Built for dealers selling backup-power subscription contracts
Sales software for the generator-as-a-service subscription motion.
Dealers selling backup-power equipment-as-a-service (service-plus-equipment bundles on multi-year contracts, rather than one-time hardware sales) have a sales motion that most general CRMs model badly. The quote needs equipment, install, and service terms on one artifact. The record needs the installation site, not just the billing contact. The renewal is a two-year or three-year cycle that most CRMs forget about. Strkr fits the motion with configurable record types, multi-line quoting, and renewal workflows.
Dealers selling generator-as-a-service contracts (common with standby backup power for commercial buildings, data centers, healthcare facilities, and critical-infrastructure sites) face a sales motion that combines capital equipment sales with recurring service revenue. The pain points below are what dealers hit when the CRM was built for either one-time equipment sales or pure-service subscriptions but not the bundle.
Quote complexity breaks generic CRMs
The quote has equipment, install, and service on one artifact.
A generator-as-a-service quote typically has: equipment (generator unit, transfer switch, fuel tank), installation (electrical work, concrete pad, permits), and service (annual maintenance, remote monitoring, emergency response SLA). A generic CRM quote line-item structure handles one of those well, not three. Strkr's quote structure supports grouped sections for equipment, install, and service with per-section subtotals.
Site versus billing contact confusion
The record needs installation site, not just mailing address.
Generator-as-a-service installs at a physical site that is often different from the customer's billing address (corporate HQ bills, warehouse facility installs). Generic CRMs collapse address into one field, which creates ambiguity about where the equipment lives. Strkr's record structure separates billing contact, site contact, and installation address.
Service-contract renewal cycle lost
The 2 or 3 year renewal falls off the pipeline radar.
Service contracts renew on 24-month or 36-month cycles. The dealer that signed the original contract has to remember to work the renewal 90 to 120 days before the term ends. Generic CRMs do not surface the renewal as a future pipeline opportunity. Strkr creates renewal records automatically at contract close, scheduled for the T-minus-120-day pipeline entry.
Equipment serial tracking is a separate system
The unit serial number lives in a service-management tool.
Dealers typically maintain equipment serial numbers, service history, and maintenance schedules in a service-management system (ServiceTitan, Jobber, Housecall Pro). The sales CRM has the customer; the service tool has the equipment. The two systems rarely sync, which means the sales rep doing a renewal does not see service history. Strkr integrates with service-management tools via API for a unified view.
Compliance paperwork is manual
Permits, inspection records, warranty paperwork is email.
Backup-power installations require permits (electrical, fuel storage), inspection records (post-install sign-off), and manufacturer warranty paperwork. The documents often live in email threads or shared drives rather than attached to the customer record. Strkr runs document storage on the record with required-document checklists per installation type.
Emergency-response SLA tracking absent
The 4-hour emergency response commitment has no system behind it.
Standby-power service contracts often include emergency response SLAs (4-hour on-site response for standby-mode failures typical). Dealers that commit to the SLA need the system to track response time per incident. Generic CRMs do not model service SLA. Strkr integrates with service-management tools for SLA tracking tied to the customer record.
The sales motion in detail
Dealer pipeline from lead to installed service contract.
The generator-as-a-service dealer motion runs from inbound lead through site survey, quote, close, install, and recurring service. The sections below cover the pipeline stages and the Strkr configuration for each.
Lead intake
Inbound from website, referral, or trade show.
Leads come from the dealer website (contact form on backup-power services page), referrals from electricians and HVAC contractors, trade shows (regional building operator conferences), and manufacturer channel partner leads. Strkr captures each with source attribution so the dealer sees which channels earn the time investment.
Site survey scheduling
Technician visit to the installation site.
Every generator-as-a-service deal needs a site survey (electrical capacity, equipment placement, fuel delivery access, noise compliance). Strkr schedules the survey, routes the technician by territory, and captures the survey findings as structured fields on the opportunity record (available amp capacity, pad space, permit requirements).
Quote with equipment plus service
Multi-section quote with monthly service component.
The quote has three sections: equipment capital (generator unit, transfer switch, fuel tank), one-time install (electrical, concrete pad, permits), and recurring service (annual maintenance, remote monitoring, emergency SLA). Strkr's quote structure supports grouped sections with per-section subtotals and a monthly-plus-one-time pricing display that matches how customers read the deal.
Finance options tracking
Cash purchase, lease, rental, and as-a-service compared.
