Choosing a Template
A setup gets your workspace ready for your kind of business before you add a single customer: the steps you actually work through, the fields your trade needs, the words you already use, and which parts of the app switch on. Pick the closest one and change it from there.
What a template controls
Every setup decides the following for your workspace:
- The steps - your process as columns (e.g. Lead → Estimate Sent → Scheduled → In Progress → Invoiced → Paid, or Lead → Viewing → Offer → Under Contract → Closed)
- What the work is called - "Job" for trades, "Listing" for real estate, "Project" for photography, "Deal" for sales, "Application" for a job search.
- What the people are called - "Customer" for trades, "Client" for real estate and personal services, "Contact" for sales, "Employer" for a job search.
- Which parts of the app switch on - trades setups turn on quoting, invoicing, scheduling, jobs, and the price book, and turn Companies off because a homeowner is not a company. Recruiting and job-search setups do the opposite.
- The fields you actually need - roof type and claim number for roofing, system tonnage for HVAC, square footage and list price for real estate.
Available templates
There are 23 setups, free on every plan. Browse them all at radiusos.ai/marketplace - each one has its own page showing the steps, the fields, and who it is for.
Trades and home service
Roofing Company, HVAC Service, Plumbing Service, Electrician, Painting Business, Landscaping & Lawn Care, General Contractor, Solar Installer, Security Company. Work is called Jobs, people are called Customers. Quoting, invoicing, scheduling, jobs, and the price book are all switched on, and Companies is hidden. Steps run roughly Lead → Estimate Sent → Scheduled → In Progress → Invoiced → Paid, with the details changed per trade: roofing adds the insurance claim, solar adds permitting and interconnection.
Real estate and property
Real Estate, Insurance Agent. Work is called Listings or Policies, people are called Clients. Steps follow the transaction: Lead → Viewing Scheduled → Offer Made → Under Contract → Closed.
Personal services
Photographer & Creator Business, Fitness Coaching, Therapist Private Practice, Financial Advisor. Work is called Projects, Clients, or Engagements. Quoting and invoicing are on; Companies is off. The two regulated ones under-claim on purpose: RadiusOS is not HIPAA, FINRA, or SEC compliant, so clinical and regulated records belong in your EHR or compliance-cleared system.
Sales and business development
Sales, SMB Sales, Outbound Prospecting, Recruiting, Freelance Clients, Creator / Influencer Outreach, Startup Fundraising. Work is called Deals, Candidates, or Conversations, people are called Contacts. Companies stays on because you are selling to organizations. Quoting and invoicing are off except on Freelance Clients.
Personal
Job Search. Work is called Applications, people are called Employers. Steps: Research → Applied → Phone Screen → Interview → Offer.
| Template | Best for | Records called | Contacts called |
|---|---|---|---|
| Roofing Company | Roofers, storm-damage work | Jobs | Customers |
| HVAC Service | HVAC install & service | Jobs | Customers |
| Plumbing Service | Plumbers, drain & repair | Jobs | Customers |
| General Contractor | Remodels, builds, subs | Jobs | Customers |
| Real Estate | Realtors, investors | Listings | Clients |
| Photographer & Creator | Photographers, creators | Projects | Clients |
| Sales | General outbound sales | Deals | Contacts |
| Job Search | Job seekers, networkers | Applications | Employers |
Can't find your exact trade? Pick the closest one - General Contractor covers most build and remodel work, and Sales is the neutral fallback for everything else. Steps and labels are renameable in Settings → Pipeline & Fields, so nothing you pick now locks you in.
Customizing stages
Navigate to Settings → Pipeline & Fields to add, remove, or rename stages. Drag to reorder. Changes apply to all contacts in your workspace.