Built for field service CRM evaluations

The field service CRM that handles the full loop from sale to renewal, not just the dispatch screen.

Most field service CRMs cover dispatch or billing or sales, but not the full loop that runs from sold deal to maintenance renewal. Strkr ships one data model across sales, dispatch, equipment, service agreements, and renewal cadence so the firm stops stitching three systems with CSV exports.

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What this audience is actually dealing with

The pains that bring buyers here.

A field service firm with 24 techs, a sales team of six, and a two-person dispatch desk typically runs three to five tools (sales CRM, dispatch board, mobile app, parts inventory, accounting) that each think they are the system of record. The handoffs drop information, the mobile app has a stale view of the account history, and the renewal conversation surfaces as a scramble in month 35. The pain points below are what Strkr onboarding hears on field service CRM evaluations against the common contenders.

The system-of-record problem

Three tools think they own the customer.

The sales CRM owns the account. The dispatch tool owns the job. The accounting tool owns the invoice. The three sync by CSV, by nightly batch job, or by a hopeful admin typing twice. The result is a customer-service miss when the tech on site cannot see the quote the salesperson sent a month ago. Strkr ships one data model that spans sales, dispatch, equipment, agreements, and billing with the connected accounting tool handling the ledger.

Dispatch board stuck in the office

The whiteboard that cannot see the trucks.

A dispatch team with a magnet-and-whiteboard system (or a dispatch tool that cannot show live tech location) cannot optimize mid-day. A rescheduled emergency, a tech out sick, or a parts delay forces manual rework. Strkr dispatch sees tech location on the map, tech skill and certification match, and current job queue so a mid-day shuffle lands in minutes instead of hours.

Equipment history fragmentation

The service history nobody can reconstruct.

A tech returning to a commercial site needs to see the full service history on the equipment: installs, repairs, warranty replacements, parts installed. Most firms keep this history in a mix of paper files, Dropbox folders, and the memory of the senior tech. Strkr equipment history captures every job touching the unit with parts, labor, and photos attached. The tech sees ten years of history in a scroll on the mobile app.

Agreement coverage logic

The billable-vs-covered call that gets wrong on dispatch.

A customer with a service agreement that covers preventive maintenance but not emergency labor creates a billing dispute if the dispatch team misreads coverage on the emergency call. Strkr models the service agreement with coverage dimensions as first-class fields (preventive maintenance frequency, parts coverage, labor coverage, response time SLA, excluded services). Dispatch sees coverage on job creation. The billable-vs-covered call stops being judgment.

Renewal cadence drift

The month-35 scramble.

A three-year maintenance contract renewal that lands on the salesperson calendar in month 35 is a lost renegotiation leverage window. Strkr surfaces renewals six months out, nine months out, and twelve months out depending on contract size and tier. Strkr AI drafts the outreach at each cadence. The account owner approves and sends.

Reporting across the loop

The firm cannot answer how long install-to-renewal actually takes.

The firm principal wants to see metrics across the full lifecycle: sold deal to first visit, first visit to installed, installed to first service, first service to renewal. Most tools report inside their own silo. Strkr reports across the loop because the data model is one. The report writes without a BI integration.

The field service CRM data model

One graph across sales, dispatch, service, and renewal.

The Strkr data model unifies the sales account, the service site, the equipment, the agreement, the job, the tech, the parts, and the invoice. Every record points to every other record. The dispatcher sees the sales history, the salesperson sees the service history, the tech sees both. The firm stops stitching exports.

Account and site

Multi-site commercial support.

Account holds the customer master record. Site holds the physical location. A commercial customer with four buildings is one account with four sites. Each site has its own equipment list, service agreement, access notes, and primary contact. Dispatch and billing honor the per-site structure.

Equipment and service history

The install becomes a lifetime record.

Equipment carries make, model, serial, install date, warranty, and the full service history. Every job touching the unit appends to the history with parts, labor, and photos. The record outlives tech turnover.

Service agreement and coverage rules

Preventive, parts, labor, SLA.

The service agreement defines coverage: preventive maintenance frequency, parts coverage percent, labor coverage percent, response time SLA, excluded services. Dispatch reads coverage on job creation. The billable-vs-covered decision runs on rule, not judgment.

Job lifecycle

Intake, dispatch, en-route, on-site, sign-off, invoice.

A job progresses through intake, scheduled, dispatched, en-route, on-site, in-progress, sign-off, invoiced. Each stage carries required fields and a workflow trigger. The customer-facing communication fires at the right stage with the right message.

Tech record and certification

Skills, licenses, availability.

Tech record carries certifications, skill tags, geographic territory, availability calendar, and current job queue. Dispatch filter surfaces qualified techs on job create. Blocked assignment prevents an uncertified tech on a certification-gated job.

Parts and inventory

Van stock, warehouse, back-order.

Parts attach to the job on install. The record tracks SKU, cost, markup, warranty terms, and stocking status. The parts history on the account drives upsell suggestions at the next visit.

