Sera
UnclaimedStreamline field service operations from first call to final invoice for increased profitability.
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TL;DR - Sera
- Optimizes field service operations for HVAC, plumbing, and electrical contractors.
- Provides real-time job tracking, smart scheduling, and margin-focused pricing.
- Enhances profitability and customer retention through streamlined workflows and membership management.
Pricing: Paid only
Best for: Enterprises & pros
Pros & Cons
Pros
- Specifically tailored for HVAC, plumbing, and electrical trades.
- Focuses on core features that directly impact profitability and efficiency.
- Provides real-time visibility into job status and technician activity.
- Helps increase memberships sold, gross margins, and overall revenue.
- User-friendly interface described as simpler and easier to navigate than competitors.
Cons
- No specific pricing tiers or details are publicly available without contact.
- The extent of AI capabilities mentioned for future empowerment is not yet detailed.
- May not be suitable for field service businesses outside of HVAC, plumbing, and electrical without further customization.
Key Features
Mobile-friendly web and tech appSmart scheduling and dispatchingReal-time job progress trackingMargin pricing and cost trackingCustomer membership managementSeamless integrations with business toolsAutomated service agreements and history (for HVAC)Clear job details and customer communication (for Plumbing)
Pricing Plans
Core Essentials
$399/month
- Includes up to 4 seats
- Essential tools and features for starting your journey with ease
- Fast setup with onboarding support
- All-in-one platform to run your business
- Built to boost efficiency and profits
- Access anytime, anywhere on any device
About Sera
By Toolradar Team·
Sera is a comprehensive field service management software designed specifically for home service businesses such as HVAC, plumbing, and electrical contractors. It provides a unified platform to manage daily operations, improve efficiency, and boost profitability. The software focuses on core functionalities that directly impact a service business's bottom line, rather than an excessive number of features.
Sera helps contractors optimize dispatching, track job progress in real-time, manage customer memberships, and ensure accurate margin pricing. It offers mobile accessibility for technicians and integrates seamlessly with existing business tools. By centralizing scheduling, job tracking, and financial oversight, Sera empowers businesses to make smarter decisions, reduce operational headaches, and deliver a superior customer experience.
How we evaluate tools →Source: sera.tech
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Sera FAQ
How does Sera's 'Margin Pricing' feature help increase profitability for contractors?
Sera's Margin Pricing feature allows businesses to see exactly what they earn and spend on every job. By providing smart pricing tools and detailed cost tracking, it ensures that every service call is profitable, helping to grow margins and eliminate financial guesswork.
What specific benefits does Sera offer for HVAC businesses regarding service agreements?
For HVAC businesses, Sera helps boost revenue by simplifying dispatch for higher-value jobs and automating service agreements. It also maintains a comprehensive service history for each customer, which aids in proactive maintenance and customer retention.
Can Sera integrate with my existing accounting or CRM software?
Yes, Sera offers seamless integrations designed to effortlessly sync with your existing business tools. This ensures that your data remains connected and your team stays aligned without manual data entry or missed information.
How does Sera's 'Smart Scheduling' differ from basic scheduling tools?
Sera's Smart Scheduling goes beyond basic appointment booking by providing real-time visibility into every job. It tracks technician status and time on site, allowing dispatchers to make faster, smarter decisions without needing to chase updates, ensuring optimal resource allocation and route efficiency.
What is the primary focus of Sera's mobile tech app for field technicians?
The mobile tech app is designed to be fast, easy to use, and built around the technician's workflow. It allows technicians to access job details, update job progress, and manage their tasks directly from the field, ensuring they have all necessary information and can communicate efficiently.
Source: sera.tech