Core Foundation
ALL TIERSEssential features included in every plan. Get started with professional tools that work from day one.
Complete CRM System
Unlimited customers & jobs. Contact management, job history, customer notes, tags, and document storage.
Algorithmic Route Optimization
Mapbox-powered route optimization minimizes drive time between jobs. Turn-by-turn navigation and time window support included.
CarPlay Integration
Navigate to jobs hands-free with CarPlay. View your schedule and get directions while staying safe on the road.
Instant Online Quotes
Customers get instant price estimates online. One-click quote acceptance included.
AI Support Bot
Get instant help with Claude AI-powered support. Answers questions about window cleaning and the Sergio platform.
SMS Reminders & Arrival Notices
Send SMS reminders day-of and 24h in advance (250/month on Basic). Arrival notices and weather alerts included.
Custom Subdomain
Get your own subdomain at signup (yourcompany.sergio.app). Professional branding from day one.
AI Support & Glass Expert
In-app AI support bot plus AI Glass Expert for mobile damage assessment and scratch classification.
Mileage & Activity Tracking
GPS auto-tracking for mileage and customer interactions logging. Keep accurate records effortlessly.
CSV/Excel/VCF Import
Bulk import from Jobber, Monday.com, vCard formats. AI auto-mapping and saved templates.
Sergio Softphone (VoIP)
Dedicated business number, WebRTC browser calling, iOS CallKit integration, call history, voicemail, two-way SMS inbox with MMS.
Web & VoIP Push Notifications
Real-time push notifications for calls and texts. Works in browser and on iOS even when app is closed.
Growth Accelerators
PROFESSIONAL+ TIERAdvanced features for growing businesses. Automate operations and scale efficiently.
Live GPS Crew Tracking
Live GPS tracking of technicians on web dashboard. Tell customers accurate ETAs, spot delays early.
Geofencing & Auto Check-in
Automatic job site check-in/out when technicians arrive and leave. Accurate time tracking without manual entry.
QuickBooks Two-Way Sync
Create invoice in Sergio, it's in QuickBooks. Payment received? Both update. Zero manual data entry.
Live GPS Tracking
Real-time technician location on web dashboard. Geofencing with auto check-in/out.
Time Tracking (Accountant-Ready)
Clock in/out tracking with accountant-ready reports. Commission tracking per technician included.
Branded Email & Campaigns
Branded email (yourcompany@sergio.app). Email marketing campaigns with branded templates.
Lead Management CRM
Lead qualification scoring and follow-up task management. Track leads from first contact through conversion.
Team Management
Multi-user scheduling, technician assignment and workload balancing. Employee time off requests and approval.
Expense Tracking
Expense tracking with manager approval workflow and AI receipt scanning (50 receipts/month).
Photo AI Moderation
Photo validation with AI moderation (4 photos/job). AI receipt scanning with OCR (50 receipts/month).
Softphone & SMS (1000/mo)
Built-in softphone with 1000 SMS/month and 1000 calling minutes/month. Priority support included.
Business Intelligence
BUSINESS+ TIERProfessional-grade tools for established businesses. Automation, customization, and unlimited communication.
Analytics Dashboard
Revenue analytics, customer lifetime value, job profitability, sales funnel analytics, and CAC tracking. Export to Excel/PDF.
AI Support Bot (Opus)
Upgraded Claude Opus AI support with 500 queries/month. AI Glass Expert with 300 queries/month for damage assessment.
UNLIMITED SMS & Calling
Unlimited SMS and calling for Business tier. No caps, no overage fees.
Automated Review Requests
Automated review requests sent after every job. Boost your Google rating, build social proof.
Photo Validation (6 photos/job)
Enhanced photo validation with AI moderation (6 photos/job). Receipt scanning (150 receipts/month).
Premium Support
Priority support with faster response times. Direct access to founder for urgent issues.
Custom Fields & Workflows
Custom field creation, workflow customization, form builder, custom job types and statuses.
Daily Checklists & QA
Daily checklist templates, job-specific checklists, photo requirements, compliance tracking, and quality scoring.
Custom Branding
Custom logo and brand colours. Workload forecasting and capacity planning included.
UNLIMITED Communication
Unlimited SMS and calling with no caps. Full Softphone with voicemail, caller ID, and call history.
Contact sales for enterprise inquiries
Enterprise Scale
ENTERPRISE TIERFor large operations that need complete control and unlimited scale.
Branding & Customization
Complete White-Labeling
Remove all Sergio branding. Your customers see only your brand throughout the entire experience.
Custom Domain Setup
Run on your own domain. customers.yourcompany.com instead of a generic portal URL.
Custom CSS Styling
Full CSS customization for pixel-perfect brand alignment. Match your website exactly.
Custom Email Domains
Send emails from your domain. noreply@yourcompany.com builds trust and professionalism.
Branded Mobile Apps
Your own branded iOS and Android apps. Available on request for qualifying enterprise accounts.
Scale & Enterprise Support
Unlimited Users
Assign jobs, set permissions, track who did what. Grow your team without user limits or extra costs.
Dedicated Account Manager
Your personal point of contact who knows your business. Proactive support, not reactive tickets.
24/7 Priority Support
Round-the-clock support with guaranteed response times. Your business never waits.
Custom SLA Agreements
Service level agreements tailored to your requirements. Guaranteed uptime and response commitments.
Quarterly Business Reviews
Strategic sessions to optimize your usage, plan growth, and get ahead of your needs.
Direct Engineering Support
Skip the queue. Direct access to our engineering team for complex integrations and custom requirements.
Security & Compliance
Single Sign-On (SSO)
One login for everything. Integrate with your existing identity provider for seamless access.
SAML Authentication
Enterprise-grade SAML 2.0 support. Works with Okta, Azure AD, OneLogin, and more.
Advanced User Permissions
Granular role-based access control. Define exactly who can see and do what.
Audit Logging
Complete audit trail of all actions. Know who did what, when, for compliance and security.
SOC 2 Compliant Backend
Built on Supabase's SOC 2 Type II certified infrastructure. Enterprise-grade security for your data.
Founding Members Special
EVERYONEExclusive benefit for all Sergio users—personal access to expertise built over 16 years in the field.
1-on-1 Founder Support
Get help from a window cleaner with 16 years experience. Ask about pricing, routing, hiring—I've done it all.
Ready to Get Started?
Join hundreds of window cleaning businesses already using Sergio to save time and grow revenue. All features work together seamlessly from day one.
All features work together seamlessly