Renewal and lifecycle

The six-month heads-up.

Renewal date on the service agreement drives the outreach cadence. The lifecycle report shows install-to-renewal time, service-visit frequency, and renewal win rate. The firm learns which agreements renew easily and which need an early conversation.

Dispatch workflow and mobile app

The dispatch screen, the tech phone, the customer SMS.

The dispatch team runs a live board. The tech runs a mobile app. The customer gets live SMS and email updates. The cards below show the actions at each surface.

Live dispatch board

Jobs, techs, trucks on one view.

The dispatch board shows the day job list, the tech roster with current location and job in progress, the parts outstanding, and the emergency queue. Drag-and-drop reassigns a job. The system flags skill mismatch or certification issues before accepting the move.

Qualified tech match

The dispatcher sees the short list.

On job create the system surfaces the qualified tech list sorted by skill match, geographic proximity, and current workload. The dispatcher accepts a suggestion or picks another tech from the list.

Mobile tech view

The job detail with full history offline.

The tech loads the day queue in the morning and the mobile app caches the job detail, the equipment history, the account notes, and the agreement coverage. Offline work in a basement sync when signal returns.

Customer confirmation

Day-before and en-route updates.

The customer receives a day-before confirmation with ETA window, a day-of en-route update when the tech leaves the shop, and a post-visit summary after sign-off. All three fire automatically with Strkr AI drafted copy the dispatch team approves on the first setup.

Parts order from the mobile app

The tech requests parts in two taps.

If the tech finds a part not on the van the mobile app orders from the warehouse or triggers a will-call runner. The job stage shifts to parts-pending and the customer gets a status update.

Sign-off and invoice push

The signature closes the loop.

Customer signature on the phone closes the job, triggers invoice generation through the connected accounting tool, and triggers the follow-up survey two days later. The sign-off record carries photo evidence of the work completed.

How Strkr AI compresses field service admin

The AI jobs that eat the dispatch and sales admin time.

Field service admin eats hours per week on customer updates, renewal outreach, and post-visit summaries. The AI Enhancement module is a $49 per month add-on with 5,000 Strkr AI calls included and $0.012 per call overage. The jobs below are what shows up in every field service CRM deployment inside the first two weeks.

Dispatch confirmation draft

The day-before note.

Strkr AI drafts the day-before confirmation with the window, tech name, scope, and access notes. Dispatcher approves and the message fires through SMS and email.

En-route update

The live arrival window.

When the tech taps en-route Strkr AI drafts the arrival update with a narrowed window. Dispatcher approves and the update fires.

Post-visit summary

The customer-facing recap.

After sign-off Strkr AI drafts a post-visit summary with work performed, parts installed, labor hours, warranty, and recommended next action. Office admin reviews and sends.

Renewal outreach

Six months, three months, one month.

Strkr AI drafts the renewal outreach at each cadence. Account owner approves and sends. The renegotiation window stays open.

Upsell suggestion

Equipment age and warranty signals.

For equipment approaching end-of-life Strkr AI drafts an upsell suggestion with age, warranty status, service history cost, and proposed replacement. Account owner tunes and sends.

Internal dispatch summary

Shift handoff.

Shift-change summary with scheduled jobs, open emergencies, tech availability, and parts-outstanding flags. The incoming dispatcher takes over with the picture in hand.

Head-to-head

Strkr vs Service Fusion, Jonas Premier, ServiceTitan, Housecall Pro.

The common field service CRM contenders ship strong dispatch but weaker sales CRM, or strong invoicing but weaker renewal cadence. The comparison below is Strkr vs the typical dispatch-first field service CRM on the capabilities that matter across the loop.

Feature Strkr Typical dispatch-first field service CRM
Unified data model across sales, dispatch, service One graph with every record linked. Dispatch-focused with sales as a tack-on.
Service agreement coverage dimensions Preventive, parts, labor, SLA as fields. Document attached to account.
Equipment history across jobs and years Persistent on equipment record. Job-level with no aggregation.
Qualified tech match on job create Rule-driven with blocked assignment. Dispatcher judgment.
Mobile offline tolerance Native offline queue with sync. Varies, often requires signal.
Renewal cadence outreach Six, three, one month with AI draft. None or spreadsheet.
Cross-loop reporting Install-to-renewal and visit cadence. Siloed per surface.
Open API and webhook spec REST, GraphQL, HMAC-signed webhooks. Limited export only.
Per-seat flat pricing Starter 29, Pro 59, Scale 119. Per-tech plus per-dispatcher plus module fees.
How teams use Strkr

Five field service CRM evaluation patterns.

The patterns below are what Strkr onboarding sees across field service CRM evaluations, including firms coming off Service Fusion, Jonas Premier, ServiceTitan, and homegrown stacks.

Pattern A

The 60-tech HVAC firm evaluating ServiceTitan.

