Settings
Serdok is an internal, owner-facing system. Customers of the business never log in here.
Company profile
Basic information about your business.
Industry selection
Serdok tunes its analysis to how your industry operates.
Connected systems
Serdok reviews activity across the systems your business already uses.
Google Workspace
Gmail and Calendar activity monitoring.
Microsoft 365
Outlook and Teams activity monitoring.
QuickBooks
Invoices, bills, and financial records.
Google Drive
Document storage and file monitoring.
OneDrive
Document storage and file monitoring.
Dropbox
Document storage and file monitoring.
ServiceTitan
Work orders, dispatch, and job history.
Housecall Pro
Scheduling, estimates, and invoicing.
Jobber
Client management and job tracking.
Document retention
Control how long Serdok keeps original uploaded documents.
Notification preferences
Choose what Serdok proactively notifies you about.
Daily executive brief
A morning summary of what needs attention.
Critical risk alerts
Immediate notice for critical severity risks.
Weekly report ready
Notify when the weekly operations report is generated.
Vendor price alerts
Notify when a vendor raises pricing.
Security
Controls to keep your business data private and access-limited.
Multi-factor authentication
Require a second factor for all team members.
Audit logs
Track every action taken across the account.
Role-based access
Restrict pages and actions by team role.
Data export
Export all business data as a structured archive.
Delete company data
Permanently remove this company and all associated data.
Team members
Owner-only access. Customers of your business never log in.
Mike Donovan
mike@donovanmech.com
Sara Klein
sara@donovanmech.com
Dave Ruiz
dave@donovanmech.com
Priya Shah
priya@donovanmech.com