The CRM that knows the service tech, the maintenance contract, and the renewal is three months out.
Field service lives in the loop between sales, dispatch, the tech on site, and the renewal thirty-six months later. Strkr ships a CRM that links the sales conversation to the job, the job to the tech, the tech back to the parts and the invoice, and the invoice forward to the maintenance renewal three years out.
Field-service organizations in HVAC, electrical, plumbing, security, elevator maintenance, and telecom install work live between a sales CRM, a dispatch tool, and an accounting system that nobody loves. The handoff from the salesperson to the dispatcher drops information. The tech on site has no visibility into the customer history. The renewal conversation surprises the salesperson in month 35 of a 36-month contract. The pain points below are what Strkr onboarding hears on every intake call with a field-service firm.
The sales-to-dispatch gap
The handoff that drops critical context.
The salesperson closes a $38,000 three-year maintenance contract. The dispatcher schedules the first visit the next week. Somewhere between the two, the handoff drops the customer-specific requirements, the preferred access window, the key-code, and the site photos. The tech shows up and spends 20 minutes figuring out the parking situation. Strkr links the sales conversation, the signed contract, the custom requirements, and the site metadata to the job record so the tech sees everything on the mobile device before leaving the shop.
Maintenance renewal surprise
The renewal that lands in month 35 as a scramble.
A three-year maintenance contract on a commercial HVAC system runs for 36 months. In most firms the renewal conversation starts in month 35 with a frantic email because the sales rep forgot. The customer feels pressured and sometimes shops the renewal. Strkr tracks the renewal date on the contract record, surfaces renewals six months out, nine months out, and twelve months out depending on contract size, and triggers Strkr AI drafted renewal outreach the account owner can approve.
Parts attached to the job
The compressor the tech installed last October.
A tech returning to a customer site needs to see which parts the firm installed over the last five years, which parts are under warranty, which parts are approaching end-of-life, and which parts need to be ordered for this service call. The parts attached to the job record and persistent on the account give the tech the full picture in the mobile app. The warranty log sits next to each part.
Customer status in the hour before arrival
The commercial customer wants an ETA that is real.
A commercial facility manager running a building with ten tenants cannot wait all day for the service tech. The expectation is a 90-minute arrival window with a live update if the window shifts. Strkr sends a dispatch confirmation email on job accept, a day-before reminder with the ETA window, and an arrival update when the tech is on the road. The AI drafted copy sounds like a dispatcher, not a chatbot.
Technician certification tracking
The job requires an EPA 608 Type II technician.
A service job on commercial refrigeration requires an EPA 608 Type II certified technician. Dispatching an uncertified tech to the job is a compliance violation. Strkr tracks tech certifications (EPA 608, NATE, state electrical, OSHA 10, HAZWOPER), surfaces matching qualified techs on job creation, and blocks assignment of an uncertified tech to a certification-gated job.
Service agreement visibility
The commercial agreement that covers four buildings and three service levels.
A commercial customer with a service agreement often has multiple buildings, multiple equipment lines, and tiered service levels (preventive maintenance, full service, parts and labor). Strkr models the service agreement as a first-class contract object with coverage dimensions, included-service rules, and renewal date. The dispatch team sees coverage on job creation so a covered job does not accidentally bill the customer.
The field service schema
Objects shaped like service work.
The default CRM schema does not map to field service work. Strkr ships a tunable field service schema with Account, Contact, Equipment, Service Agreement, Job, Technician, and Part as first-class objects. The admin can rename or extend anything. The default lands close to where most field service firms settle.
Account object
Residential, commercial, multi-site, enterprise.
An account in Strkr carries type (residential, commercial, multi-site, enterprise), billing structure (per-job, agreement, net 30 commercial terms), relationship tier, primary contact, service hour preferences, and site access notes. For commercial accounts the account can parent multiple site records.
Equipment object
Make, model, serial, install date, warranty.
Equipment on a site carries make, model, serial number, install date, warranty expiration, service history, and current status (operational, maintenance due, out of service, decommissioned). The equipment history drives the recommendation engine for the sales team at renewal.
