Everything you need to run your business
CRM, routing, invoicing, accounting, AI, and more, built by a window cleaner who needed every single one of these features. No add-ons. No per-user fees.
Your entire business, in one place
Every customer, every property, every job, organized and accessible. Track communication history, job notes, property details, billing preferences, and recurring schedules. Built for the way service businesses actually work, not how enterprise software thinks they should.
Save hours on the road every week
Algorithmic route planning powered by Mapbox minimizes your drive time between jobs. Drag-and-drop reordering, multi-stop optimization, and turn-by-turn navigation built right into the app. What Jobber charges $50+/month extra for, Sergio includes on every plan.
Open 24/7, even when you're not
Your customers get their own branded portal to request quotes, accept estimates, pay invoices, and view their job history. Reduce phone calls, capture leads while you sleep, and present like a company ten times your size.
Purpose-built for the field
iOS and Android apps designed for real working conditions. Offline-first architecture means you never lose data in a dead zone. Job completion, photo capture, GPS tracking, and customer signatures. All from your pocket.
Your AI-powered business assistant
Skipper handles glass damage assessment with over a decade of expertise baked in, drafts customer communications, suggests smart scheduling optimizations, and answers your team's questions instantly. The assistant that never clocks out.
Every mile and minute, accounted for
Automatic GPS mileage logging on every route. Time-on-site tracking per job. Everything you need for tax deductions, payroll, and understanding where your hours actually go, without lifting a finger.
A real business line, no second phone
A dedicated business phone number with SMS, call handling, voicemail transcription, and smart call routing. Keep your personal number private. Your customers see a professional business, not a personal cell.
Every message, tied to the right customer
Send and receive email directly inside Sergio. Every message automatically attaches to the right customer record. Branded templates, automated follow-ups, and a unified inbox so nothing slips through the cracks.
Snap it. Forget it. It's tracked.
Photograph any receipt and AI extracts the vendor, amount, date, and category instantly. Track expenses by job, by category, or by crew member. When tax season arrives, you're already ready.
CPA-grade books, built right in
Chart of accounts, profit & loss statements, balance sheets, bank reconciliation, and journal entries. Full double-entry accounting built directly into your field service software. No QuickBooks subscription required.
Know the forecast before you schedule
14-day weather forecasts woven directly into your schedule. Sergio alerts you days before rain threatens your jobs and suggests reschedule options automatically. Stop losing revenue to weather you could have seen coming.
Learn moreArrive, and the clock starts itself
Virtual boundaries around every job site. Drive up and Sergio clocks you in. Drive away and it clocks you out. Hands-free, GPS-verified time tracking that your crews can't forget and your clients can trust.
Decisions backed by real data
Revenue dashboards, job completion rates, customer retention metrics, crew performance tracking, and custom reports. See exactly where your business stands, and where it's heading, at a glance.
Ready to see it in action?
Every feature above is included. No add-ons, no per-user pricing, no surprises. Start your free trial today.
“Every feature in Sergio exists because I needed it in my own window cleaning business. This isn't a feature list. It's over a decade of lessons learned.”