How to set up SpringOS
Get your garage door business running in SpringOS
Follow these steps to go from signup to quoting, scheduling, and invoicing—tailored for garage door workflows.
- 1
Build your pricebook
Add Spring Replacement, Opener Install, Tune-Up / Balance, Roller Replacement 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 garage door
Product catalog quoting
Build estimates from your garage door service menu—flat, hourly, and per-sq-ft pricing calculated automatically.
Learn about this feature →Pricebook-driven quoting
Build estimates from your garage door 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 garage door
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 garage door
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 garage door
Invoice from estimates or jobs
Turn approved quotes or completed work into invoices without re-entering line items.
Learn about this feature →FAQ
Garage Door software FAQ
Common questions about using SpringOS for garage door.
- Is SpringOS built for garage door companies?
- Yes. SpringOS includes CRM, itemized estimates, job scheduling, and invoicing tailored for garage door 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.