Service agreement object
Coverage, pricing, term, auto-renew.
A service agreement ties to the account or site with coverage dimensions (preventive maintenance frequency, parts coverage, labor coverage, response time SLA), pricing structure (annual, monthly, per-visit cap), term, and auto-renew clause. The agreement drives the dispatch coverage logic and the renewal cadence.
Job object
Type, requested date, tech, parts, status.
A job ties to the account, the equipment, the service agreement if any, and the assigned technician. The job carries type (install, repair, maintenance, warranty, inspection), requested date, scheduled window, parts ordered, parts installed, labor hours, status, and customer sign-off. The job record is the single source of truth across sales, dispatch, and billing.
Technician object
Certifications, territory, skills, availability.
A technician record carries certifications (EPA 608, NATE, state electrical, OSHA, HAZWOPER), geographic territory, skill tags (commercial HVAC, residential plumbing, elevator maintenance), availability calendar, and current job queue. The dispatch logic uses the record to find the right tech for a new job.
Part object
SKU, cost, warranty, stocking status.
Parts attach to the job on install or to the account on standing-order basis. Each part carries SKU, cost, markup, warranty terms, and stocking status (van stock, warehouse, back-ordered). The parts history on the account drives the recommendation engine for upsell at the next visit.
Dispatch and tech coordination
From job accept to tech on site to customer sign-off.
The dispatch workflow in Strkr handles the handoff from sales to dispatch, the technician assignment, the day-of coordination, the customer communication, and the sign-off. The cards below show the actions at each stage.
Job intake from sales
The handoff that preserves context.
When the salesperson accepts the job the handoff to dispatch creates a job record with the customer conversation history, the signed contract or quote, the custom requirements, the site metadata, and the preferred access window. The dispatcher sees the full picture on the first click.
Qualified tech match
Certifications and skills on job create.
On job create the system surfaces qualified techs with matching certifications, matching skills, and geographic proximity to the site. The dispatcher picks a tech from the shortlist and the system blocks assignment of an uncertified tech to a certification-gated job.
Day-before confirmation
The customer gets a reminder that reads human.
The day before the scheduled visit the system sends a reminder email or SMS with the ETA window, the tech name, and the scope of work. The Strkr AI drafted copy reads like a dispatcher wrote it. Confirmation replies route back to the dispatch queue.
Mobile tech view
The job detail on the phone before the tech leaves the shop.
The tech sees the job detail on the mobile app before leaving the shop: customer history, equipment history, parts to bring, access notes, service agreement coverage, and the signed scope. Site photos from prior visits persist on the equipment record. The tech leaves prepared.
En-route update
The customer sees the live ETA.
When the tech starts the drive the dispatch sends an en-route update to the customer with the arrival window shrunk to a 30-minute band. For commercial customers the dispatch coordinator can batch-update multiple customers on a schedule shift.
Sign-off and photo capture
The after photo and the signature on the glass.
At job completion the tech captures the after photos, the parts installed, the labor hours, and the customer signature on the phone. The sign-off closes the job, triggers invoice generation through the connected accounting tool, and triggers the follow-up survey request two days later.
How Strkr AI drafts in a service voice
The AI jobs that fit field service operations.
Field service firms do not need a chatbot. Strkr AI drafts the three to five customer-facing and internal communications that eat the admin time, with the AI Enhancement module as a $49 per month add-on with 5,000 Strkr AI calls included and $0.012 per call overage. The dispatcher and the tech approve the draft and the message fires.
Dispatch confirmation
The day-before note in a dispatcher voice.
Strkr AI drafts the day-before confirmation with the scheduled window, the tech name, the scope of work, and the access notes. The dispatcher approves and the message fires through email and SMS. The customer gets a professional reminder, not a generic templated note.
En-route arrival update
The live update when the tech leaves the shop.
When the tech taps en-route on the mobile app Strkr AI drafts the arrival update with the 30-minute window, the tech ETA, and the scope reminder. The dispatcher approves one or several at once and the updates fire.
