HVAC, Plumbing, and Electrical Contractors that service and Install/Changeout in the residential market within the U.S. A majority of Sera’s clients are also small-to-medium sized home service businesses.
Frequently Asked Questions
Sera includes a Dynamic Dispatcher and Smart Scheduler which minimize the stress of redundant tasks associated with automated scheduling and dispatching processes. Sera’s pricing model is based on P&L statements and accounts for margin pricing, and labor rates, which are crucial to ensuring each job is profitable.
Sera’s software functionality includes automated scheduling, consistent workflows, and job time efficiency tracking and reporting.
It allows you to track and charge for ALL time spent on a job. Learn more about job time efficiency in this short video.
QuickBooks and QuickBooks Online
Yes, you can configure the software by including the information important for your business related to margin, labor rate, time to complete a job, technician capabilities, and more.
While we encourage the use of our technology to optimize schedule and dispatching, complete control remains in the hands of dispatchers.
Yes, you can utilize their own price book, or Sera’s price book is provided at no charge and is fully customizable. We offer a complimentary HVAC and/or Plumbing price book.
Admin portal, Customer Hub, Tech App, and online booking widget.
Cost is billed per technician, per month, there is no minimum number of techs a business needs to use Sera.
Typically businesses use Sera in the field within 30 days of signing up. Each client works with a dedicated Onboarding Specialist who is their contact person from the first day of onboarding to the day you launch with Sera. Times vary based on the availability of the client’s staff to train and adopt.
- Ability to group based on key customer information such as members, non-members, and equipment types
- Tracking promo codes, which can be applied to invoices
- Data list exporting which can be used for email or direct mail outreach
- Call tracking of campaigns through CallRail to understand which campaigns are directly tied to revenue