Wave vs Sergio

Wave’s mobile app is an integrated, on-the-go solution for small business owners, creators, freelancers, consultants, and contractors in the US and Canada and the perfect companion to your desktop experience. Send customized, professional invoices and estimates and keep track of your business expenses in one place! Add optional online credit card and bank payment processing to get paid even faster. Plus, subscribe to our Pro Plan to access even more bookkeeping and invoicing features. Our receipts feature is included for free in the Pro Plan or easy to add-on to the Starter Plan. You can capture unlimited receipts with optical character recognition to track your business expenses. Bookkeep better with the Pro Plan Want to look more polished, save more time, and conquer cash flow? With our Pro Plan, you get access to the following features: Capture unlimited receipts and track expenses at no additional cost Option to accept online payments* at a discounted rate Auto-import bank transactions** Auto-merge and categorize bank transactions Add additional users to your account Automate late payment reminders Access live-person chat and email support And more! You’re in good company Wave’s software has helped more than 300K North American small business owners manage their money, so you know we’ve got your back. Dashboard Easily monitor what’s going on in your business with Wave’s intuitive dashboard, which includes: At-a-glance business insights, like profit and loss statements Quick access to invoicing metrics, like amounts overdue and upcoming payments Access to accounting reports for understanding your business, filing taxes, and more Mobile invoicing Create and send professional, customized invoices with your logo Receive notifications when you've been paid Check invoice status (sent, viewed, overdue, paid) Record payments Send invoice reminders and payment receipts Get paid even faster with Wave’s online payments feature to accept credit cards and bank payments Synchronize instantly with your Wave account on desktop Estimates Instantly create and send estimates and land that dream customer quicker Convert an estimate into an invoice in seconds Customize estimates with your brand colors and logo Access your estimates from anywhere, anytime Designed to get you paid faster Wave invoice templates and email messages are designed to help you get paid faster Sending professional easy-to-read invoices inspires confidence from your clients, encouraging prompt payment and repeat business Receipt scanning Organize and manage your receipts in one place with Wave’s subscription-based mobile receipts feature Don’t waste time manually managing your expenses—let our app capture receipt details in seconds using OCR technology Get peace of mind and breeze through tax season with updated books and reports, synced with our accounting feature Upload receipts from your desktop or via email Manage and categorize transactions on-the-go or on desktop—everything stays synced! Accept online payments in seconds Wave’s invoicing software works seamlessly to accept online payments via direct integration with our online payments feature: Getting started is as easy as a few clicks*. You’ll be able to select the invoices where you want to accept all major credit cards (Visa®, MasterCard®, American Express®, Discover®) for a competitive, per transaction fee. Most Wave invoices paid by credit card and bank payment get paid in 2 days or less! Create your Wave account right in the Wave mobile app, or visit waveapps.com. *Approval is subject to eligibility criteria, including identity verification and credit review. **Not all financial institutions are supported. Learn more here: https://support.waveapps.com/hc/en-us/articles/115005541303-Understanding-bank-connections Privacy: https://www.waveapps.com/legal/privacy-policy Terms of Use: https://www.waveapps.com/legal/terms-of-use Terms of Service: https://www.waveapps.com/legal/legal-disclosures

Sergio is the field service app built specifically for window cleaning technicians and sole proprietors. See your daily schedule, navigate optimized routes, track time automatically, and stay connected with customers, all synced with your company's Sergio dashboard. DAILY JOB MANAGEMENT • View today's jobs with customer details, service notes, and pricing • See upcoming jobs for the next 7 days • Mark jobs in progress or complete automatically with geofencing  • Auto-generate invoices when jobs are finished SMART ROUTE OPTIMIZATION • Optimize your daily route by shortest distance or job priority • Multi-stop turn-by-turn navigation • Configurable start and end points (current location, first job, or return home)   AUTOMATIC TIME TRACKING • GPS geofencing auto-clocks you in when you arrive at a job site • Auto-clock out when you leave—no more forgetting to punch out • Manual clock in/out option with live session timer • Mileage tracking for expense reports CUSTOMER COMMUNICATION • Make VoIP calls directly from the app using your business number • Send and receive SMS/MMS messages • Threaded conversations with read receipts • Access voicemails with transcription • Send automated "on my way" notices to customers GLASS EXPERT AI ASSISTANT • Ask questions about cleaning techniques, tools, and chemicals • Snap a photo of damaged glass for instant AI analysis • Get guidance on whether damage is cleanable or needs specialist referral • Conversation history saved for future reference SIGNATURE & PHOTO CAPTURE • Capture customer signatures on the glass with Apple Pencil or finger • Take before/after photos with automatic GPS tagging • AI-powered content validation protects against accidental PII capture WORKS OFFLINE • Access your schedule and customer info without cell service • Pending updates sync automatically when you're back online • Configurable cache settings for map tiles and job data SECURE BY DESIGN • Sign in with Apple, Google, or email • Face ID and Touch ID for quick, secure access • 8-hour session timeout protects your data • All data encrypted in transit and at rest   BUILT FOR TECHNICIANS Sergio's iOS app is designed for field techs, not office managers. Your company admin uses the Sergio web dashboard to schedule jobs, manage customers, and handle billing. You get a focused, fast app that helps you complete more jobs with less hassle. Requires an active Sergio account. Visit sergio.app to sign up your business or explore the demo.