Help Center

Sergio is an all-in-one business management platform built specifically for window cleaning companies. It includes customer management, job scheduling, route optimization (all plans), quoting, invoicing, payment processing (all plans), and team management.

Sergio was built by a window cleaner with 16 years of industry experience, designed to solve real problems faced by window cleaning businesses every day.

1. Sign up and choose your plan
2. Complete your company profile
3. Import or add your customers
4. Start scheduling jobs
5. Send invoices and get paid!

Yes! A native iOS app is available now for your team to manage jobs on the go. All plans include the full iOS app with offline-first architecture. Professional and above include enhanced offline functionality to create invoices and quotes offline. Android app is on the roadmap and coming Q2 2026.

• 50% discount forever - locked in, never increases while you stay active
• All current features of your chosen plan included
• All future features of your plan level included at no extra cost
• Early access to new features
• 1-on-1 founder support
• Founding member badge in your account

Yes! There are no contracts or cancellation fees. Cancel anytime from your account settings.

Sergio uses Stripe for payment processing. Standard rates are 2.9% + 30 cents per transaction for credit cards and 0.8% (capped at $5) for ACH/bank transfers. These fees are industry standard and go directly to Stripe - we don't mark them up.

Yes! The iOS app is built with offline-first architecture on ALL plans. You can view schedules, customer details, and log completed jobs even without cell service. Everything syncs automatically when you're back online. This is critical when you're 30 feet up on a ladder with spotty signal. Professional and above include enhanced offline functionality to create invoices and quotes offline.

Yes! Route optimization is included in ALL plans (Basic, Professional, Business, and Enterprise). Most competitors charge $50-100/month extra for this feature.

Yes! Your customers can request quotes, book services, and view their service history through a professional branded portal. This is included in all plans.

Sergio checks the 14-day forecast for your service areas daily. When rain is predicted, the system flags at-risk jobs 3+ days in advance and sends you alerts. You can then proactively contact customers to reschedule (customers appreciate the heads-up vs. day-of cancellations). One-click reschedule moves jobs to the next available slot in the same geographic zone. Available on all plans.

Sergio offers two-way sync with QuickBooks Online. Customers, invoices, and payments sync automatically - no manual data entry. When you create an invoice in Sergio, it appears in QuickBooks. When a payment is received, both systems update. This eliminates double-entry bookkeeping and keeps your accounting accurate. Available on Professional, Business, and Enterprise plans.

Yes! All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We use Supabase (built on PostgreSQL) for database hosting with automatic backups. Note: Sergio is currently in beta - we do not guarantee 100% uptime but are committed to rapid issue resolution.

Only you and your team members. We never sell or share your data with third parties. See our Privacy Policy for complete details.

Absolutely! You can export all your data (customers, jobs, invoices, payments, notes) as CSV files at any time from Gear > Data Export. No vendor lock-in, no hassle. Your data is yours - we're just the software helping you manage it. If you need help migrating to another platform, email support@sergio.app and we'll assist.