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Sergio
Saskatchewan, Canada
What it is
Sergio is a business management platform built for window cleaning companies. It combines customer management, scheduling, route optimization, quoting, invoicing, payment processing, and team management. Route planning uses Mapbox and supports multi-stop optimization, drag-and-drop stop ordering, and turn-by-turn navigation. A branded customer portal lets clients request quotes, accept estimates, pay invoices, and see job history. Native iOS and Android apps work offline; schedules, customer information, and completed jobs sync when connectivity returns. QuickBooks Online sync for customers, invoices, and payments is available on Professional, Business, and Enterprise plans. The developer portal describes a Zapier API with 12 actions, real-time webhooks, and TypeScript, Kotlin, and Swift SDKs. Full API access is for Enterprise customers with 15 or more users. Starter is listed at $36 a month, billed $36/mo FOUNDER (39% OFF); $59 regular. Sergio says it is in beta and does not guarantee 100% uptime.
For and against
For
- Route planning includes multi-stop optimization.
- Branded portal supports estimates and invoice payments.
- Mobile apps work offline and sync later.
- QuickBooks Online sync is available on selected plans.
- Business and Enterprise include training and priority support.
Against
- No free plan is listed.
- The platform is currently in beta.
- Sergio does not guarantee 100% uptime.
- Full API access requires Enterprise and 15 or more users.
The verdict
Sergio brings field operations and customer-facing tools together for window cleaning businesses. Its beta status and lack of a guaranteed 100% uptime are important considerations.
Who it suits
Sergio is aimed at window cleaning businesses that need scheduling, routing, customer records, estimates, and invoicing together. Its mobile apps and offline operation may suit teams working in the field.
Plans and prices
Starter
1 user · Up to 100 customers · 100 SMS/month
Read 2 Oct 2026 · getsergio.com
Growth
2-4 users · Unlimited customers · 500 SMS/month
Read 2 Oct 2026 · getsergio.com
Professional
5-10 users · Unlimited customers · QuickBooks integration
Read 2 Oct 2026 · getsergio.com
Business
11-20 users · Unlimited customers · Unlimited SMS and calling
Read 2 Oct 2026 · getsergio.com
Enterprise
Enterprise features · Custom development · Dedicated account manager · 99.9% SLA guarantee
Read 2 Oct 2026 · getsergio.com
On the record
- API access
- The developer portal says full API access is for Enterprise-tier customers with 15 or more users.getsergio.com · read 2 Oct 2026
- Beta and uptime
- Sergio says it is currently in beta and does not guarantee 100% uptime.getsergio.com · read 2 Oct 2026
- Core tools
- The platform includes customer management, job scheduling, route optimization, quoting, invoicing, payment processing, and team management.getsergio.com · read 2 Oct 2026
- Customer portal
- Customers can use a branded portal to request quotes, accept estimates, pay invoices, and view job history.getsergio.com · read 2 Oct 2026
- Founder
- The about page says Sergio was built by a window cleaner with over a decade of industry experience.getsergio.com · read 2 Oct 2026
- Integrations
- The developer portal describes a Zapier API with 12 actions, real-time webhooks, and official TypeScript, Kotlin, and Swift SDKs.getsergio.com · read 2 Oct 2026
- Mobile apps
- Native iOS and Android apps support offline use; schedules, customer details, and completed jobs sync when connectivity returns.getsergio.com · read 2 Oct 2026
- Product
- Sergio is an all-in-one business management platform built specifically for window cleaning companies.getsergio.com · read 2 Oct 2026
- QuickBooks
- QuickBooks Online syncs customers, invoices, and payments, and is available on Professional, Business, and Enterprise plans.getsergio.com · read 2 Oct 2026
- Route optimization
- Algorithmic route planning powered by Mapbox includes drag-and-drop reordering, multi-stop optimization, and turn-by-turn navigation.getsergio.com · read 2 Oct 2026
- Security
- The help center says data is encrypted in transit with TLS 1.3 and at rest with AES-256, and hosted with Supabase with automatic backups.getsergio.com · read 2 Oct 2026
- Support and onboarding
- Business and Enterprise include data migration, training sessions, and priority support; Enterprise also includes white-glove onboarding.getsergio.com · read 2 Oct 2026
