The CRM for trades that walk the job.
Roofers, HVAC techs, plumbers, electricians, painters, landscapers, solar installers, and general contractors. One free pipeline that matches how your jobs actually run. Photos first. Follow-ups handled.
Roofing CRM Software Built for Storm Season and Beyond
Manage roofing jobs from inspection request to final payment. Track insurance claims, schedule installs, and follow up after storms -- built for roofers who run their own books.
What we hear from roofing companies.
Storm season hits and you have 50 inspection requests with no system to track who you have visited
Insurance claims stall for weeks and you lose track of which homeowners need a nudge
Past customers with aging roofs never hear from you until they call someone else
Built for how roofing companies actually work.
RadiusOS gives roofing contractors a pipeline built for how roofing jobs actually work -- including the insurance step most CRMs ignore. Every homeowner moves from inspection request through approval and installation, with AI scoring that flags stalled claims and cold quotes. After a storm, you can see at a glance which inspections are scheduled, which quotes are out, and which jobs are waiting on insurance. Walk & Talk lets you photograph the inspection on your phone with voice riding along, and the recap, tasks, and tags land on the homeowner record automatically. When the adjuster hands you their estimate, photograph it once and Snap to Quote drops the line items into a draft quote on the homeowner. Email templates handle post-storm outreach, inspection follow-ups, and past-customer check-ins so you stay top of mind without living in your inbox.
Common questions from roofing companies.
What is the best CRM for roofing companies?
The best roofing CRM handles the unique flow of roofing jobs, including insurance claim tracking. RadiusOS has pipeline stages built for inspections, insurance review, and installation -- stages that generic CRMs and even most field service tools do not include.
How do roofing companies track insurance claims?
RadiusOS has a dedicated Insurance Review stage in the roofing pipeline. Each homeowner card stores the insurance carrier, claim number, and quote amount. AI scoring flags claims that have stalled so you know when to follow up with the homeowner.
Can I use RadiusOS for storm damage canvassing?
Yes. After a storm, add inspection requests as they come in and track every homeowner through the full cycle. Email templates for post-storm outreach let you contact past customers and neighborhood leads without writing each message from scratch.
How much does roofing CRM software cost?
Roofing-specific software like JobNimbus or AccuLynx ranges from $25 to $100 per user per month. RadiusOS starts free with a roofing-specific pipeline, AI scoring, and Gmail integration. Pro is $19 per month for email sequences and automated follow-ups.
HVAC Service Management Software That Runs Like Your Business
Track every service call from first contact to invoice paid. Quote jobs, schedule crews, and follow up for reviews without anything falling through the cracks.
What we hear from hvac companies.
You sent a quote three days ago and forgot to follow up -- that customer already called someone else
Your schedule is in your head and your estimates are in a notebook somewhere
Seasonal tune-up customers from last year never heard from you again
Built for how hvac companies actually work.
RadiusOS gives HVAC contractors a pipeline built for the way you actually work. Every customer moves through stages from new lead to paid, with AI scoring that flags quotes going cold and past customers due for seasonal service. You see your entire job board in one view -- who needs an estimate, which quotes are pending, what is scheduled for this week, and who still owes you money. Walk & Talk lets you photograph the equipment and the data plate while you talk through the diagnostic, and have the model number, serial, and manufacture date dropped onto the customer record automatically. Email templates for estimate follow-ups, appointment confirmations, and seasonal reminders mean you spend less time writing emails and more time on the job.
Common questions from hvac companies.
What software do HVAC companies use to manage jobs?
Many HVAC companies still use spreadsheets or paper-based systems. Dedicated HVAC software like ServiceTitan costs $200 or more per month. RadiusOS offers a free pipeline built for HVAC service with AI follow-up reminders and email templates for $19 per month on Pro.
How do I follow up on HVAC estimates that have not been approved?
RadiusOS tracks every quote you send and flags the ones that have gone quiet. AI scoring watches for dropped engagement -- if a customer has not replied in 48 hours, you get a follow-up nudge. Pro users can set up automated follow-up sequences.
Can I use RadiusOS to manage seasonal HVAC maintenance customers?
