iOS Mobile App

• iPhone 8 or newer (recommended: iPhone 12+)
• iOS 16.0 or later
• 150 MB free storage
• Internet connection for initial setup (app works offline after)

1. Open the App Store on your iPhone
2. Search for "Sergio Window Cleaning"
3. Tap Get or download from this direct link
4. Authenticate with Face ID, Touch ID, or password
5. Wait for download to complete

1. Open the Sergio app
2. Enter your email and password (same as web login)
3. Grant permissions when prompted:
   • Location - Required for GPS navigation and route optimization
   • Camera - Optional, for before/after photos
   • Notifications - Recommended for job reminders
4. App will sync your data (customers, jobs, invoices) - takes 10-30 seconds
5. You're ready to go!

Sergio uses Core Data (Apple's local database) to store all your data on-device. When internet is unavailable, the app continues working fully. All changes sync automatically when you're back online.

When you regain internet connection, the app automatically syncs in the background. You'll see a small sync indicator in the top-right corner.

• Conflict Resolution: If you and another team member edited the same job offline, the most recent change wins. You'll get a notification if conflicts occur.
• Sync Frequency: Every 2 minutes when online, instant when you complete/create jobs
• Manual Sync: Pull down on Today's Schedule to force refresh

1. Tap Today's Schedule on home screen
2. Jobs are auto-sorted by optimized route
3. Tap View Route to see map with all stops
4. Blue line shows suggested order, numbered pins show each job

1. Tap on a job card
2. Tap Navigate button (blue with arrow icon)
3. Choose navigation app:
   • Sergio Maps (built-in, works offline)
   • Apple Maps (if you prefer Siri integration)
   • Google Maps (if installed)
   • Waze (if installed)
4. Follow directions to arrive at job site

The app calculates optimal route order using:

• Geographic clustering - Groups nearby jobs
• Time windows - Respects customer preferred times
• Traffic data - Avoids congestion (when online)
• Job duration - Accounts for estimated completion time

Tap any job to see:

• Customer name, address, phone
• Service notes and special instructions
• Estimated duration
• Pricing breakdown
• Service history (last visit, recurring schedule)
• Photos from previous visits

1. Arrive at job site
2. Open job details
3. Tap Start Job
4. Timer starts automatically (for time tracking)
5. Optional: Take "before" photos

1. Finish work on-site
2. Optional: Take "after" photos
3. Add any notes (issues found, customer requests, etc.)
4. Tap Mark Complete
5. Job moves to "Completed" list, timer stops
6. You can now create invoice immediately or later

1. After marking job complete, tap Create Invoice
2. Pre-filled with customer info and job pricing
3. Review line items (edit if needed)
4. Set payment terms (due in 7 days, 14 days, etc.)
5. Tap Send Invoice
6. Customer receives email with payment link immediately

If customer wants to pay immediately:

1. After creating invoice, tap Collect Payment
2. Choose payment method:
   • Credit/Debit Card - Customer enters card details
   • Cash - Mark as paid, receipt emailed
   • Check - Enter check number, mark as paid
3. Customer signs on your phone screen
4. Receipt emailed to customer automatically
5. Invoice marked as paid, you're done!

1. Open job details
2. Tap Camera icon
3. Take photo with iPhone camera
4. Add caption (optional): "Before - dirty windows", "After - cleaned"
5. Tap Save
6. Photos attach to job automatically

• Photos stored locally until you have internet
• Auto-uploaded to cloud when online
• Compressed to save bandwidth (still high quality)
• Accessible on web dashboard after sync
• Included in invoice PDFs if enabled

When you tap "Start Job", a timer begins. When you tap "Mark Complete", it stops. No manual clock-in required.

1. Tap Menu → Time Tracking
2. See hours worked today, this week, this month
3. Export to CSV for payroll (managers/admins only)

If you forgot to start/stop timer, managers can adjust time in the web dashboard under Job Details → Edit Time.

1. Check internet connection (WiFi or cellular data)
2. Pull down on Today's Schedule to force refresh
3. Go to Settings → Account → tap "Force Sync"
4. If still failing, log out and log back in

1. Go to iPhone Settings → Sergio → Location
2. Change to "Always" or "While Using App"
3. Enable "Precise Location"
4. Restart the app

1. Force close the app (swipe up from app switcher)
2. Restart your iPhone
3. Check for app updates in App Store
4. If persists, uninstall and reinstall (data is cloud-backed)

GPS navigation uses significant battery. To conserve:

• Enable Low Power Mode in iOS Settings
• Close navigation when you arrive at job site
• Lower screen brightness
• Disable background app refresh for other apps