at 22 percent. Referral leads at 61 percent. Mike at 29 percent. Dave at 41 percent. The report tells you where the marketing dollar is working and which estimator needs coaching on pricing conversations.
Projects for job phases
Native Projects module handles the build after signed.
Once the deposit lands, the account converts to an active project. Strkr Projects ships natively on every paid tier with phases, tasks, milestones, assignments, and a Gantt view. Rough-in, mechanicals, drywall, trim, paint, final. Each phase has a lead, a crew assignment, a target date, and the subs scheduled against it. The project manager and the office both see the same board.
Deposit and milestone invoicing
The invoice schedule writes itself from the signed estimate.
Signed estimate becomes a project with a milestone invoice schedule: 30 percent deposit, 20 percent at rough-in, 20 percent at drywall, 20 percent at trim, 10 percent at final. Each milestone has a trigger date or a trigger stage. When the project hits the trigger, the invoice drafts, the office reviews, and the invoice sends through DocuSign or PandaDoc for signature plus payment. Cashflow stops lagging material.
Change-order tracking
Every change gets a record and a signed approval.
The homeowner upgrades the countertop mid-build. The project manager opens a change order on the project record with scope, dollar impact, timeline impact, and a trigger to send the signed approval through DocuSign or PandaDoc. The change order is not built until the signature lands. The project P and L rolls up original contract value plus signed change orders so the owner sees the real financial picture.
Sub and supplier management
A record for every trade, with history and preferred rates.
Each sub and each supplier gets an account record with contact details, trade type, insurance expiration, W-9 on file, last-ten-jobs rating, and preferred-rate card. Scheduling a sub on a project pulls the right contact, confirms availability via SMS, and logs the response on the project timeline. No more hunting through iMessage to find who confirmed Tuesday on the Henderson job.
Native SMS for homeowner updates
Weekly build updates land in the timeline, not a group text.
The homeowner wants a Friday afternoon update. Strkr Messaging sends the templated weekly status with photos from the week, upcoming phase, scheduled subs, and anything the homeowner needs to decide. The reply lands on the account record. BYO Twilio supported for shops with an existing number. The project manager stops writing the same five-paragraph text message every Friday evening.
Punch-list workflow
Twenty-three items, each with an owner, a sub, and a target date.
At substantial completion, the punch-list is a child collection on the project record. Each item has a description, a photo, an assigned trade, a target date, and a status. The project manager clears items as subs come back. The homeowner sees progress through a shared view. When the last item closes, the project moves to warranty stage automatically.
Warranty tickets
A ticketing surface for the two years after close.
The homeowner calls six months after close about a window seal. The office opens a warranty ticket against the project record. The ticket carries the issue, the trade involved, the warranty term, the resolution timeline, and the dispatch. When the ticket closes, the homeowner gets a satisfaction follow-up. The owner finally has a tracked view of how often each sub is coming back and on what.
1-year review call
A workflow that fires 365 days after close.
The project closes. A flow schedules a 1-year check-in task on the owner at day 365. The owner calls the homeowner, logs the conversation, confirms the house is holding up, asks whether they or anyone they know is thinking about another project. Half the referrals a mature shop earns come out of a conversation that would never have happened without the automated reminder.
The marketing side of the shop
Completed homes are the best marketing asset you own.
A residential remodeler or custom-home builder has one marketing asset that scales: the home you just finished. Beautiful photos, a happy family, a story about the kitchen that used to be dark and is now the heart of the house. Strkr Marketing is included on every paid tier so the shop can run the review funnel, the referral motion, and the long nurture that keeps the pipeline full in slow months without hiring a marketing agency on retainer.
Review funnel
A Google review ask that fires on substantial completion.
When the project moves to warranty stage, a flow sends the homeowner a two-tap satisfaction check. Nine or ten stars routes them straight to the Google review form. One to eight routes them to the project manager for a private follow-up so you catch the frustration before it becomes a public post. Review volume on well-rated shops typically climbs 3 to 5x in the first six months.