Post-visit summary
The customer-facing recap after sign-off.
After job sign-off Strkr AI drafts a post-visit summary with the work performed, the parts installed, the labor hours, the warranty terms, and the recommended next action. The dispatch or office admin reviews and sends. The customer gets closure on the ticket.
Renewal outreach
The six-month-out and three-month-out touch.
For service agreement renewals Strkr AI drafts the outreach copy at six months out, three months out, and one month out from renewal. The account owner tunes and sends. The renewal conversation starts early and avoids the month-35 scramble.
Upsell suggestion
The age-based system replacement nudge.
For equipment approaching end-of-life Strkr AI drafts an upsell suggestion email with the equipment age, the warranty status, the service history cost over the last three years, and the proposed replacement option. The account owner tunes and sends. The upsell conversation runs on data instead of a cold ask.
Internal dispatch note
The night-before handoff for the morning dispatcher.
For the night-shift to morning-shift handoff Strkr AI drafts a dispatch summary with scheduled jobs, open emergency tickets, tech availability shifts, and parts-outstanding flags. The dispatcher takes over with the picture in hand.
Head-to-head
Strkr vs a generic CRM for a field service firm.
Most field service firms try a generic CRM plus a dispatch tool plus an accounting tool and spend five years duct-taping the three together. The comparison below is Strkr field service posture against the generic stack.
Feature
Strkr
Generic CRM for a field service firm
Equipment as first-class object
Yes with install history and warranty.
Custom field on account.
Service agreement with coverage dimensions
Preventive, parts, labor, response SLA.
Document attached to account.
Technician certification tracking
EPA 608, NATE, OSHA, state electrical.
Spreadsheet on a shared drive.
Qualified tech match on job create
Automatic with blocked assignment.
Manual dispatcher judgment.
Day-before customer confirmation
Automated with AI drafted copy.
Dispatcher sends manually.
Mobile tech view with equipment history
Native offline-tolerant app.
Separate dispatch tool.
Renewal cadence six and three months out
Automated outreach draft.
Scramble in month 35.
Parts attached to the job and persistent on account
First-class part object with warranty.
Line item in accounting.
Post-visit survey auto-trigger
Two days after sign-off.
Not integrated.
How teams use Strkr
Five field service playbooks.
The patterns below are what Strkr onboarding sees across field service deployments in HVAC, elevator maintenance, electrical, plumbing, and security.
Pattern A
The 42-tech commercial HVAC firm.
A 42-tech commercial HVAC firm ran a sales CRM, a dispatch tool, and an accounting system with three different data models. The handoff from sales to dispatch dropped critical context on about 40 percent of new jobs. Strkr onboarding ran a 24-business-day migration consolidating sales, dispatch, equipment, and renewal into Strkr with QuickBooks staying as the accounting tool. Handoff dropped-context rate fell to under 5 percent and renewal lead time averaged 11 months instead of 1.
Pattern B
The elevator maintenance regional firm.
A regional elevator maintenance firm with 180 maintenance contracts across 420 elevator units ran spreadsheets for contract coverage and a legacy dispatch tool for the schedule. The pain was coverage visibility on dispatch (billable vs covered vs out of warranty). Strkr onboarding modeled the service agreement with coverage dimensions on first-class objects. Dispatch coverage misread rate dropped from 11 percent to under 2 percent. Billing disputes with commercial customers fell meaningfully.
Pattern C
The multi-trade residential service firm.
A multi-trade residential service firm running HVAC, plumbing, and electrical with 24 techs ran a generic CRM that could not model the three trade lines separately. Strkr onboarding configured trade-specific skill tags, trade-specific service agreement templates, and trade-specific renewal cadence. The three teams coexisted in one Strkr tenant without stepping on each other. Cross-trade upsell lifted meaningfully in the first full year.
Pattern D
The commercial security integrator.
