A roofing contractor past 50 jobs a year already knows where the stack cracks. Google Sheets for storm leads. QuickBooks for invoicing. A notebook for crew dispatch. Strkr pulls those three onto a shared job file and runs the insurance-claim follow-up as scheduled work.
Any roofing business past the first-year grind carries operational weight that a generic small-business CRM was never written to hold. Storm leads arrive through door-knocking canvassers, Angi listings, Google LSAs, insurance adjuster referrals, and past-customer calls. Each new one gets logged in whichever spreadsheet the office opened last. Inspections book through a group text, confirm through hope, and get missed without consequence. Estimates get drafted in Word, emailed as PDFs with no tracked opens, and sit on homeowner kitchen counters for weeks. Insurance claims live inside Xactimate exports that nobody else on the team can read. Crew dispatch runs through Thursday-afternoon Slack messages that get buried by Friday morning. Warranty follow-ups never happen because the installer is already on the next roof. Six specific failure patterns show up at the growing roofing contractor, each one bleeding a chunk of monthly gross margin.
A residential roofer handles inbound leads from door-knocking canvassers, Angi listings, Google LSAs, insurance adjuster referrals, past-customer calls, and website forms. Each one lands in a different spreadsheet. Response-time rate between channels varies by a factor of ten. Contractors who route every inquiry into one shared feed with source attribution close the gap inside a quarter and lift close rate 15 to 25 points.
A field inspection scheduled through a group text with the homeowner, the salesperson, and the inspector carries no reminder cadence, no reschedule logic, and no logged outcome. The 2pm Thursday slot gets missed because the homeowner was never reminded Wednesday night. Each missed inspection kills roughly a thousand dollars of gross margin on an average residential job.
A residential estimate typically runs through two rounds of edits across the homeowner and the insurance adjuster. On a PDF workflow, each round creates a v3-final-FINAL-updated version. When the installed job differs from the signed scope later, nobody can prove which round the homeowner actually approved, and the contractor eats the difference.
A storm-restoration roofer typically carries 20 to 40 open insurance claims at any moment. Each one has an adjuster, a claim number, a supplement request, a scope-of-loss document, and a running conversation. On a patched stack, that history lives in a salesperson head and dies the day they quit. Structured claim tracking lifts supplement approval rates from 40 percent to over 70 percent.
A six-crew roofer dispatches installers through Thursday-afternoon Slack messages that collide with 50 other messages. By Friday morning, the lead installer has already called the office twice to confirm which job and which crew. A structured dispatch board with crew, job, materials, start time, and homeowner contact lifts installer-day utilization from 70 percent to over 90 percent.
Residential roofing warranties typically run 5, 10, or 25 years, and the 12-month post-install check-in is the single highest-ROI customer touch in the whole business. Contractors who schedule the 12-month call land roughly 30 percent of a repeat or referral job off it. Contractors who never make the call land zero.
Every capability below ships on each paid tier with no admin certification required and no contact-tier add-on in the invoice. The design brief is blunt: a sales lead with 5 minutes between an inspection and a drive to the next appointment needs to open one file and see what matters for the next hour.
Every inbound lead routes into a shared feed carrying source attribution, estimated job value, roof age estimate, and storm-event correlation. The sales lead opens one list instead of flipping across five spreadsheets.
A booking link lives on the website, the LSA profile, and in the door-knock follow-up SMS. Each booked inspection writes an opportunity record, sends two pre-inspection reminders, and routes a prep task to the inspector.
Estimates get drafted off the Products module with line items pulled from a catalog (tear-off, decking replacement, ice-and-water shield, drip edge, synthetic underlayment, architectural shingles). Each round opens a new version row.
Each insurance claim carries an adjuster name, claim number, scope-of-loss document, deductible, approved line items, and supplement history. The salesperson opens the claim file and sees exactly where the conversation stands.
Each job rolls to a daily board carrying crew, start time, materials pulled, homeowner contact, and expected duration. The office posts the dispatch Thursday afternoon and the lead installer opens it Friday morning.
Strkr Messaging fires SMS confirmations to the homeowner at 72, 24, and 2 hours before start. Inbound replies log back to the job file.
Each completed job writes a 12-month follow-up task on the warranty anniversary. The salesperson gets a prep task with job data, satisfaction notes, and a Strkr AI drafted outreach for a quick edit and send.
When a job writes complete, a trigger fires a referral prompt to the salesperson with a drafted neighbor-outreach message. The ask lands while the installed roof is still visibly fresh.
Strkr AI reads the inspection notes, drafts the opening estimate against the measured scope, and writes the first-pass adjuster correspondence. Fifteen minutes of office admin becomes three minutes of edit and send.
A hail-damaged residential roof under insurance restoration is a delivery project running a cross-functional team of homeowner, adjuster, mortgage company, salesperson, inspector, installer, warehouse, and warranty rep. The Projects module gives the contractor the delivery view that a group text has never produced.
