A field service company dispatches 42 technicians a day across 1,100 service calls, 180 service agreements, and 60,000 parts SKUs with margin eroding at every truck roll.
HVAC, plumbing, electrical, pest control, appliance repair, garage door, and specialty field service companies run dispatch, routing, parts inventory, service agreements, and technician workflow that most CRMs ignore. ServiceTitan dominates the enterprise segment but prices for shops averaging $5M+ revenue. Strkr's field service configuration models the pieces natively at a price point that fits shops starting under $1M and scales up without the enterprise-tier shock.
Field service companies land on either a specialty platform (ServiceTitan, Jobber, Housecall Pro, FieldEdge) at a specialty price, or try to force a sales CRM to fit a motion that was never built for truck rolls. Here are the pains that come up.
Dispatch is a daily discipline
Fourteen technicians, 112 service calls, three emergencies before 10 AM.
A field service dispatch board juggles technician skills, geographic clustering, service call priority, emergency insertions, parts availability, and customer time windows. Dispatch runs the whole day and generic CRMs cannot shape the shape. Strkr's dispatch board shows technicians, service calls, and routes in one view with drag-and-drop assignment and automatic re-optimization when the day shifts.
Route optimization is money
An extra 11 miles per technician per day costs the shop $190K annually.
Field service companies run thin margins where fuel, drive time, and truck wear dominate the P&L. Route optimization saves measurable money. Generic CRMs provide no routing optimization at all. Strkr's route optimization clusters service calls geographically with technician skills, time windows, and parts availability as constraints, pushing routes to Google Maps or Waze on the technician's phone.
Parts inventory follows the truck
The technician arrives on site, the part is on the truck across town.
Each service truck carries 400 to 1,200 parts SKUs for the common service calls. Parts rotate through install, warranty replacement, special order. Technicians count parts informally and the inventory record diverges from reality. Strkr's truck inventory tracking carries parts per truck with scan-based usage capture, auto-replenishment thresholds, and visibility across the fleet so dispatch knows which truck has the right part.
Service agreements drive the business
Maintenance members buy 3.2x more than non-members over five years.
Service agreements (annual maintenance contracts, planned service plans, membership programs) drive recurring revenue, repeat business, and member retention. The agreement workflow needs renewal cadence, service visit scheduling, member pricing, and lifetime value tracking. Strkr's service agreement module runs the lifecycle from sale through renewal with the member benefit math per visit.
Technicians sell on site
The technician diagnoses the issue and quotes options in the customer's driveway.
Field service technicians diagnose, quote, and often close in the customer's driveway. The quote needs good/better/best options, financing offers, membership upsell, and electronic signature. Generic CRMs cannot shape the mobile quote flow. Strkr's technician mobile app runs options-based pricing, financing integration, member pricing, and e-signature capture at the point of service.
Dispatch radio and call booking
A customer calls for emergency plumbing; the booking clerk needs to triage fast.
Call booking triages emergency calls (water intrusion, no heat in winter, no AC in summer, no power), schedules routine maintenance, verifies address, confirms time window. Call booking volume at a mid-size shop runs 300 to 600 calls daily. Strkr's booking workflow integrates phone, SMS, and web form intake with call script support, urgency triage, and dispatch handoff.
The field service data model
How Strkr models calls, dispatch, trucks, and techs.
A field service CRM has to carry the customer with service history, the service call with urgency and time window, the technician with skills and location, the truck with parts inventory, the service agreement with renewal cadence, and the pricing with options-based quoting. Strkr's field service configuration pack ships the pieces modeled natively.
Customer with service history
Address, equipment, service agreement, past visits.
Each customer record carries service address (with multiple addresses for multi-location commercial customers), installed equipment (make, model, install date, serial number, warranty status), service agreement enrollment, past service visits with technician notes, billing history, communication preferences, and property-specific access notes (gate code, dog warnings, specific entry instructions).
Service call
From customer request through dispatched to completed.
Each service call captures the request (customer-reported issue, urgency, preferred time window), diagnosis (technician-captured actual issue), work performed, parts used, labor time, final invoice, follow-up required. The call ties to the equipment on site, the service agreement if member, and the dispatcher who booked.
