Documentation

1. Visit sergio.app
2. Click "Get Started"
3. Choose your subscription plan:
   • Basic ($25/mo founder, $100/mo regular) - 1 user
   • Professional ($50/mo founder, $200/mo regular) - 2-5 users
   • Business ($100/mo founder, $400/mo regular) - 5-15 users
   • Enterprise ($1,000/mo founder, $4,000/mo regular) - Unlimited users
4. Enter your company details
5. Complete payment via Stripe
6. Your account will be activated immediately

After signing up, you'll be guided through onboarding:

1. Company Profile - Add your logo, contact info, and address
2. Service Pricing - Set default prices for residential/commercial services
3. Add Your First Customer - Import or manually add customers
4. Team Members (Team/Business plans) - Invite your crew

1. Navigate to Customers → Add Customer
2. Fill in customer details:
   • Name (required)
   • Email (optional but recommended)
   • Phone (optional)
   • Address (automatically geocoded for route planning)
   • Customer Type (Residential or Commercial)
3. Set service frequency (weekly, bi-weekly, monthly, seasonal)
4. Add pricing and service notes
5. Click Save Customer

Import customers from CSV or connect QuickBooks for automatic sync.

1. Go to Jobs → Create Job
2. Select customer
3. Choose service date and time
4. Assign team member
5. Add job details and pricing
6. Save and notify customer (optional)

• Scheduled - Job is booked
• In Progress - Team is on-site
• Completed - Work finished
• Cancelled - Job cancelled

1. Navigate to Quotes → New Quote
2. Select customer or create new prospect
3. Add line items with quantities and prices
4. Set expiration date
5. Add notes or terms
6. Send via email with PDF (branded PDFs available on Business plan with white label)

• Draft - Not yet sent
• Sent - Delivered to customer
• Accepted - Customer approved
• Expired - Past expiration date
• Rejected - Customer declined

1. Go to Invoices → Create Invoice
2. Select customer and job (if applicable)
3. Add line items or import from job/quote
4. Set payment terms (due date)
5. Send via email with payment link

Customers can pay invoices online via credit card, debit card, or bank transfer through Stripe.

The Routing page displays real-time information about your technicians' routes:

• Optimized Job Order - View the route optimization calculated by the iOS app
• Live Technician Location - See where your techs are in real-time on the map
• Route Progress - Track completed jobs and upcoming stops

Route optimization happens automatically in the iOS mobile app when technicians start their day. The app calculates the most efficient order for assigned jobs and sends updates via webhooks. The web dashboard displays this optimized route and tracks technician location throughout the day using MapBox for map visualization.

1. Navigate to Team Members page
2. Click Invite Team Member
3. Enter email and select role:
   • Owner - Full access to all features and settings
   • Admin - Manage all operational features
   • Manager - Manage jobs, customers, and schedules
   • Technician - View assigned jobs and complete work
4. Send invitation email

On the Team Members page, you can:

• View all active team members and their roles
• Edit team member permissions
• Resend invitation emails
• Remove team members
• See last login activity

• Company name and contact information
• Default pricing and tax rates
• Invoice/quote templates
• Appearance Preferences - Customize navbar colors and app theme (all plans)
• White Label Branding - Custom logo and full rebranding (Business plan only)

• QuickBooks - Sync customers and invoices
• Stripe - Payment processing
• MapBox - Map display and technician location tracking