Yes. Past customers stay in your pipeline after their job is complete. Use email templates to send spring AC tune-up reminders and fall furnace check-ins without manually writing each message.
Is there a free CRM for HVAC contractors?
RadiusOS is free to start with a pipeline built specifically for HVAC service companies. The free tier includes AI deal scoring, a Kanban job board, notes, tasks, and Gmail integration. Pro adds email sequences and automated follow-ups for $19 per month.
Plumbing Service Software That Keeps Jobs on Track
Track every service call from dispatch to payment. Manage emergency repairs, scheduled installs, and warranty work in one board built for plumbers who run their own trucks.
What we hear from plumbing companies.
You diagnosed a problem last week and the customer has not approved the quote -- did you follow up?
Emergency calls come in and your scheduled installs get shuffled with no record of what moved
Past customers who need annual water heater service never hear from you proactively
Built for how plumbing companies actually work.
RadiusOS gives plumbing contractors a pipeline that matches how service calls actually work. Every customer moves from initial call through dispatch, diagnosis, approval, and completion to paid. AI scoring flags unapproved quotes going cold so you follow up before the customer calls another plumber. You see your entire job board at a glance -- what needs dispatch, what is waiting on approval, what is in progress today. Walk & Talk lets you photograph the leak, the fixture, and the access path while you talk through the diagnosis on your phone -- the recap, photos, and follow-up tasks land on the customer record before you leave the basement. Email templates for appointment confirmations, diagnosis summaries, and seasonal reminders let you communicate professionally without spending your evenings writing emails.
Common questions from plumbing companies.
What software do plumbing companies use?
Many plumbing companies use paper invoices and notebooks or expensive field service tools like ServiceTitan. RadiusOS is a free CRM built for plumbers with a pipeline that tracks service calls from dispatch to payment, with AI follow-up reminders for quotes and seasonal service.
How do I follow up on plumbing quotes that have not been approved?
RadiusOS flags quotes stuck in the Diagnosis or Approved stage without movement. AI scoring watches for dropped engagement and prompts you to follow up before the customer calls another plumber. Pro users can automate quote follow-up emails.
Can I use RadiusOS for both emergency and scheduled plumbing work?
Yes. Emergency calls and scheduled installs flow through the same pipeline. Use the priority field or tags to distinguish between them. The Kanban board shows you everything at a glance so emergencies do not cause you to lose track of scheduled work.
Is there a free CRM for plumbers?
RadiusOS is free to start with a pipeline built for plumbing service companies. Track service calls, manage quotes, follow up with customers, and send seasonal maintenance reminders. Pro adds email sequences and AI-drafted messages for $19 per month.
Electrician CRM Built for Estimates, Permits, and Paid Invoices
Track every service call, panel upgrade, and rewire from first call to final inspection. Built for licensed electricians who run their own trucks and lose jobs when follow-up slips.
What we hear from electricians.
You quoted a $12K rewire, got buried on three other jobs, and lost the bid because you didn't follow up by Friday
Your permit numbers, inspection dates, and customer addresses live in your truck and on three different notepads
Last winter's panel-upgrade customers never heard from you about generator hookups, EV chargers, or this season's storm prep
Built for how electricians actually work.
RadiusOS gives electrical contractors a pipeline built around how the work actually moves -- including the permit and inspection stages most CRMs ignore. Every customer flows from new lead through estimate, quote, permits, install, inspection, and paid. AI scoring flags quotes going cold so you call back before they pick the cheaper bid. Email templates handle the repetitive stuff -- estimate confirmations, day-before reminders, inspection-passed receipts, and seasonal panel-check outreach -- so you spend your time pulling wire, not typing.
Common questions from electricians.
What is the best CRM for electricians?
The best electrician CRM tracks the full job cycle including permits and inspections, not just leads. RadiusOS has stages built for the electrical workflow with AI follow-up reminders for quotes going cold. It's free to start. Field service tools like Service Fusion or ServiceTitan run $200+/month and assume you have a dispatcher; RadiusOS works for the solo licensed pro.
How do electricians follow up on quotes that went quiet?