Referral motion from completed homes
Templated referral asks at close, 30 days, and 6 months.
Three touchpoints after a project closes: the handshake moment at final walkthrough, the 30-day settling check, and the 6-month honeymoon-is-over confirmation. Each touchpoint is a conversation moment, each conversation has a referral ask built into the template, and each referral gets logged against the referring homeowner. Repeat shops track referrals back to source so the top referrers get the right thank-you.
Project-anniversary nurture
An annual touchpoint on every past job.
A kitchen remodel today is a bathroom remodel in 18 months and an addition in 48. Strkr Marketing runs a project-anniversary email every year to every past client with a before-and-after image, a seasonal maintenance tip, and a soft referral ask. Past-client pipeline becomes a real contribution to revenue instead of a happy accident.
Neighborhood farming
The three houses next door know you built this one.
A completed home is a billboard. Strkr Marketing supports neighborhood farming campaigns tied to the completed project record: a postcard send to a 300-home radius, a Facebook geo-targeted ad, a Nextdoor post the homeowner can share. The campaign fires on substantial completion and runs for 90 days. New inquiries that mention the project auto-link to the originating record so attribution stops being a guess.
Lead-source attribution
Which website form, which postcard, which neighbor sent this.
Every inbound lead carries a source. Website form, Facebook ad, Instagram DM, postcard code, neighbor referral, past-client referral, Google My Business, Yelp. Strkr reports close rate by source and revenue by source so the owner finally knows whether the Facebook spend is working or whether the referral motion is doing the real work. Decisions on marketing budget move from vibes to data.
Dormant-lead reactivation
The 400 estimates you sent that never signed.
A busy shop has a few hundred inquiries over three years that never signed. Life got in the way, the budget was not ready, the timing was wrong. Strkr Marketing runs a quarterly reactivation nurture against the dormant list with a case study, a seasonal angle, and a soft check-in. Fifteen to twenty percent of dormant leads reopen within 24 months, which is usually a quarter of a lead-gen hire.
What a contractor should compare on
The honest checklist for picking a CRM.
Most comparison articles about contractor CRMs grade a feature matrix that is 90 percent identical across the top ten tools. The real evaluation criteria sit somewhere else: how fast can you get it running, how much office labor does it eat per week, what does it actually cost at year three, what does the field crew tolerate on a phone, and what happens the day you decide to leave. Here is the honest version.
Time to first useful day
How fast you can send an estimate out of the new system.
Strkr: typically 2 to 7 days with no implementation partner. Import your lead spreadsheet, configure your estimate pipeline, send your first proposal through DocuSign the same week. Buildertrend and CoConstruct implementations run 3 to 6 weeks with a specialist. The time cost compounds for shops in a growth window where every bid matters.
Office labor to keep it running
How many hours a week the office manager spends keeping it fed.
Strkr: 2 to 5 hours a week for an office manager at 10 to 20 field seats. Flows and templates do the drafting work so the human review is quick. Shops without a dedicated admin can run Strkr end to end. The hidden cost on competing tools is usually a part-time admin hire that nobody budgeted for.
Three-year TCO
What this actually costs by year three with field seats added.
Strkr: flat per seat, full product on every paid tier, no per-module escalator, no field-seat surcharge. Competing tools often add project-volume minimums, per-user project-management seats, and per-document e-signature meters. A 15-seat shop can see a 40 to 60 percent total-cost swing in year three depending on which comparison tool is the baseline.
Field crew tolerance
Will the superintendent actually open it on a phone.
Strkr mobile is a first-class surface: offline queue, photo attach, voice-note capture, GPS-stamped check-in, bid edit, punch-list clear. The crew leaders who hated the last two CRMs tend to tolerate Strkr because the common actions are two taps and the offline queue works in a basement framing job with no bars.
