How Sergio Works
Behind the Scenes
Most field service software makes you do the work. Sergio does the work for you. Here's everything that happens automatically while you focus on cleaning windows.
Pull Up. Work. Drive Away.
That's all you do. Sergio handles everything else automatically.
Arrival Detection
Sergio knows you've arrived (50-meter radius around the job site)
Customer Notification
Your next customer gets a text: 'We'll be there in about 2 hours!'
Completion Detection
When you drive away, the job changes from in progress to completed
Invoice Generation
Professional invoice created with all charges, taxes, and fees
Next Customer Alert
Arrive at Job B -> Job C gets their arrival notice
What this saves you: 10-15 minutes per job* of marking jobs complete and texting the next customer
No More Phone Tag for Quotes
Customers get instant estimates at 2 AM if they want. You wake up to accepted quotes ready to schedule.
Customer Fills Form
Window count, stories, service type, address. Takes 2 minutes.
Instant Calculator
Calculates price with all surcharges: first-time clean, French panes, frames.
Auto-Save & Notify
Saves to dashboard, geocodes address, sends confirmation to customer.
One-Click Accept
Customer accepts online -> Creates customer record -> Notifies you.
Your action: Reschedule only 3 afternoon jobs. Morning stays on schedule.
Stop Showing Up in the Rain
The Old Way
With Sergio
Saves hours of phone calls* and keeps safe jobs on the schedule
And That's Just the Beginning
Here are more automations running in the background, 24/7
Review Automation
Sends review requests after job completion with direct link to your Google Business profile. Get 3-5x more reviews* without asking.
24-Hour Reminders
Every night at 6 PM, tomorrow's customers get reminder texts with your ETA window. Reduces no-shows by 60%*.
Payment Processing
Customer pays via Stripe -> Invoice marked paid -> Receipt sent -> Payment logged. Zero manual tracking.
QuickBooks Sync
All invoices and customers automatically sync to QuickBooks. No duplicate entry. Your bookkeeper will love you.
Daily Checklists
Automatic reminders for safety and quality checklists. Techs complete in app. Creates audit trail for insurance.
Compliance & Cleanup
Every night: expires old quotes, marks overdue invoices, deletes old logs, keeps database fast and secure.
Time You Could Save Per Day
Here's the breakdown of daily time savings with Sergio
The Sergio Difference
See how Sergio's automation compares to other platforms
| Feature | Jobber / HouseCall Pro | Sergio |
|---|---|---|
| Invoice generation | Manual after each job | Automatic via geofencing |
| Customer arrival notices | Not available | Automatic sequential alerts |
| Weather alerts | Not available | Automatic with job list |
| Quote calculator | Static pricing | Real-time with your rates |
| Review requests | Manual or clunky | Automatic after completion |
| Payment receipts | Manual send | Automatic on payment |
| 24-hour reminders | Extra cost or manual | Included, automatic |
| QuickBooks sync | Manual export/import | One-click sync |
Here's the kicker
Almost ALL of these automations are available on EVERY plan, including Starter ($36/month with founder pricing).
- •Professional: QuickBooks Sync, GPS Tracking & Branded emails
- •Business: Google Reviews Automation & Unlimited SMS reminders
- •Enterprise: Coming soon with custom solutions
We believe automation should save time for ALL window cleaning businesses, not just the big ones.
* Performance metrics are estimated based on industry averages and founder experience. Actual results may vary depending on your business operations, customer base, and usage patterns. These metrics are not guaranteed and should be considered as potential outcomes rather than definitive results.
Ready to Get Your Time Back?
You do the cleaning. Sergio does the paperwork.
Up to 50% off forever for founding members. No contracts. Cancel anytime.
“Every automation in Sergio exists because I spent years doing it manually. When you automate the boring stuff, you get to focus on what actually makes money: cleaning windows.”