Practical guides. No fluff.
Lead generation, sales pipelines, and CRM strategy for solopreneurs and small teams.
Job Costing for Contractors: Know What You'll Make Before You Send the Quote
Most contractors find out a job was thin after the crew is paid. Here's how to put cost next to price on every quote and see your margin before you send it.
Send a Roofing Quote Your Customer Can Sign From Their Phone in 60 Seconds
How a Phoenix roofer stopped chasing signed estimates by email. Mobile signature, signed PDF, pipeline auto-advance. Included on every RadiusOS plan.
Get a Real Estate Service Agreement Signed From Your Client's Phone
How agents replace DocuSign for buyer rep and listing service agreements. Send on Tuesday, signed before the showing on Saturday. Built into RadiusOS on every plan.
Send a Photography Contract Your Client Can Sign From Their Phone
Wedding and portrait photographers: replace the DocuSign and PDF-attachment workflow. Mobile signature, signed PDF, deposit reminder. Included on every RadiusOS plan.
Re-quote an Insurance Estimate in 60 Seconds
Photograph the adjuster's printed estimate. RadiusOS Snap to Quote pulls out the line items and drops them into a draft quote on the customer's record. One click, no retyping. Included on Pro.
Company Cam Alternative for Contractors Who Also Need a CRM
Company Cam handles job photos. RadiusOS Walk & Talk does photos, voice notes, AI summary, and CRM follow-up in one app. Free includes 1 preview per month; Pro is $19/mo for 30/mo with save-to-customer-record.
The Best CRM for Every Industry: 23 Templates, One Tool
Most CRMs are one-size-fits-all. RadiusOS ships 23 industry-specific CRM templates - roofing, real estate, therapists, recruiters, and more - free to start.
Electrician Lead Generation: How to Stop Losing $12K Jobs to a Missed Callback
Why electricians lose jobs they already won, and how to fix it. A pipeline that tracks every estimate, permit, and inspection so you stop forgetting the customer who called Tuesday.
Insurance Agent Pipeline: How to Stop Losing Renewal Commissions to Lapsed Policies
Why independent agents lose more money to forgotten renewals than to lost quotes, and a pipeline built around the lifecycle that actually pays - bind, retain, cross-sell, renew.
Solar Installer Lead Management: Why $40K Deals Die in Permitting (and How to Save Them)
Residential solar has a long sales cycle, complex financing, and permit timelines you don't control. A pipeline built for the actual lifecycle - not the SaaS-style funnel.
Therapist Client Management: A Pipeline for Inquiries, Intakes, and Returning Clients (Pairs With Your EHR)
Solo and small-practice therapists need a way to track inquiries, intake scheduling, and returning clients without putting clinical notes into the wrong system. Here's how that fits together.
Financial Advisor Client Management: A Pipeline for Discovery, Plans, and Quarterly Reviews
Solo RIAs, fee-only advisors, and breakaway advisors need a way to track prospects, plan presentations, and recurring reviews without storing regulated PII in the wrong system.
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