Proposal software for contractors has a different shape than B2B SaaS proposal tools. The rep is on a site walk with their phone. The proposal needs materials line items, labor hours, photos, and sometimes a change order flow. Strkr runs the whole shape on mobile and desktop with photos pinned to the account and deposit capture tied to signature.
Contractor proposal workflow does not look like a B2B SaaS proposal workflow. The sales conversation is a site walk. The proposal is a scope-of-work with materials and labor line items. The signature often triggers a deposit. The scope changes mid-project through change orders. Most B2B proposal tools (PandaDoc, Proposify) do not handle the contractor shape well out of the box. Six recurring pains show up on contractor-tool evaluation calls.
The contractor rep walks the site, takes photos, and writes notes on their phone. That night the rep reconstructs the proposal from memory and sloppy phone notes. Strkr's mobile app lets the rep build the proposal line items on-site during the walk, with photos pinned to each line item.
A contractor proposal has materials line items (framing lumber at X dollars per board foot, roofing shingles at Y per bundle) and labor line items (framing labor at Z hours at per-hour rate). Standard B2B proposal tools do not handle the dual-line-item shape well. Strkr's Products catalog supports materials and labor as separate line item types with the right unit math on each.
The homeowner adds a half bath mid-project. The change-order amount lives in a text thread with the GC. Six weeks later the final invoice does not match the signed proposal and the dispute follows. Strkr's change-order flow fires on the signed proposal, captures the delta, routes signature, and updates the project scope with the audit trail attached.
The homeowner signs the proposal. The deposit is supposed to follow. Two weeks later the GC is chasing the deposit before scheduling the start. Strkr integrates deposit capture at signature through Stripe so the deposit is captured as part of the signature flow, not as a follow-up chase.
The site-walk photos never leave the rep's phone. The office cannot see them for job planning. The homeowner cannot see them in the proposal. The final-invoice dispute cannot be resolved because no photos exist of the pre-work condition. Strkr pins site-walk photos to the account and the proposal line items so everyone has the shared visual record.
The signed proposal is a PDF nobody on the crew reads. The crew lead starts work based on a verbal brief. Scope creep happens. Strkr's signed scope flows into the Projects module with materials, labor estimates, and site photos attached. The crew lead opens the project with the signed shape loaded.
The Strkr contractor flow is designed around the site walk. The rep walks the job, builds the proposal line items on mobile, pins photos, generates the proposal, signatures capture with deposit, scope drives the project. The cards below describe each step.
The rep opens Strkr on their phone during the site walk. They add materials line items from the catalog (framing lumber, drywall, roofing) and labor line items (hours by trade). They take photos and pin each photo to the relevant line item. The proposal takes shape as the walk happens instead of waiting for the end-of-day rebuild.
The Products catalog holds materials SKUs with current pricing. The admin updates pricing when the supplier price changes. The rep in the field reads current cost on every line item instead of guessing. The margin stays correct because the input cost is current.
Labor line items are hours times rate. The admin configures rates by trade (framing, drywall, electrical, plumbing) and by labor class (apprentice, journeyman, master). The rep enters hours; the rate applies automatically. The proposal reads a defensible labor cost without the rep doing per-trade rate math on-site.
Site-walk photos pin to the account record and to specific proposal line items. The office sees the walk record. The homeowner sees photos in the proposal. The final-invoice dispute has pre-work photos for reference. The photo record is the single most-undervalued contractor-side artifact and Strkr makes it first-class.
With the line items and photos captured during the walk, the rep triggers proposal generation. Strkr AI drafts the scope narrative from the line items and the client notes. The rep reviews on the drive back and sends from the parking lot. The proposal lands with the homeowner within hours of the site walk ending.
The homeowner signs the proposal through DocuSign, PandaDoc, Adobe Sign, or Dropbox Sign. On signature complete, Stripe captures the deposit (default 30 percent, configurable). The deposit and the signature are a single event instead of a two-step chase. The crew lead sees signed-plus-deposited status before scheduling the start.
On signature complete, Strkr opens a Projects module project with the signed scope: materials by SKU, labor by trade and hours, photos pinned to line items. The crew lead reads the signed shape instead of taking a verbal brief. The project tracks hours and materials against the signed line items with variance alerts.
The homeowner adds scope mid-project. The GC fires a change order from the project with new materials and labor. The change order routes signature and (optionally) deposit capture. The signed change order attaches to the project with audit trail. The final invoice matches signed scope-plus-change-orders exactly, which eliminates the end-of-project dispute.
