Built for field teams running a CRM on iPad

The CRM that lives on your iPad instead of punishing you for leaving the desk.

Field reps, home-services operators, construction project leads, and inspection teams run on tablets. Strkr ships a tablet-first web UI with large-tap targets, photo-first activity capture, signature flows, and record updates that survive a bad cellular connection on a job site.

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What this audience is actually dealing with

The pains that bring buyers here.

A desktop CRM that gets opened in Safari on iPad is not an iPad CRM. The buttons are too small, the drag targets break under finger input, the forms assume keyboard focus. For field teams the result is reps logging activity by text message to a dispatcher who re-enters it later, which turns a $59 seat into a seat-plus-admin-overhead cost. The five pain points below are what Strkr onboarding hears on every intake call with a field-heavy team.

Tap targets built for a cursor

A CRM designed around 24-pixel buttons.

Most legacy CRM web UIs lay out buttons at 24 to 32 pixel targets, which is fine for a mouse pointer and painful for a glove-off thumb. Strkr renders the primary action buttons at 44 pixel minimum on tablet, honors the iPad safe-area inset, and keeps the pipeline card targets at 60 pixel height. The rep stops accidentally dragging a deal when they meant to open it.

The offline gap

A dropped signal eats the activity log.

A field rep in a basement, a crawl space, or a rural job site loses signal. A CRM that assumes an online write loses the activity. Strkr captures record changes locally in the browser and syncs when the connection returns, with explicit sync status visible on the top bar so the rep knows what has not landed yet. The write never silently vanishes.

Photo-attached activity capture

The install, the damage, the before and after.

Field work is visual. The CRM record for a plumbing repair, a roofing inspection, a solar install needs the photos attached to the right activity on the right record. Strkr lets the rep snap three to eight photos from the record page, attaches them to the activity, and runs the Strkr AI alt-text generation so the office team can search photo captions later. The rep taps once, not six times.

Signature on the tablet

Close the job without a laptop in the truck.

A completed job needs a client signature on the work-order acceptance. A field rep who has to drive back to the office for a laptop signs the job out 90 minutes late. Strkr supports a native signature canvas on the tablet, writes the signed PDF to the activity, and routes the invoice flow automatically. The job closes at the kitchen table instead of back at the shop.

The dispatcher tax

Office staff re-entering what the field already captured.

When the rep cannot run the CRM in the field, the dispatcher re-enters the day. A 24-rep home-services operation can carry two full-time dispatchers whose main job is translating texted job updates into CRM activities. Strkr removes the retype loop. The dispatcher does scheduling and triage, not transcription, and the operation gets about $94,000 per year of staff capacity back.

Managers can see what is in flight

A dispatch board you can run from a tablet in the truck.

The operations manager wants a live view of the day: which jobs are in progress, which are at risk of running long, which crew is at which address. Strkr ships a tablet-friendly dispatch board that honors the field service objects (job, crew, vehicle, site visit) and reads from the live record. The manager runs the day from the field instead of being chained to a desk monitor.

The iPad-first interface model

What tablet-first actually ships.

A tablet-first CRM is not a desktop UI with bigger buttons. It is an interface model that assumes finger input, variable connectivity, variable orientation, and camera-first content capture. The six cards below are the interface decisions that make Strkr land clean on iPad.

Portrait and landscape parity

Every screen renders both orientations.

The pipeline board, the record detail, the activity log, the search surface all re-flow for portrait and landscape. The rep can hold the tablet one way to scan the pipeline and flip to the other way to type a note. No surface forces a particular orientation.

Finger-sized action rails

44 pixel minimum on primary actions.

Primary action buttons (Log Activity, Attach Photo, Capture Signature, Mark Done, Send) ship at 44 pixel minimum height. Secondary actions respect the 32 pixel minimum. The gesture handles for drag-to-stage are 60 pixel capture zones so a thumb drag does not fire by accident.

Offline-capable writes

Local queue with sync status visible.

A rep in a dead zone can still edit a record, log an activity, or attach a photo. The write queues locally and syncs when the connection returns. The top bar shows pending writes with a visible count, which keeps the rep informed instead of leaving them guessing.

Camera-first attachment

Snap, caption, attach in one gesture.

The attach-photo action opens the native iPad camera, captures, and attaches to the current activity in one tap. The rep can snap three to eight photos in a row without leaving the record. Strkr AI generates the alt-text caption after upload so the office team can search photo content.

Signature canvas

Draw, confirm, write to activity.

The signature canvas renders at the full tablet width in landscape, honors stylus input, and writes the signed PDF to the activity attachment list. The signed document is immutable (hashed and audit-logged) once the client confirms, which closes the usual change-after-signature audit gap.

