Stratify OS
A system with an opinion.
Most contractor software is a filing cabinet with a search box. It stores what already happened and waits to be asked. Stratify OS has rules — about what has to be true to move a job forward, how long something is allowed to sit, and what is not allowed to leave the building at all.
Fort Myers, FL
Roof replacement
Cape Coral, FL
AC replacement
Naples, FL
Full system swap
Punta Gorda, FL
Storm damage · claim
Estero, FL
Quiet 14 days
Bonita Springs, FL
Heat pump swap
Sarasota, FL
COI expired · blocked
Lehigh Acres, FL
Signed · to permit
Port Charlotte, FL
Crew dated
Speed to lead
41s avg
Stuck > 14d
1 job
Blocked
1 job
Open bids
$412K
The pipeline
Eleven stages, and a rule that keeps them honest.
No stage ends without a dated next step. That one rule is why nothing sits in this pipeline quietly.
Retail and insurance run in one pipeline. A job carries a funding path. The three claim-only stages appear on claim work and are simply absent on retail, and both paths rejoin at scheduling. You are not running two systems and reconciling them by hand.
How this works on storm workWhat it does
The four things a filing cabinet cannot do.
Storing the record is the easy part, and every CRM on the market does it. These are the parts that change what your week looks like.
Pipeline
Eleven stages, and the job moves itself
Every stage has a written definition, an entry condition and a way out. What has to be true to move forward, what marks it dead, and how long it is allowed to sit before it gets flagged. The rules live in the database, not in a rep's head — so the hundredth job is handled the same way as the first.
- Drag the board, or move a job from the card
- Entry and exit conditions on every stage
- Nothing sits in a stage silently
- One journey for retail and insurance work
The standards clock
A clock on every job, and it escalates
Speed to lead is the single number that moves close rate most, so it is measured in seconds, not reported monthly. A new lead starts a clock. So does an estimate that has gone quiet, a no-show that has not been rebooked, and a job that has been sitting in one stage too long. When a clock runs out it escalates to someone who can do something about it.
- 60-second and 15-minute speed-to-lead standards
- Stalled estimates surface on their own
- No-show rebooking is tracked, not remembered
- Escalation goes to a person, not a dashboard
Guards
It will not let the wrong thing go out
Four hard guards sit between a job and the outside world. An expired license or a lapsed certificate of insurance blocks a contract from rendering. A missing signed scope blocks scheduling. In Florida, unlicensed contracting during a declared emergency is a felony — so this is not a nice-to-have, and the system refuses rather than warns.
- Credential gate on licenses and COIs
- Contract render blocked, not just flagged
- Deadline tracking on claim work
- The refusal is logged with a reason
Partners & crews
Everyone sees their work and nothing else
Built multi-tenant from the first migration, with row-level isolation enforced in the database rather than in the app. Your company's data is invisible to every other company on the platform, and a partner contractor or subcontractor sees only the jobs they are actually on. Contract templates are per-partner, because the paperwork is theirs.
- Row-level isolation, enforced in the database
- Partner visibility as its own scope
- Per-partner contract templates
- Verified with 80+ isolation assertions
Reporting
Numbers you would change a decision on
A short set of figures tied to decisions you actually make: what is open, what is stuck, which rep needs help this week, and where jobs are dying. Not a wall of charts nobody opens. If a number does not change what you do on Monday, it is not on the screen.
- Open, stuck and dead, by stage
- Rep-by-rep, not company averages
- Speed-to-lead as a tracked standard
- Built for the weekly review, not the board deck
Getting on it
Mapped, configured, migrated, adopted.
The order matters. Configure before you map and the software fights your team — and your team wins, every time.
Day 0
01Audit call
Thirty minutes on how you actually run — your stages, your CRM, your numbers. We agree what the system has to do and what a job looks like at each step, in writing. We also tell you whether we are the right people to fix it. Sometimes the answer is no.
Days 1–5
02Your process, mapped
We sit with whoever runs sales and write down the real stages a job passes through, including the ugly ones everybody works around. If the map does not match reality the system will fight your team, and your team will win.
Week 2
03Configured and migrated
Stages, entry and exit conditions, the standards clock and the guards, set to your market and your licence. Your history comes across and gets de-duplicated on the way in.
Week 3
04Your team lives in it
We train your people in the system as configured, not in a vendor demo, and we stay reachable while it beds in. Built and handed over is not the same as adopted.
Week 4+
05Weekly review
A short set of numbers and a call: what is open, what is stuck, which rep needs help. If a week was bad we tell you it was bad and what we are changing.
Is Stratify software, or an agency?
Both, and the names keep it straight. Stratify is the company. Stratify OS is the system your company runs on — the pipeline, the clocks, the guards, the reporting. Alongside it we run the services that fill and support that system: appointment setting, database rehash, sales training and virtual selling. You can take the software on its own, but most owners come to us because the two together are what actually changes their week.
Do you compete with me?
No, and that is deliberate. We do not roof, we do not sell materials, we do not run crews in your market and we do not take a percentage of your jobs. Several of the newest contractor platforms are owned by roofing companies operating across multiple states, and the free ones are funded by material distributors. Both are reasonable businesses, but both mean your pipeline, your margins and your customer list sit in a database owned by someone with a second interest in your company. We only have the one.
Nobody else books appointments as well as selling software. Why do you?
Because a system with nothing in it is a filing cabinet, and most of the companies that need better software also need a fuller calendar. We ran the sales floor before we built the platform, so booking qualified homeowners onto a rep's calendar is not a bolt-on for us — it is where the business started. You can buy either on its own. Most owners take both because the two together are what actually changes their week.
We already have JobNimbus / AccuLynx / GoHighLevel. Why move?
Often you should not, and we will tell you so. Those systems store what already happened and they do it fine. The reason to move is if the thing you need is a system with an opinion — one that blocks a contract against an expired licence, escalates a job that has sat too long, and refuses to let work go out half-finished. If what you actually need is your current CRM configured properly, we will audit it and fix it instead.
Will our team actually use it?
That is the real risk, which is why mapping your process comes before any configuration. Software built on top of a process nobody follows just adds friction, and reps route around friction within a fortnight. If your process is the problem we say so before building anything on top of it.
Free 30-minute audit
Let us look at how you run.
Thirty minutes inside your current system. You get a straight list of what is broken and what it would take to fix — and if the answer is that you do not need us, that is a perfectly good outcome.