Overview
SpringOS gives you a structured CRM built for field service businesses — not generic sales pipelines. Each customer record holds contact details, service addresses, notes, and a timeline of estimates, jobs, and invoices.
Import existing customers via CSV, filter by status, and open any account to see what was quoted, scheduled, and paid.
What you can do
- Searchable customer list with contact info and addresses
- Notes and service history on every account
- CSV import for migrating from spreadsheets
- Links to estimates, jobs, and invoices per customer
- Lead tracking from website widgets and contact forms
How it works
01
Add or import customers
Create records manually or upload a CSV during onboarding. Each customer can have multiple service addresses.
02
Work from the customer profile
Open a customer to create estimates, schedule jobs, or send invoices without re-entering details.
03
Track the full relationship
See every quote sent, job completed, and payment received in one timeline.