Tips & Tricks

Power user guide to maximize your productivity with Sergio

Keyboard Shortcuts

Master these keyboard shortcuts to navigate Sergio faster than ever.

Global Navigation

Go to Dashboard

GthenD

Go to Customers

GthenC

Go to Jobs

GthenJ

Go to Quotes

GthenQ

Go to Invoices

GthenI

Go to Settings

GthenS

Show keyboard shortcuts help

?

Quick Actions

Create new (context-aware)

N

Open command palette

Cmd/CtrlK

Save current form

Cmd/CtrlS

Close dialog/modal

Esc

Focus search bar

/

List Navigation

Move down in list

J

Move up in list

K

Open selected item

Enter

Select all items

Cmd/CtrlA

Toggle select current item

X

Calendar View

Jump to today

T

Previous period

←

Next period

→

Switch to day view

D

Switch to week view

W

Switch to month view

M

Invoice Editing

Send invoice

Cmd/CtrlEnter

Preview invoice

Cmd/CtrlP

Duplicate invoice

Cmd/CtrlD

Add new line item

AltL

Pro Tip: Press ? anywhere to see all available shortcuts for your current view.

Hidden Features

Command Palette

All Plans

Press Cmd/Ctrl + K anywhere to open the command palette. From here you can:

  • Jump to any page instantly
  • Search customers, jobs, and invoices
  • Create new records without leaving your current page
  • Access recent items and frequently used actions

Bulk Actions

All Plans

Select multiple items in any list to perform bulk operations:

  • Customers: Send mass emails, add tags, export data
  • Jobs: Reschedule, reassign, mark complete
  • Invoices: Send reminders, mark paid, download PDFs
  • Quotes: Duplicate, convert to invoice, send follow-ups

Tip: Use Shift+Click to select a range, Cmd/Ctrl+Click for individual items.

Quick Filters

All Plans

Type in any list search box to filter instantly. Use special prefixes:

  • status:unpaid - Filter by status
  • date:today - Filter by date
  • amount:>500 - Filter by amount
  • tag:vip - Filter by tag

Smart Templates

All Plans

Save time with reusable templates:

  • Invoice Templates: Pre-fill line items for common services
  • Email Templates: Customize with dynamic variables
  • Job Templates: Standard durations and checklists
  • Price Books: Different pricing for customer types

URL Tricks

All Plans

Bookmark these URLs for quick access to common views:

Today's schedule:

/schedule?date=today

Unpaid invoices:

/invoices?status=unpaid

This month's revenue:

/reports?period=this-month&metric=revenue

Browser Extensions That Work Well

All Plans

These browser extensions complement Sergio nicely:

  • 1Password / Bitwarden: Auto-fill customer information
  • Grammarly: Check your emails and notes for grammar
  • Loom: Record quick videos for customer communication
  • Todoist: Create tasks from any page

Advanced Workflows

Quote to Invoice to Job

  1. 1

    Create a quote with all service details

  2. 2

    Send to customer for approval

  3. 3

    When accepted, click 'Convert to Job'

  4. 4

    Job is auto-scheduled based on quote details

  5. 5

    After job completion, click 'Create Invoice' - all details transfer

One-time setup: Enable auto-conversion in Settings -> Workflows

Batch Invoicing

  1. 1

    Go to Jobs -> filter by 'Completed, Not Invoiced'

  2. 2

    Select all jobs to invoice

  3. 3

    Click 'Batch Invoice'

  4. 4

    Review generated invoices

  5. 5

    Send all at once or schedule for later

Time saved: Invoice 50 jobs in under 5 minutes

Monthly Billing Customers

  1. 1

    Tag customers as 'Monthly Billing'

  2. 2

    Complete jobs throughout the month without invoicing

  3. 3

    At month-end, filter by tag

  4. 4

    Select all and create consolidated invoices

  5. 5

    Each customer gets one invoice for all jobs

Result: Fewer invoices, happier customers, less admin time

Weather-Based Rescheduling

  1. 1

    Check the 14-day forecast in your calendar

  2. 2

    Identify jobs scheduled on rainy days

  3. 3

    Select affected jobs

  4. 4

    Click 'Bulk Reschedule'

  5. 5

    Choose a new date with good weather

  6. 6

    Customers are notified automatically

Customer satisfaction: Proactive rescheduling beats last-minute cancellations

Daily Route Optimization

  1. 1

    Review tomorrow's schedule the night before

  2. 2

    Click 'Optimize Route' on the calendar

  3. 3

    Sergio reorders jobs for minimum drive time

  4. 4

    Review and adjust if needed

  5. 5

    Push optimized route to mobile app

  6. 6

    Wake up with your day planned

Efficiency gain: Average 20% reduction in drive time

Customization

Custom Fields

Business+

Add custom fields to track information specific to your business:

  • Window count per property
  • Key/gate codes
  • Preferred contact method

Setup: Settings -> Custom Fields -> Add Field

Email Templates

All Plans

Customize all automated emails with your voice:

Hi {customer_first_name},

Your window cleaning is scheduled for {job_date}.

Total: {invoice_total}
Pay online: {payment_link}

Use the variable picker to see all available tags.

Invoice PDF Customization

Business+

Make your invoices match your brand:

  • Upload custom logo
  • Set brand colors for headers
  • Add custom footer with payment instructions

Dashboard Widgets

Business+

Customize your dashboard to show what matters most:

  • Drag widgets to rearrange
  • Click gear icon to configure each widget
  • Add/remove widgets from the widget library
  • Create multiple dashboard views for different needs

Notification Preferences

All Plans

Control when and how you are notified:

  • Email: Daily digest or real-time
  • SMS: Critical alerts only
  • In-App: All activity or filtered
  • Digest: Morning summary of the day ahead

Setup: Settings -> Notifications

Pro Tips

Segment your customers with tags

Use tags like 'VIP', 'Commercial', 'Seasonal' to quickly filter and communicate with customer groups.

Create saved views for common filters

Save your frequently used filter combinations as views. Access them with one click from the sidebar.

Enable two-factor authentication

Protect your business data with 2FA. Go to Settings -> Security -> Enable 2FA.

Use offline mode strategically

Download your day's jobs before heading to areas with poor cell service. The app syncs automatically when back online.

Batch similar jobs together

Group commercial or residential jobs on specific days to reduce mental context switching and travel time.

Set up QuickBooks auto-sync

Enable automatic sync to keep your books up-to-date without manual exports. Settings -> Integrations -> QuickBooks.

Create a VIP customer template

Set up a customer template with priority scheduling, premium pricing, and special notes for high-value clients.

Automate review requests

Set up automatic review request emails 24 hours after job completion. Great reviews build your business!

Continue Learning

Getting Started Guide

New to Sergio? Start here for the basics.

Best Practices

Learn industry-proven strategies for success.

Video Tutorials

Watch step-by-step visual guides.

Help Center

Search our knowledge base for answers.

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