← GlossaryDefinition

Contractor CRM software

Contractor CRM software is a customer-management tool built for trades and home-service businesses. It tracks leads from first call through estimate, quote approval, the job, and payment - keeping photos, quotes, invoices, and follow-ups on one customer record instead of scattered across a phone, a notepad, and email.

What makes contractor CRM different from generic CRM

A generic CRM is built for B2B sales reps logging calls. Contractor CRM software is built around the job: an estimate request, a site walkthrough, a quote the customer approves, the work, and an invoice. The fields, stages, and language match how a roofer, electrician, plumber, or general contractor works - and the good ones handle quoting, e-signature approval, and payment so you're not bouncing between five apps.

Features contractors need

Mobile-first capture (you're on a roof, not at a desk), quotes customers can approve from their phone, invoicing and payment, automatic follow-up on stale estimates, and a single record per customer. Dispatch and route optimization matter if you run crews; if you mostly self-schedule, you don't need that weight.

How RadiusOS fits

RadiusOS is contractor CRM software for solo operators and small shops. Walk & Talk captures a walkthrough with photos and voice and files an AI recap to the record; quotes get approved and signed from a phone; invoices run through Stripe; and AI drafts follow-ups overnight. It's $19/mo flat with a free tier - and it's honest that it doesn't replace a dispatch board for crews.

Frequently asked

What is contractor CRM software?

Contractor CRM software is a customer-management tool built for trades and home-service businesses. It tracks each job from lead to estimate to quote approval to payment, keeping photos, quotes, invoices, and follow-ups on one customer record instead of scattered across separate apps.

What's the best CRM for contractors?

It depends on whether you dispatch crews. If you run multiple techs daily, a field-service tool like Jobber fits. If you're a solo operator or small shop that mostly self-schedules, RadiusOS covers the customer, quote, invoice, and AI follow-up at $19/mo flat - usually for less.

Do contractors really need a CRM?

If you're losing track of estimates, forgetting to follow up, or chasing payment, yes. A contractor CRM remembers the follow-up, sends the quote, and collects payment so leads stop slipping through the cracks. RadiusOS is free to start, so it's testable without commitment.

See contractor crm software in action.

RadiusOS is the AI-powered CRM for service businesses. Free to start, $19/mo flat.

Built a workflow that works? Share it.

Publish your pipeline template to the RadiusOS marketplace. Free to install, free to publish - help someone in your trade skip the setup.