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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 tagged crm. Clear

StageallCRM3
RoleallAdmin2Estimator1Owner1PM2Principal1
Topicallcrm3pipeline2pursuits2sov2american-contractor1award1baseline1bd1companies1contacts1contract1csv1directory1gc-relationship1import1jobs1migration1negotiated1ntp1opportunities1pursuit1radar1relationships1repeat-work1setup1

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

The negotiated job — when the GC calls and there's no bid

How work enters the pipeline when a GC hands you the next job outright — log it, put it in Qualify, and run the same board with a different way in.

CRMcrmpipelinenegotiatedpursuitsrepeat-work

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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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