A July hail-damaged residential claim is a project row. The homeowner, adjuster, and mortgage company are linked contacts. Each stage (inspection, supplement, approval, install, final payment) is a milestone with a date.
Each supplement request carries a status row: submitted, under review, approved, denied with reason. The salesperson scans the claim board on Monday and knows which four supplements need a follow-up call this week.
Xactimate continues to own the estimate line-item engine. CompanyCam continues to own photo-based site documentation. Strkr integrates via webhook and open REST calls to pull estimate data and keep job records aligned.
Every signed scope-of-loss lives on the job timeline with full version history and a delivery acknowledgment flag.
The adjuster meet on day 7. The install walkthrough on day 30. The final walkthrough on day 45. Each one is a milestone with a prep checklist.
A composite risk score built from adjuster response latency, days-since-last-touch, and supplement denial count flags claims heading for trouble.
Material pulls land as structured rows on the job file. The warehouse opens Friday morning and sees exactly which materials ship with which crew.
Past claims cleared through final payment get flagged for a gutter or solar upsell cadence 90 days post-install.
The accountant for a roofing contractor asks three questions every quarter. Which claims are stalled. How many deposits land inside the next 30 days. What next quarter revenue looks like against the current book.
Adjuster response latency, days-since-last-touch, supplement denial count, and days-to-approval feed a composite score.
A sortable row set shows every scheduled deposit with amount, due date, and aging status.
The forecast rolls three motions onto one view: signed jobs landing inside the quarter, pipeline opportunities with weighted close probability, and warranty-cycle repeats.
A load report shows active job count, weekly install hours booked, and open slot count per crew.
Each signed job attributes back to the channel that originated it: door knock, Angi, LSA, insurance referral, past-customer, or website.
A ranking surface lists past customers and insurance adjusters who have sent the most paid introductions.
The standard comparison puts AccuLynx next to JobNimbus. For a roofing contractor past the point where estimate production is the whole business, the actual evaluation hinges on four or five axes.
Strkr: roughly a week of setup for a two-crew operation, two to three weeks for a six-crew contractor. Migration tooling lifts contacts, past jobs, and insurance claim history from AccuLynx, JobNimbus, and spreadsheet starts.
AccuLynx models residential restoration well and treats commercial as a bolt-on. JobNimbus models general contracting well and treats insurance claims poorly.
AccuLynx carries thin note fields. Most salespeople drift back into Apple Notes. The failure pattern repeats: notes vanish, adjuster-conversation history resets whenever the salesperson quits.
A patched stack opens cheap and gets ugly inside two years. By month 36, a six-crew contractor typically pays for a CRM, Xactimate, CompanyCam, QuickBooks, a payments processor, a signed-document platform, and a middleware integration line.
A salesperson running four inspections back to back gets 5 minutes of handoff between rooftops. Strkr mobile ships as a first-class surface with offline queue for the subdivision Wi-Fi dead zone.
AccuLynx is famously painful to walk away from. JobNimbus export runs thin. Strkr pushes clean exports to CSV plus JSON.
A roofing business holds sensitive data that generic CRMs do not scope correctly: homeowner insurance claim numbers, mortgage account references, structural engineering reports, before-and-after imagery. The default should be privacy.
The dispatcher opens the daily board plus crew contacts. Installers open their own job file. Salespeople open the full pipeline. The owner opens everything. Role-based access is live on day one.
Claim numbers, policy references, and insurance correspondence land on the job file with scoped access that only extends to the salesperson and the sales lead.
Prior safety incidents, fall-protection notes, and job-site hazards sit at the top of the crew file and on the pre-dispatch task.
Each change written to a job file logs the acting user, the timestamp, and the before-and-after values. GDPR and CCPA compliant on day one.
The optional portal lets homeowners open their own job timeline, estimate, insurance claim status, and warranty certificate.
When a job wraps, homeowners can request a full export. SOC 2 Type II in progress through 2026-Q4.
A growing roofing contractor typically carries three or four parallel subscriptions. CRM through AccuLynx or JobNimbus. Insurance scoping through Xactimate. Field photos through CompanyCam. Mailing-list sends through Mailchimp. Strkr folds that stack into one file and one invoice.