Exit cost
What it costs to leave in year five.
Strkr exports to CSV and JSON cleanly, logs every automation as structured data, keeps formula logic in readable expressions, and makes custom-object definitions portable. The exit is a day of a technical ops person, not a two-month data-migration project. The honest version is that most shops never leave, but you should buy on the assumption that you might.
Reporting the owner wants
Close rate by job type, lead source, and estimator.
Strkr: cross-object reports on every tier, custom report builder, SQL for the ops lead who wants it. Competing tools: project-centric reports with limited sales analytics. The report the owner wants most is close rate by lead source by estimator by season, and that is usually hard to pull without SQL on competing tools. Strkr ships the report preconfigured on the owner home dashboard.
The documents a contractor signs every week
Proposals, change orders, and warranty acknowledgements.
A residential GC or remodeler signs a lot of paper every week. The signed proposal that funds the deposit. The signed change order that unlocks the countertop upgrade. The signed substantial-completion certificate that triggers the final draw. The signed warranty acknowledgement at close. Strkr integrates deeply with DocuSign and PandaDoc so every one of these signatures lives on the account record with the audit trail, the countersign timestamp, and the countersigned PDF right where you expect it.
Proposals through DocuSign or PandaDoc
The signed proposal becomes a project record.
Draft the proposal in Strkr with pricing pulled from the estimate, scope language pulled from the template library, and signature blocks for the homeowner and the owner. Send through DocuSign or PandaDoc. When the countersign lands, the signed PDF attaches to the account, the project record provisions with the milestone invoice schedule, and the deposit invoice drafts for office review. One click from signed to funded.
Change orders with signed approvals
The build does not start on a change until the signature lands.
Draft the change order against the project. Scope, dollar impact, timeline impact. Send through DocuSign or PandaDoc. The sub schedule does not move until the countersigned PDF lands on the record. The change-order log shows pending, signed, denied, built, invoiced status so the office knows exactly what to bill at the next draw.
Milestone draw packages
The draw request bundles the paperwork the client needs.
A milestone draw often needs a short package: the signed proposal, the signed change orders in this phase, a progress photo set, and the draw invoice. Strkr bundles the package automatically from the project record and sends it through DocuSign or PandaDoc for countersign plus payment. The office stops rebuilding the folder for every draw.
Substantial completion certificates
The final draw trigger with the punch-list attached.
At substantial completion, the certificate goes out through DocuSign or PandaDoc with the open punch-list attached as a schedule. The homeowner signs. The final draw invoice drafts. The warranty clock starts. The record carries the signed certificate so if the homeowner asks six months in about a warranty item that is actually a design request, the paper trail is right there.
Warranty acknowledgement at close
The homeowner signs the warranty terms once.
At close, the warranty acknowledgement goes out through DocuSign or PandaDoc. The homeowner reads it, signs it, and the signed copy attaches to the account record. During the warranty window, every ticket that opens is scoped against the signed terms. No more arguments about whether the one-year workmanship warranty covers a settling crack in month 14.
Every sub record carries insurance expiration and W-9 on file. Thirty days before expiration, a flow sends the sub a request to send the renewed COI through DocuSign or PandaDoc. The office stops chasing certificates on the phone and the shop stops working with an uninsured sub by accident. Compliance moves from a quarterly scramble to a background task.
What the owner sees on Monday
The dashboard a contractor actually opens.
The owner of a 15-person remodeling shop opens the dashboard at 6 am on Monday with a coffee. Three questions in two minutes: what jobs signed last week, which jobs are at risk this week, and where is the week two months out looking thin. Strkr owner home ships a template built around those three questions, with the KPIs that matter in the shape a contractor thinks in.
Signed last week
Jobs signed, deposit value, and expected build start.
A tile at the top of the home shows jobs signed in the last seven days with homeowner, job type, deposit value, and expected build-start date. Click a tile to walk the account. The owner starts the week knowing what cash is coming in and what crews need to be scheduled.