A contractor admin cares about materials pricing updates, trade labor rates, deposit percentages by job type, change-order policy, and the field-crew mobile experience. The cards below describe the admin surface for the contractor shape.
When the lumber supplier raises prices, the admin bulk-updates the materials catalog. Every live and future proposal references the current catalog. The rep in the field cannot accidentally quote at last month's price because the system holds the current one. The margin stays protected automatically.
The admin configures rates per trade (framing, drywall, electrical, plumbing, roofing, HVAC) and per labor class (apprentice, journeyman, master). The admin can set regional rates for shops operating in multiple markets. The rate math on the proposal is handled by the catalog.
The default deposit is 30 percent at signature. The admin can configure per job type: 50 percent on cabinetry (long material lead time), 20 percent on roofing (fast turnaround), per state law if applicable. The signature-plus-deposit event uses the configured policy automatically.
The admin configures change-order policy: any change above 500 dollars requires signature; any change above 5000 dollars requires a second-signature on a deposit-adjustment flow. The crew lead cannot casually add scope without the signature event. The audit trail is airtight.
The mobile app is designed for one-handed use on a job site: large tap targets, offline-capable for sites with no cell signal, photo capture in-flow, voice-to-text for scope notes. The rep does not need to carry a tablet or a laptop.
The REST API feeds signed proposal line items and job costs into QuickBooks or job-costing tools. The accounting flow reads materials, labor, and change-order revenue directly. The month-end job-costing reconciliation runs from live data instead of manual reconstruction.
Contractors operate under state-specific contractor-licensing requirements, lien waiver flows, deposit refund rules, and consumer-protection statutes. The cards below cover the posture Strkr runs to keep contractors on the right side of the regulatory shape.
Many states require a 3-day rescission period before the deposit becomes non-refundable. Strkr's deposit flow holds the deposit in a Stripe-side state during the rescission period and captures only after the window closes. The homeowner-side consumer-protection requirement is handled by the flow instead of the office manager tracking it.
State-licensing requirements typically mandate the contractor's license number on every proposal. Strkr pulls the license number from the workspace config and renders it on every generated proposal automatically. The office does not forget the license number because it is a system field.
For commercial contractors, lien waiver flows run on partial and final payment events. Strkr can attach conditional and unconditional lien waiver documents to invoices and route signature through the standard signature providers. The lien compliance runs on the same system as the proposal and project.
Commercial contractors are often required to attach insurance certificates and bond documentation to proposals or signed contracts. Strkr pulls the current workspace-level insurance and bond docs into the generated proposal automatically. The admin updates the master doc annually at renewal; every proposal picks up the current version.
Strkr is sold on a flat per-seat line. A contractor shop running 60 proposals a month per rep does not hit a per-proposal fee or an envelope-count ceiling (above the signature provider's own tier). The budget scales with team size instead of proposal volume.
SOC 2 Type II controls are in progress through 2026-Q4. HIPAA BAA available on request (relevant for healthcare-facility contractors). GDPR and CCPA compliance posture current. The data posture holds for contractors doing work in regulated facilities and in markets with strong consumer-protection law.
ServiceTitan is the dominant tool in the HVAC, plumbing, and electrical trades for proposal through invoice workflow. Strkr compares differently for GCs and specialty contractors that need a broader CRM shape without the full ServiceTitan dispatch stack.
| Feature | Strkr | ServiceTitan |
|---|---|---|
| Primary use case | Contractor CRM with proposal, projects, invoicing | Dispatch + proposal + invoicing for home-service trades |
| Dispatch and routing | Via integration with field-service tools | Core strength |
| Site-walk mobile proposal | Native mobile with photo pinning | Native estimate builder with photos |
| Materials catalog | Flexible SKU with supplier pricing | Pre-loaded by trade |
| Change order workflow | Signed and deposit-captured inline | Available with workflow config |
| Deposit capture at signature | Native Stripe tie-in with rescission handling | Native payment capture |
| Pricing posture | Flat published per-seat | Quote-driven enterprise line |
| Scope-to-project tie-in | Native via Projects module | Native via project module |
| QuickBooks integration | Open API feeds materials and labor | Native integration available |
| Compliance posture | SOC 2 Type II in progress, HIPAA BAA, GDPR, CCPA | SOC 2 compliant |
The common thread across contractors that chose Strkr: they wanted a general CRM shape with contractor-specific proposal workflow, they did not want the full ServiceTitan dispatch stack cost, and they wanted the signed scope to drive the project automatically. The playbooks below are common deployment shapes.
