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

SERA is very user friendly and easy to navigate.

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.

The software is easy to use, you can use it mobile, I like that you can create quotes and manage appointments.

I like how quickly he customer service helps out.

Overall experience has been great. Customer Service has been available when needed.

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.

I dont like that I can't do multiple things at once. I have to continue to go back and forth to get stuff done.

SENSITIVE CONTENT] was the best thing that SERA has. She is the best and made a very difficult transition much better.

The onboarding specialist has been amazing to help teach a couple of of us old guys how to use it.

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

I disliked that the job summary from previous work down prior to Sera was not available.

Company dashboard and leader board very easy to navigate. Tracks opportunities to jobs sold as a percentage.

There are many tabs and occasionally I confuse them.

I've only been on it for a few weeks but its pretty easy to navigate.

Ive had a great experience with SERA, it been very beneficial to my job and business that i work in.

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 like the entering of customers: quick and easy. I like the scheduling of the appointments: quick and easy and it allows you to see what times and dates are available.

US Dollar

Sera Systems is a full-suite Field Service Management software solution built to make each job profitable. Sera’s automated Admin Portal, industry-first Customer Hub, intuitive Tech App, and job time efficiency work together to help Home Service businesses grow their bottom line.

Sera was created with the basic principle of helping residential contractors identify financial gaps, learn their business at a deep level, streamline processes, and reduce burden and employee stress levels. Ultimately, helping reduce the chaos of running a Home Service business.


LongDescription

Electronic Payments

Status Tracking

Billable Items Tracking

Payment Processing

Mobile Alerts

Document Storage

Access Controls/Permissions

Activity Tracking

SMS Messaging

Dispatch Management

Job Costing

Task Scheduling

Electronic Signature

Credit Card Processing

Invoice Management

Customer Database

Job Management

Calendar Management

Customer Portal

Geographic Maps

Scheduling

Data Import/Export

Mobile Signature Capture

Self Service Portal

QuickBooks Integration

Technician Management

File Storage

Mobile Access

Real Time Data

Routing

Historical Reporting

Client Portal

Real Time Notifications

Service History

For HVAC Companies

Workflow Management

Real-time Updates

Activity Dashboard

Alerts/Notifications

Online Booking

Reporting & Statistics

Reminders

Time & Expense Tracking

Automated Scheduling

Estimating

Work Order Management

Mobile App

Job Scheduling

Billing & Invoicing

Customer Management

Accounting Integration

Interaction Tracking

Real Time Reporting

Customizable Branding

Contact Database

Equipment Tracking

Payment Collection in the Field

Job Tracking

Quotes/Estimates

Drag & Drop

Customer History

Third Party Integrations

Location Tracking

Maintenance Scheduling

For Plumbing Industry

Cost Estimating

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

2-10

11-50

51-200

Sera

Live Online

Webinars

Documentation

Videos

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