Contractor CRM for Builders Who Run Their Own Jobs
Manage construction and remodel projects from first walkthrough to final punch list. Track bids, permits, and client communication without spreadsheets or enterprise software you will never use.
You have six bids out and no system for following up before homeowners pick someone else
Client communication lives in text threads, emails, and voicemails with no central record
You lose track of where projects stand and clients call you before you call them
RadiusOS gives general contractors a project pipeline that tracks every job from inquiry to close-out. AI scoring flags bids that are going cold and clients who have not heard from you in too long. You see your entire workload in one view -- which jobs need bids, which are waiting on permits, which are in progress, and which need punch list items finished. Email templates handle the repetitive communication -- bid follow-ups, schedule updates, completion notices -- so you spend your time building, not typing.
Pipeline Stages (8)
Custom Fields (5)
Project Address
text
Scope of Work
textarea
Bid Amount
currency
Permit Number
text
Start Date
date
Terminology
How This Pipeline Works
Inquiry
A homeowner reached out about a project. Respond with availability for a site visit within 24 hours. Contractors who respond fast win the walkthrough.
Site Visit
You are on site measuring, assessing scope, and building rapport. Take photos, log notes about the project, and set expectations for when the bid will arrive.
Bid Sent
The estimate is out. Most homeowners are comparing two to four bids. Follow up within 48 hours to answer questions and reinforce why you are the right builder for the job.
Awarded
They chose you. Get the contract signed and the deposit collected before momentum fades. Log contract details, payment terms, and the projected start date.
Permitting
Permits are in process. This is often the longest wait and the most common source of client anxiety. Proactive updates -- even when there is nothing new -- keep the client confident.
In Progress
Construction is underway. Weekly progress updates prevent the most common contractor-client conflict: surprise. If the timeline shifts, communicate it before they notice.
Punch List
The job is substantially complete. Walk through with the client, log every item, and knock them out fast. Punch lists that drag kill referrals.
Closed Out
Final payment collected, warranty information delivered, and the project is done. Ask for a review and a referral while the client is still admiring the finished work.
Frequently Asked Questions
What CRM do general contractors use?
Most general contractors either use nothing, a spreadsheet, or expensive construction management software. RadiusOS is a lightweight CRM built for contractors who want to track bids, manage client communication, and keep projects organized without enterprise software overhead.
How do I keep track of construction bids and estimates?
RadiusOS tracks every bid from site visit through award. AI scoring flags bids that have gone quiet so you follow up before the homeowner picks another contractor. Each bid card stores the estimate amount, scope of work, and all related communication.
Can I use RadiusOS to manage subcontractors?
RadiusOS is designed for tracking client relationships, not sub management. You can add notes about subs assigned to each project, but for subcontractor scheduling and invoicing you would use a dedicated construction management tool alongside RadiusOS.
Is there a free CRM for contractors?
RadiusOS is free to start with a pipeline built for general contractors. Track bids, manage client communication, and see your entire project pipeline in one Kanban board. Pro adds email sequences and AI-drafted follow-ups for $19 per month.