RadiusOS tracks every quote you send and flags the ones that have gone quiet. AI scoring watches for dropped engagement -- if a customer hasn't replied in 48 hours, you get a follow-up nudge. Pro users can set up automated email sequences that send the follow-up for you so the $12K job doesn't slip while you're on a service call.
Is there electrician estimate software that doesn't cost a fortune?
RadiusOS is free to start with a pipeline built for electrical estimates -- new lead through quote, permits, install, and paid. Track estimate amounts, permit numbers, and scheduled dates on every customer card. Pro is $19/month for email sequences and AI-drafted quote follow-ups. No per-tech seat fees.
How much does an electrician CRM cost?
Field service platforms like ServiceTitan, Service Fusion, and Jobber run $50 to $200+ per user per month. RadiusOS starts free with the full electrical pipeline, AI scoring, and Gmail integration. Pro is $19/month for sequences and automated follow-ups. Built for solo electricians and small shops, not 50-truck operations.
Contractor CRM for Builders Who Run Their Own Jobs
Manage construction and remodel projects from first walkthrough to final punch list. Track bids, permits, and client communication without spreadsheets or enterprise software you will never use.
What we hear from general contractors.
You have six bids out and no system for following up before homeowners pick someone else
Client communication lives in text threads, emails, and voicemails with no central record
You lose track of where projects stand and clients call you before you call them
Built for how general contractors actually work.
RadiusOS gives general contractors a project pipeline that tracks every job from inquiry to close-out. AI scoring flags bids that are going cold and clients who have not heard from you in too long. You see your entire workload in one view -- which jobs need bids, which are waiting on permits, which are in progress, and which need punch list items finished. Walk & Talk turns the initial walkthrough and every mid-job change order into a photo-led recap (with voice along for the ride) that drops onto the client record with the right follow-up tasks already drafted -- no more change orders eaten as a verbal upcharge or lost in a text thread. Email templates handle the repetitive communication -- bid follow-ups, schedule updates, completion notices -- so you spend your time building, not typing.
Common questions from general contractors.
What CRM do general contractors use?
Most general contractors either use nothing, a spreadsheet, or expensive construction management software. RadiusOS is a lightweight CRM built for contractors who want to track bids, manage client communication, and keep projects organized without enterprise software overhead.
How do I keep track of construction bids and estimates?
RadiusOS tracks every bid from site visit through award. AI scoring flags bids that have gone quiet so you follow up before the homeowner picks another contractor. Each bid card stores the estimate amount, scope of work, and all related communication.
Can I use RadiusOS to manage subcontractors?
RadiusOS is designed for tracking client relationships, not sub management. You can add notes about subs assigned to each project, but for subcontractor scheduling and invoicing you would use a dedicated construction management tool alongside RadiusOS.
Is there a free CRM for contractors?
RadiusOS is free to start with a pipeline built for general contractors. Track bids, manage client communication, and see your entire project pipeline in one Kanban board. Pro adds email sequences and AI-drafted follow-ups for $19 per month.
Painting Business CRM That Keeps Your Schedule Full
Track painting jobs from first call to five-star review. Manage estimates, schedule crews, and follow up with past customers for repeat work -- all in one place.
What we hear from painting businesses.
You gave an estimate last Tuesday and never followed up -- now they hired someone else
Your schedule lives in a paper calendar and double-bookings happen more than you admit
Customers from last year who would hire you for another room never hear from you
Built for how painting businesses actually work.
RadiusOS turns your painting business into a pipeline you can see at a glance. Every customer moves from lead through walkthrough, estimate, booking, painting, and review. AI scoring tells you which estimates are going cold so you follow up before they call another painter. Email templates handle the repetitive stuff -- estimate follow-ups, day-before reminders, completion thank-yous, and review requests -- so you stay booked without spending your evenings writing emails.
Common questions from painting businesses.
What software do painting contractors use?
Most painting contractors use notebooks, spreadsheets, or nothing at all to track estimates and jobs. RadiusOS is a free CRM built for painters with a pipeline that matches how painting jobs actually flow -- from estimate to completed work to review.
How do I follow up on painting estimates?
