Keyboard Shortcuts
Master these shortcuts to navigate Sergio at lightning speed. Works in web app on desktop browsers.
Global Navigation
Go to Dashboard
Go to Customers
Go to Jobs/Schedule
Go to Quotes
Go to Invoices
Go to Settings
Show keyboard shortcuts help
Quick Actions
Create new (context-aware: new customer, job, invoice, etc.)
Open command palette (search everything)
Save current form/changes
Close dialog or cancel action
Focus search bar
List Navigation
Move down in list
Move up in list
Open selected item
Select all items
Select/deselect current item
Calendar View
Jump to Today
Previous week/month
Next week/month
Day view
Week view
Month view
Invoice/Quote Editing
Send invoice/quote
Preview PDF
Duplicate invoice/quote
Add new line item
Pro Tip: Press ? anywhere in the app to see all available shortcuts for the current page.
Advanced Workflows
From Quote to Invoice in 30 Seconds
- 1
Customer accepts quote via email link
- 2
Sergio auto-creates job from accepted quote
- 3
Complete job in mobile app (mark as done)
- 4
Sergio auto-generates invoice from job
- 5
Invoice sent automatically with payment link
Setup: Enable "Auto-create jobs from accepted quotes" and "Auto-invoice completed jobs" in Settings → Automation
Weekly Batch Invoicing
- 1
Friday afternoon: Go to Jobs → Filter "Completed this week"
- 2
Select all completed jobs (Cmd/Ctrl+A)
- 3
Click "Bulk Actions → Create Invoices"
- 4
Review all invoices in preview mode
- 5
Click "Send All" to email customers
Time saved: 45 minutes per week vs creating invoices individually
Automated Monthly Billing
- 1
Tag recurring customers with "Monthly Auto-Bill"
- 2
Set up recurring invoice template with line items
- 3
Configure auto-charge on file (Stripe required)
- 4
First of month: Sergio auto-generates and charges
- 5
You receive notification when payments complete
Result: Zero admin time for recurring revenue. Just show up and do the work.
Weather-Triggered Rescheduling
- 1
Enable weather alerts: Settings → Notifications → Weather
- 2
Set threshold: "Alert me 3 days before rain"
- 3
Receive alert: "Thursday rain - 5 jobs affected"
- 4
Click alert → View affected jobs list
- 5
Bulk reschedule to next available Friday slots
- 6
Sergio auto-sends rescheduling notifications
Customer satisfaction: Proactive rescheduling vs day-of cancellations = 90% fewer complaints
Route Optimization + Time Blocking
- 1
Sunday night: Review next week's schedule
- 2
Assign jobs to technicians (yourself or team)
- 3
Group by day and geographic zone
- 4
Monday morning: Sergio optimizes route order
- 5
Technician follows optimized sequence
- 6
GPS tracking shows real-time progress
Efficiency gain: Fit 1-2 extra jobs per day with reduced drive time (Professional+ plans)
Customization Options
Custom Fields
BUSINESS+Add custom data fields to customers, jobs, and invoices:
- Customer: Gate code, dog on property, preferred time
- Job: Number of panes, ladder required, parking notes
- Invoice: Purchase order number, account code
Settings → Custom Fields → Add Field
Email Template Customization
ALL PLANSCustomize email templates with merge tags:
Hi {{customer_name}},
Your {{service_type}} service is scheduled for {{job_date}}.
Total cost: {{invoice_total}}
Pay online: {{payment_link}}
Available merge tags: customer_name, service_type, job_date, invoice_total, payment_link, company_name, technician_name
Invoice PDF Customization
BUSINESS+White-label invoices with custom branding:
- Upload logo (appears on all PDFs)
- Set brand colors (header, accents)
- Custom footer text (warranty info, social links)
- Remove "Powered by Sergio" footer
Dashboard Widgets
BUSINESS+Customize your dashboard layout:
- Drag-and-drop widgets to rearrange
- Hide widgets you don't use (click X in corner)
- Add custom report widgets (Business plan)
- Save multiple dashboard layouts (switch by role)
Notification Preferences
ALL PLANSFine-tune what notifications you receive:
- Email: Quote acceptances, invoice payments, overdue reminders
- SMS: Job starting soon, payment received (opt-in)
- In-app: Team member activity, customer messages
- Digest mode: Combine all notifications into daily summary
Settings → Notifications → Customize by type
Pro Tips from Power Users
Use tags to segment customers
Create tags like "High-Value" (>$500/year), "Seasonal-Only", "Referral-Source", "VIP" - then filter and target with specific campaigns
Set up saved views
Save frequently-used filter combinations as views: "Overdue Invoices", "This Week's Jobs", "New Customers This Month" - one-click access
Enable two-factor authentication
Settings → Security → Enable 2FA - protects your business data if password is compromised
Use the mobile app offline mode
Download tomorrow's schedule before leaving WiFi - work all day without cell service, auto-syncs when you're back online (Professional+ plans)
Batch similar jobs geographically
Tag customers by neighborhood ("North Side", "Downtown", "Suburbs") - schedule all North Side jobs on Mondays to minimize drive time
Set up QuickBooks sync before tax season
Connect in January - all invoices and payments sync automatically, giving your accountant clean data for tax prep (Professional+ plans)
Use the API for custom integrations
Connect Sergio to Zapier to auto-post new jobs to Slack, add customers to Mailchimp, log invoices in Google Sheets (Business+ plans)
Create a 'VIP Response' template
Pre-written message for high-value customers: 'Thanks for your request! I\'ll personally handle this. Expect my quote within 2 hours.' - saved as template for one-click use
Enable review automation
Business+ plans: Auto-request Google reviews 2 hours after job completion - businesses see 3x more reviews within first month
Use custom domains for customer portal
Enterprise plan: Set up portal.yourbusiness.com instead of yourbusiness.sergio.app - looks more professional, builds trust
More Resources
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