Getting Started Guide

1. Visit sergio.app
2. Click Get Started in the top right
3. Enter your email and create a password
4. Verify your email (check spam folder if not received)

Select the plan that fits your business size:

Enter your payment details via Stripe's secure checkout. Your card will be charged monthly on your signup date. You can cancel anytime with no fees.

After signup, you'll be guided to complete your company profile:

• Company Name - Appears on invoices and quotes
• Business Address - Used for route planning
• Phone & Email - Customer contact information
• Logo Upload (optional) - Professional branding on all documents
• Tax ID / EIN (optional) - For invoicing compliance

Set your standard rates to speed up quote creation:

You can always customize pricing per job - these are just starting templates.

Navigate to Settings → Appearance to customize navbar colors and app theme. Business plan users can enable full white-label branding with custom domain.

1. Click Customers in the sidebar
2. Click + Add Customer
3. Fill in customer details:
   • Name (required) - Full name or business name
   • Email - For sending quotes/invoices
   • Phone - Contact number
   • Address - Full street address (auto-geocoded for maps)
   • Type - Residential or Commercial
4. Set service frequency: One-time, Weekly, Bi-weekly, Monthly, or Seasonal
5. Add any special notes (gate codes, parking instructions, etc.)
6. Click Save Customer

Already have a customer list? Import them all at once:

1. Go to Customers → Import
2. Download the CSV template
3. Fill in your customer data (name, email, phone, address)
4. Upload the completed CSV file
5. Review and confirm - Sergio will geocode addresses automatically

Need help migrating from Jobber or Housecall Pro? Email [email protected]

1. Navigate to Jobs in the sidebar
2. Click + Create Job
3. Select the customer you just added
4. Choose service date and time window
5. If you have team members, assign a technician
6. Add job details:
   • Service type (interior, exterior, both)
   • Estimated duration
   • Special instructions
7. Click Save Job

After creating the job, you can send an automatic notification:

• Email notification - Included on all plans
• SMS reminder - Available on Professional+ plans (500 free SMS/month, unlimited on Business+)

Your job appears on the calendar view automatically. You can drag-and-drop to reschedule, and color-coding shows job status at a glance.

1. Go to Invoices → Create Invoice
2. Select your customer and associated job
3. Add line items:
   • Description (e.g., "Exterior window cleaning - 24 panes")
   • Quantity and unit price
   • Total auto-calculates
4. Set payment terms (Due on receipt, Net 15, Net 30)
5. Add optional notes or thank-you message
6. Preview invoice to see how customers will view it

You have multiple delivery options:

To accept online payments (Professional+ plans):

1. Connect Stripe: Settings → Payments → Connect Stripe
2. Customers can pay with credit card or bank transfer (ACH)
3. Funds deposited to your bank in 2-5 business days
4. Invoice auto-marks as paid when payment received

See our Stripe Setup Guide for detailed instructions.