Video Library Coming Soon
We're currently producing professional video tutorials for all features. In the meantime, check out our comprehensive written documentation or contact us for a personalized demo.
Getting Started
Complete Onboarding Walkthrough
From signup to your first invoice - complete setup guide for new users
Dashboard Overview
Navigate your dashboard and understand all the key metrics at a glance
Understanding Your Subscription Plan
Learn what features are available on your plan and when to upgrade
Customer Management
Adding Your First Customer
Step-by-step guide to adding customer details and service preferences
Importing Customers from CSV
Bulk import your existing customer list and map fields correctly
Customer Portal Setup
Enable and customize your customer self-service portal
Migrating from Jobber or Housecall Pro
Complete migration guide from other platforms
Job Scheduling
Creating and Managing Jobs
Schedule jobs, assign team members, and track progress
Using the Calendar View
Master the calendar interface for efficient scheduling
Route Optimization Basics
How route optimization works and how to use it effectively (Professional+ plans)
Weather-Based Scheduling
Use 14-day forecasts to proactively manage rain reschedules
Invoicing & Payments
Creating Professional Invoices
Build detailed invoices with line items, taxes, and payment terms
Quote Creation and Management
Send professional quotes with e-signature acceptance
Stripe Payment Setup
Connect Stripe to accept credit cards and ACH bank transfers
Recurring Billing & Subscriptions
Set up automatic billing for regular customers
Understanding Payment Processing Fees
Learn about Stripe fees and when to use ACH vs credit cards
Mobile App
iOS App Setup and Login
Download, install, and configure the Sergio iOS app
Managing Jobs in the Field
Complete jobs, take photos, and collect payments on-site
Offline Functionality
Work without cell service and sync when back online
GPS Tracking and Navigation
Use turn-by-turn navigation and live location tracking
Advanced Features
Team Management and Permissions
Add team members and configure role-based access
QuickBooks Integration
Two-way sync with QuickBooks Online for seamless accounting
Custom Branding and White Label
Customize appearance and set up white-label branding (Business+ plans)
Analytics and Reporting
Use dashboards and reports to track business performance (Business+ plans)
SMS and Email Automation
Set up automated customer communications
API and Webhooks
Integrate Sergio with other tools using the API (Business+ plans)
Quick Tips Series
Short 2-3 minute videos covering specific features and workflows
Keyboard Shortcuts
Bulk Actions
PDF Customization
Email Templates
Custom Fields
Data Export
Want a personalized walkthrough?
Schedule a free 1-on-1 demo with the founder to learn features specific to your business needs.
Request Personal Demo