RadiusOS flags estimates that have gone quiet. AI scoring watches for dropped engagement and nudges you to follow up within 48 hours. Pro users can automate estimate follow-up emails so they go out without manual effort.
Can I track interior and exterior painting jobs separately?
Yes. Each job card has a field for interior or exterior scope, square footage, and color notes. You can filter your pipeline to see only exterior jobs if you are scheduling around weather, or see everything at once.
Is there a free CRM for painters?
RadiusOS is free to start with a pipeline designed for painting businesses. Track estimates, schedule jobs, follow up with customers, and request reviews. Pro adds automated email sequences and AI-drafted messages for $19 per month.
Landscaping CRM for Lawn Care and Outdoor Service Companies
Manage one-time installs and recurring service in the same pipeline. Quote new projects, track mowing routes, and lock in seasonal renewals without losing customers between seasons.
What we hear from landscapers.
Spring rolls around and half your recurring customers from last year booked someone else because you never reached out
You have 20 open estimates and no way to tell which ones are about to close or go cold
Your customer list is a mix of one-time projects and weekly service with no way to sort them
Built for how landscapers actually work.
RadiusOS is built for the landscaping workflow -- not just one-time project sales, but the recurring service and seasonal renewal cycle that actually drives the business. Every customer flows from new lead through estimate and booking into recurring service, with a seasonal renewal stage that reminds you to lock in next year's contract before competitors start canvassing. AI scoring flags estimates going cold and customers dropping off. Walk & Talk lets you record the property walk on your phone -- photograph the lawn, the beds, the hardscape, the problem areas while you talk through the scope -- and the recap and follow-up tasks land on the customer record so your estimate goes out same-day instead of next week. Email templates for seasonal kickoff, rain delays, and renewal outreach keep you in front of customers without manual work.
Common questions from landscapers.
What CRM do landscaping companies use?
Most landscaping companies use generic CRMs, spreadsheets, or field service tools that focus on scheduling but ignore customer relationship management. RadiusOS is built for the landscaping business model -- one-time projects and recurring service in the same pipeline with seasonal renewal tracking.
How do I keep lawn care customers from leaving between seasons?
Reach out before the season ends. RadiusOS has a Seasonal Renewal stage that reminds you to contact recurring customers about next year's contract. Email templates for renewal outreach make it easy to lock in customers before competitors start canvassing in spring.
Can I track both one-time landscape projects and recurring mowing service?
Yes. The pipeline handles both. One-time installs flow from estimate through completion. Recurring customers move into the Recurring Service stage and then to Seasonal Renewal at the end of the year. You see everything in one board.
Is there a free CRM for landscapers?
RadiusOS is free to start with a pipeline built for landscaping and lawn care businesses. Track estimates, manage recurring customers, and send seasonal renewal reminders. Pro adds email sequences and AI follow-ups for $19 per month.
Solar Installer CRM for Long Sales Cycles and Long Permit Waits
Track every $20K to $50K residential solar project from first call to PTO. Built for installers who lose deals when financing stalls, permits drag, or homeowners ghost between site survey and signed contract.
What we hear from solar installers.
A homeowner ghosted three weeks after the site survey and you have no record of the design they saw or the financing they were offered
Two projects are stuck in permit limbo and the homeowners are texting you weekly because you haven't updated them
Customers activate, smile, and disappear -- nobody gets asked for a referral and nobody hears from you when their first production report drops
Built for how solar installers actually work.
RadiusOS gives residential solar installers a project pipeline built for the 60- to 120-day reality of selling and installing a $20K to $50K system. Every homeowner moves from lead through site survey, design, quote, financing, permits, install, inspection, and activation. AI scoring flags projects going cold during the long permit and financing waits so you check in before the homeowner assumes you forgot. Walk & Talk lets you record the site survey from the roof and the electrical panel -- photograph the array path, shading obstructions, and main service panel while you talk through the design constraints -- and the recap drops onto the homeowner record so the designer and your sales rep are both working from the same notes. Email templates handle the weekly permit-status updates, financing comparisons, install-day prep, and post-activation review asks that keep the project moving and the referrals coming.
