Sera Software

Sera Software

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About Sera

Sera was designed for field service businesses by someone who knows the business because he worked there! Sera's patent-pending intelligent automations streamline your business while reducing redundant human touchpoints. Running a field service business is complex, so put Sera to work and reduce the chaos so you can focus on what matters most....
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Sera's Smart Scheduler automatically puts higher priority and revenue-generating appointments before low-priority calls.

Sera User Reviews

OVERALL RATING

Showing 4 reviews

Alicia

Company size: 2-10 employees

Industry: Construction

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
3

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

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.

Pros

What 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.

Cons

As 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

George

Company size: 2-10 employees

Industry: Construction

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

April 2022

SERA Management Review

So far it has been a very positive experience. The training and ongoing support is unsurpassed.

Pros

Very 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.

Cons

Must 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.

Danielle

Company size: 2-10 employees

Industry: Utilities

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
4

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

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.

Cons

IT 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

Reasons 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.

Jason

Company size: 11-50 employees

Industry: Utilities

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
4

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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

Pros

The 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

Cons

The fact I can not tweeknit to adjust how I do my business. Scheduling and such. Not a fan of the 1 hour window

Reasons for choosing Sera

Billy did amazing job selling the features of sera