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Practical knowledge for specialty contractors

Compliance, change management, project controls, and the data discipline that compounds across bids. Written for California specialty subs — owners, PMs, estimators, and the field.

3 of 47 articles in CRM for PM. Clear

StageallCRM3Estimating5Proposal1Award3Setup7Field12Changes4Billing9Closeout4Warranty2Service2Every stage5
RoleallAdmin4Estimator1Owner1PM3Principal1
Topicallcrm2award1bd1companies1contacts1contract1directory1ntp1opportunities1pipeline1pursuit1pursuits1radar1relationships1setup1sov1

Award a job — what flips when you win

The Award Job button is the moment a pursuit becomes a job — what the three-field form records, what changes underneath, and the setup work that's deliberately still yours to do.

AwardCRMawardpursuitcontractntpsetup

Companies and contacts — who you bid, who pays

Set up the GCs, owners, and people you work with once — typed correctly — and every pursuit, proposal, and invoice downstream links to the right party automatically.

CRMcrmcompaniescontactsdirectoryrelationships

Log an opportunity and work the pipeline

From "heard about a job" to a pursuit moving through Qualify, Budget, Bidding, and Bid Submitted — where work enters STrOp and how the board tracks it to award.

CRMcrmopportunitiesradarpipelinepursuits

See STrOp in action

Single-pipeline operations for California specialty contractors — bid through warranty.

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STrOp

Specialty Trade Operations — the operating system for California specialty contractors. Pre-bid through warranty in a single pipeline.

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