How to set up SpringOS
Get your chimney & fireplace business running in SpringOS
Follow these steps to go from signup to quoting, scheduling, and invoicing—tailored for chimney & fireplace workflows.
- 1
Build your pricebook
Add Chimney Sweep, Chimney Inspection, Fireplace Cleaning, Chimney Cap Install 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 chimney & fireplace
Product catalog quoting
Build estimates from your chimney & fireplace service menu—flat, hourly, and per-sq-ft pricing calculated automatically.
Learn about this feature →Pricebook-driven quoting
Build estimates from your chimney & fireplace 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 chimney & fireplace
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 chimney & fireplace
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 chimney & fireplace
Invoice from estimates or jobs
Turn approved quotes or completed work into invoices without re-entering line items.
Learn about this feature →FAQ
Chimney & Fireplace software FAQ
Common questions about using SpringOS for chimney & fireplace.
- Is SpringOS built for chimney & fireplace companies?
- Yes. SpringOS includes CRM, itemized estimates, job scheduling, and invoicing tailored for chimney & fireplace 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.