A construction business juggles 32 open bids, 180 active subs, 14 projects in different build phases, and nobody wants another dashboard that ignores the field.
Construction companies, whether general contractors, specialty trade shops, residential builders, or commercial subcontractors, run a motion CRMs that were built for software sales cannot shape. Bids run through plan rooms and estimators, subs cycle through qualification and prequalification renewal, change orders modify the project scope, submittals need approval chains, and the field needs updates without logging into a laptop. Strkr's construction configuration models the pieces natively so the owner, the project manager, the estimator, and the super each see their slice.
Construction businesses rarely land on a CRM that was shaped for their motion. The software sales CRM, the home services dispatch tool, and the ERP-with-CRM-bolt-on each fail at specific places. Here are the pains that come up on every construction conversation.
Bid pipelines are different
An invitation to bid is not an inbound lead.
A construction bid starts when the GC or owner sends the invitation to bid with the plans and specs. The estimator decides go versus no-go, builds the takeoff and estimate, submits the proposal with the required bonds and insurance certificates. The pipeline carries different fields and milestones than a software sales lead. Strkr's bid pipeline models invitation, prebid walkthrough, estimate complete, bid submitted, apparent low, awarded.
Subcontractor management is messy
Who is prequalified, bonded, insured, and in good standing today.
A specialty trade shop runs 120 to 180 subcontractor relationships. Each sub carries prequalification status, bonding capacity, insurance certificates (general liability, workers comp, auto, umbrella), safety record, backlog, pricing history. Certificates expire. Prequalifications renew annually. Standard CRMs do not model the shape. Strkr's subcontractor module runs the roster with expiration tracking, backlog visibility, and performance scoring.
Change orders change the scope
A $4.2M project becomes a $5.1M project through COs that nobody tracked.
Change orders modify scope, cost, and schedule. They originate from owner requests, design changes, field conditions, or regulatory shifts. Without structured tracking, change orders accumulate as emails and nobody can tell the current contract value with confidence. Strkr's change order ledger carries structured CO records with pricing, schedule impact, approval chain, and running contract value on each project.
Submittal and RFI chains
Specifications require submittals; the field raises RFIs daily.
Submittals (product data, shop drawings, samples) flow from the GC or subcontractor to the architect for approval before procurement. RFIs flow from the field asking the architect for clarification. The two chains run in parallel per project and generic CRMs cannot shape the volume. Strkr's submittal and RFI logs track the status, cycle time, and approval chain for each one.
Field-to-office handoff breaks
The super on the jobsite does not want to log into a CRM.
The field super runs the jobsite with daily reports, timecards, safety incidents, delivery schedules, and subcontractor coordination. Expecting the super to log into a CRM every evening fails on week two. Strkr's mobile field app runs offline-first on phones and tablets with simple capture flows that sync back to the office when connectivity returns.
Punch lists and project closeout
The last 5 percent of the job eats the margin.
Project closeout runs through the punch list (remaining items the owner wants fixed), substantial completion, final completion, warranty period, final payment, retainage release. The closeout phase typically runs long and erodes the project margin. Strkr's project closeout pipeline carries the structured steps with the field capture on punch items and the office approval flow.
The construction business data model
How Strkr models bids, projects, subs, and change.
A construction CRM has to carry the bid pipeline, the subcontractor roster, the active projects with their change orders and submittals, and the field activity. Strkr's construction configuration pack ships the pieces modeled natively.
Bid record
Invitation to proposal to awarded or lost.
Each bid record carries project name, owner, GC (if a sub bid), bid due date, estimated contract value, bid bond requirement, insurance certificate requirements, plans and specs links, prebid walkthrough date, estimate owner, go/no-go decision, submission status, apparent low status, awarded status. The record generates the proposal cover with the required attachments.
Project record
The signed contract through final completion.
Each awarded bid becomes a project with contract value, start date, substantial completion date, assigned PM, assigned super, assigned foreman, subcontractor team, schedule, budget. The project is the primary unit for ongoing operations with change orders, submittals, RFIs, daily reports, and billing all attaching back.
