Field service management software, plan more, work less.
Centralize planning, quoting and invoicing. More jobs, less paperwork.
—FOUR REASONS TO CHANGE
All your operations, in one place
Sercom replaces Google calendars, Excel spreadsheets, the truck's tablet, and lost text messages. Your data is all in one place, ready to use.
PLANNING
Maximize your team, without hiring
Thanks to the ease of planning and optimizing your schedules, you will be able to do more, with the same team.
ELECTRONIC SIGNATURE
Your documents signed anywhere, anytime
Submissions, invoices, work orders; all can be signed and are centralized in the client file, and accessible by mobile.
COMMUNICATIONS
Your customers and employees always informed
Confirmations of the day's jobs, reminders and en route notices sent automatically; your technicians can focus on the field.
CUSTOMER MANAGEMENT
Client files that build themselves
History of interventions, photos, submissions, invoices; your archives accessible at all times.
—ONE SINGLE TOOL, FROM THE FIRST CALL TO THE LAST PAYMENT
From the initial request to the invoice
01. Customer request
02. Submission
03. Planning
04. Timesheets
05. Billing
CRM - Customer Management
Capture everything, miss nothing
Capture customer information as soon as they contact you and schedule assessments as needed.
- Integrate a web form to capture your online requests
- Add a pre-submission assessment to your calendar
- Take photos and notes on site to facilitate submission
- Use requests for employee leave or vacation requests and block their calendars.
QUOTING
Fast and customizable submissions
Submission template, product catalog, taxes calculated automatically. The client signs on the technician's phone, or via their computer, at their own pace.
- Customizing the submission template
- Compliant electronic signature
- Convert submission to job in 1 click
SCHEDULING & DISTRIBUTION
Simplified planning
View the team by week, month, or day. The AI Planner suggests assignments that minimize travel and respect each technician's skills.
- Automated reminders to your employees and customers
- Reschedule in an instant with another technician
- Add your notes and details to your work order before invoicing
TIME SHEETS & MOBILE PUNCH
Timesheets that fill in according to progress
Mobile punch, manual time entries, missing hours alerts. Payroll management is simplified.
- Punch-in/out in 2 clicks on each of the jobs
- Missing time warning on the timesheet
- Export to your payroll system in 1 click
- Compare your planned vs. actual profitability
BILLING & ACCOUNTING
Your invoices completed before 5pm
Completed jobs are invoiced with one click, and the information is used to generate the invoice. This is then sent to the client via the mobile app or the web.
- Sending invoices directly via the platform (or the mobile app)
- Track payments and send account statements
- Send your invoices to Quickbooks for accounting in 1 click.
CRM - Customer Management
Capture everything, miss nothing
Capture customer information as soon as they contact you and schedule assessments as needed.
- Integrate a web form to capture your online requests
- Add a pre-submission assessment to your calendar
- Take photos and notes on site to facilitate submission
- Use requests for employee leave or vacation requests and block their calendars.
SUBMISSION
Fast and customizable submissions
Submission template, product catalog, taxes calculated automatically. The client signs on the technician's phone, or via their computer, at their own pace.
- Customizing the submission template
- Compliant electronic signature
- Convert submission to job in 1 click
SCHEDULING & DISTRIBUTION
Simplified planning
View the team by week, month, or day. The AI Planner suggests assignments that minimize travel and respect each technician's skills.
- Automated reminders to your employees and customers
- Reschedule in an instant with another technician
- Add your notes and details to your work order before invoicing
TIME SHEETS & MOBILE PUNCH
Timesheets that fill in according to progress
Mobile punch, manual time entries, missing hours alerts. Payroll management is simplified.
- Punch-in/out in 2 clicks on each of the jobs
- Missing time warning on the timesheet
- Export to your payroll system in 1 click
- Compare your planned vs. actual profitability
BILLING & ACCOUNTING
Your invoices completed before 5pm
Completed jobs are invoiced with one click, and the information is used to generate the invoice. This is then sent to the client via the mobile app or the web.
- Sending invoices directly via the platform (or the mobile app)
- Track payments and send account statements
- Send your invoices to Quickbooks for accounting in 1 click.
—SIMPLE INTEGRATIONS
Don't start from scratch.
Import your customers, products and services from Excel, QuickBooks or Sage 50 Cloud. Our team will assist you throughout the migration.
—ON THE ROAD
Your technicians don't waste a minute anymore
The iOS and Android mobile app allows your employees to easily access information about the jobs they have to do, without having to chase you for details.
Quick access to the map
Photos taken on site and filed in the correct place
Signing of the work order on site
Intuitive mobile punch for timesheets
—FREE TRIAL, NO CARD REQUIRED
Ready to plan more while working less?
14 days to test it on your real jobs. Our onboarding team prepares your models, imports your clients and trains you, all in French.
Onboarding included
The first hour is included (it will be enough).
Assisted migration
Import from QuickBooks, Sage, Excel
Support in English
Phone, email, SMS, we're here.
No ties
Cancel at any time & export your data