How to set up SpringOS
Get your appliance repair business running in SpringOS
Follow these steps to go from signup to quoting, scheduling, and invoicing—tailored for appliance repair workflows.
- 1
Build your pricebook
Add Diagnostic Fee, Washer Repair, Dryer Repair, Refrigerator Repair with flat, hourly, or per-unit pricing.
- 2
Import customers or capture leads
Upload your customer list or connect website forms so new leads land in your CRM.
- 3
Send itemized estimates
Create line-item quotes from your catalog or use AI Assist to draft estimates from job notes.
- 4
Schedule jobs and invoice
Convert approved quotes to jobs, complete the work, and invoice with payment tracking.
Estimates
Estimates for appliance repair
Product catalog quoting
Build estimates from your appliance repair service menu—flat, hourly, and per-sq-ft pricing calculated automatically.
Learn about this feature →Pricebook-driven quoting
Build estimates from your appliance repair service menu with margin-aware line items.
Learn about this feature →AI estimator (optional)
Describe the job in plain language and get a draft quote grounded in your pricebook.
Learn about this feature →CRM & customers
CRM & customers for appliance repair
Customer records with job history
Store access notes, property details, and every past estimate, job, and invoice on one account.
Learn about this feature →QuickBooks sync
Import items and customers, push invoices when you send them.
Scheduling & jobs
Scheduling & jobs for appliance repair
Crew and route calendar
Plan daily stops and keep office staff and field teams aligned on what's scheduled.
Learn about this feature →Invoicing & payments
Invoicing & payments for appliance repair
Invoice from estimates or jobs
Turn approved quotes or completed work into invoices without re-entering line items.
Learn about this feature →FAQ
Appliance Repair software FAQ
Common questions about using SpringOS for appliance repair.
- Is SpringOS built for appliance repair companies?
- Yes. SpringOS includes CRM, itemized estimates, job scheduling, and invoicing tailored for appliance repair workflows.
- Can I use AI to draft estimates?
- Yes. Enable AI Assist on Pro+ plans to generate itemized drafts from job descriptions using your pricebook.
- Does SpringOS sync with QuickBooks?
- Pro+ plans can connect QuickBooks Online to import pricebook items and sync invoices.