Product

What Serdok actually does.

Not another dashboard to babysit. Serdok reviews the business quietly in the background and tells you what's worth your attention.

The problem

Small operational leaks cost service companies thousands.

Most of it never shows up as a single obvious mistake. It hides across dozens of small gaps between the field, the office, and the accounting system.

Unbilled work

Completed jobs that never make it to an invoice.

Duplicate vendor invoices

The same charge paid twice without anyone noticing.

Forgotten warranty registrations

Missed filing windows that void manufacturer coverage.

Vendor price increases

Material costs creeping up without a renegotiated agreement.

Missed estimate follow-ups

Signed-ready proposals that go cold from no follow-up.

Expiring service agreements

Recurring revenue that lapses without a renewal call.

Expired subcontractor insurance

Jobs running exposed to liability no one caught in time.

How it works

From paperwork to a plain-English briefing.

No new workflow to learn. Serdok works quietly with what your business already generates every day.

1.Documents in

Invoices, estimates, work orders, and emails flow in from systems you already use.

2.Serdok reads

Every document is read and understood — vendor, amount, customer, dates, terms.

3.Structured intelligence

Scattered paperwork becomes organized, searchable business data.

4.Alerts & insights

You get a clear briefing on what needs attention — and why it matters.

The dashboard

Eight ways to keep watch over the business.

Executive Brief

Your daily briefing. What changed, what needs attention today, and what it's worth.

Money Left on the Table

Every dollar of unbilled work, overdue estimates, and missed follow-ups — ranked by size.

Risk Watch

Warranty, permit, insurance, and contract risks flagged before they become expensive.

Document Brain

Serdok reads and files your invoices, estimates, and warranties automatically.

Vendor Intelligence

See which suppliers raised prices, and catch duplicate invoices before you pay them twice.

Reports

Weekly and monthly summaries of money found, risks prevented, and time saved.

Ask Serdok

Ask a plain question about the business and get an answer grounded in your own records.

Settings

Control what's connected, who has access, and how long documents are retained.

Ask Serdok

Ask a question. Get a straight answer.

No dashboards to dig through — just plain business questions, answered from your own records.

"Which vendors raised prices in the last 90 days?"

Serdok

ABC Supply raised material pricing 7.8% over the last 60 days — a projected $3,870/month impact. Trane and Johnstone Supply also raised prices, 4.3% and 3.6% respectively.

"Where are we losing money this month?"

Serdok

$14,820 in potential revenue and cost impact. The largest items are overdue estimate follow-ups ($18,600 across 6 estimates) and unbilled approved work ($5,420 across 3 work orders).

"Are any warranties at risk?"

Serdok

9 warranty items are pending. The most urgent is a Trane install missing registration paperwork, approaching the manufacturer's filing window.

Start finding the money your business may already be losing.

Request early access and see what Serdok finds in your business activity — before it costs you more than it already has.