Getting Started with Sergio

1. Visit sergio.app and click Get Started
2. Enter your email address
3. Check your email for a verification link
4. Click the link to verify and create your account

Select the plan that fits your business. All plans include a 14-day free trial.

You won't be charged until your 14-day trial ends. You can cancel anytime during the trial.

This information appears on your quotes, invoices, and customer portal.

• Company Name - Your official business name
• Business Address - Used on invoices and for service area
• Phone & Email - How customers can reach you
• Logo - Appears on documents and portal
• Tax ID / GST Number - For invoice compliance (optional)

Set your standard pricing. You can customize per customer later.

Tip: You can set up pricing templates for different service types in Settings → Pricing.

Upload your logo and choose your brand colors. These will be used throughout your portal, quotes, and invoices.

1. Click Customers in the sidebar
2. Click + Add Customer
3. Fill in the customer details:
   • Name - Customer's full name or business name
   • Email - For sending quotes, invoices, and reminders
   • Phone - For SMS reminders (optional)
   • Service Address - Where you'll perform the work
   • Customer Type - Residential or Commercial
4. Add any notes about the property
5. Click Save Customer
6. The customer is now ready for scheduling

Have existing customers? Import them from a CSV file:

1. Go to Customers → Import
2. Download our CSV template
3. Fill in your customer data
4. Upload the completed file
5. Review and confirm the import

Need help migrating from another system? Contact support@sergio.app for free migration assistance.

1. Go to Schedule in the sidebar
2. Click + New Job
3. Select your customer from the dropdown
4. Choose the service type
5. Pick a date and time slot
6. Add job details:
   • Number of windows/panes
   • Special instructions
   • Estimated duration
7. Click Create Job

Sergio automatically sends appointment confirmations and reminders:

• Email Confirmation - Sent immediately when job is scheduled
• SMS Reminder - Sent 24 hours before appointment (if enabled)

Enable calendar sync in Settings → Integrations to see your Sergio jobs in Google Calendar, Outlook, or Apple Calendar.

1. Go to Invoices in the sidebar
2. Click + New Invoice
3. Add line items:
   • Select services from your catalog
   • Or type custom descriptions
   • Set quantities and prices
4. Apply any discounts
5. Review the total
6. Click Create Invoice

You have several options for delivering invoices:

To accept credit card and ACH payments, connect your Stripe account:

1. Go to Settings → Payments
2. Click Connect with Stripe
3. Complete the Stripe onboarding process
4. Start accepting payments immediately

See our Stripe Integration Guide for detailed setup instructions.