Documentation
Everything about SpringOS
Step-by-step setup and usage guides for your dashboard. For marketing overviews of what each feature does, see Features.
45 how-to articles — setup, daily use, and troubleshooting. Product overviews live on /features.
Getting started
Setup, onboarding, and how SpringOS fits your workflow.
Features
How to set up and use each product capability in your dashboard.
- FeaturesIncluded
Customer CRM
Add, import, search, and work from customer records in your dashboard.
Read article → - FeaturesIncluded
Estimates
Create, send, and convert quotes using your products catalog and pricing rules.
Read article → - FeaturesIncluded
Invoicing
Generate invoices from jobs or estimates, email them, and track payment status.
Read article → - FeaturesIncluded
Job Scheduling
Schedule work on the calendar, update status, and close jobs into invoices.
Read article → - FeaturesIncluded
Job Photos
Upload before-and-after photos on job records from the field or office.
Read article → - FeaturesIncluded
Products Catalog
Define services, pricing units, and which items appear on your website widget.
Read article → - FeaturesIncluded
Quote Widget
Configure, embed, and maintain the website quote form that creates CRM leads.
Read article → - FeaturesIncluded
Website Contact Form
Enable the embeddable contact form and handle inquiries in Form leads.
Read article → - FeaturesIncluded
Auto Scheduler
Set availability rules, embed the booking widget, and receive scheduled jobs.
Read article → - FeaturesIncluded
Team Management
Invite managers and employees with the right roles and permissions.
Read article → - FeaturesIncluded
Support Tickets
Open and manage in-app support conversations with the SpringOS team.
Read article → - FeaturesIncluded
Messages
Team conversations, SpringOS Store inquiries, and internal coordination.
Read article → - FeaturesIncluded
Route Optimization
Select a day's jobs and open an optimized driving route in Google Maps.
Read article → - FeaturesIncluded
Online Payments
Connect Stripe and collect card payments on invoices and estimate deposits.
Read article → - FeaturesAdd-on
Custom Estimate Widget
Order a custom quote experience through the SpringOS Store and launch it on your site.
Read article → - FeaturesAdd-on
Custom Website
Submit a website project through the SpringOS Store and go live with CRM hooks.
Read article → - FeaturesIncluded
Speed-to-lead automation
Turn on instant auto-replies and team alerts when a new web lead arrives.
Read article → - FeaturesIncluded
Revenue funnel dashboard
Read conversion metrics on your home dashboard and act on stuck deals.
Read article → - FeaturesIncluded
AI receptionist widget
Configure and embed the AI chat widget that answers questions and captures leads.
Read article → - FeaturesStore add-on
AI Voice Receptionist setup
A dedicated phone number answered by AI. Purchase it from the SpringOS Store after your Business Platform install.
Read article → - FeaturesIncluded
Outbound SMS
Send automated and manual SMS follow-ups, invoices, and alerts through SpringOS.
Read article → - FeaturesIncluded
Estimate deposits & approval
Let customers approve quotes online and pay a deposit before you schedule.
Read article → - FeaturesIncluded
Credits & messaging limits
Monitor usage, buy more credits, and understand what consumes them.
Read article →
API & integrations
REST API, webhooks, authentication, and rate limits.
- API & integrationsPro+
API overview
Introduction to the SpringOS REST API, base URL, plans required, and what API keys can and cannot do.
Read article → - API & integrations
Authentication & key access levels
Bearer token format, full vs restricted keys, and how to create keys safely.
Read article → - API & integrations
Rate limits
Per-key request limits by plan and how to handle HTTP 429 responses.
Read article → - API & integrations
Customers API
Create, list, search, read, and update customer records — the primary lead ingestion endpoint.
Read article → - API & integrations
Jobs & estimates API
Read-only access to scheduled work and quotes for reporting integrations.
Read article → - API & integrationsPro+
Webhooks
Subscribe to CRM events, verify signatures, and handle retries.
Read article → - API & integrationsEnterprise
Enterprise subscribers API
List white-label subscribers and create branded signup invite URLs.
Read article → - API & integrationsEnterprise
Enterprise billing usage API
Read wholesale seat counts, estimated seat cost, and month-to-date credit COGS.
Read article →
Enterprise & white-label
Reseller hub, Connect billing, custom domains, and branding.
- Enterprise & white-labelEnterprise
Enterprise hub overview
White-label reseller dashboard for subscribers, payments, pricing, branding, and custom domains.
Read article → - Enterprise & white-labelEnterprise
Managing subscribers
Invite businesses onto your white-label domain and track their plans and status.
Read article → - Enterprise & white-labelEnterprise
Payments & wholesale billing
Connect Stripe Express for retail checkout and understand wholesale seat and credit metering.
Read article → - Enterprise & white-labelEnterprise
White-label setup (click by click)
End-to-end checklist: custom domain, branding with no SpringOS traces, reseller Stripe for SaaS sales, and subscriber invoice Tap to Pay.
Read article → - Enterprise & white-labelEnterprise
Retail pricing & credits
Set subscriber plan prices, credit markup, trial days, and checkout redirect URLs.
Read article → - Enterprise & white-labelEnterprise
White-label branding
Customize logo, colors, app themes, and the name subscribers see instead of SpringOS.
Read article → - Enterprise & white-labelEnterprise
Custom domain
Point a subdomain at SpringOS with one CNAME - SSL and routing are automatic.
Read article →
Account & billing
Plans, credits, team roles, and subscriptions.
- Account & billing
Plans & limits
What Business Platform includes, and how Enterprise white-label differs. Pricing is custom-quoted.
Read article → - Account & billing
Billing & subscription
How Business Platform billing works after concierge install, and how to manage your subscription.
Read article → - Account & billing
Team roles & permissions
What owners, managers, and employees can access in the dashboard.
Read article → - Account & billing
Affiliate program (closed)
The public SpringOS affiliate program is closed. Prospects should contact sales.
Read article → - Account & billing
Delete your account
How owners can close their SpringOS login, what data is retained, and billing cancellation.
Read article →