Job planning & dispatch software

Features

Manage incoming requests


  • Properly organize calls and emails requests into client profiles online.
  • Assign follow-ups to turn a request into a quote or confirmed job.
  • Quickly schedule on-site assessments as needed.
Preview of the request and assessment page
Preview of the quote and time reservation page

Quotes & invoices


  • Create and send personalized quotes or invoices efficiently
  • Assign follow-ups on quotes to remind yourself to confirm a job.
  • No more double entry, we're integrated into Quickbooks.

Service calls & jobs management


  • Plan and allocate jobs efficiently among your team members.
  • Get time slot suggestions based on availabilities and distance.
  • Improve service quality by remembering all the important steps using the tasks.
Preview of the job and job checklist page
Preview of Sercom mobile application

Mobile App


  • Your jobs, follow-ups and tasks to complete from anywhere.
  • Quick actions to get in touch with your clients or to open their address in your Plans/Maps app.
  • Sync with the office by creating incoming requests on your mobile.
Get demo

And much more!

Dashboard | Follow-up management | User permissions etc.

Get demo

Sercom integrates itself properly for:

Electricians

Electricien

Plumbers

HVAC

Expert en climatisation

Painters

Peintre

Renovation| Chimney sweepers| Water treatment | Exterminators

All industries that require an in-person appointment with a client

Get demo
Share by: