S Sermo

Manager portal

Set up the work.
Run it from the field.

Use a full keyboard for employees, job sites, and schedules. Your Sermo app remains the secure key—no desktop password required.

1
Open your phone cameraPoint it at the QR code and tap the Sermo banner.
2
Scan the codeThe code expires automatically in 4:52.
3
Approve this browserYou stay in control from the mobile app.
Secure, single-use connection

Connect this computer

Scan with the Sermo app

Encrypted
or use a one-time code
•••• ••

Open your phone camera, scan this code, and tap the banner to open Sermo.

New team member

Invite employee

Fast setup

Paste employees from a spreadsheet

Copy rows from Excel or Google Sheets and paste them below.

NamePhoneRoleLanguage
✓
0 rows ready to importColumns are detected automatically. You can edit everything after import.

All Jobs

Create job

Build the complete job your crew will receive in the app.

Create many jobs from ExcelUse the completed sample row as a guide, add one new job per row, then upload it here.
1
Job detailsName the job and tell the crew what needs to be completed.
2
Verified locationAutomatic time tracking requires a confirmed job site.
✓
Site verifiedCoordinates are ready for job-site tracking.
3
ScheduleChoose the exact date and start time.
4
People on this jobSelect Sermo users and add named workers who do not use the app.
App users

No employees are available yet.

5
Forms attached to this jobAssigned forms repeat with this job and appear in the app.

No forms or checklists are available. Create one in Forms & documents first.

Automatic job-site time trackingAssigned app users start and stop time when entering or leaving this verified site.

Timesheet review

Edit hours

Employee · Job

Timesheet review

Add time entry

Add completed hours on behalf of an employee. The entry will need approval.

Time Off

Manage policies

Configure how balances are earned and carried over.

Time Off

Create request

Enter time off on behalf of an employee. It will use the same balance and approval rules as the app.

Manager account

Manager

Your workspace · Manager access

Connected desktopThis browser · Active now
Phone approvalPasswordless pairing enabled
WorkspaceYour workspace

Employee profile

Employee

Employee details

Job chat

Job chat

Assigned crew conversation

Shared field work

Create form

Build a form or checklist that employees can complete from the app.

Questions or checklist itemsUse yes/no for a simple check, or add choices for a pick list.
Add to every job?
Yes adds this form to all current jobs and every job created later. Choosing No later stops future automatic attachments without removing existing job records.

Employee preview

Form preview

This is how the questions will appear in the Sermo app.

Employee workflow

Attach form to a job

Employees assigned to the job will see the form in the Sermo app.

Choose a job to see who will receive this form.

Shared documents

Create document

Upload a document, place the fields employees must complete, and choose who receives it.

Required employee fieldsAdd text, number, date, or signature fields. Every field is required, just like in the app.
Due date and remindersThe app requires a due date for assigned documents. Reminders are optional and default to 14 days.
Who receives this document?Choose all staff, a group, or individual employees. The app uses the same choices.

Signature status

Document status

See who has opened or signed this document.