Sera

RATING:

4.6

(21)

About Sera

Sera helps small to mid-sized HVAC, plumbing, and electrical businesses make more money by cutting down their day-to-day chaos and helping focus on the highest-value work. Sera helps business owners concentrate only on what really matters, making it easier to train new staff, reduce turnover, and stop relying solely on the one staff member who knows how to work the software. 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.

Sera Pricing

At Sera, you only pay for your field technicians. Never for admin staff such as owners, dispatchers or customer service representatives.

Starting price: 

$399.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Sera's Smart Scheduler automatically puts higher priority and revenue-generating appointments before low-priority calls.
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Sera Reviews

Overall Rating

4.6

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Sera

1 - 5 of 21 Reviews

Ben

Construction, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra

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.

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.

Alicia

Construction, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

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.

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

Jami

Accounting, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra

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.

PROS

I like how the scheduling shows availability time frames.

CONS

I 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

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

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.

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

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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

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.