Dispatch board
Technicians, calls, routes in one view.
The dispatch board shows technicians (location, skills, availability, truck inventory), service calls (priority, time window, geographic area, required skills), and routes (geographic clustering, drive time, next call ETA). Drag-and-drop assignment with automatic re-optimization when emergencies insert or technicians run long. Real-time technician location feeds back for proximity-based dispatch.
Technician profile
Skills, certifications, licenses, utilization.
Each technician record carries skills (HVAC certified, electrical certified, plumbing certified, EPA 608 refrigerant handling, lead-safe RRP, specific manufacturer certifications), state licenses with renewal dates, truck assignment, average call revenue, close rate on quotes, member sales rate, utilization percentage.
Truck inventory
Parts per truck with usage capture.
Each truck carries parts inventory with scan-based usage capture per service call. Reorder thresholds trigger auto-replenishment from warehouse. Cross-truck visibility surfaces when a technician needs a part that another truck carries nearby. End-of-day truck audits reconcile recorded inventory against physical count.
Service agreement
Membership with visit cadence and benefits.
Service agreements carry the membership tier (basic, premium, platinum), covered equipment, included visit count per year, member pricing on repairs, priority dispatch, warranty extensions, financing benefits. The agreement runs annual renewal with the member retention conversation surfaced 60 days before renewal.
Options-based pricing
Good, better, best quote at point of service.
Pricing presents good/better/best options at point of service: good (fix the immediate issue), better (fix plus likely-to-fail components), best (comprehensive replacement or system upgrade). The pricing engine applies member discounts, financing offers, and promotional pricing automatically. The technician reviews with the customer on a tablet with electronic signature capture.
Financing integration
Synchrony, GreenSky, Service Finance offered on site.
Financing integrations with Synchrony, GreenSky, Service Finance Company, Wisetack, and other home-service financing platforms let the technician offer financing in the driveway. Pre-approval runs during the quote conversation with the approved amount updating the quote presentation. The financing paperwork executes through electronic signature on the technician's tablet.
Review request flow
Satisfied customer prompted for Google review post-visit.
Post-visit review request flows ask the customer for a Google review (and Yelp, Facebook, Angi where appropriate). Satisfied customers prompt directly to the review page. Dissatisfied customers route to the office for recovery conversation before the review posts. Review responses drafted for owner approval before posting.
The field service motion
What runs daily, weekly, through the season.
A field service company runs daily operational cadences and seasonal shifts (summer HVAC emergency, winter heating emergency, fall tune-up, spring maintenance). Here is the typical rhythm for a 15 to 80 technician shop on Strkr.
Morning dispatch assigns the day's service calls to technicians with route optimization, time window compliance, and skills matching. Technicians receive the route on their phone and verify truck inventory for the expected parts needs. Emergency calls that come in during the day re-optimize the remaining route automatically.
Daily call booking handles emergency triage (no heat in winter, no AC in summer, water intrusion), routine scheduling (annual tune-up, filter change, system inspection), and service agreement visits. The booking clerk uses call scripts for consistency with the dispatcher visibility into same-day capacity for emergency insertion.
Daily: end-of-day reconciliation
Service calls closed, parts usage captured, invoices sent.
End-of-day runs service call closure (technician completes notes, captures photos of installed equipment, uploads before/after shots), parts usage reconciliation (recorded usage reconciled against truck inventory), invoice generation and send, review request flow trigger for satisfied customers.
Weekly: service agreement renewals
Members approaching renewal flagged for retention outreach.
Weekly service agreement renewal review surfaces members approaching the 60-day renewal window. The customer success coordinator reaches out proactively with the member value recap (visits completed, savings from member pricing, equipment protected). Membership retention runs higher than reactive renewal because the conversation happens before the credit card decline cascade.
Weekly: technician performance review
Close rate, member sales, callback rate per tech.
Weekly technician performance review covers close rate on options quoted, member sales rate, callback rate (customer calls back for the same issue within 30 days, indicating diagnosis or repair quality issues), average call revenue, utilization. The ops manager runs coaching for underperforming technicians and recognition for top performers.