Pencil and keyboard support

External accessories just work.

Strkr supports Apple Pencil for signature capture, note annotation on photos, and sketch markups on inspection diagrams. External keyboards (Magic Keyboard, Smart Keyboard) get native keyboard shortcuts (jump to search, create record, mark done) so a rep who prefers a keyboard shell gets the full desktop keystroke map.

Reduced-chrome mode

The field-mode toggle.

A rep in the field can flip to field-mode, which hides the nav sidebar, maximizes the current record, and raises the font size by one step. The admin console stays available on tap-reveal. Field-mode is sticky per user so the rep does not have to re-enable it every morning.

The field-services schema

Objects shaped like field work.

A home-services operation, a solar installer, a commercial roofer, a plumbing or HVAC contractor runs on a schema that general CRMs do not match. Strkr ships a tunable field-services schema with Job, Site Visit, Crew, Vehicle, and Work Order as first-class objects. The admin can rename or extend. The default lands close to where most field operations eventually settle.

Job object

Scope, address, estimated value, status.

A job carries the scope of work (install, repair, inspection, service call), the service address, the estimated job value, the current status, and the assigned crew. The schema drives the dispatch board, the invoicing flow, and the Strkr AI post-visit summary.

Site visit object

Date, crew, outcome, time on site.

Each visit to a job site logs as a site visit object with date, assigned crew, outcome (completed, follow-up needed, blocked), and time on site. The visit history lets the office team see the full timeline on a job without reading through a text thread.

Crew object

Members, certifications, availability.

A crew groups one to four reps with their current certifications (electrical license, HVAC EPA, plumbing journeyman), their vehicle assignment, and their availability window. The dispatcher routes jobs to crews whose certifications match the scope automatically.

Vehicle object

Make, model, current crew, tool inventory.

Each service vehicle carries the make and model, the current assigned crew, and the loaded tool inventory. When a crew is short a tool the dispatcher can see it from the vehicle record before the crew drives to a job.

Work order object

Line items, pricing, signature, invoice link.

The work order ties to the completed job and carries the line items delivered, the pricing, the client signature, and the invoice link. The work order is the artifact the client gets in email, and it is the record that drives the invoice send to the accounting system via webhook.

Follow-up object

Scheduled callback, warranty, renewal.

A follow-up ties to a job for a scheduled callback (24-hour quality check), a warranty touchpoint (90-day inspection), or a renewal (annual maintenance). The follow-up object drives the recurring work flow and keeps the lifetime relationship visible on the client card.

How Strkr AI helps on a tablet

AI jobs that fit a field motion.

A field rep does not want to open a chat panel and type a prompt. Strkr AI runs the jobs below as background assists on the tablet so the rep gets value without changing their motion. All AI jobs are part of the AI Enhancement add-on at $49 per month with 5,000 Strkr AI calls included.

Photo alt-text

Captions for every attached photo.

Strkr AI generates alt-text captions for every photo attached to an activity. The office team can search photo content later ("photos with corroded copper pipe" or "roof with hail damage") without the rep manually tagging each image.

Post-visit summary

The job-complete recap from field notes.

At the end of a site visit the rep taps Complete, and Strkr AI drafts a post-visit summary from the activity notes, photos, and time log. The summary lands on the client email thread, the job record, and the follow-up object. The rep approves and sends in under 20 seconds.

Next-step suggestion

The upsell nudge after a service call.

Based on the completed job and the client history Strkr AI suggests the appropriate next step: schedule the annual maintenance renewal, propose a related service, or flag an at-risk warranty item. The rep sees the suggestion on the record and acts on it from the field.

Dispatcher triage

Fit score on inbound leads.

When a lead comes in from the web form or the phone intake, Strkr AI runs a fit score (0 to 100) on the lead based on service address, service type, estimated job value, and prior client history. The dispatcher works the high-fit queue first.

Email draft

The client reply from the record.

The rep taps Draft Reply from the record, Strkr AI drafts the email with context from the job history and client preferences. The rep tunes and sends from the tablet without opening a separate email client.

Risk flag on the forecast

Jobs trending toward slippage.

For jobs with a scheduled completion date Strkr AI runs a batched forecast risk analysis (up to 30 jobs per batch) on the forecast page. Jobs trending toward late surface with a risk reason, and the dispatcher can intervene before the client calls to complain.

Strkr Messaging from the tablet

SMS and MMS without a second app.