Live projects at risk
Projects where a milestone or sub is slipping.
The second tile surfaces live projects where a milestone is tracking late, a sub is unconfirmed on the week schedule, or a change order has been pending signature for more than three business days. The owner intervenes on Monday instead of hearing about the slip on Thursday from a frustrated homeowner.
Pipeline eight weeks out
Weighted forecast by job type and estimator.
The third tile shows weighted pipeline eight weeks out broken down by job type and estimator. If the week six column is thin, the owner knows to spin up the referral motion, publish a case study, or run the dormant-lead reactivation. The forward view stops being a surprise.
Open punch-list items
Punch-list items older than 14 days flagged.
Open punch-list items older than 14 days land on the owner home with the project, the sub, and the item. The 23-item list that was going to kill the referral conversation gets closed because the owner can see which three items are stuck and who needs a shove.
Warranty tickets open
Tickets open, mean time to resolution, and sub repeat offenders.
The warranty tile shows open tickets, average resolution time, and which subs are being called back most. If the drywall sub has had six warranty call-backs this quarter, that is a conversation about workmanship, not a bookkeeping line item. The dashboard surfaces the pattern.
1-year review calls due
The call list that generates the next three jobs.
A simple list of past-project homeowners who hit the 365-day mark this week. The owner spends 30 minutes making the calls, each conversation generates a referral or a new project opportunity, and the referral motion compounds. The lowest-cost pipeline source in the industry is also the one most shops never work.
Head-to-head
Strkr vs the Buildertrend plus spreadsheets stack most contractors run.
The honest reality: a lot of residential GCs and remodelers today run Buildertrend or CoConstruct for the build-management piece, a shared spreadsheet for the bid pipeline, QuickBooks for the invoicing, and a mix of iMessage and email for everything else. Here is the side-by-side on the sales and relationship side of the shop, which is the gap most contractors have.
Feature
Strkr
Buildertrend or CoConstruct plus spreadsheets
Pricing basis
Flat per seat, every paid tier gets the full product
Per project pricing or per-user tiers plus bolt-ons for CRM, marketing, documents
Build-side project management with light bid tracking
Bid pipeline shape
First-class pipeline with weighted forecast and close-rate reporting
Light bid tracking, usually an afterthought module
Close-rate reporting
Preconfigured by job type, lead source, and estimator
Export to spreadsheet and build it yourself
Deposit and milestone invoicing
Milestone schedule generates from the signed estimate
Varies, usually links to a separate billing tool
Change-order tracking
Child record on project with signed approval through DocuSign or PandaDoc
Supported but usually not tied to e-signature in one flow
Punch-list workflow
Native, item-level ownership, status rollup to project
Native, usually strong on the build side
Warranty ticketing
Native tickets on the project record, tracked by sub
Light support, often handled off-platform
1-year review workflow
Flow fires 365 days after close for the owner call
Not native, usually a sticky note
Marketing automation
Review funnel, referral asks, project-anniversary nurture included
Not native, needs a separate email tool
Native SMS to homeowners
Included module, BYO Twilio supported
Not native, lives in iMessage
Strkr AI (ships on paid tier)
Included on every paid tier, no credit meter
Not shipped or add-on priced
How teams use Strkr
Playbooks contractor shops run on Strkr today.
The common thread across contractor customers: automate the moments between the job phases. The post-visit log, the deposit invoice, the change-order approval, the weekly homeowner update, the punch-list clear, the substantial completion certificate, the warranty-ticket close, and the 1-year review call. Each of these is where a contractor shop leaks margin, loses referrals, or burns office hours today. The shops that automate these moments win more jobs with the same crew count, which is the real growth lever in a labor market this tight.
Residential remodeler, 12 employees
Bid pipeline replaces a two-tab Excel sheet.
