All Sera Reviews
1-21 of 21 Reviews
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Ben
Construction, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2022
Great New Product
Very responsive company to work with. Great product, they are constantly working on new features.
PROSThis is a very easy-to-use platform, easy to train and implement.
CONSNeed to be able to edit the booking windows.
Reasons for switching to Sera
Looking for something that has better data reporting and is easy to use in the field, also was wanting a good online booking platform.
Alicia
Construction, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2022
Review
Overall experience has been great. Customer Service has been available when needed. It has boosted our business over 200%. Our close rate is higher since the techs have full access to the dashboard.
PROSWhat I like most about Sera is the texting feature. This allows customers to know when we are on our way and also lets us know ahead of time if we have the customers inaccurate address. I also like the account feature in Sera. Very easy at keeping track of payments, balances, and billing if needed. I also like how the schedule shows - easy to read.
CONSAs I know Sera is changing every day, some fixtures to be improved are: Allowing multiple email address on customers account Fixing how the customer can view the quote/invoice on their mobile device and their email - it is on several pages and spaced out Allowing the notes from the quote to move over to the invoice once the quote is sold
Reasons for switching to Sera
Corporate wide decision to better our sales
Jami
Accounting, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed September 2022
Review
Memberships don't work like they should, you can't extract the visits when you use them.
PROSI like how the scheduling shows availability time frames.
CONSI don't like how it does the dispatching, sends techs all over the place and times don't always work out and then it doesn't drop calls.
Reasons for switching to Sera
Older
Danielle
Utilities, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2022
Trust 1 Services
[SENSITIVE CONTENT] was the best thing that SERA has. She is the best and made a very difficult transition much better. I will not lie, I do miss House Call Pro. I loved the ease of it and how it was good for customers. Customers don't get a lot of our invoices where in HCP they always got them. When we give 4 hour windows it's so much better and allows time for things to happen. It works better for smaller companies.
PROS[SENSITIVE CONTENT]- She is my favorite aspect about SERA! She is soo helpful and informative and always willing to answer when I call. I like the accounting end it makes everything more accountable. I also love the dashboard and how we can do the leader board. It makes my life easier doing payroll and the bonuses for the guys.
CONSIT did not hook up with HCP at all so that is challenging. A few things take a lot of extra steps to book a call which makes it hard when phones are buys. Also how it notifies the customers for everything makes things difficult. The 1 hour booking window, is not my favorite as well
Reason for choosing Sera
It seemed like the newest hottest product out there
Reasons for switching to Sera
We wanted something that could grow with us as we grow. HCP we were worried couldn't handle our capacity as we get bigger.
Audra
Consumer Services, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2022
Sera Review
Sera is very user friendly and easy to use. However, I do not like that info didn't carry over from old system, so we are still using the old system and working out of both is not ideal and more time consuming. However, I think once all data is carried over it will be a dream to work with
PROSIt is so easy to use and easy to navigate. I love NOT having to map and consolidate jobs, that Sera does it for you!
CONSI do not like that info didn't carry over from old system, so we are still using the old system and working out of both is not ideal and more time consuming.
Tom
Construction, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2022
Sera Does It All
Sera allows my team to set up job and parts pricing, deploys technicians, tracks job progress and most importantly, allows fairly seamless scheduling.
CONSTwo features that might make life easier is a hover over a job in Schedule ('air traffic control') showing the whole address vs a Zip code, and a split screen feature showing current schedule when opening a new customer and adding to a schedule. Without a split screen it requires 2 Seras to be open on 2 screens so we may look at the current schedule while talking with customer about where we can fit them in. Overall, a great product.
Hilda
Facilities Services, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
Modern Software
The overall experience has been a smooth transition & the tech support has been phenomenal !
PROSEasily accessible and quick to adjust to if you are switching software.
CONSI disliked that the job summary from previous work down prior to Sera was not available . When a customer does an inbound and mentions a visit from two years ago I wouldn't be able to see what the technician recommended or the repairs completed and it is important to know a customers detailed history .
Deanne
Consumer Services, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2022
Dispatch
It was extremely easy to learn how to navigate.
CONSI wish there was way to better distinguish which phone number belongs to specific customers listed on an account with more than one name. Needs a way to permanently un-assign a call until dispatcher is ready to place it on a specific technician. They way we determine which tech runs each call is a little more complex than Sera allows. Needs a way to mark a call confirmed
Jasmina
Consumer Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
Sera
Overall, my experience has been great. There have been a couple of minor hiccups, but overall it has been good.
PROSI love that it is very self help. You do not help to do much and it makes it easier for the office staff and the customers.
CONSI dislike that when a customer self books online, we are not notified separately.