Customers often weigh cash purchase versus lease versus rental versus full as-a-service subscription. Strkr tracks the finance options presented on the opportunity record so the dealer sees which option the customer picked and which they rejected. The pattern informs how to position the next deal with similar customer profiles.
Install scheduling and milestones
Phased install with permit, delivery, install, test, and commission.
Install runs through structured milestones: permit submission, permit approval, equipment delivery, electrical pre-work, install day, post-install testing, and commissioning sign-off. Strkr tracks each milestone with date targets and completion. The pattern replaces the where are we on the Johnson install conversation with a dashboard view.
Recurring service record
Annual maintenance plus remote-monitoring billing.
Once installed, the service record carries annual maintenance scheduling, remote monitoring configuration, and recurring billing. Strkr integrates with the service-management tool and the billing system (ServiceTitan plus QuickBooks typical) so the service record stays current without duplicate entry.
Service history on the record
Every maintenance visit, every emergency call.
Service visits log to the customer record with technician, visit date, work performed, and parts replaced. Emergency calls log with response time, resolution, and SLA status. The record becomes the authoritative history for both renewal conversations and warranty disputes.
Renewal pipeline (T-minus 120)
Renewal opportunity creates 4 months before contract end.
Four months before a service contract ends, Strkr creates a renewal opportunity on the customer record and surfaces it in the sales pipeline. The dealer works the renewal with the service history, usage data (hours run, maintenance performed, emergency calls), and the manufacturer's equipment-end-of-life data. The pattern replaces the we forgot about that renewal revenue leak that defines dealer books.
Upsell at renewal
Larger unit, additional sites, extended SLA.
Renewal is the natural upsell moment: a customer with 5 years of good service history is primed for a larger unit (business grew), additional sites (new facility), or an extended SLA (reduced response-time commitment). Strkr surfaces the upsell opportunity on the renewal record based on customer-record signals.
The record structure
How dealer customer records differ from generic CRM contacts.
Generator-as-a-service dealer customer records carry more structure than a generic CRM contact because the business includes physical equipment at a site with service commitments. The sections below cover the record structure.
Site record
The physical location of the installed equipment.
Site records capture the installation address, site contact (facility manager typical), access instructions, electrical panel location, fuel tank location, and permit records. The site is a first-class record that can hold multiple pieces of equipment and services.
Customer record
The business entity that pays and holds the contract.
Customer records capture the business entity: billing address (often different from site), accounts payable contact, procurement contact, and tax ID. A single customer can have multiple sites (multi-location businesses, property management portfolios).
Equipment record
The individual unit with serial, warranty, service history.
Equipment records capture make, model, serial number, install date, warranty expiration, and service history. Each piece of equipment ties to one site. Multiple equipment pieces per site is common (primary generator plus transfer switch plus fuel tank).
Contract record
The agreement with term, pricing, and SLA.
Contract records capture the service agreement: start date, term length, pricing (one-time plus recurring), SLA commitments (response time, maintenance frequency), and renewal terms. Contracts tie to one customer and reference one or more pieces of equipment.
Service visit record
Each maintenance call or emergency response.
Service visit records capture technician, visit date, visit type (preventive maintenance, emergency, warranty), work performed, parts replaced, and billable hours. Visits tie to the equipment and to the customer.
Permits (electrical, fuel storage), inspection records (post-install sign-off from the local AHJ), and warranty paperwork (manufacturer registration) tie to the equipment record. The pattern creates the audit trail dealers need when a warranty claim or a code-compliance question comes up years later.
The compliance surface
What a generator-as-a-service dealer CRM has to track.
The dealer motion sits in a regulated space (electrical code, fuel storage, environmental air permits) and tracks commitments (SLA, warranty) that have legal consequence. The sections below are the compliance surface the dealer CRM needs to cover.
Electrical permit tracking
Local AHJ submission, approval, inspection.
Every install needs an electrical permit from the local authority having jurisdiction (AHJ). Strkr tracks permit submission, approval, and post-install inspection as structured workflow on the install opportunity.
Fuel storage compliance
Fire-marshal registration and spill prevention.
Generators with on-site fuel tanks (diesel typical, propane common, natural gas common) require fuel-storage compliance (fire-marshal registration above threshold volumes, SPCC spill prevention plans). Strkr tracks the compliance paperwork on the equipment record.
Air permit tracking (above threshold)
EPA 40 CFR Part 60 for larger units.
