Welcome to RadiusOS
RadiusOS keeps a whole job on one customer record: the walkthrough, the quote, the approval, the invoice, and the follow-up. It is built first for trades and home service - roofing, HVAC, plumbing, electrical, painting, landscaping - and works the same way for realtors, photographers, coaches, and anyone else with customers to chase.
What RadiusOS is (and isn't)
Most business software is built for companies with an office manager. RadiusOS is built for the person who does the estimate, sends the invoice, and answers the phone, usually from a truck.
So the whole job lives on one record. You meet the customer, walk the job with your phone, and the recap writes itself. The quote goes out and they sign it on their phone. The invoice follows. When they go quiet, the follow-up is already drafted and waiting for you in the morning.
It is not a dispatch board, a bulk newsletter tool, or an accounting system. There is no crew routing and no general ledger. If you run several trucks a day, you will still want a field-service tool alongside it.
The setup you pick decides what things are called. A roofing or HVAC setup says "customers" and "jobs". A real estate setup says "clients" and "listings". A sales setup says "contacts" and "deals". You do not learn our words; the app learns yours.
Core concepts
The customer record
Everything hangs off one record per customer. The homeowner who called about a leak, the agent's buyer, the bride booking a shoot. Notes, photos, tasks, emails, quotes, invoices, and where they sit in your process all live on that one page, so nothing about a job is somewhere else.
Steps (your pipeline)
Your customers sit in columns you drag them between: estimate sent, scheduled, in progress, invoiced, paid. Your setup starts you with the steps that fit your trade, and you can rename or reorder them.
Jobs
One customer often means more than one job. The roof last spring, the gutters this fall. Jobs keep those separate under the same person instead of stacking them into one long note. Every plan has them; Free holds 5 open at a time, paid plans are unlimited. Setups where each customer is a single engagement, like therapy or recruiting, hide Jobs entirely.
Setups (templates)
A setup is a ready-made starting point: the steps, the field labels, the words, and which parts of the app switch on. Trades setups turn on quoting, invoicing, and scheduling. Pick the closest one and adjust from there.
Companies
If you sell to businesses, companies group several people at one organization. Trades and personal-service setups hide this, because a homeowner is not a company. You can still filter your list by company name without it.
Accounts and workspaces
A workspace is one business' list of customers. An account can hold more than one workspace, which is worth doing only if you genuinely run two businesses. Most people need exactly one of each.
Navigating the app
The sidebar splits into the daily path and everything else. The daily path is always open:
- Dashboard - what needs doing today. Four tiles across the top; click any of them to go straight to the list behind the number.
- Pipeline - the board. Drag a customer from one step to the next.
- Customers (or Contacts, or Clients) - the full list, with search and filters.
- Outreach - email a group of customers at once, with follow-ups that chase only the people who did not reply.
- Quotes - build it, send it, they sign it on their phone.
- Invoices - bill the job and take payment through Stripe.
- Jobs - the separate pieces of work for one customer.
- Tasks - everything you owe somebody, in one list.
Quotes, Invoices, and Jobs only appear if your setup uses them. A recruiting or job-search setup will not show them.
Under More are the things you reach for less often:
- Morning Ritual - the stack of follow-ups written overnight. Read, send, skip. About a minute.
- Walk & Talks - the walkthroughs you have recorded on your phone.
- Companies - shown only on setups that sell to organizations.
- Calendar - your schedule, synced with Google.
- Reports - win rate, where jobs stall, how fast money moves.
- Automations - the things that happen without you.
- Price Book - your standard line items, so a quote is picking, not typing.
- Templates - swap or browse setups.
Settings is pinned at the bottom of the sidebar, under the gear.