Disrupter, a word you may not associate with Sera, but should. Sera’s industry-first Job Time Efficiency improves your tech’s efficiency so much it’s like adding more techs WITHOUT the additional costs.
Not to mention, Sera finds the weak spots in your company with live data and reports to help you make more money. This is one reason small-to-medium-sized field service companies that have switched from other FSM software have been enjoying revenue growth of more than 50% in the first six months of using Sera.
Sera’s further disrupting the field service management software industry by:
Here’s what that means to owners and operators of HVAC, plumbing, electrical, garage door, and other field service businesses.
That’s a lot to digest all at once, so let’s break it down a little more.
Sera field service software is comprised of three core components: the Admin Portal, Customer Hub, and Tech App. All three come with the package.
We often get asked how something so powerful can be so simple. The power is the result of Sera’s simplicity – it is easy to learn and use.
That’s because we boiled down our decades of field service management experience operating highly profitable field service businesses to what really matters – high operating efficiency and accurate pricing that goes straight to the bottom line.
Everything works together seamlessly. Every software update is system-wide, so there are no interoperability problems.
Customer Hub – This has two elements: the scheduling widget (which we install on your existing website) and a portal for direct, secure communication with customers.
When scheduling, customers first click on a Schedule button, which opens a page to provide details. A drop-down menu of common issues speeds up the process.
After selecting a service, customers provide contact information and then choose the day and hour for the service.
Customers receive an immediate confirmation text, email, or both. In addition to describing the problem, they can upload photos. They can communicate directly with the technician when the tech assignment is made.
Saving time for field service CSRs and dispatchers is the key to increased efficiency. The Dynamic Dispatcher uses automated intelligence to dynamically pre-assign jobs. This reduces staff workload by 75% – 80% compared to manual scheduling.
Customers expect you to respect their time, too. Nearly 90% of them expect a self-service application on your website. In addition to self-scheduling, customers use the customer portal to view scheduled appointments, current proposals, past invoices, technician notes, and warranty information. Records are filed by address, so rental property owners can keep accounts separate.
Customers love having a paperless, secure place they can access anytime from anywhere without any paper clutter. Everyone benefits from the time saved by automation, especially your office staff because of far fewer phone and email requests for information.
When customers have a good experience doing business with you, they stay with you and provide referrals. This goes straight to the bottom line in a big way. A 5% increase in customer retention yields a 25% – 95% boost in profitability!
BONUS: All the digital traffic going through the booking widget on your website raises its visibility to Google and other search engines. Your site appears on more search engine results pages, and you get more clicks and calls.
Tech App – Sera’s intuitive Tech App simplifies everything for field service technicians each step of the way. Here’s the timeline.
All of this happens instantly and is fully paperless, which takes techs out of the paperwork business and reduces the administrative workload back at the office.
A special feature of the Sera field service software is the Tech Leader Board. It promotes healthy competition among techs across profitability categories, including revenue, jobs sold, closing rate, average ticket price, and memberships sold.
Admin Portal – The Admin Portal lets you take a high-level look at the big picture and then drill down into the most granular details with more than 100 key performance indicators (KPIs).
Because the Admin Portal Dashboard displays live data, you don’t have to wait for data batches to process. You know what’s going on regarding operating efficiency and profitability by department, tech, and overall company performance as it happens.
The Admin Portal’s Dynamic Scheduler handles 75% – 80% of the dispatching work, which provides two big benefits:
Even then, the software does most of the work, automatically making the changes and notifying all affected parties. Your staff can override the system anytime if needed.
This automated dispatching feature frees up time for dispatchers and CSRs to help customers and follow up on open proposals that might otherwise be overlooked. It also means each dispatcher can support the work of more field technicians, so you can add techs and trucks without adding more support staff.
Here are just a few of the field service management insights you get by monitoring critical KPIs in the Admin Portal.
Sera founder Billy Stevens mastered field service business management when he owned and operated his first multimillion-dollar plumbing and HVAC company. He began making Sera a reality when he started his second plumbing and HVAC company, using that company as a live testbed for the software.
That company, billyGO, is co-located with Sera. It has used Sera’s field service software from the start, providing ongoing real-world challenges for developers to see firsthand and solve.
The success has been phenomenal. Starting from scratch in 2018, billyGO grew to a $10 million annual revenue company over the next four years. But that’s just one example.
While the industry average net profit for HVAC and plumbing companies is 8%, companies using Sera field service software consistently net several times that, thanks to high operating efficiency and a tight focus on Time, Margin, Cash Flow, and Members.
It’s all built into Sera field service management software, a total, integrated business solution to run any field service more efficiently and profitably – and let owners and operators have a life with a lot less stress and worry.
Sera works seamlessly with a growing number of partner companies that provide additional business services, including these.
Sera field service software is a full business solution to manage small-to-medium-sized field service businesses more efficiently and profitably. Companies that have switched to Sera from other brands have documented 50% higher revenue within six months of using Sera.
Sera focuses on what contributes most to profitability – Time Management, Profit Margin, Membership Management, and Cash Flow. It is the first field service management software to be based on each business’s Profit & Loss statement.
Sera is more than the sum of its parts. It’s the way the core elements work seamlessly together to weave time, membership, margin, and cash flow into every action. Sera is redefining the way field service management is done.
See for yourself how Sera can start adding money to your bottom line in the first 30 days. Schedule a personal demonstration of Sera field service software now!