Video Tutorials

Your first steps with Sergio - from account creation to your first invoice.

Navigate the dashboard and understand all the widgets and metrics.

Upgrade, downgrade, or manage your billing information.

Create customer profiles with all the details you need.

Bulk import your existing customer database.

Give customers self-service access to their account.

Step-by-step guide to migrate from Jobber, Housecall Pro, or others.

Create, edit, and manage jobs from start to finish.

Master the calendar interface for efficient scheduling.

Optimize your daily routes to save time and fuel.

Use weather forecasts to plan your outdoor work.

Generate professional invoices and get paid faster.

Create quotes that convert to jobs and invoices.

Connect Stripe to accept credit cards and ACH payments.

Set up automatic recurring invoices for regular customers.

Learn about processing fees and how to optimize them.

Install and configure the Sergio iOS app.

Manage jobs on-site with the mobile app.

Work without internet and sync when back online.

Use GPS for navigation, time tracking, and fleet management.

Add team members and manage permissions.

Sync your data with QuickBooks Online.

Set up automated workflows to save time.