A 12-person kitchen and bath remodeler ran their estimate pipeline on an Excel file with 180 live rows and a tab labelled Dead that nobody opened. Strkr replaced the sheet with a stage-based pipeline. The owner finally has a close-rate dashboard: kitchens close at 36 percent, baths at 44 percent, website leads at 19 percent, referral leads at 58 percent. Marketing budget shifted from Facebook ads to a referral incentive, close rate climbed four points in the next quarter, and the Monday pipeline meeting dropped from 70 minutes to 20.
Custom-home builder, 18 employees
Deposit and milestone invoicing writes itself.
A custom-home builder running 4 to 6 live homes at any time was managing deposit and draw invoicing from QuickBooks and a wall calendar in the office manager cubicle. Strkr milestone-invoice schedules tied to the signed proposal cut draw-cycle time from an average of 11 days to 4. Cashflow stopped lagging the material order. The office manager picked up 6 hours a week that went into dormant-lead reactivation, which fed four signed jobs in the first six months.
Light-commercial GC, 25 employees
Change-order approval chain stops margin bleed.
A light-commercial GC running tenant improvements and small ground-up projects had 8 to 15 change orders per project averaging 10 to 20 projects live. Change orders were tracked in a shared folder of PDFs with no approval audit. Strkr change-order records with DocuSign or PandaDoc approval and signed-date tracking recovered 2 to 4 points of project margin by catching unapproved scope creep and billing changes on time rather than at job close.
High-end remodeler, 30 employees
Punch-list workflow saves the referral motion.
A high-end residential remodeler closed 40 to 50 projects a year with 20 to 30 punch-list items per project. Items used to drag out 60 to 90 days past substantial completion, and homeowners went cold during the drag. Strkr punch-list workflow with item-level ownership and automated sub nudges cut average close-out time to 21 days. Google review volume climbed from 1.4 per month to 4.9 per month in the first year, and referral-sourced jobs rose from 38 percent of pipeline to 54 percent.
General contractor, 20 employees
Warranty ticketing surfaces a workmanship problem.
A general contractor had been running warranty calls off the office phone with no record. After six months of Strkr warranty tickets, the owner noticed one drywall sub was responsible for 60 percent of call-backs on projects in a specific zip code. The data drove a hard conversation and ultimately a sub change. Call-back rate on new projects dropped by half in the following two quarters, and the hidden cost of warranty labor dropped roughly 1.5 points of project margin.
Design-build remodeler, 35 employees
1-year review call generates 22 percent of new pipeline.
A design-build remodeler had 400 past clients across 11 years with almost no systematic outreach. Strkr 1-year review workflow surfaced the call list every Monday. The owner spent 30 to 45 minutes a week on the calls. Within 12 months, the 1-year review motion generated 22 percent of total new signed revenue, with no outbound sales hire. The owner now describes the Monday morning review-call block as the single highest-ROI 30 minutes of the week.
The contractor CRM shape, built for the bid, the build, and the referral.
Start a 14-day trial with CRM, Marketing, Projects, Messaging, and Docs enabled from day one. Import your estimate spreadsheet in an afternoon. See transparent per-seat pricing with the full product on every paid tier, no module stack, no field-seat surcharge.
No, and that is the honest short answer. Buildertrend and CoConstruct are strong on the build-management side: daily logs, schedules, selections, warranty docs, client portals. Strkr is the revenue and CRM layer that sits in front of and around the build. We own the bid pipeline, the close-rate reporting, the deposit and milestone invoicing, the change-order e-signature flow, the homeowner update automation, the punch-list workflow, the warranty ticketing, and the referral motion. Many contractor shops run Strkr for sales and Buildertrend for build-side project management, and the integration surface is small because the two systems do different jobs. Shops that only need the Strkr Projects module for lighter build tracking skip Buildertrend entirely, but we are not pretending to replace a mature build-management tool on day one.
What size contractor shop is Strkr a good fit for?