A commercial security integrator installing camera systems, access control, and intrusion detection ran a dispatch board on a whiteboard. Strkr onboarding ran a 20-business-day migration with the equipment object, the service agreement object, and the renewal cadence. Technician certification tracking (ESA Certified Alarm Technician, state low-voltage licenses) landed on day one. The whiteboard retired and the dispatch team moved to the Strkr mobile app.
Pattern E
The telecom install subcontractor.
A telecom install subcontractor doing fiber drops for a regional carrier managed 240 open jobs on a Dropbox folder of PDFs. Strkr onboarding modeled the carrier as the primary customer, the fiber drop as the job type, and the install site as the account record. Carrier reporting (job completion rate, days-to-complete, re-work rate) ran on a Strkr report. The subcontractor won two additional carrier contracts in the following year with the reporting improvement.
Run service work on a CRM shaped for field operations.
Book a 30 minute call. We will walk through the field service schema, the dispatch workflow, and the renewal cadence with your actual tech roster and service agreement structure.
Does Strkr integrate with QuickBooks, Service Fusion, Jonas Premier, or similar accounting and dispatch tools?
Strkr integrates with every major accounting and dispatch tool through the standard webhook spec with HMAC signing and the published OpenAPI spec. The common setup pulls customer and billing data from the accounting tool and keeps the service job data in Strkr with invoice push-back on job sign-off. For QuickBooks Online the integration lands in an engineering sprint of one to two weeks. For legacy dispatch tools (Service Fusion, Jonas Premier, ServiceTitan) the integration runs two to four weeks depending on data model. The result is bi-directional sync between the job record and the accounting tool.
How does Strkr handle technician certification tracking and compliance?
Strkr tracks tech certifications as first-class fields on the technician record (EPA 608 Type I, II, III, Universal; NATE Core and Specialty; state electrical journeyman and master; OSHA 10 and OSHA 30; HAZWOPER; ESA Certified Alarm Technician; state low-voltage licenses; and others). The dispatch logic surfaces qualified techs on job creation and blocks assignment of an uncertified tech to a certification-gated job. Expiration dates on each certification drive a reminder cadence at 90, 60, and 30 days out so the firm renews before expiration.
Can Strkr handle multi-site commercial customers with tiered service agreements?
Yes. The account object can parent multiple site records with per-site equipment, per-site service agreements, and per-site billing structure. A commercial customer with four buildings and three service levels (preventive maintenance only on buildings 1 and 2, full service on 3, parts and labor on 4) models cleanly as one account with four sites and three service agreements. Dispatch sees coverage on job creation. Billing honors the per-site structure. The customer master record stays single-pane.
How does Strkr prevent the maintenance renewal from surprising sales in month 35?
The service agreement object carries the renewal date and auto-renew clause as first-class fields. Strkr surfaces renewals six months out, nine months out, and twelve months out depending on contract size and tier. Strkr AI drafts the outreach copy at each cadence and the account owner approves and sends. The renewal conversation starts early and avoids the month-35 scramble. For auto-renew agreements the system still runs the renewal review workflow to catch customers who would prefer to renegotiate scope or pricing.
Does Strkr do mobile dispatch for the tech in the field?
Yes. The tech sees the job detail on the mobile app before leaving the shop: customer history, equipment history, parts to bring, access notes, service agreement coverage, and the signed scope. The app is offline-tolerant so the tech can log a visit in a basement without signal and sync when the signal returns. The tech captures after photos, parts installed, labor hours, and customer signature on the phone. Sign-off closes the job and triggers invoice generation through the connected accounting tool.
What does Strkr cost for a field service firm?
Strkr runs flat per seat at $29 on Starter, $59 on Pro, and $119 on Scale per user per month, with a 14-day trial. For a 24-tech firm plus three dispatchers and a sales team of five on Pro the monthly spend runs $1,888 for seats plus $49 for the AI Enhancement add-on if the firm wants AI drafted dispatch confirmations, en-route updates, and renewal outreach. The equipment object, service agreement object, qualified tech matching, mobile dispatch, and parts tracking are included in the seat price with no credit meter.
No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.
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