Seasonal: HVAC readiness campaigns
Spring cooling tune-ups and fall heating tune-ups.
Seasonal campaigns run spring cooling tune-ups (March through May for most markets) and fall heating tune-ups (September through November). Member outreach prioritizes the covered equipment; non-member outreach combines with service agreement sell. The campaign fills the technician schedule in the shoulder months between peak emergency seasons.
Field service companies run accounting, GPS tracking, financing platforms, review platforms, and manufacturer warranty portals. Strkr integrates with the common pieces so the shop does not run three tools in parallel.
QuickBooks integration
Customer, invoice, payment sync bidirectional.
QuickBooks Online and Desktop integration ties customer records, invoices, and payments between Strkr and QuickBooks. Service call invoices generate in Strkr with the line items (labor, parts, financing) and flow to QuickBooks for the AR workflow. Payments received in QuickBooks (ACH, check, credit card) stamp the Strkr customer record automatically.
GPS fleet tracking
Verizon Connect, Samsara, Fleetio integrations.
GPS fleet tracking integrations with Verizon Connect, Samsara, Fleetio, and GPS Insight feed real-time technician location into the dispatch board. Proximity-based dispatch assigns the nearest qualified technician to emergency calls. Driver behavior data (speeding, hard braking, idle time) feeds the technician performance and fuel cost reporting.
Financing integrations
Synchrony, GreenSky, Service Finance, Wisetack.
Financing integrations with Synchrony Home Design, GreenSky, Service Finance Company, Wisetack, and other home-service financing platforms let the technician run pre-approval during the quote conversation. Approved amounts update the quote. Financing documents execute through electronic signature on the technician's tablet.
Review platform integration
Google, Yelp, Facebook, Angi monitored.
Review monitoring integrations pull reviews from Google My Business, Yelp, Facebook, Angi (formerly Angie's List), BBB, and HomeAdvisor for the owner review. Review response drafts route for owner approval before posting. Reviews below the threshold trigger immediate owner notification for recovery conversation. Review request flows post-visit prompt satisfied customers to the appropriate platform.
Manufacturer warranty portals
Carrier, Lennox, Trane, Rheem warranty claims.
Manufacturer warranty portal integrations with Carrier, Lennox, Trane, Rheem, Goodman, York, and other HVAC equipment manufacturers (plus the parallel plumbing and electrical equivalents) submit warranty claims from the service call record. The technician captures the serial number and failure mode; the office submits the claim with the manufacturer response flowing back to the service call.
Call tracking integration
CallRail, CallTrackingMetrics, phone attribution.
Call tracking integrations with CallRail, CallTrackingMetrics, and WhatConverts attribute phone calls to marketing sources (Google Ads, SEO, direct mail campaigns, truck wrap visibility). The attribution feeds the marketing ROI reporting per channel. Call recordings tie to the call booking record for quality review and training.
SMS and dispatch notifications
Customer SMS updates and technician dispatch alerts.
Customer SMS updates run through Strkr Messaging: on-the-way notification with technician photo and name, arrival confirmation, invoice send, review request. Technician dispatch alerts send through SMS with the service call details, address, and route link. TCPA consent capture runs through intake with the audit log tracking every message.
Route optimization engine
Native routing with geographic clustering.
Route optimization clusters service calls geographically with technician skills, time windows, and parts availability as constraints. The optimizer runs in the morning for the initial route and re-optimizes as emergencies insert or technicians run long. Routes push to Google Maps or Waze on the technician's phone. The route optimization engine supports commercial fleet routing with multi-stop sequences.
The audit log captures every pricing override, every financing approval, every consent capture, every service agreement sale and cancellation. State consumer protection reviews and internal quality assurance reviews run against the audit trail. The audit depth supports attorney-general inquiries and class-action defense in states with aggressive home-service enforcement.
Head-to-head
Strkr versus ServiceTitan or a generic sales CRM.
Field service companies typically choose between ServiceTitan (strong but expensive at $150 to $300+ per user per month) or a generic sales CRM retrofitted. Strkr fits the gap between the two. Here is the practical comparison.