Common questions from solar installers.
What is the best CRM for solar installers?
The best solar CRM has stages built for site surveys, design reviews, financing, permits, and PTO -- not just lead-to-close. RadiusOS includes all eight stages and AI scoring that flags projects stalling during the long permit and financing waits. Free to start. Most general field service tools force you to map a 60- to 120-day project into a generic three-stage funnel.
How do solar companies track leads through long sales cycles?
RadiusOS scores every project on engagement, time-in-stage, and last-contact freshness. Projects that haven't moved in 14 days get flagged so you check in. Pro users can automate weekly permit-status updates and design-review reminders so the long waits don't kill momentum.
Is there solar lead tracking software for small installers?
Yes. RadiusOS works for one-truck installers and ten-crew shops alike. Each project card stores system size, financing type, utility provider, permit status, and roof condition. Built for installers who manage their own pipeline -- not the enterprise CRMs sold to national installers with 50 sales reps.
How do solar companies track leads from quote to activation?
RadiusOS handles the full lifecycle: lead, site survey, design, quote, financing, permits, install, inspection, and activated. AI scoring tells you which deals need attention today. Pro is $19/month for email sequences that handle the weekly permit updates and financing follow-ups. EnergyToolbase and SolarReviews don't replace your CRM -- they live alongside it.
Security Company CRM for Install Pipelines and Recurring Monitoring Renewals
Track every install bid and monitoring renewal in one pipeline. Built for small alarm, camera, smart-lock, and security consulting businesses where the recurring revenue is what pays the rent.
What we hear from security companies.
You quoted a commercial install three weeks ago, the security director went quiet, and you have no system telling you when to nudge before the bid expires
Monthly monitoring renewals slip silently because nobody owns the 60-day-out conversation -- by the time you notice, the customer already shopped you
Post-install upsells (more cameras, smart locks, additional monitored zones) never happen because there's no trigger to reach out 90 days after the install
Built for how security companies actually work.
RadiusOS gives small security businesses a single pipeline that handles both the install sale AND the recurring monitoring book. New leads flow through site walks, proposals, contracts, and installs. Walk & Talk turns the on-site assessment into a structured record -- photograph the entry points, camera locations, panel placement, and existing wiring while you talk through the proposed system, and the recap, photos, and follow-up tasks land on the customer record before you leave the parking lot. After install, customers move into Active Monitoring where AI flags them at 60-90 days before renewal -- the exact window where you should be pre-empting the rate-shopping conversation. Email templates handle proposal follow-ups, install confirmations, post-install upsell outreach, and renewal nudges so the recurring revenue compounds instead of churning.
Common questions from security companies.
What's the best CRM for security companies?
The best security-company CRM handles both the install sale and the recurring monitoring book in one pipeline. RadiusOS has stages built for site walks, contracts, installs, and renewals, with AI scoring that flags renewal conversations 60-90 days out. Free to start, $39/mo Business unlocks unlimited contacts and AI drafts.
Is there security business pipeline software that handles recurring monitoring?
Most general-purpose CRMs treat every contact as a one-time deal. RadiusOS lets you keep monitoring customers in an Active Monitoring stage with renewal dates on every card, so recurring revenue is visible and proactive renewal outreach becomes a habit instead of a fire drill.
Bold Group / AlarmBiller alternative for small security companies?
Bold Group, AlarmBiller, and ManageMore are full alarm-industry platforms -- billing, central station, dispatch, the whole stack -- and they cost accordingly. RadiusOS doesn't replace your central station or billing system; it's the customer relationship layer on top, much cheaper, focused on the install pipeline and renewal book.
How do small monitoring services manage customer relationships?
Small monitoring services usually manage customers in spreadsheets or whatever the central-station portal provides -- both fail at relationship outreach. RadiusOS adds a pipeline, AI follow-up reminders, email templates for renewal and upsell outreach, and a 90-day post-install nudge so customers feel cared for, not just billed.
One CRM for every truck on the road. Free to start.
No credit card. Cancel anytime. Your pipeline is pre-loaded the moment you sign up, so there is no blank-page problem to solve.