An 8-rep residential remodeling GC used to run site walks, go back to the office, rebuild the proposal from phone notes, email the homeowner for a signature, and chase the deposit. Cycle was 3 days. Strkr's mobile site-walk flow with proposal generation on the drive back and Stripe deposit capture at signature compressed the cycle to 4 hours. Close rate lifted because the proposal landed warm.
A 24-PM commercial contractor runs on job sites that require lien waivers and current insurance certificates attached to signed contracts. The former process missed attachments on roughly 5 percent of proposals. Strkr's workspace-level insurance and lien waiver automation attached current docs to every proposal automatically. The miss rate went to zero and compliance saved roughly 10 hours a month.
A 12-tech HVAC installer ran change orders through text threads with homeowners. Final-invoice disputes landed on 10 to 15 percent of jobs. Strkr's change-order flow with signature and deposit capture inline cut disputes to under 2 percent. The office manager recovered roughly 15 hours a week on dispute resolution.
A 6-rep specialty roofer ran into shingles-pricing volatility that landed on margin. Reps were quoting at the old price for 3 to 6 weeks after each supplier update. Strkr's materials catalog with bulk pricing refresh kept every rep on the current price. Margin recovered on roughly 180 proposals through the next supplier cycle.
A 32-PM multi-trade GC fed Strkr materials and labor line items into QuickBooks job-costing through the API. The month-end reconciliation that used to take 3 days ran in real time. The PM team sees job margin as the project runs instead of 30 days after close, which lets them manage change-order timing proactively.
Start a 14-day trial with the contractor flow loaded. Mobile site-walk proposal, materials and labor catalog, site-photo pinning, Strkr AI scope drafting, Stripe deposit capture at signature, change-order flow, scope drives the Projects module, all on the flat per-seat line.
ServiceTitan and Jobber are optimized for high-volume home-service trades (HVAC, plumbing, electrical, cleaning) with dispatch, routing, and recurring-service workflows. Strkr is a general CRM with contractor-specific proposal workflow bolted on. For GCs, remodelers, specialty trades, and commercial contractors who need a broader CRM shape (deal pipeline, team management, project tie-in, change-order flow) without the full dispatch stack cost, Strkr fits better. For home-service trades with high dispatch volume and recurring-service billing, ServiceTitan or Jobber remains the specialty tool.
The rep opens Strkr on their phone during the site walk. The rep adds materials line items from the catalog (framing lumber, drywall, roofing) and labor line items (hours by trade). Each line item can hold a photo captured on-the-fly. Voice-to-text handles scope notes. The app works offline on sites with no cell signal and syncs when signal returns. By the end of the walk the proposal is 80 percent built. On the drive back, the rep generates the proposal with Strkr AI drafting the scope narrative from the line items and notes, reviews, and sends from the parking lot. The homeowner receives a proposal within hours of the walk.
Yes. Many states require a 3-day rescission period before the deposit becomes non-refundable. Strkr's Stripe tie-in holds the deposit authorization during the rescission window and captures only after the window closes (or on explicit homeowner waiver where state law permits). The office manager does not need to manually track rescission dates per job. The consumer-protection posture is handled by the flow.
The project manager fires a change order from the Projects module project. The change order captures the new materials line items, additional labor, and the dollar delta. The change order routes signature through the configured signature provider. If configured, Stripe captures an additional deposit on the change-order amount. The signed change order attaches to the project with the audit trail. The final invoice matches signed-scope-plus-change-orders exactly. The end-of-project dispute problem goes away because the audit trail is airtight.
Yes. On signature complete, Strkr opens a Projects module project with the signed scope: materials by SKU, labor by trade with hours, site-walk photos pinned to each line item. The crew lead opens the project on their phone or tablet with the signed shape loaded. The project tracks hours and materials against the signed line items. Variance alerts fire at 10, 20, and 30 percent of signed scope so the PM sees overrun early instead of at invoice time. The handoff from sales to crew becomes a system event instead of a verbal brief.
Strkr is HIPAA compliant and signs a BAA on request, which is relevant for contractors doing work in healthcare facilities where PHI could be incidentally exposed. SOC 2 Type II controls are in progress through 2026-Q4 which supports commercial contractor security questionnaires. GDPR and CCPA compliance posture is current for contractors working in those jurisdictions. The audit trail captures every proposal event, signature event, change order, and deposit capture with user and timestamp, which supports the record-keeping requirements that come up on commercial contract reviews.
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