A 60-tech commercial and residential HVAC firm evaluated ServiceTitan against Strkr. ServiceTitan priced at $398 per tech per month with required onboarding fees above $40,000. Strkr priced at $59 per seat on Pro with a 24-business-day migration. The firm picked Strkr on the price-to-value delta and the open API. Monthly recurring software spend dropped by 61 percent. The dispatch team retained their existing workflow and gained the sales-to-dispatch handoff improvement.

Pattern B

The 32-tech plumbing firm leaving Housecall Pro.

A 32-tech plumbing firm ran Housecall Pro for dispatch and QuickBooks for accounting with a sales CRM nowhere in the picture. The sales team worked from paper quotes and lost context on every handoff. Strkr onboarding ran a 18-business-day migration with Strkr covering sales, dispatch, equipment, and agreement with QuickBooks staying as the accounting tool. Sales-to-dispatch handoff dropped-context rate fell to under 5 percent.

Pattern C

The multi-trade services holding company.

A holding company owning five service firms across HVAC, electrical, plumbing, and solar wanted to consolidate on one CRM across the portfolio. Strkr onboarding ran a 36-business-day migration with each firm as a separate workspace sharing a holding-company reporting layer. The portfolio-level dashboard showed sales velocity, visit cadence, and renewal win rate across all five firms.

Pattern D

The commercial roofing firm.

A commercial roofing firm with 24 install crews and 180 open bids ran a dispatch tool that could not handle the long-cycle bid lifecycle. Strkr modeled the roofing bid as a long-cycle opportunity with site inspection, bid prep, bid presentation, and award stages. The install crew mobilization connected to the sold opportunity. Install-to-invoice time dropped from 42 days to 14 days.

Pattern E

The specialty gas service firm under compliance pressure.

A specialty gas service firm serving industrial customers needed OSHA and HAZWOPER certification tracking plus a compliant audit log. Strkr delivered the certification tracking on the tech record with expiration reminders at 90, 60, 30 days out. The audit log captured every job action with 90-day default retention tunable to the industry-required ceiling. The firm passed its next OSHA audit without a finding.

Run the full loop on one field service CRM.

Book a 30 minute call. We will walk through the data model, the dispatch workflow, and the renewal cadence with your actual tech roster and service agreement structure.

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Common questions

What buyers in this bucket ask most.

How does Strkr compare to Service Fusion, Jonas Premier, ServiceTitan, or Housecall Pro?

Strkr ships one data model across sales, dispatch, equipment, and agreement with mobile dispatch, offline tolerance, qualified tech matching, and renewal cadence. The common dispatch-first field service CRMs ship strong dispatch but weaker sales CRM or weaker cross-loop reporting. On price Strkr runs flat per seat at Starter $29, Pro $59, Scale $119 per month, which lands under per-tech-per-month pricing on ServiceTitan ($398 per tech per month typical) and comparable to Housecall Pro and Service Fusion on seat count. On capability Strkr covers the full loop from sold deal to maintenance renewal including the sales conversation.

Can Strkr handle long-cycle commercial sales plus day-to-day dispatch?

Yes. The sales conversation lives on the account record with pipeline stages that reflect commercial sales motion (site inspection, bid prep, bid presentation, award, mobilization). The dispatch work lives on the job record linked to the account. The same user can switch between the sales view and the dispatch view in two clicks. The data model handles both motions without stitching separate tools together. For firms with distinct sales and dispatch teams the role model gates visibility to the right surface.

What does the technician mobile app look like and does it work offline?

The mobile app is a native-feel app on iOS and Android with offline tolerance on the core actions a tech runs daily (job view, note capture, photo capture, parts request, sign-off). The tech loads the day queue in the morning and the app caches the job detail, equipment history, account notes, and agreement coverage. Offline work in a basement or warehouse syncs when signal returns within 10 seconds. Sync conflict resolution handles the rare case where two devices updated the same record offline.

How does Strkr handle multi-site commercial customers with per-site service agreements?

The account object parents 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 models cleanly as one account with four sites and three agreements. Dispatch sees coverage on job creation per site. Billing honors the per-site structure. The customer master record stays single-pane. For enterprise customers with multiple accounts across business units the account hierarchy supports an additional parent-child layer.

Does Strkr integrate with QuickBooks, Xero, Sage, or Jonas Premier for accounting?

Yes. Strkr integrates with the major accounting tools 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 and Xero the integration lands in an engineering sprint of one to two weeks. For legacy on-premise accounting the integration runs two to four weeks. Strkr also supports a scheduled CSV import for firms that prefer batch sync.

What does Strkr cost for a field service CRM deployment?

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 60-tech firm plus five dispatchers and a sales team of six on Pro the monthly spend runs $4,189 for seats plus $49 for the AI Enhancement add-on if the firm wants AI drafted customer updates and renewal outreach. The data model, dispatch board, mobile app, agreement coverage logic, and reporting across the loop are included in the seat price with no credit meter. Add-ons are the AI module and Strkr Messaging for SMS at 2 cents per segment.

Also built for

Related audiences.

Field Service Field Service Management CRM HVAC CRM Service Business CRM Dispatch Software Commercial Service CRM

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