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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.

2 of 47 articles in CRM tagged sov. Clear

StageallCRM2Award1Setup1Changes1Billing3Every stage1
RoleallAdmin2PM1
Topicallcrm3pipeline2pursuits2sov2american-contractor1award1baseline1bd1companies1contacts1contract1csv1directory1gc-relationship1import1jobs1migration1negotiated1ntp1opportunities1pursuit1radar1relationships1repeat-work1setup1

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

Migrate your data into STrOp

How a company moves onto STrOp from whatever it runs today — master data first, in-flight jobs at their current state, and the old system's paper trail as a searchable archive. Nothing re-entered, nothing silently dropped.

CRMSetupBillingimportmigrationcsvjobssov

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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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