Sera 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Sera

4.4

(23)

Pricing

Starting at $399.00 per month

About Sera

Sera is a web-based solution that helps residential contractors identify financial gaps, learn their business at a deep level, streamline processes and reduce burden and employee stress levels. It centralizes job and client management, optimizing route planning and dispatching to schedule technicians.

Sera facilitates invoicing and assists with the management of cash flow. Customers can request services, approve quotes and make payments, with automated appointment reminders.

The solution also provides insights into billable hours and revenue opportunities, helping opimize revenue.

Sera Screenshots

Sera Pricing and Plans

Starting price: $399.00 per month

Free Trial

Free Version

Sera Bundle

$399.00

per month

Plan includes:

Reporting
Membership Management
Job Efficiency Tracking
Online Booking
Margin Pricing

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Sera Features

Popular features found in HVAC
Billing & Invoicing
Calendar Management
Customer Database
Electronic Payments
Inventory Management
Location Tracking
Maintenance Scheduling
Mobile Access
Service History
Technician Management
More features of Sera
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Automated Scheduling
Billable Items Tracking
Client Portal
Contact Database
Cost Estimating
Credit Card Processing
CRM
Customer History
Customer Management
Customer Portal
Customizable Branding
Data Import/Export
Dispatch Management
Document Storage
Drag & Drop
Electronic Signature
Equipment Tracking
Estimating
File Storage
For Commercial and/or Industrial Electrical Contractors
For HVAC Companies
For Plumbing Industry
GPS
Historical Reporting
Interaction Tracking
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Mobile Alerts
Mobile App
Mobile Signature Capture
Online Booking
Payment Collection in the Field
Payment Processing
QuickBooks Integration
Quotes/Estimates
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Reminders
Reporting & Statistics
Route Optimization
Routing
Scheduling
Self Service Portal
SMS Messaging
Status Tracking
Task Scheduling
Third-Party Integrations
Time & Expense Tracking
Workflow Management
Work Order Management

Sera Integrations

Zapier

pulseM

Global Payments Integrated

QuickBooks Online

CallRail

Stax

Sera User Reviews

Overall Rating

4.4

Ratings Breakdown

65%

22%

Secondary Ratings

Ease of Use

4.2

Value for money

4.2

Customer support

4.6

Functionality

4.2

Ben A.

Verified reviewer

Construction

11-50 employees

Used daily for less than 6 months

Reviewed August 2022

Great New Product

Very responsive company to work with. Great product, they are constantly working on new features.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This is a very easy-to-use platform, easy to train and implement.

Cons:

Need 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.

Stephen C.

Verified reviewer

Electrical/ Electronic Manufacturing

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed August 2025

Sera will give you SO much, be ready for it!

Sera was super helpful in trying to get us set up and running but due to our own company failings, it wasn't something we were able to be successful at.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We were highly interested in the booking online feature and the leaderboard tracking showing the techs efficiency.

Cons:

To no fault of Sera, our company jumped the gun to move forward long before we were ready since we had never used flat rate pricing before which was suggested by a business coach where we originally learned about the program.

Reasons for switching to Sera

In an attempt to use additional features

Carl S.

Verified reviewer

Airlines/ Aviation

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed January 2026

Late Stage, Low Growth software- Stay Clear

Very Bad. The previous customer support and sales team were great. All the reviews are from the previous app. The new app, new sales team and new customer support team DO NOT UNDERSTAND OUR BUSINESS. They are corporate execs sitting in some fancy office trying to rip us off

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The product was great under previous founder. All reviews and pros are from the previous app. It is not the same anymore

Cons:

PE took over and the app quality has detirorated. Often offline, mobile app crashes, pricing is inaccurate, not able to keep up with pace of business. Customer support does not listen. Not as before. AM moving to another provider

George C.

Verified reviewer

Construction

2-10 employees

Used daily for less than 6 months

Review source

Reviewed April 2022

SERA Management Review

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Christina S.

Verified reviewer

Consumer Services

11-50 employees

Used daily for less than 2 years

Reviewed August 2022

This Product Is A Game Changer

Ratings Breakdown

Ease of use

Functionality

Pros:

Easy to use! It is predictive and eases the burden and simplifies processes for scheduling and dispatching.

Cons:

In 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!

Alicia M.

Verified reviewer

Construction

2-10 employees

Used daily for less than 6 months

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Danielle M.

Verified reviewer

Utilities

2-10 employees

Used daily for less than 6 months

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Tom L.

Verified reviewer

Construction

2-10 employees

Used daily for less than 12 months

Reviewed August 2022

Sera Does It All

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Sera allows my team to set up job and parts pricing, deploys technicians, tracks job progress and most importantly, allows fairly seamless scheduling.

Cons:

Two 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.

Audra B.

Verified reviewer

Consumer Services

11-50 employees

Used daily for less than 6 months

Review source

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

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

It is so easy to use and easy to navigate. I love NOT having to map and consolidate jobs, that Sera does it for you!

Cons:

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.

Hilda C.

Verified reviewer

Facilities Services

11-50 employees

Used daily for less than 6 months

Reviewed August 2022

Modern Software

The overall experience has been a smooth transition & the tech support has been phenomenal !

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easily accessible and quick to adjust to if you are switching software.

Cons:

I 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 .

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