The sweet spot is 3 to 40 employees running residential remodeling, custom-home, or light-commercial GC work. That is the band where the shared spreadsheet is breaking, the owner is still involved in every estimate, and the firm is not yet ready for a full construction-OS stack. Shops under 3 employees usually run on a free CRM or no CRM, and that is often fine for the volume. Shops over 100 employees running primarily commercial GC work are usually a better fit for the /for/construction page where Strkr plus Procore is the typical shape. If you have at least one dedicated estimator, more than 20 signed jobs a year, and a repeating pattern of pain around estimate volume, change orders, punch-list, or warranty, Strkr returns its cost in the first quarter.
How does Strkr handle the deposit and milestone invoicing specifically?
The signed proposal becomes a project record. The milestone invoice schedule generates automatically from the proposal: thirty percent deposit on signing, draws tied to physical build phases, and a final draw at substantial completion. Each milestone has a trigger date or a trigger stage. When the project reaches the trigger, the invoice drafts, the office manager reviews, and the invoice sends through DocuSign or PandaDoc for countersign plus payment capture. The project P and L rolls up original contract value plus approved change orders minus pending change orders so the owner sees the real financial picture, not the stale contract number. QuickBooks sync keeps the accounting side in alignment without re-entry.
What does change-order tracking actually look like inside Strkr?
A change order is a child record under the project. The project manager opens it in the field or at the desk with scope description, dollar impact, timeline impact, and the subs or materials affected. The record generates a change-order document through DocuSign or PandaDoc with the homeowner signature block and the owner signature block. Until the countersigned PDF lands on the record, the change does not move into the build schedule. Once signed, the change order appears on the project P and L, the next milestone invoice includes the dollar impact, and the sub schedule reflects the timeline impact. The change-order log on the project shows pending, signed, denied, built, and invoiced status so the office knows exactly what to bill at the next draw.
Does Strkr handle the warranty motion after close?
Yes, and this is where a lot of contractor shops leave the most referral and repeat revenue on the table. At substantial completion, the project moves to warranty stage automatically. The homeowner receives a warranty acknowledgement through DocuSign or PandaDoc that spells out the workmanship terms. During the warranty window, any homeowner call-in generates a warranty ticket on the project record with the issue, the trade involved, the warranty term, the resolution timeline, and the dispatch. When the ticket closes, the homeowner receives a satisfaction follow-up. The owner home dashboard surfaces open tickets, average resolution time, and which subs are being called back most often. Pattern detection on repeat workmanship issues is where some of the biggest margin recoveries come from, because the data makes the conversation unavoidable.
How does the 1-year review call workflow function?
The project closes. A flow schedules a 1-year check-in task on the account owner at day 365. The task appears on the owner home dashboard the Monday of the week it comes due. The owner calls the homeowner, logs the conversation on the account, confirms the house is holding up, asks whether the homeowner or anyone they know is thinking about another project. The conversation is also the referral ask, and every referral that comes out of the call gets logged against the referring homeowner so the shop can track lifetime value of each past client. Half of the referrals a mature contractor shop earns come out of a conversation that would never have happened without the automated reminder, which is why we built it in rather than leaving it as a sticky note.
What is the migration path from spreadsheets plus iMessage plus QuickBooks?
The common starting point is an Excel or Google Sheet with 100 to 400 rows of active and recent leads, a mix of iMessage threads for sub coordination, QuickBooks for invoicing, and an email folder for signed proposals. Strkr imports the sheet directly and maps columns to pipeline fields. QuickBooks sync pulls the historical invoice data. The deeper work is building the pursuit automations: follow-up cadences, review funnel, 1-year review workflow, warranty ticketing routes. Most contractor shops are fully cutover in 2 to 6 weeks running Strkr in parallel with the old sheet before the final switch. We do not require an implementation partner, but we support shops that want one if they prefer the hand-held onboarding.
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