Feature
Strkr
ServiceTitan or generic sales CRM
Dispatch board with drag-and-drop
Native with route optimization and real-time location
ServiceTitan native; sales CRM missing
Truck inventory with scan capture
Native per-truck with cross-fleet visibility
ServiceTitan native; sales CRM missing
Options-based pricing in the field
Good/better/best quote with financing on tablet
ServiceTitan native; sales CRM missing
Service agreement with member benefits
Native with renewal cadence and lifetime value
ServiceTitan native; sales CRM missing
Financing integration (Synchrony, GreenSky)
Native with on-site pre-approval
ServiceTitan native; sales CRM missing
Review request flow post-visit
Native with satisfied-customer routing
ServiceTitan native; sales CRM missing
QuickBooks integration
Native bidirectional sync
ServiceTitan has own accounting; sales CRM via Zapier
Open API for custom integration
REST, GraphQL, webhooks all documented
ServiceTitan Marketplace is partially open; sales CRM varies
Fully loaded monthly cost per seat
Roughly $70-90 per seat with field service pack
ServiceTitan $150-300+ per seat; sales CRM lacks core features
How teams use Strkr
How field service shops run Strkr.
Field service shops moving to Strkr collapse the specialty-platform plus accounting stack or escape the generic-CRM retrofit. Here are specific motions from field service operations on the platform.
HVAC shop, 32 techs, $18M revenue
Route optimization cut 11 miles per tech per day, saving $190K annually.
A 32-technician HVAC shop running $18M revenue was averaging an extra 11 miles per technician per day on inefficient routing (dispatcher assignment by familiarity rather than geographic optimization). Vaughn, the operations manager, moved dispatch into Strkr with native route optimization. Fuel cost dropped roughly $190K annually across the fleet and the technicians completed 1.3 additional calls per day on average, which represented roughly $780K in additional revenue capacity.
Plumbing company, 14 techs, residential focus
Service agreement attach rate rose from 18 percent to 41 percent.
A 14-technician plumbing company was attaching service agreements to 18 percent of eligible service calls because the technician conversation was informal. Keiran, the sales manager, moved the agreement sell into Strkr with options-based pricing presenting the agreement as part of the good/better/best structure on every eligible call. Attach rate rose to 41 percent over two quarters, which the shop translated into roughly $340K in recurring agreement revenue plus the member pricing lift on repeat calls.
Electrical contractor, 24 techs, commercial and residential
Options-based pricing lifted average ticket from $410 to $680.
A 24-technician electrical contractor doing commercial and residential service was running average ticket of $410 because technicians quoted the immediate repair without presenting good/better/best options. Mihir, the owner, moved field quoting into Strkr with the options structure on every quote. Average ticket rose to $680 over three quarters, which translated to roughly $1.9M in additional revenue annually without adding technicians.
Pest control company, 42 technicians, residential routes
Customer retention rose from 71 percent to 86 percent.
A 42-technician pest control company running quarterly service routes was retaining 71 percent of customers annually. Nnamdi, the general manager, moved customer communication into Strkr with structured service agreement reminders, pre-visit SMS confirmation, and post-visit satisfaction surveys. Retention rose to 86 percent over four quarters, which represented roughly 630 additional retained customers worth $230K in recurring annual revenue.
Appliance repair, 18 techs, warranty and consumer mix
First-visit completion rose from 62 percent to 84 percent.
An 18-technician appliance repair shop running a mix of warranty and consumer-pay was completing 62 percent of calls on the first visit because parts availability was unpredictable. Hadassah, the ops lead, moved truck inventory into Strkr with scan-based usage capture, auto-replenishment thresholds, and dispatcher visibility into parts per truck. First-visit completion rose to 84 percent, which the shop translated to roughly 2,100 fewer return visits annually and freed capacity for additional revenue.
Run a field service shop on a CRM with dispatch, routing, parts, and pricing in one.
Start a 14-day Strkr trial with the field service configuration enabled. Dispatch board, route optimization, truck inventory, service agreements, options-based pricing, financing integration, review workflow, QuickBooks integration. See what one tenant feels like for the full field service motion.
How is Strkr different from ServiceTitan, Jobber, Housecall Pro, or FieldEdge?
