Help Center

Sergio is an all-in-one business management platform built specifically for window cleaning companies. It includes customer management, job scheduling, route optimization, quoting, invoicing, payment processing, and team management.

Sergio was built by a window cleaner with 16 years of industry experience, designed to solve real problems faced by window cleaning businesses every day.

• Built by a window cleaner, for window cleaners: Features designed around actual workflows
• No hidden fees: All features of your chosen plan included, no expensive add-ons
• Route optimization included: Most competitors charge $50-100/month extra
• Customer portal included: Professional branded experience at no extra cost
• Multi-language support: Available in 12+ languages
• Founding member pricing: First 20 users get 75% off (rate locked while active)

• 75% discount forever* - locked in, never increases while you stay active
• All current features of your chosen plan included
• All future features of your plan level included at no extra cost
• Early access to new features
• 1-on-1 founder support
• Founding member badge in your account
• *See pricing page for full founder program details

Yes! There are no contracts or cancellation fees. Cancel anytime from your account settings.

Yes! We offer no-questions-asked refunds for your current billing period. If you cancel, you'll receive a refund for the month you're currently in. Note: If you prepay for multiple months or years, only the current period is refundable.

Sergio uses Stripe for payment processing. Standard rates are 2.9% + 30¢ per transaction for credit cards and 0.8% (capped at $5) for ACH/bank transfers. These fees are industry standard and go directly to Stripe—we don't mark them up. You keep the rest.

Yes! Only the Enterprise plan includes white-label branding (full white-label with custom domain). Business plan includes custom logo and brand colors only.

Yes! Route optimization is included in Professional, Business, and Enterprise plans. Most competitors charge $50-100/month extra for this feature.

Yes! Your customers can request quotes, book services, and view their service history through a professional branded portal. This is included in all plans.

Yes! Sergio is available in 12+ languages including English, Spanish, French, German, Italian, Portuguese, and more.

Yes! The iOS app is built with offline-first architecture. You can view schedules, customer details, create invoices, and log completed jobs even without cell service. Everything syncs automatically when you're back online. This is critical when you're 30 feet up on a ladder with spotty signal. Full offline functionality is available on Professional, Business, and Enterprise plans. Basic plan includes view-only mobile access.

Sergio checks the 14-day forecast for your service areas daily. When rain is predicted, the system flags at-risk jobs 3+ days in advance and sends you alerts. You can then proactively contact customers to reschedule (customers appreciate the heads-up vs. day-of cancellations). One-click reschedule moves jobs to the next available slot in the same geographic zone. Available on all plans.

Sergio offers two-way sync with QuickBooks Online. Customers, invoices, and payments sync automatically—no manual data entry. When you create an invoice in Sergio, it appears in QuickBooks. When a payment is received, both systems update. This eliminates double-entry bookkeeping and keeps your accounting accurate. Available on Professional, Business, and Enterprise plans.

Yes! You can assign different permission levels: Admin (full access), Manager (can't access billing/settings), Crew Lead (can manage assigned jobs), and Crew Member (view-only for their assigned jobs). This keeps your data secure and prevents accidental changes by field staff. Advanced role permissions available on Business and Enterprise plans.

Review automation (Business+ plans) automatically sends review requests to customers after job completion. This helps you build your Google rating and social proof without manual follow-up. Most businesses see 2-3x more reviews within the first month of activation.

Yes! API access is available on Business and Enterprise plans. Our RESTful API includes comprehensive documentation, webhook support, and rate limiting controls. Use it to integrate Sergio with your existing tools and workflows.

Yes! All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We use Supabase (built on PostgreSQL) for database hosting with automatic backups. Note: Sergio is currently in beta - we do not guarantee 100% uptime but are committed to rapid issue resolution.

Only you and your team members. We never sell or share your data with third parties. See our Privacy Policy for complete details.

Yes! Sergio is PIPEDA compliant for operations in North America (Canada and USA). You have full control over your data and can export or delete it at any time. Enterprise plans include additional compliance documentation (SOC 2).

Absolutely! You can export all your data (customers, jobs, invoices, payments, notes) as CSV files at any time from Settings > Data Export. No vendor lock-in, no hassle. Your data is yours—we're just the software helping you manage it. If you need help migrating to another platform, email [email protected] and we'll assist.

Enterprise plans include: Single Sign-On (SSO), SAML authentication, advanced user permissions, audit logging, SOC 2 compliance documentation, and dedicated database instances for complete data control.

1. Sign up and choose your plan
2. Complete your company profile
3. Import or add your customers
4. Start scheduling jobs
5. Send invoices and get paid!

Yes! You can import customers and jobs from CSV files or connect to QuickBooks for automatic sync. Data migration assistance is included with Business and Enterprise plans, or available for $500 on Basic and Professional plans.

Try our interactive demo at sergio.app to explore all features hands-on. For any questions, contact the founder directly at [email protected] for personalized help. Business and Enterprise plans include dedicated training sessions.

Yes! A native iOS app is available now for your team to manage jobs on the go. Basic plan includes view-only access. Professional and above include full offline functionality. Android app is on the roadmap and coming Q2 2026.

Yes! The migration process takes 1-2 weeks. Export your customer list, invoices, and service history as CSV from your current platform (they're legally required to provide it). Import to Sergio via Settings > Import Data. Run both systems in parallel for 2 weeks to ensure smooth transition. Notify customers about the new portal, train your team (1-2 hours), then cancel your old subscription. Most users save 50-60% on software costs after switching. Need help? Email [email protected] for migration assistance.