—FEATURES
From the first call to the last payment
A continuous loop that follows the job from the web form to the paid invoice. Each step captures its own data and automatically feeds it into the next.
Goodbye to double data entry!
01 CUSTOMER REQUESTS - CRM
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All your requests in one place
Web forms, emails, phone calls; create each request in the system to build a customer record with its context, address and history.
Form integrated into your website
The form is automatically filled in by Sercom; no duplicate entries are required.
Centralizing data to prepare the submission
Evaluation, photos taken on site, everything will follow later
Tracking requests to avoid oversights
In progress, completed, pending, etc.
Convert to a bid or job in 1 click; 2 seconds
All further information will follow as the case progresses.
02 QUOTES
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A 5-minute quote, signed from anywhere
Custom templates, your price list, Quebec taxes calculated automatically. Send the quote by email, or have it signed on the spot, directly on your cell phone.
Customize what you want to display
Define your default template and adapt it on a case-by-case basis.
Electronic signature
Directly on the mobile phone, or via email upon sending
View Kanban board to track your submissions
Avoid forgetting to follow up on submissions
Convert to a job in 1 click; 2 seconds
All further information will follow as the case progresses.
03 JOBS - WORK ORDERS
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Simplified job planning
Easily view your technicians' availability and plan accordingly. Closely monitor the progress of work and the allocation of your teams.
An optimal schedule = optimal performance.
Visual planner according to your management preferences
Job calendar, technicians' schedules, Kanban view, etc.
A scalable digital work order that centralizes everything
Technician's notes, price change, addition of photos, etc.
PDF (and paper) version also available
Customize your PDF work orders for the transition
Convert to invoice in 1 click; 2 seconds
All up-to-date billing information
04 TIME SHEETS & MOBILE PUNCH
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Compiling hours as jobs progress
Punch in/out on mobile, categorized activities (journeyman, apprentice, transport, etc.), validation of timesheets by the team leader.
All of this is available for export to your preferred payroll system.
Punch system and/or manual time entry
Choose your preferred method according to your internal policies
Limit the type of activity per job to avoid errors
Excuses for clicking in the wrong place are a thing of the past!
Warning about jobs without time entries
Effective for tracking down omissions before payroll
Export CSV/Excel to your payroll system in 1 click
All the necessary information according to your system
05 INVOICING & PAYMENTS
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Billing completed before 5pm
Hours and materials are automatically transferred from the job to the invoice. Email and easily track your unpaid invoices.
Sending invoices directly via the platform & app
No need to download, simply send via Sercom
Customer account statements
Track your overdue invoices and send your account statements
Request for Google review upon full payment
Decide whether or not you will send a request via the platform.
Accounting integration to synchronize your accounting
Quickbooks, Sage version cloud disponible
06 MOBILE APP - SYNCED OFFICE & FIELD
Synchronize your administration with your field jobs
Available for iOS and Android.
Your technicians review jobs, take photos, capture signatures, and clock in and out without paperwork. Your administration receives everything in real time and can move forward with their day without being held up.
Photos & Signatures
Take photos on site and get your customers to sign them.
Access your phone's GPS for directions in 1 click
Open your card in the right place easily
Schedule & Planning
Your technicians have access to their schedule and tasks to complete.
All the necessary actions to manage remotely
Email delivery, conversion & creation of everything!
—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 a lot).
Assisted migration
Import from QuickBooks, Sage, Excel
Support in French
Phone, email, SMS, we're here.
Sans engagement
Cancel at any time & export your data