How to set up SpringOS
Get your security & smart home business running in SpringOS
Follow these steps to go from signup to quoting, scheduling, and invoicing—tailored for security & smart home workflows.
- 1
Build your pricebook
Add Security Camera Install, Video Doorbell Install, Alarm System Setup, Smart Lock 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 security & smart home
Product catalog quoting
Build estimates from your security & smart home service menu—flat, hourly, and per-sq-ft pricing calculated automatically.
Learn about this feature →Pricebook-driven quoting
Build estimates from your security & smart home 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 security & smart home
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 security & smart home
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 security & smart home
Invoice from estimates or jobs
Turn approved quotes or completed work into invoices without re-entering line items.
Learn about this feature →FAQ
Security & Smart Home software FAQ
Common questions about using SpringOS for security & smart home.
- Is SpringOS built for security & smart home companies?
- Yes. SpringOS includes CRM, itemized estimates, job scheduling, and invoicing tailored for security & smart home 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.