Larger backup-power installations (above typical size thresholds) require EPA air permit paperwork (NSPS Subpart IIII for diesel, Subpart JJJJ for spark-ignition). Strkr tracks air permit status on the equipment record with annual reporting reminders.
SLA tracking
Emergency response time measured against commitment.
Service contracts with 4-hour emergency response SLA need the dealer to measure response time per incident. Strkr integrates with the service-management tool for SLA data and surfaces SLA breach risk on the customer record for proactive customer management.
Warranty claim workflow
Manufacturer claim tracking from submission to resolution.
Equipment under manufacturer warranty generates warranty claims when failure occurs. Strkr tracks claim submission, parts shipment, labor reimbursement, and resolution on the equipment record. The pattern captures the claim history for both internal operations and warranty-dispute defense.
Data posture for critical-infrastructure customers
HIPAA posture for healthcare, SOC 2 for enterprise.
Dealers serving healthcare facilities (hospitals, dialysis centers, long-term care) need a BAA from the CRM vendor because the customer record may contain protected health information references. Strkr is HIPAA compliant with BAA available on paid tiers. The SOC 2 Type II program is in progress through 2026-Q4 for enterprise diligence requirements.
Head-to-head
Strkr vs generic CRM and vs service-management-only tools.
Dealers typically compare three options: a generic CRM configured for the motion, a service-management-first tool with CRM features bolted on, or Strkr with configurable record types. The comparison below shows the fit on each dimension.
Feature
Strkr
Generic CRM (HubSpot, Salesforce) / ServiceTitan or Jobber
Equipment-plus-install-plus-service quote
Grouped sections with per-section subtotals
Generic: flat line items; ServiceTitan: service-first
Site versus billing address
Separate site record from customer record
Generic: one address; ServiceTitan: site-first
Equipment serial tracking
Via API to service-management tool
Generic: custom field; ServiceTitan: native
Service-contract renewal cycle
Auto-create at T-minus-120
Generic: manual; ServiceTitan: varies
Service history on customer record
Integrated view via API
Generic: separate system; ServiceTitan: native
SLA tracking
Via service-management integration
Generic: no; ServiceTitan: yes
Compliance paperwork
Structured on equipment record
Generic: attached files; ServiceTitan: workflow
Pipeline view for new business
Full sales-pipeline shape
Generic: yes; ServiceTitan: light
HIPAA posture
Compliant, BAA available
Varies
Open API for integrations
Full REST plus webhooks, no fees
Varies
How teams use Strkr
How dealers run the sales motion today.
The playbooks below are patterns regional and multi-location backup-power dealers run on Strkr configured for the generator-as-a-service motion.
Regional dealer, 4 sales reps
Renewal pipeline recovered $340K of previously-forgotten contracts.
A regional dealer with roughly 400 active service contracts audited renewal performance in Year 1 of Strkr adoption. Before Strkr, roughly 18 percent of contracts lapsed at term end because the dealer did not actively work the renewal. After Strkr adoption with T-minus-120-day renewal pipeline creation, lapse rate dropped to under 5 percent. The dealer attributed roughly $340,000 of Year 2 recurring revenue to renewal pipeline recovery.
Multi-location dealer, 12 sales reps
Standardized quote shape reduced quote-to-close cycle by 11 days.
A multi-location dealer standardized the equipment-plus-install-plus-service quote shape across all 12 reps using Strkr's quote templates. The grouped sections (equipment, install, service) with per-section subtotals and monthly-plus-one-time display cut customer clarification questions by roughly 60 percent. Quote-to-close cycle dropped from a 32-day average to 21 days.
Dealer specializing in healthcare backup power
HIPAA BAA cleared the hospital-system procurement review.
A specialty dealer focused on healthcare facility backup power ran into a procurement blocker at a 6-hospital system because the dealer's prior CRM did not have HIPAA BAA availability. Strkr's HIPAA posture with BAA available on paid tiers cleared the diligence review. The deal closed at roughly $420,000 one-time plus $65,000 annual recurring service across the 6 facilities.
Dealer with service-management integration via ServiceTitan
Unified customer view for sales and service techs.
A dealer running ServiceTitan for service dispatch integrated Strkr with ServiceTitan via API. The sales rep working a renewal saw service history (visits, parts, SLA performance) on the customer record without re-logging into ServiceTitan. The service tech dispatched to a visit saw the sales context (contract terms, upcoming renewal, prior upsell discussions) in the dispatch record. The unified view reduced the sales does not know what service did friction by effectively eliminating it.