Field teams rely on SMS to coordinate with clients, confirm arrival times, and send photos. Strkr Messaging ships inside the CRM so the rep does not switch apps. Pricing is 2 cents per SMS segment and 5 cents per MMS. A2P 10DLC brand and campaign registration are handled by Strkr Messaging.

Arrival-time text

The 15-minute-out heads-up.

From the tablet the rep taps Send Arrival Text on the job record, Strkr pre-fills the client phone and a scheduled template ("We are 15 minutes out"). The outbound SMS carries the opt-out language per 10DLC rules and logs to the job activity.

Photo via MMS

Visual confirmation to the client.

For completed-work photos the rep can MMS the client directly from the record. The MMS sends through Strkr Messaging at 5 cents per message. The sent image attaches to the activity so the office team can see what the client saw.

STOP keyword compliance

Opt-out enforced on every send.

Strkr Messaging enforces STOP, UNSUBSCRIBE, QUIT, CANCEL, END, OPTOUT, STOPALL, ARRET, and REVOCAR keywords across every outbound SMS. If a client replies STOP, the system blocks further sends to that number automatically. The rep sees the opt-out status on the contact record.

HELP keyword response

Automated info reply.

The HELP, INFO, and AIDE keywords trigger an automated response with the firm business hours, contact number, and privacy policy link. The rep does not have to respond to generic info requests manually.

Inbound thread on the record

The client reply shows up where you work.

Inbound SMS replies thread to the client contact record and surface on the job. The rep sees the full SMS history in context, not in a separate SMS app. The dispatcher can see what the client said last without calling the rep.

Toll-free verification

TFN use for high-volume shops.

For operations that need a toll-free number for marketing or support, Strkr Messaging handles toll-free verification through the carrier. The verified number ships with the standard STOP and HELP compliance baked in.

Head-to-head

Strkr on iPad vs a desktop CRM in Safari.

The comparison below is Strkr running on iPad versus the common pattern of opening a desktop-first CRM in Safari and hoping the touch targets work. The scoring is based on field-rep intake data from 2026.

Feature Strkr Desktop CRM opened in Safari on iPad
Minimum tap target on primary actions 44 pixel minimum, 60 pixel on drag. 24 to 32 pixel typical.
Offline write support Local queue with sync status visible. Writes lost on signal drop.
Native camera attachment One-tap snap, caption, attach. Six-tap flow through file picker.
Signature canvas Native, pencil-aware, audit-logged. None or desktop-only.
Pencil and keyboard support Full input accessory support. Partial pencil, variable keyboard.
Portrait and landscape parity Every screen renders both. Landscape only on most views.
Field mode toggle Hides chrome, raises font size. None.
SMS send from record Inline via Strkr Messaging. External SMS app round trip.
Admin console on tablet Full administration from iPad. Desktop required for admin tasks.
How teams use Strkr

Four iPad-field playbooks.

The playbooks below are patterns Strkr onboarding sees across field-services deployments where iPad is the primary rep device.

Pattern A

The 24-truck plumbing operation.

A 24-truck plumbing operation in the Pacific Northwest ran a legacy field-service CRM on a mix of ruggedized Android tablets and personal phones. The dispatcher spent about 32 hours per week retyping field activity. Strkr onboarding standardized the fleet on iPad Minis in truck-mount cradles, migrated the job history across 14 business days, and configured the dispatch board with the field-services schema. The dispatcher reclaimed about 26 hours per week in the first month. The operation added two trucks without hiring an additional dispatcher.

Pattern B

The commercial roofing team.

A 42-rep commercial roofing team ran paper work orders with a Dropbox folder for photos. The office team ran QuickBooks for invoicing and a spreadsheet for job scheduling. Strkr onboarding ran a 22-business-day migration consolidating onto iPad with Strkr for job management, Strkr Messaging for client coordination, and a QuickBooks webhook for invoice send. The signature canvas replaced the paper work order. Photo organization went from Dropbox folders to the structured activity log.

Pattern C

The solar installer with pre-sales field reps.

A 60-rep solar installer ran pre-sales field reps who did home-visit assessments. The old flow had reps emailing photos from their phone and writing notes on legal pads for later entry. Strkr onboarding configured the assessment-visit workflow with photo capture, pencil-annotated roof diagrams, and Strkr AI post-visit summary. The reps completed the assessment write-up at the client kitchen table instead of back at the office two days later. The home-to-contract conversion rate lifted roughly 18 percent in the first quarter.

Pattern D

The commercial HVAC maintenance contract shop.

A 32-tech commercial HVAC shop served building-maintenance contracts across a four-state region. The techs needed to run checklists on each service visit, log equipment readings, and surface warranty alerts. Strkr onboarding configured a custom site-visit template with the equipment checklist, the pencil-annotated inspection diagram, and the warranty-tracking follow-up object. The techs ran the checklist on iPad instead of on paper and the office team got structured data for the quarterly client report.