Subcontractor roster
Prequalified, bonded, insured, graded.
Each subcontractor carries prequalification status (current, expired, in process), bonding capacity, insurance certificates with expiration dates, safety record (EMR, OSHA history), backlog estimate, pricing history by trade and project type, performance score from prior projects, principal contacts. Expired certificates flag before the sub is awarded a new project.
Change order ledger
Scope, pricing, schedule impact tracked per CO.
Change order records capture the scope change, pricing, schedule impact (days added), originating request, approval chain, executed status. The CO ledger rolls up to the project for the running contract value. The owner change requests, design changes, field condition changes, and regulatory changes all surface with their origin tagged.
Submittal log
Product data, shop drawings, samples routed for approval.
Submittal records capture the spec section, submittal type (product data, shop drawing, sample), submitter, reviewer (architect, engineer), status (submitted, in review, approved, approved as noted, revise and resubmit, rejected), cycle time. The log surfaces submittals aging past the typical cycle for field escalation.
RFI log
Field questions tracked to architect response.
RFI records capture the question, originating field contact, specific location (grid reference, elevation), responder, response, cost or schedule impact. RFIs aging past 7 days flag for escalation. The RFI log attaches to the project for the schedule analysis conversation when delays claim an RFI delay as the cause.
Daily field report
Crew count, weather, deliveries, incidents.
The field super captures the daily report from the mobile app: crew count by trade, hours worked, weather conditions, materials delivered, equipment on site, safety incidents, visitors, delays. The daily report attaches to the project timeline for the owner-facing update and the schedule claim conversation.
Punch list
Owner-raised items captured and tracked to closure.
Punch list items capture the location (room, elevation), the trade responsible, the issue, the resolution status. The field super walks the punch list with the owner and captures items on the mobile app with photos. The office tracks resolution through the subcontractor assigned to each item until final signoff.
AIA billing and retainage
G702 and G703 forms with retainage tracking.
Progress billing runs on the AIA G702 and G703 forms for commercial work. The billing captures percent complete per schedule of values line, retainage withheld (typically 5 or 10 percent), prior billings, current billing, balance remaining. The retainage pool tracks across the project with release at substantial completion or final completion per contract terms.
The construction business motion
What runs weekly, monthly, per project.
A construction business runs cadences that most CRMs do not fit. Here is the typical rhythm for a 30 to 80 person construction operation on Strkr, whether a GC, a specialty subcontractor, or a residential builder.
Weekly: bid pipeline review
Estimator and owner review the open bids.
Weekly bid pipeline review covers open bids by due date: which bids are on track, which need prebid walkthrough scheduling, which have takeoff in progress, which require the owner's go/no-go call before the estimator invests more hours. Strkr's bid pipeline runs the review on screen with hit rate reporting by project type.
Weekly: project OAC meeting
Owner, architect, contractor on each active project.
Weekly OAC meeting runs per project with the owner, architect, GC, and sometimes key subs. The meeting covers schedule, submittal and RFI status, change order approvals, upcoming decisions. Strkr pulls the pre-meeting pack with change orders pending approval, RFIs aging, submittals in review, two-week look-ahead.
Monthly: AIA billing cycle
Progress billing with retainage goes out.
Monthly AIA progress billing runs with each PM reviewing percent complete per schedule-of-values line, retainage calculated, prior billings pulled, current billing generated. The billing goes to the owner for review and payment. Strkr's billing module handles the G702/G703 generation with the retainage pool tracking across the life of the project.
Monthly: subcontractor prequalification renewal
Expired certs and prequal status flagged.
Monthly subcontractor review surfaces expired insurance certificates, expired prequalifications, declining safety scores. The office pulls renewed certificates from subs and updates the roster. Subs with declining performance flag for the conversation about future awards. Strkr's sub module runs the review with the expiration data on the roster view.
Per project: closeout checklist
Substantial completion through final payment.
