Sergio
Sergio is a business management platform built for window cleaning companies.
What Sergio is
Sergio is a business management platform built for window cleaning companies. It brings together customer management, job scheduling, route optimization, quoting, invoicing, payment processing, and team management. Mapbox-powered routing includes multi-stop optimization, drag-and-drop route changes, and turn-by-turn navigation. A branded customer portal lets customers request quotes, accept estimates, pay invoices, and view job history. Native iOS and Android apps support offline use, syncing schedules, customer details, and completed jobs when connectivity returns. QuickBooks Online syncs customers, invoices, and payments 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 limited to 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 currently in beta and does not guarantee 100% uptime.
Good
- Designed specifically for window cleaning businesses.
- Mobile apps support offline use.
- Includes customer quote and payment portal.
- QuickBooks Online sync is available on higher plans.
Watch out
- The service is currently in beta.
- It does not guarantee 100% uptime.
- Full API access requires Enterprise and 15 or more users.
Who it suits
Sergio suits window cleaning businesses that need scheduling, route planning, customer management, and payment tools in one platform. Its offline mobile apps may help teams working away from a reliable connection.
Verdict
Sergio combines field scheduling, routing, customer tools, and billing for window cleaning operations. Its beta status and Enterprise API restriction are important considerations for businesses evaluating it.
Plans and prices
From Sergio's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $36 a month | 1 user · Up to 100 customers · 100 SMS/month · $36/mo FOUNDER (39% OFF); $59 regular |
| Growth | $99 a month | 2-4 users · Unlimited customers · 500 SMS/month · $99/mo FOUNDER (45% OFF); $179 regular |
| Professional | $199 a month | 5-10 users · Unlimited customers · QuickBooks integration · $199/mo FOUNDER (50% OFF); $399 regular |
| Business | $349 a month | 11-20 users · Unlimited customers · Unlimited SMS and calling · $349/mo FOUNDER (50% OFF); $699 regular |
| Enterprise | Priced on request | Enterprise features · Custom development · Dedicated account manager · 99.9% SLA guarantee · Contact us |
The facts
Each one read from Sergio's own pages, with the date it was checked.
What it does
- API access
- The developer portal says full API access is for Enterprise-tier customers with 15 or more users.checked 2 Oct 2026
- Beta and uptime
- Sergio says it is currently in beta and does not guarantee 100% uptime.checked 2 Oct 2026
- Core tools
- The platform includes customer management, job scheduling, route optimization, quoting, invoicing, payment processing, and team management.checked 2 Oct 2026
- Customer portal
- Customers can use a branded portal to request quotes, accept estimates, pay invoices, and view job history.checked 2 Oct 2026
- Founder
- The about page says Sergio was built by a window cleaner with over a decade of industry experience.checked 2 Oct 2026
- Integrations
- The developer portal describes a Zapier API with 12 actions, real-time webhooks, and official TypeScript, Kotlin, and Swift SDKs.checked 2 Oct 2026
- Product
- Sergio is an all-in-one business management platform built specifically for window cleaning companies.checked 2 Oct 2026
- QuickBooks
- QuickBooks Online syncs customers, invoices, and payments, and is available on Professional, Business, and Enterprise plans.checked 2 Oct 2026
- Route optimization
- Algorithmic route planning powered by Mapbox includes drag-and-drop reordering, multi-stop optimization, and turn-by-turn navigation.checked 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.checked 2 Oct 2026
- Support and onboarding
- Business and Enterprise include data migration, training sessions, and priority support; Enterprise also includes white-glove onboarding.checked 2 Oct 2026
The company
- Headquarters
- Saskatchewan, Canadachecked 28 Sep 2026
Where it runs
- Mobile apps
- Native iOS and Android apps support offline use; schedules, customer details, and completed jobs sync when connectivity returns.checked 2 Oct 2026
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