—GENERAL CONTRACTOR
Software for the organized general contractor
Designed with input from our general contractors specializing in construction and renovations. While you focus on the work on the job site, Sercom handles most of the administrative tasks.
Less time spent on admin = more time to do other things
AN UNUSUAL DAY IN THE LIFE OF A GENERAL CONTRACTOR AT SERCOM
Efficient operations from day planning to invoicing
Five typical moments or scenarios of a day in the life of a general contractor
Plan for the day
NO MORE TEXT MESSAGES
Your employees check the day's schedule; there's no need to communicate anything. Answer technical questions, not administrative ones.
Appointment booking
EMAILS & CALLS
You follow up to schedule future appointments and plan for the coming days, or even weeks. A simplified and flexible dispatch system.
Visits completed
SIMPLIFIED TIMESHEETS
Your employees are progressing with the jobs; the notes in the file and the time entries have already been entered.
Nothing to do.
Customer visits
SUBMIT WHENEVER YOU WANT
You visit a prospect, take photos, measurements, etc. The quote can be done on site, in your truck or on your sofa.
End of the day
EVERYTHING IS FULL
Your invoices have already been sent, and the work orders have been signed. Everyone is back home, and all the information is in Sercom.
The day ends at 5pm
—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.
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.
EVERYTHING IS ORGANIZED AND UP TO INDUSTRY STANDARDS
Your documents will be compliant with standards and understandable for your clients.
Submissions, work orders, invoices, everything is in compliance with consumer law.
Then customize them according to your own policies!
Header with your logo, and according to the standards
Your contact details, your RBQ number
Billing address vs. work address
Separate the addresses so your customers understand clearly.
Items with details, including your products and services
Be creative, there are no limits to your writing talents!
Taxes calculated automatically
With our tax numbers, to be compliant
Terms & Conditions
Add your default terms or customize them
—ACCOUNTING INTEGRATIONS
Optimal accounting
Whether your accountant is "old school" or uses accounting software, he will be pleased with your organization and will cost you less in time.
We can integrate with Quickbooks and Sage Cloud to avoid double entry!
—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 de base inclus
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