Project closeout runs the structured checklist: substantial completion walkthrough with owner, punch list capture, punch list resolution, final completion walkthrough, final payment application, retainage release, warranty period start, as-built drawing delivery, O&M manual delivery, final lien waivers. Strkr's closeout workflow runs the structured sequence per project.
Annually: safety and insurance review
EMR, OSHA record, insurance renewals aligned.
Annual safety and insurance review covers the EMR renewal (impacts the ability to bid certain projects), OSHA incident rate, workers comp renewal, general liability renewal, umbrella renewal. The review feeds the bidding capability for the following year on projects with specific safety or insurance requirements. Strkr's safety and insurance module runs the renewal cadence with the data on each project qualification check.
Integration with the construction stack
Procore, Sage, QuickBooks, Bluebeam, PlanGrid.
Construction businesses run operational stacks that extend well beyond CRM: Procore or Sage for project management, QuickBooks or Sage 300 for accounting, Bluebeam for plan markup, PlanGrid for field drawings, DocuSign for contracts. Strkr integrates with the common pieces.
Procore integration
Project management handoff from Strkr to Procore.
Awarded bids in Strkr push to Procore as new projects with the schedule, team, subcontractors, and contract value pre-populated. Change orders, submittals, RFIs sync bidirectionally so the office sees the project status without logging into Procore. KMS-encrypted credential storage with the integration debugger surfacing every sync event.
Sage 300 Construction and Real Estate
Accounting integration for job cost and billing.
Sage 300 CRE integration ties the Strkr project to the Sage job for job cost reporting, AP processing, and AIA billing generation. The schedule of values, change orders, and progress billings flow between the two systems so the finance team sees the current state without manual reconciliation.
QuickBooks for smaller operations
Residential and specialty trade accounting.
QuickBooks integration serves smaller operations (residential builders, specialty trade shops under $20M) that do not run Sage 300. Project costs, invoices, payments flow between Strkr and QuickBooks. The customer, vendor, and job records synchronize bidirectionally.
Bluebeam and plan markup
Takeoff and markup linked to the bid record.
Bluebeam Revu markups attach to the Strkr bid record so the estimator's takeoff and plan review notes stay with the bid. For bids that convert to projects, the plan markups travel with the project for the field team's reference.
PlanGrid and field drawings
Current plans in the field with revision tracking.
PlanGrid (now Autodesk Build) integration surfaces current drawing revisions in the Strkr project view for the super's reference. RFI responses that modify drawings trigger the revision update in PlanGrid with the Strkr RFI log referencing the sheet affected.
DocuSign for subcontracts
Subcontract execution routed through electronic signature.
Subcontracts, change orders, and lien waivers route through DocuSign, PandaDoc, or Dropbox Sign with executed documents attaching to the project record. Status visibility surfaces which subs have signed and which are holding up the schedule for a signature push.
Mobile field app
Offline-first daily reports and punch items.
The Strkr mobile field app runs offline-first on phones and tablets for the super and field crew. Daily reports, punch items with photos, delivery captures, and safety incidents sync back to the office when connectivity returns. The field does not need to open a laptop to feed the project record.
Equipment and inventory tracking
Owned equipment, rented tools, consumables.
Equipment tracking covers owned equipment (location, hours, maintenance schedule, utilization), rented equipment (rental period, return date, carrier), and consumables inventory. The equipment records tie to projects for cost allocation and utilization reporting across the fleet.
Lien waivers and compliance
Progress and final lien waivers tracked per sub per billing.
Lien waiver tracking runs per subcontractor per billing cycle: conditional progress waiver when the sub bills, unconditional progress waiver when the sub is paid, conditional final waiver at final billing, unconditional final waiver at final payment. The waiver pool protects the GC from mechanic lien exposure on each project.
Head-to-head
Strkr versus a software sales CRM in a construction business.
Construction businesses that land on a software sales CRM typically rebuild bids, projects, subs, and change orders as custom objects. The result is a bent tool that works until the next hire tries to use it. Here is the practical comparison.
