—DOCUMENTATION SERCOM

Knowledge base

Become a Sercom expert!

Get to know every corner of Sercom; processes, modules, integrations and best practices.

ARTICLES TO READ FIRST

How to manage your operations with Sercom

The introductory guide to managing your business operations with Sercom.

If there is one item we recommend, it is this one.

The Planner

The most interesting feature to master. Learn all the scheduling features!

QuickBooks integration

Connecting to your account, importing and linking your data.

If you use Quickbooks, this article is very important.

Our grids are very powerful and allow you to personalize your experience and important data effectively.

Gain a better understanding of the functionality of converting an entity (Request to submission, to job and to invoice).

More details on the numbering method in Sercom regarding your submissions, jobs and invoices.

Your data capture module before a submission can be made. Photos, notes, measurements, etc.

Learn all the features of our submission module, from creation to approval (signature).

Your digital work orders! Discover the features that will help reduce administration time at the end of the day.

Important if you're bringing your team into Sercom! A simple way to invite your employees to centralize everything in Sercom.

Give your Sercom users customized access. This allows you to control the information shared.

The heart of the application; configure your basic settings for a good user experience.

Important if you're bringing your team into Sercom! A simple way to invite your employees to centralize everything in Sercom.

Give your Sercom users customized access. This allows you to control the information shared.

The heart of the application; configure your basic settings for a good user experience.

—SUPPORT REQUEST

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