A core feature of the Admin Portal is the Dynamic Dispatcher, which uses automated intelligence to dynamically pre-assign jobs and reduces 75-80% of the workload associated with manual scheduling.
Within the portal, you’ll understand the efficiency of each job by accounting for everyones’ time on all jobs. Data is also presented visually which helps streamline your business through actionable insights and increase profitability.
The Customer Hub includes the widget and portal. Through the widget, new and returning customers schedule appointments based on the service needed while selecting from available times that work with their schedule.
Through the portal, customers can check service history, accept estimates, and view invoices, the hub also links back to your domain, which helps with your organic search results as customers spend more time on your website.
Customers have a consistent experience across all jobs as the workflow with the app ensures techs follow the same steps for every job. The app also allows for:
Multiple quotes built within minutes
Two-column quoting with membership cost savings
Healthy competition between techs across profitability categories, like average ticket price, memberships sold, and job closing percentage
Easy-to-use task-picker helps techs make better and more consistent suggestions or add-ons during the quoting process.
Customers and technicians can view quote acceptance, changes, and completed work on our home service scheduling software
Location GPS services allow for real-time updates to the customers about arrival times.
“Sera … has focused on the most important things to running a business and the things that contribute most to your profitability. It was a no-brainer to recommend it.” – Mike Mushinski
“Everything’s on Sera … which makes things a lot more efficient.” – David Ocampo
“The techs love it. They love the fact that you can create multiple quotes right then and there when you’re inside the customer’s home.” – Randy Keller