Julie
Construction, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2022
Integration to Quickbooks needs further development
Quickbooks accounting system integration, if it all exported and imported correctly would be helpful.
CONSMidware (SaasAnt)is an additional step, data is not always correct on the accounting side, as an admin. would more freedom in the system(Sera) to correct things, communication between the two systems need to be integrated. (Sera to Quickbooks)
Reasons for switching to Sera
Looking for solutions to software cost, easier tracking for dispatching tech to clients, at this time some of the solutions to our overall goals have not been recognized due to not using the program long enough. The need for transparency here is important.
Christina
Consumer Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed August 2022
This Product Is A Game Changer
Easy to use! It is predictive and eases the burden and simplifies processes for scheduling and dispatching.
CONSIn our office, locating customers within a large customer account can be cumbersome and take a while, but the Sera team provided valuable information to me that helped me get through that process faster!
Delena
Mechanical or Industrial Engineering, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
So easy!
Overall, Sera has made the HVAC CSR life alot more easier.
PROSI love how easy scheduling is on this program.
CONSI dont like that I can't do multiple things at once. I have to continue to go back and forth to get stuff done.
Reasons for switching to Sera
The company I work for made the switch.
George
Construction, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2022
SERA Management Review
So far it has been a very positive experience. The training and ongoing support is unsurpassed.
PROSVery easy to set up and get going. Company dashboard and leader board very easy to navigate. Tracks opportunities to jobs sold as a percentage. Includes a membership win rate at a glance.
CONSMust have a third party software to push the accounting to your accounting software. No flexibility for the technician to create tasks in the field if one is not available in the software.
Reasons for switching to Sera
Was promised updates for over a year. Even shown what the new update was going to look and feel like. Updates never happened.
Jason
Utilities, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Sera rocks
7 out of 10. Will eventually be 10/10. Once I understand how to fully use all of sera. Baby steps
PROSThe onboarding specialist has been amazing to help teach a couple of of us old guys how to use it. Honestly with out [SENSITIVE CONTENT] we probably would have canceled after 30 days but her patience with us to train us has allowed us to grow and love the software
CONSThe fact I can not tweeknit to adjust how I do my business. Scheduling and such. Not a fan of the 1 hour window
Reason for choosing Sera
Billy did amazing job selling the features of sera
Angela
Consumer Services, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Sera Review
Same as the cons but have received lots of help in making it as easy as possible. Overall once things are totally up a going. I think it will be a great program to use. We are still early in the process. All the Sera team is easy to work with and communicate with.
PROSVery user friendly. All customer info is right in front of you for any scheduling, billing info. or any other questions that they may have to take care of their needs almost immediately.
CONSHaving to input some of the equipment and info that does not transfer over from previous software.
Scott
Construction, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed September 2022
Review
good so far I have only been using it a little over a month and have not had any real trouble.
PROSEase of use. navigating the system is very straight forward.
CONSI am really just starting out with Sera. but from what my co-workers seem to not like is the third party use in the credit card collection and phone services.
Reasons for switching to Sera
I was with another company that used service titan.
Anice
Consumer Services, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed August 2022
needs way to confirm appt. better ID on phone numbers-wife husband. don't send so many e-mail
none yet
PROSeasy to switch between screens, can read screens better.
CONSneeds way to confirm appt. better, ID on phone numbers-wife husband, don't send so many e-mails to customers and have the do not send button on the scheduling page where we are putting in the appt information. don't make notes smaller when you have to edit them.
Reasons for switching to Sera
company switch
Kaitlyn
Business Supplies and Equipment, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Sera Review
The software is easy to use, you can use it mobile, I like that you can create quotes and manage appointments.
CONSI know there was one time when our technicians were having a hard time to create a quote that day Sera was not working properly. It may of been due to the weather or there was system maintenance happening that day.
Valerie
Construction, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed September 2022
Pretty good...
Not bad at all but could you still improvement to make it more user-friendly
PROSRelatively easy to use and customer service is pretty good too
CONSCould be a little more user friendly and maybe have a tab dedicated to common executions within the app. Also, it would be great if there was an option to track mileage and time of employees
Jacqueline
Retail, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
Sera Review
ive had a great experience with SERA, it been very beneficial to my job and business that i work in.
PROSSERA is very user friendly and easy to navigate.
CONSthere are many tabs and occasionally I confuse them
Reasons for switching to Sera
Sera is a better system
alison
Accounting, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2022
like the software
I've only been on it for a few weeks but its pretty easy to navigate
PROSi like how quickly he customer service helps out
CONSthe setup was not as smooth as i would like
Reason for choosing Sera
better price easier to navigate