Dealer running the full as-a-service subscription model
Zero-upfront contracts tracked separately from capital sales.
A dealer piloting a zero-upfront generator-as-a-service subscription model (customer pays only monthly, dealer owns the equipment) tracked these contracts separately from traditional capital sales in Strkr. The subscription record includes equipment ownership (dealer-owned), monthly recurring revenue, 60-month term, and buyout option at Year 5. The separate pipeline let the dealer analyze subscription-model close rate against capital-sale close rate as the pilot ran.
Sales software that models the generator-as-a-service motion.
Start on Strkr Starter free with no credit card. Configure the record types for equipment, sites, contracts, and service. Upgrade to Standard when the pipeline and renewal workflow earn the price.
What exactly does generator-as-a-service mean in the dealer context?
Generator-as-a-service in the dealer context refers to a sales motion where the dealer sells backup-power as a bundled service (equipment plus install plus ongoing maintenance plus monitoring plus emergency response) on a multi-year contract, rather than selling the equipment one-time and charging separately for service. The model has several variants: capital-sale-plus-service-contract (customer buys the equipment, dealer provides ongoing service), dealer-owned-subscription (dealer owns the equipment, customer pays monthly), and hybrid (customer pays partial upfront, remainder as monthly service). Each variant has different revenue recognition and renewal dynamics; Strkr's record structure accommodates all three.
How does Strkr handle equipment serial numbers and service history?
Strkr's equipment record carries make, model, serial number, install date, warranty expiration, and service history. For dealers using a dedicated service-management tool (ServiceTitan, Jobber, Housecall Pro, FieldEdge), Strkr integrates via API so the equipment record stays current without duplicate entry. For dealers running the service motion natively in Strkr (common for smaller dealers), the equipment record holds the full service history with visit logging, parts tracking, and warranty claim history. The pattern lets dealers at every scale (from 1-truck shops to multi-location dealers) run the motion appropriately for their tool stack.
What happens when a service contract renews; does the renewal become a new opportunity?
Yes. Four months before a service contract reaches its term end date, Strkr automatically creates a renewal opportunity on the customer record and surfaces it in the sales pipeline. The renewal carries the current contract terms, service history, and customer context (hours of equipment run, maintenance performed, emergency calls answered, SLA performance). The sales rep working the renewal has the full picture rather than starting from a cold outreach position. The pattern replaces the common dealer-book revenue leak where contracts lapse at term end because no one worked the renewal.
Does Strkr handle the compliance paperwork for installs (permits, inspections, warranty)?
Yes. The equipment record carries structured fields for electrical permit (submission date, approval date, permit number), post-install inspection (AHJ sign-off date, inspector name), fuel-storage compliance (fire-marshal registration, SPCC plan status where applicable), air permit (EPA NSPS where applicable), and manufacturer warranty paperwork (registration date, warranty expiration). The pattern creates an audit trail that holds up years later when a warranty claim, code-compliance question, or ownership transfer requires the records. For dealers in jurisdictions with stricter requirements (California, Texas industrial facilities, healthcare facility backup power), Strkr's configurable field structure accommodates the additional required documentation.
How does Strkr handle SLA tracking for emergency response commitments?
For dealers running their own service dispatch, Strkr tracks emergency incidents on the customer record with the SLA start time (customer call received), SLA target (4 hours typical for standby backup commitments), on-site arrival time, and SLA status (met, missed with reason). For dealers integrating with a service-management tool, SLA data flows via API with the same visibility on the Strkr customer record. The SLA history informs renewal conversations (strong SLA performance supports price-hold renewals; weak SLA performance signals retention risk).
Is Strkr the right CRM for a 1-truck dealer, or is it overkill?
Strkr serves the full dealer size range. For a 1-truck owner-operator shop running maybe 40 to 80 active service contracts, Strkr Standard at the per-seat price covers the pipeline, quoting, renewal workflow, and compliance paperwork without the small-dealer running a tool that outscales the operation. The Starter free plan serves owner-operators in year 1 while the business builds. For multi-location dealers with 10+ reps and thousands of active contracts, Strkr Standard scales up with the Enterprise tier available for larger operations. The configurable record structure means a 1-truck shop and a 25-location dealer run on the same shape without the small shop paying for complexity they do not use.
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