Getting started
Onboarding walkthrough
What each onboarding step configures and which settings you can change later.
After your concierge install, onboarding has three steps. You can revisit every choice later in Settings.
Step 1. Company info
Enter your business name, phone, website, and address. This information appears on estimates, invoices, and customer-facing pages.
Step 2. Services & pricing
Pick your industry, then use suggested services with one click or customize rates manually. Set your minimum job price and travel fee. You can skip product setup and add services later from the Products page.
Step 3. Complete
Review the summary and go to your dashboard. On mobile, you can optionally add SpringOS to your home screen for field access. Widget and website setup are handled during concierge install; you can fine-tune later under Settings → Website & follow-up.
After onboarding
- Dashboard shows setup checklist, first-job workflow, and recent activity.
- Customers created from widgets appear automatically with source tags.
- Billing and subscription details live under Settings → Billing.
Related articles
- Quick start
Book a call, complete concierge install, and start capturing leads from your new website.
- Customer CRM
Add, import, search, and work from customer records in your dashboard.
- Billing & subscription
How Business Platform billing works after concierge install, and how to manage your subscription.