ServiceTitan is the enterprise leader for field service with deep functionality on dispatch, parts, service agreements, and pricebook management. The strength is depth across the whole field service motion. The weakness is price (typically $150 to $300+ per seat per month) and complexity that most shops under $5M revenue cannot justify. Jobber, Housecall Pro, and FieldEdge serve the smaller end with simpler workflows at $50 to $150 per seat but lack the depth for shops growing past 20 technicians. Strkr fits the gap: full field service motion with dispatch, routing, parts, agreements, options pricing, and financing at roughly $70 to $90 per seat with the CRM capabilities (sales pipeline, customer relationships, marketing) that none of the field service specialty tools provide at full depth. Many shops running ServiceTitan at the enterprise tier move to Strkr when the ServiceTitan cost scales past the value received; many shops on Jobber or Housecall Pro move to Strkr when they outgrow the simpler workflow.
What accounting integrations ship for field service?
Native integrations for QuickBooks Online and QuickBooks Desktop (the dominant accounting platforms for field service shops), Sage 50 and Sage Intacct, Xero, and NetSuite. The integration covers customer records, invoices, payments, and GL coding. Service call invoices generate in Strkr with the line items (labor, parts, financing fees) and flow to QuickBooks for the AR workflow. Payments received in QuickBooks stamp the Strkr customer record automatically. For shops running Service Autopilot or similar legacy accounting setups, the REST API with webhook support handles the integration. 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 technician mobile app work offline?
Yes. The Strkr technician mobile app runs offline-first on iOS and Android. Technicians work the service call (diagnosis notes, parts captured, pricing options presented, electronic signature) without network connectivity. The call data queues locally and syncs back to the office when connectivity returns. For jobsites with no reliable cellular coverage (rural service calls, basement work, large commercial buildings with coverage dead zones), the offline queue holds the full day of captured activity for sync at end of shift. Dispatch continues to see the technician location via GPS as cellular permits; the service call data lands when the technician regains coverage.
How does the dispatch board handle emergency insertions?
Emergency calls (no heat in winter, no AC in summer, water intrusion, no power, gas leak) trigger the emergency insertion workflow: the dispatcher sees the current route for each qualified technician, the proximity-based options rank by estimated arrival time, and the insertion re-optimizes the remaining route for the chosen technician. The customer on the emergency call gets the on-the-way SMS with estimated arrival. Later calls on the technician's route either re-schedule (with the customer notified of the delay) or hand off to another technician if capacity permits. The emergency insertion workflow handles the daily reality of field service where typical capacity is 70 to 85 percent utilized and emergencies drop in through the day.
How does options-based pricing work on the technician tablet?
Options-based pricing presents good/better/best choices at point of service: good (fix the immediate issue), better (fix plus likely-to-fail components), best (comprehensive replacement or system upgrade). Each option carries labor, parts, warranty, and financing terms. Member pricing applies automatically if the customer has an active service agreement. Financing offers (Synchrony, GreenSky, Service Finance, Wisetack) run pre-approval during the quote conversation with the approved amount updating the quote. The technician reviews with the customer on the tablet with electronic signature capture when the customer selects an option. Add-ons (service agreement if non-member, system upgrades, companion services) surface automatically based on the equipment age, prior service history, and seasonal context. The pricing engine ensures the technician cannot quote below approved thresholds or offer unapproved discounts.
What does service agreement management look like in practice?
Service agreements run through the full lifecycle: new member enrollment (point of service during a repair call, dedicated outbound sales, website signup), service visit scheduling (annual tune-ups, filter changes, system inspections per the agreement scope), member pricing on repair calls, benefit tracking (visits completed, savings from member pricing, warranty coverage used), renewal workflow (60-day renewal reminder, retention conversation, auto-renewal if authorized). The agreement module reports member retention rate, lifetime value per member, attach rate on eligible service calls, and renewal rate. For shops running tiered membership (basic, premium, platinum), each tier carries different benefits with the pricing structure differentiated. For shops moving customers between tiers (upsell platinum to a premium member), the migration workflow preserves history and handles prorated billing. Membership retention typically runs 85 to 92 percent for shops using structured retention workflow versus 68 to 75 percent for shops running reactive renewal.
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