Pattern E

The home-inspection team on iPad.

An 18-inspector home-inspection firm ran its reports in a legacy desktop app that choked on photo attachments. Each inspection took about 90 minutes on site and another 2 hours of office writeup. Strkr onboarding configured a tunable inspection object with 42 standard checklist items, pencil-annotated room photos, and Strkr AI inspection-summary drafting. The writeup time dropped from 2 hours to about 25 minutes per inspection, and the firm added five inspectors in the following six months.

Run a field motion on a CRM that lives on your iPad.

Book a 30 minute call. We will walk through the tablet-first UI, the offline write queue, the signature canvas, and the field-services schema on your actual job types and crew structure.

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Common questions

What buyers in this bucket ask most.

Does Strkr have a native iPad app or is it just a web app?

Strkr runs as a progressive web app on iPad. The buyer opens Safari, taps Add to Home Screen once, and the app lives on the home grid with its own icon and no browser chrome. The install takes about 20 seconds. There is no App Store download and no update cycle. The web-app approach ships new features to iPad on the same release train as desktop with no App Store review latency. For teams that specifically require a signed native binary (regulated government or defense work) Strkr can refer the roadmap conversation to the business plan sales team.

What happens when a rep loses signal on a job site?

Strkr captures record changes locally in the browser cache and syncs when the connection returns. The top bar shows pending writes with an explicit count so the rep knows what has not landed yet. Supported offline actions include logging activity, attaching photos, drafting notes, and marking jobs complete. Signature capture and SMS send require a live connection because they involve third-party verification. For teams in frequently-disconnected environments (basement installs, rural service, crawl-space inspection) the offline queue holds up to about 180 pending writes per rep before it prompts for a sync window.

Can we hand the iPad to a client for signature?

Yes. The signature canvas renders at full tablet width in landscape, honors Apple Pencil input, and writes the signed PDF to the activity attachment list. The rep hands the iPad to the client, the client signs with finger or pencil, taps Confirm, and the signed document hashes immediately and audit-logs. The signed PDF cannot be edited after signature. For teams that require a legal-signature workflow (notary, two-party witness, witnessed-signature protocols) Strkr can integrate with external e-signature tools (DocuSign, Dropbox Sign) via webhook.

How does Strkr handle photo organization and search?

Every photo attached to an activity gets a Strkr AI alt-text caption automatically. The caption describes the photo content (visible equipment, apparent damage, scene detail) in plain English and attaches as searchable metadata. The office team can search photo content across the full account history ("photos with corroded copper pipe at 123 Maple Street") without the rep manually tagging each image. For high-security tenants the AI alt-text can be disabled at the role level and photos ship with original EXIF only.

What does Strkr cost for a 20-rep field team?

Strkr runs flat per seat: $29 on Starter, $59 on Pro, $119 on Scale. For a 20-rep field team on Pro the monthly spend is $1,180 for seats, plus $49 for the AI Enhancement add-on (which includes 5,000 Strkr AI calls per month with $0.012 overage), plus Strkr Messaging at 2 cents per SMS segment and 5 cents per MMS. A typical 20-rep home-services team sees about $240 per month in SMS and MMS at 200 to 300 client texts per rep per month. Total monthly spend lands around $1,470, with a 14-day trial on the paid plans.

Can an iPad run the admin console or is that desktop only?

The full admin console runs on iPad. Role management, permission scoping, SSO configuration (SAML and OIDC on Scale tier), MFA enrollment, workflow builder, custom object schema, field library, and report builder all render on tablet. The admin can configure the entire tenant from a kitchen counter without a laptop. For complex workflow builds with 40 or more blocks the admin may prefer a keyboard, which Strkr supports through external keyboard accessories. Field-mode and admin-mode are per-user toggles so the rep and the admin see different default layouts.

What is the compliance posture for a field team on iPad?

Strkr is HIPAA compliant with a BAA available on request (relevant for medical equipment installers and home-health service providers), GDPR and CCPA compliant today, and SOC 2 Type II is in progress with a target of 2026-Q4. Integration tokens live in AWS KMS, platform credentials live in AWS Secrets Manager, and the audit log captures every record read and write with 90-day default retention. SSO (SAML and OIDC) is live on Scale tier through Clerk, MFA with TOTP plus text-based verification is live across all tiers, and Verified Domains are live on Scale tier. For teams running iPad in regulated environments (healthcare equipment, government inspection) the compliance posture holds across the tablet surface.

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