Feature
Strkr
Software-sales CRM bent for construction use
Bid pipeline with go/no-go workflow
Native with invitation, walkthrough, estimate, submission, awarded stages
Generic opportunity pipeline forced into use
Subcontractor prequalification and insurance
Roster with cert expiration and prequal renewal
Vendor contact with no cert tracking
Change order ledger with running contract value
Structured COs with scope, pricing, schedule impact
Email thread or spreadsheet
Submittal and RFI logs
Structured records with cycle time and escalation
Not modeled
Daily field report with offline capture
Mobile app with photos, weather, crew count
Expects laptop login daily
AIA billing with G702 and G703
Native with retainage pool tracking
Export to accounting system manually
Punch list with field photo capture
Mobile capture with trade assignment and resolution
Not modeled
Procore and Sage 300 CRE integration
Native bidirectional sync
Zapier middleware or custom build
Fully loaded monthly cost
Roughly $70-90 per seat with construction pack
$150+ per seat Salesforce + custom build
How teams use Strkr
How construction businesses run Strkr.
Construction businesses moving onto Strkr collapse the sales-CRM-plus-spreadsheet stack and model bids, projects, subs, and change orders natively. Here are specific motions from construction operations on the platform.
Specialty mechanical contractor, 42 field crew, 11 estimators
Bid hit rate rose 7 points after structured go/no-go review.
A 42-field-crew specialty mechanical contractor was bidding roughly 180 projects a year with a 12 percent hit rate. Katrina, the president, moved bid intake into Strkr with structured go/no-go review on each invitation (go/no-go criteria scored, estimator capacity checked, strategic fit assessed). The team passed on 20 percent more bids but hit rate rose to 19 percent, which translated to roughly $3.2M in incremental awarded contract value over the year.
Residential custom home builder, 14 projects active
Change order margin recovery rose $410K after structured CO tracking.
A custom home builder running 14 active projects was losing change order margin because COs flowed through email and nobody tracked the running contract value. Marshall, the owner, moved CO tracking into Strkr with structured records on each project and the running contract value visible on the client-facing portal. Change order margin recovery rose roughly $410K over three quarters, which the finance lead attributed to the client-side visibility ending the end-of-project dispute cycle.
Commercial GC, 85 subcontractors, mixed-use focus
Subcontractor prequalification cycle collapsed from 6 weeks to 10 days.
A commercial GC working mixed-use projects was running prequalification cycles that took six weeks because the paperwork flowed through email and the office chased subs for missing items. Yolanda, the risk manager, moved prequalification into Strkr with a structured submission portal and the sub completing the form, uploading certificates, and submitting references in one flow. Prequalification cycle time collapsed to 10 days, which freed the team to run quarterly prequalification refreshes instead of annual (improving the sub roster quality).
Interior finish subcontractor, 60 field crew, hospital focus
Field daily report capture rose from 42 percent to 94 percent.
An interior finish subcontractor working hospital construction had been chasing supers for daily reports with a 42 percent on-time capture rate (the rest got reconstructed from memory the following week). Priyanka, the ops manager, rolled out the Strkr mobile field app with offline capture and the supers filling in reports from their phones at end of shift. Daily report capture rose to 94 percent, which the ops team translated into stronger schedule claims on three projects where delay claims hinged on documented crew count by date.
Multifamily residential developer, 8 projects in build
Project closeout cycle compressed from 90 days to 32 days.
A multifamily developer running eight projects in build was averaging 90 days from substantial completion to final payment because the closeout checklist ran through a spreadsheet nobody owned. Benicio, the construction director, moved closeout into Strkr with the structured workflow (punch list capture, resolution, final walkthrough, final payment application, retainage release, as-built delivery, O&M manual delivery, final lien waivers). The closeout cycle compressed to 32 days, which recovered roughly $890K of working capital tied up in retainage per project.
Run a construction business on a CRM that knows bids, subs, and change orders.
