Managing your customer list
The people you work for are the center of RadiusOS. Every email, task, note, photo, quote, and invoice hangs off one of them. Depending on the setup you chose they are called Customers, Clients, or Contacts - it is the same thing underneath.
What they are called
Your setup decides what they are called:
- Trades and home service (roofing, HVAC, plumbing, electrical, painting, landscaping, solar) → Customers
- Real estate and personal services (realtors, photographers, coaches, therapists) → Clients
- Sales, recruiting, freelance → Contacts
- Job search → Employers
The label changes; the record does not. Each one holds the person's details, which step they are on, and everything you have ever done with them.
Adding a record
From anywhere in the app, click the + New button in the top-right of the Contacts/Customers/Clients page, or use the keyboard shortcut N while on that view.
Record fields
Each record includes the following core fields:
- Name (required)
- Email - used to match incoming Gmail threads
- Phone
- Company - links to a company record
- Pipeline Stage - where this record sits in your workflow
- Notes - freeform text, supports markdown
- Tags - for filtering and grouping
- Source - how you found this person (e.g. LinkedIn, Referral)
Your setup adds the fields your trade actually needs - roof type and claim number for roofing, system size for HVAC, square footage and list price for real estate.
Editing a record
Click any row to open the detail panel. All fields are inline-editable - click a field to edit it. Changes save automatically.
Deleting a record
Open the detail panel, scroll to the bottom, and click Delete. This is permanent and removes all associated tasks and email threads from the record. Gmail messages themselves are not deleted from Gmail.
Deletion is irreversible. RadiusOS does not have a recycle bin. If you want to keep a record but remove it from active pipeline view, move it to a "Closed" or "Archived" stage instead.