Sergio
Sergio: A field-management suite with advanced routing and crew controls for growing teams. Ranked #13 of 29 in Window Cleaning Software by our editors (8.0/10); pricing: Paid; best for larger crews needing advanced field controls.
At a glance
- Editor score8.0 / 10
- PricingPaid
- Best forLarger crews needing advanced field controls
- Free planNo
- Paid from$59/mo
- Recurring jobsYes
- Facts checked22 Sep 2026
Where it wins
- Algorithmic route optimization supports multi-stop planning and navigation.
- Offline iOS and Android apps support field work without a connection.
- Crew GPS, geofences, weather alerts, and customer portals cover key operations.
Where it doesn't
- The $59 monthly starting price may not suit smaller firms.
- QuickBooks integration is only included from the Professional plan.
- Advanced workflows and unlimited calling require the Business plan.
Our verdict on Sergio
Sergio is a cloud-based field service management platform for window-cleaning businesses. It brings customer, property, job, communication, and recurring-schedule records into one system, alongside scheduling, dispatch, quoting, invoicing, payment processing, customer portals, and crew management. Web, iOS, and Android access support office and field teams, while offline-first mobile apps are designed for work in areas with limited connectivity. Its feature set fits growing crews that need more operational control than a basic scheduling tool.
The published monthly plans range from Starter at $59 to Business at $699. Starter includes business phone and SMS, payment processing, expense tracking, route optimization, quoting, and invoicing. Growth costs $179 per month and adds full VoIP calling, receipt scanning, geofence automation, and company branding. Professional is $399 per month, adding QuickBooks integration, lead management CRM, and team management. Business adds advanced analytics, custom fields and workflows, daily checklists, and unlimited SMS and calling. This tier structure puts the more advanced financial, team, and workflow controls behind higher monthly commitments.
Sergio’s strongest fit is for businesses coordinating multiple crews, recurring jobs, routes, and customer communications. GPS tracking, geofences, crew performance reporting, weather forecasting, and rescheduling alerts connect field activity with daily planning. Stripe, Telnyx, Mapbox, and QuickBooks support its payments, communications, mapping, and accounting ecosystem, with QuickBooks available on Professional and above. Smaller operators may find the starting price difficult to justify if they need only estimates, scheduling, and payments. Larger teams that value route planning, offline mobile access, and detailed crew controls should find the broader platform more aligned with their needs.
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Sergio pricing
All 4 Sergio plans and prices →
Sergio fact sheet
| Free plan | No |
|---|---|
| Paid from | $59/mo |
| Recurring jobs | Yes |
| Route optimization | Yes |
| Estimate builder | Yes |
| Crew management | Yes |
| Mobile field app | Yes |
| Online payments | Yes |
| Accounting sync | Yes |
| Money-back guarantee | 30 days |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Support | Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 4 integrations: QuickBooks, Stripe, Telnyx, Mapbox |
| Pricing | Paid (source) |
| Website | getsergio.com |
| Facts checked | 22 Sep 2026 |
Sergio integrations
Sergio lists 4 integrations on its own site.
- QuickBooks
- Stripe
- Telnyx
- Mapbox
Alternatives to Sergio
- TallieA focused field-service system for window-cleaning estimates and recurring jobs.9.4
- SqueegeeBroad window-cleaning operations coverage, from recurring jobs to payments and reporting.9.3
- Work PlannerA practical starting point for small window-cleaning teams managing recurring work.9.1
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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