Start a 14-day Strkr trial with the construction configuration enabled. Bid pipeline, subcontractor roster, change order ledger, submittal and RFI logs, daily field reports, AIA billing, Procore and Sage integration. See what one tenant feels like for the full construction motion.
How is Strkr different from Procore or Sage Construction Project Management?
Procore and Sage Construction Project Management are purpose-built project management tools for construction with deep daily report, submittal, RFI, and change order functionality. The depth is a strength. The weakness is the lead-to-bid-to-award front end (CRM) which Procore and Sage treat as secondary. Strkr is the front end for construction businesses: lead capture, bid pipeline, subcontractor prequalification, awarded project handoff. Many construction businesses run both tools with Strkr as the CRM feeding awarded bids into Procore or Sage as the project management operation. The integration layer runs native so the bid-to-project handoff carries scope, schedule, team, and contract value without a manual re-entry step. For smaller construction operations (under $30M revenue) that do not want two tools, Strkr's construction pack handles the project operations side at sufficient depth to retire the standalone PM tool.
What accounting integrations ship for construction?
Native integrations for Sage 300 Construction and Real Estate (formerly Timberline), Sage Intacct Construction, Viewpoint Vista, Foundation Software, QuickBooks Desktop and Online, and NetSuite. The integration covers customer, vendor, and job synchronization, AIA progress billing generation, AP invoice capture, and job cost reporting. For smaller operations on QuickBooks, the integration handles job cost, progress billing, and lien waiver tracking. For larger operations on Sage 300 CRE or Vista, the integration covers the deeper job cost structure and the WIP reporting cadence. KMS-encrypted credential storage with the integration debugger surfacing every sync event. We never route the integration through Zapier because every integration ships as first-class native code.
Does the mobile app work offline for field crews?
Yes. The Strkr mobile field app runs offline-first on iOS and Android phones and tablets. The super and field crew capture daily reports, punch items with photos, delivery confirmations, safety incidents, and timecards without network connectivity. The data queues locally and syncs back to the office when connectivity returns. For jobsites with no reliable cellular coverage (rural work, high-rise interiors, basement work), the offline queue holds the full day of captured activity for sync at end of shift. The field does not need a laptop; the office does not need to chase for data.
How does the subcontractor roster handle prequalification and insurance tracking?
Each subcontractor record carries prequalification status with the renewal date (typically annual), insurance certificates (general liability, workers comp, auto, umbrella) with expiration dates per policy, bonding capacity, safety record (EMR, OSHA 300 history), backlog estimate, pricing history by trade, and performance score from prior projects. Expired certificates flag the sub as ineligible for new awards until renewed. Prequalification renewals surface 60 days before expiration for the sub to resubmit. The office pulls certificate renewals from the sub through the Strkr subcontractor portal rather than chasing by email. Subs on the roster see their own compliance status so they can keep their records current proactively.
How does change order tracking work for projects with heavy scope evolution?
Each change order on a project is a structured record capturing the originating request (owner change, design change, field condition, regulatory requirement), the scope description, the pricing, the schedule impact in days, the approval chain, and the executed status. The CO ledger rolls up to the project for the running contract value, which displays on the client-facing portal and the internal project dashboard. For projects with heavy scope evolution (custom residential, hospital renovations, historic restoration), the running contract value visibility ends the end-of-project dispute cycle because the owner and contractor each see the current state continuously. The audit log captures every CO edit so compliance and claim review has the full history.
Can Strkr handle AIA billing with retainage tracking?
Yes. The billing module generates AIA G702 and G703 forms for progress billing with the schedule of values pre-populated, percent complete per line entered or calculated from field data, retainage withheld per contract terms (typically 5 or 10 percent), prior billings pulled, current billing generated. The retainage pool tracks across the project life with release at substantial completion or final completion per contract. For contracts with retainage reduction clauses (retainage dropping to 2.5 percent at 50 percent completion, for example), the pool handles the reduction automatically. Lien waivers (conditional progress, unconditional progress, conditional final, unconditional final) tie to each billing cycle per subcontractor so the waiver pool protects the GC from mechanic lien exposure.
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