| Feature | Strkr | AccuLynx plus QuickBooks plus CompanyCam |
|---|---|---|
| How the bill scales | Flat per-seat invoice with every module live on every paid tier | Three or four parallel subscriptions |
| Where the job lives | Lead, inspection, estimate, claim, dispatch, warranty share one file | Job data split across tools with no shared identifier |
| Lead intake | Door knocks, Angi, LSAs, and referrals land in one feed with attribution | Five spreadsheets with no unified source attribution |
| Estimate versioning | Tracked rounds with signed-stamp timestamp per version | PDF attachments with filename drift |
| Insurance claims | Structured adjuster, scope, and supplement tracking | Xactimate exports and salesperson memory |
| Crew dispatch | Structured daily board with materials and homeowner contact | Thursday-afternoon Slack messages |
| Warranty follow-up | 12-month task fires on anniversary automatically | Owner intuition, rarely happens |
| Field photos | Open REST plus webhook integration with CompanyCam | CompanyCam handles this well, stays in place |
| Job SMS | Built-in SMS plus email on the Strkr Messaging module | Group text or email only, no logged thread |
| Marketing automation | Live on every paid tier with no contact-tier meter | Mailchimp on a contact tier |
| Referral prompts | Install-complete triggered asks with drafted messaging | Salesperson intuition |
| E-sign | DocuSign and PandaDoc integrations with pre-filled fields | Paper contracts or a separate e-sign subscription |
The common pattern across roofing customers lands on four moments: storm-lead-to-signed handoff, inspection-to-estimate loop, insurance-claim-approval cycle, and warranty follow-up.
A storm-chasing contractor runs 10 door-knock leads a day. Each knock writes a lead, the inspection books itself through the scheduler, pre-inspection SMS fires on cadence, inspection-complete opens the estimate draft, and the salesperson closes the signed engagement off a two-round estimate process.
A storm-restoration contractor opens 30 insurance claims a month. Each claim gets structured tracking with adjuster, scope-of-loss, supplement history, and days-since-last-touch. Stalled claims surface two weeks before they go cold.
A six-crew contractor dispatches installers through a structured daily board. Thursday afternoon the office posts the board; Friday morning the lead installers open it on their phones. Installer-day utilization climbs from 70 percent to over 90 percent.
A commercial roofer wins a three-building corporate campus install. The project carries three building roofs as milestones, four phases per roof as issues, and a drop-off risk score per phase.
A residential roofer carrying a book of 200 past customers works a warranty motion that fires on each 11-month anniversary. The salesperson sends the drafted outreach while the installed roof is still visibly fresh. The motion routinely picks up a repeat or referral job on 30 percent of past-customer touches.
Start a 14-day trial with CRM, Marketing, Projects, Strkr Messaging, and Products on from day one. Move over from AccuLynx, JobNimbus, or a spreadsheet with a guided setup.
Strkr sits in the same category. For contractors already running AccuLynx or JobNimbus, Strkr offers a modern alternative with structured insurance claim tracking, native crew dispatch, warranty follow-up on autopilot, and open REST integration with Xactimate and CompanyCam. For contractors still running Google Sheets and QuickBooks, Strkr folds the whole lead-to-warranty lifecycle onto one file.
Both shapes work. A two-crew residential contractor doing 50 jobs a year works the whole lifecycle inside one file. Lead intake, inspection scheduling, estimates, insurance claims, dispatch, warranty. Multi-crew operators then layer crew routing, role-based access, and per-crew reporting. The sweet spot sits anywhere between 50 and 1,000 jobs a year.
Each insurance claim lives as a structured row carrying adjuster name, claim number, scope-of-loss document, deductible, approved line items, and supplement history. The salesperson opens the claim file and sees exactly where the conversation stands. Stalled claims surface two weeks before they go cold. Supplement approval rates typically climb from 40 percent to over 70 percent inside the first full insurance season. Strkr integrates with Xactimate via open REST so estimate line items flow directly into the claim file. HIPAA compliant with BAA available for contractors doing medical-office roofing work.
Yes. The Projects module models each commercial project as a project carrying linked building records, phases written as milestones, and inspection stages captured as issues. Projects of two to twenty buildings fit the shape well. A composite risk score flags at-risk phases early. Prior commercial projects remain live as reference projects. Reporting consolidates building count, revenue booked, and warranty certificates across projects.
Strkr has migration tooling that lifts contacts, past jobs, and insurance claim history from the common starting tools. AccuLynx imports contacts, past jobs, and historical claim data cleanly. JobNimbus migrations move the contact list and active jobs. Spreadsheet contractors get a guided setup week. Automations get rebuilt in the Flow canvas: inspection reminders, estimate follow-ups, supplement nudges, dispatch confirmations, warranty follow-ups. GDPR and CCPA compliant on day one.
Strkr pairs with DocuSign plus PandaDoc for signed contracts and change orders. Homeowner details fill in from the Strkr file, a countersigned document attaches onto the timeline, and the signed-status event fires a trigger that opens the job, launches the welcome sequence, and books the install on the calendar. The Strkr Docs module acts as a wiki, not a signing platform.
A one-truck solo roofer doing 10 jobs a year does not actually need a CRM yet. Strkr starts paying back near the 30-to-50-jobs-a-year window. At the other end, massive 50-crew multi-state operators carrying franchising requirements plus construction-accounting complexity sometimes stay on larger enterprise tools. The sweet spot sits with independent contractors doing 50 to 1,000 jobs a year across residential storm restoration, retail roofing, and commercial work.
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.
