Sera logo

Sera

by Sera Systems · Since 2018
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ActiveAvailable globallyCloud
Quick facts
VendorSera Systems
Year launched2018
StatusActive
Location923 Minters Chapel Rd Suite 200 Grapevine, Texas 76051,
Countries servedGlobal
Languages11
Integrations6+
Free tier
Free trial
Contact sales

About Sera

Sera is a field service management software from Sera Systems that supports HVAC, plumbing, and electrical contractors. It combines AI dispatching, online booking, and quoting tools to help businesses manage their operations efficiently. The platform allows teams to simplify their scheduling and improve customer engagement through easy booking and communication features. Sera also provides advanced reporting and analytics to track service performance and improve workflows. Key capabilities: AI dispatching online booking quoting tools reporting analytics Best for: contractors that need to manage field service operations and improve customer service.

Sera is an advanced field service management software created to help home service professionals streamline their operations, boost profitability, and build long-term customer loyalty. The platform is designed for HVAC, plumbing, and electrical businesses, offering an all-in-one solution that covers scheduling, dispatching, quoting, payment collection, and membership management. By focusing on core business functions rather than overloading users with unnecessary features, Sera ensures businesses can run faster, smarter, and more profitably. The platform’s interface is mobile-friendly and intuitive, making it suitable for both office staff and field technicians. Through the technician app, staff can access schedules, job details, and customer information in real time, while managers can monitor technician progress and financial performance through the dashboard. Customers also benefit from a dedicated portal where they can view invoices, approve quotes, and book services, providing a seamless customer experience. This design ensures full visibility across operations while keeping workflows efficient. Sera’s functionality is built around seven key pillars: smart scheduling, margin pricing, customer memberships, technician apps, customer hubs, fast payments, and detailed reporting.

Pros & Cons

What users like
  • +Helpful onboarding and support (Sera team is responsive and supportive).
  • +Online booking feature is valuable.
  • +Leaderboard tracking helps measure technician efficiency.
  • +User-friendly and easy to learn.
  • +Makes dispatching and CSR work easier.
  • +Generally smooth to use with few hiccups
What users flag
  • Some businesses may not be ready for setup (especially if new to flat rate pricing).
  • Membership functionality does not work as expected (difficulty extracting visits).
  • Data migration issues — not all info carries over from old systems.
  • Integration with QuickBooks needs improvement.
  • Can still be made more user-friendly.

Features

Key features

Smart Scheduling – Automates technician allocation based on skill, location, and availability for optimized routes.
Margin Pricing – Tracks revenue and costs on every job to ensure accurate profitability insights.
Customer Memberships – Builds customer loyalty and recurring revenue with automated agreements.
Technician App – Equips field technicians with real-time job details, schedules, and customer info.
Customer Hub – Provides customers with a platform to manage invoices, quotes, and bookings.
Fast Payments – Enables on-the-spot payment collection, improving cash flow.
Detailed Reporting – Delivers insights on job performance, profit margins, and team efficiency.

Additional features

Smart Dispatching – Automates technician assignment for maximum efficiency.
Job Progress Tracking – Monitors every job’s status in real time.
Inventory Tracking – Logs parts and materials used for accurate records.
Quote Builder – Creates instant professional quotes for faster approvals.
Payment Collection – Supports quick and secure payment handling.
Reporting Dashboard – Provides performance and profit visibility without spreadsheets.
Technician Mobile App – Keeps technicians updated and connected on the go.
Customer Portal – Enhances customer experience with online access to service details.
Membership Management – Increases customer retention through recurring agreements.
Seamless Integrations – Connects with essential business tools for workflow continuity.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Per Additional Tech

USD 149

Core Essentials

USD 399

Countries & Languages

Global
Countries served
11
Interface languages
11
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianDutchPortugueseChineseJapaneseKoreanRussian.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇳CNY🇦🇺AUD🇨🇦CAD🇯🇵JPY🇮🇳INR🇷🇺RUB🇧🇷BRL🇲🇽MXN

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