● Templates · Trades, Realtors & SMBs

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Ready-made pipelines for HVAC, contractors, painters, roofers, landscapers, plumbers, realtors, and small sales teams. Built for the people who actually run pipelines - not enterprise. Sign up and you’re live in 60 seconds.

Trades and field-service pipelines lead. Sales, real estate, creative, and people pipelines follow below - or jump straight to the trades hub.

24 templates

Free to install. Customize every stage, field, and email.

Trades & field service

Quote, schedule, and follow up on every job. For roofers, HVAC techs, plumbers, electricians, contractors, painters, landscapers, pest control operators, and solar installers. See the trades hub.

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General Contractor

Manage construction and remodel jobs from first walkthrough to final punch list. Track bids, permits, subs, and change orders without spreadsheets — built for builders, remodelers, and design-build firms.

Roofing Company

From inspection to insurance payout. Manage residential and storm-damage roofing jobs with stages built for inspections, claims, and crew scheduling — designed for roofing contractors who run their own books.

HVAC Service

Run a heating and cooling business without losing track of jobs. From service call to invoice paid — built for HVAC techs, owners, and service managers who quote, schedule, and follow up every day.

Painting Business

Track interior and exterior painting jobs from estimate to final coat. Quote square footage, schedule crews, and follow up for reviews — built for solo painters and small crews running residential work.

Landscaping & Lawn Care

One-time installs and recurring service in one pipeline. Quote new beds, schedule mowing routes, and track seasonal contract renewals — built for landscapers, lawn care crews, and outdoor designers.

Plumbing Service

From service call to invoice paid. Track emergency calls, scheduled installs, and warranty work in one board — built for plumbers running residential and small-commercial service trucks.

Electrician

For residential and light-commercial electrical contractors. Track every estimate, permit, install, and inspection from first call to final payment - so you stop losing $12K jobs because you were too busy on a job site to call back.

Solar Installer

For residential solar installation companies running long sales cycles on $20K-$50K systems. Track every site survey, design, permit, install, and activation - so financing stalls and permit delays don't kill the deal you already sold.

Pest Control

Run a pest control route without losing a quarterly. Track one-off callouts, termite and rodent jobs, and the recurring plans that pay the bills - built for owner-operators and small crews who do the treating and the invoicing.

Sales, business & real estate

Pipelines for selling, advising, fundraising, and closing deals.

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Sales

The classic B2B sales pipeline. Track deals from first touch to closed-won with stages built for modern sales teams.

+1 more stages

Real Estate

Track buyers and sellers from initial inquiry to closing day. Built for agents and brokerages managing multiple listings.

Startup Fundraising

Track your seed or Series A fundraise from first intro to term sheet. Built for founders running 20-50 investor conversations in parallel.

+3 more stages

Insurance Agent

For independent and captive agents managing their own book of auto, home, life, commercial, and health policies. Track every quote, bind, renewal, and cross-sell - so you stop losing renewal commissions to lapsed policies you forgot to follow up on.

+3 more stages

Financial Advisor

For solo RIAs, fee-only advisors, breakaway advisors, and bank-channel advisors managing their own client relationships. Track prospects, plan presentations, onboarding, and quarterly/annual reviews - so referrals don't sit cold and reviews don't slip past their dates.

+3 more stages

Creative & freelance

For photographers, freelancers, and creators running their own book of business.

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Photographer & Creator Business

Manage client bookings, shoots, and projects from inquiry to delivery

by RadiusOS

+3 more stages

Freelance Clients

From first inquiry to final invoice. A lightweight pipeline for freelancers and consultants managing client projects.

Creator / Influencer Outreach

Run influencer campaigns from identification to go-live. Track creators, negotiate rates, and monitor partnerships across platforms.

People, talent & wellness

For recruiters, job seekers, trainers, and private-practice therapists.

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Recruiting

Manage candidates from sourcing through hire. Perfect for in-house recruiters and talent teams tracking multiple roles.

Job Search

Stay organized during your job hunt. Track every application, interview, and offer in one board so nothing slips through the cracks.

Fitness Coaching

For personal trainers, online coaches, and boutique studio owners. Run the full client journey — lead to free consult to signed package to renewal — with stages built for how trainers actually sell and retain. Includes scheduling, quoting, and invoicing.

+2 more stages

Therapist Private Practice

For solo and small-practice therapists, counselors, LCSWs, and LMFTs. Track every inquiry, intake, active client, and discharge - so leads in crisis don't wait, and returning clients don't slip through the cracks. Pairs with your EHR for clinical work.

+2 more stages

Other templates

More ready-made pipelines from RadiusOS and the community.

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SMB Sales

Simple sales pipeline for small businesses

by RadiusOS

+2 more stages

Outbound Prospecting

Track outreach to prospects, partners, or recruiters

by RadiusOS

+3 more stages

Security Company

Run an alarm, video, access-control, and monitoring business in one pipeline. Track prospects from site assessment through install to active monitoring and renewal - built for security integrators, alarm dealers, and guard-service owners.

by RadiusOS

+3 more stages