Frequently Asked Questions

CRM (customer relationship management) is your go-to for managing customer relationships. It's about understanding and improving how you connect with your customers. While some folks use separate CRM software, an all-in-one FSM solution streamlines everything, making sure your team and customers have a seamless experience.

HVAC software is a game-changer. It helps schedule jobs, track your team in real-time, and lets techs whip up quotes on the spot. Plus, customers can book online, cutting down call times. It makes talking to customers a breeze, boosts satisfaction, and keeps everything running smooth. Plus, it's easy to pick up and cuts down mistakes.

he price of HVAC software varies, fitting the size of your team. With Sera, you pay based on how many techs you've got out there. No tricky add-on costs, just everything you need from the get-go. Plus, top-notch support and easy setup are part of the deal.

It sure does! Our HVAC software plays nice with QuickBooks. This means you can handle your money matters without the headache of double-entering data. It keeps your bookkeeping smooth and simple.

Finding the right HVAC software is all about what your team needs to work smarter and grow your bottom line. Every business is different, so chat with your crew to see what features they'd love. Sera's here for the small to medium-sized teams, making everything from scheduling to customer chats a breeze. Plus, our top-notch support is with you every step of the way.

Sera’s HVAC software is all about making your work easier and faster. It helps you manage time better with smart scheduling and dispatching, keeps track of your techs with GPS, and makes quoting and invoicing a breeze. Plus, your customers can book services online, making everyone's life simpler. It's designed to make sure you spend less time on paperwork and more time getting things done.

You bet it does! By cutting down on the busywork, your team can focus on what really brings in the dough. More techs in the field mean more jobs done each day. Plus, everything runs smoother, making customers and your team happier. That's how you take your business up a notch.

Sera's plumbing software is all about making your job easier. It handles scheduling, dispatching, invoicing, and even customer chats, all in one place. Designed for small to medium plumbing businesses, it’s like having an extra set of hands without the extra hassle. Plus, our team's got your back with top-notch support from start to finish.

Sera's plumbing software is a lifesaver for your business, simplifying everything from job scheduling to invoicing. It's like having a super assistant that helps your office and field teams talk better, making customers smile more. Plus, it tackles the tedious stuff, so your days are smoother and errors are few. It's built to make your plumbing business thrive, without the extra headache.

The perfect plumbing software matches your team's needs, making everyday tasks easier and boosting efficiency. Look for features that make your plumbers and office staff's lives easier, like easy setup, CRM integration, and solid support. Sera shines for residential plumbers with features like hassle-free pricing, quick quote creation, and a customer portal that keeps your service top-notch. Plus, our support's there to ensure smooth sailing from day one.

At Sera, we've tailored our pricing to fit your team's size, charging based on the number of techs you've got in the field. No tricky fees as you grow; every feature we offer is included from the start. Plus, you get our full support to help you every step of the way.

Sera's software cuts through the chaos, helping plumbing businesses run smoother. It's like having an extra set of hands for scheduling, dispatching, and keeping customer info tidy. Plus, our software helps you track every job's time and money, making sure you're always on top of your game. And with our QuickBooks Online integration, keeping the books straight is a breeze. It's all about doing more with less stress.

You bet! Sera’s plumbing software syncs up with QuickBooks smoothly, making your accounting a walk in the park. It cuts down on double-entry mistakes, keeping your books tidy and your mind at ease.

Sure can! Sera’s plumbing software isn’t just about keeping the ship steady; it’s about pushing forward. It makes the everyday stuff easier, so you can focus on bagging more jobs and growing your team. Plus, it makes sure your techs are always at the right spot at the right time, keeping your customers happy and coming back for more. It's all about working smarter, not harder, to boost your bottom line and expand your business.

Jumping into Sera's plumbing software is a breeze. We've got a friendly team ready to guide you through every step, making sure the switch is smooth as silk. In no time, you'll be up and running, all set to make your business even better.

Electrical contractor software is like a Swiss Army knife for your business. It packs everything from customer tracking to billing in one place, making your day-to-day run smoother than ever. It's all about giving you the power to manage your tasks with ease and efficiency.

Think of it as your team's secret weapon—keeping projects on track, cash flowing smoothly, and customers coming back happy. From managing jobs in a snap to making paperwork a breeze, it's all about wiring your business for success and keeping profits buzzing.

Yes, our software seamlessly integrates with QuickBooks Online for straightforward accounting and insightful reporting, guiding your big decisions with ease.

Sera's got a fair deal for every plumber's crew size. It's like choosing the right tool for the job—no one-size-fits-all. We're all about giving you what you need without any confusing extras. Let's chat to tailor the best plan for your team.

Sera's software is built specifically for HVAC, plumbing, and electrical contractors, especially those running small-to-medium-sized businesses. They count on us to keep things running smooth and smart.

Yes. While our software is tailor-made for the hustle of HVAC, plumbing, and electrical pros, other contractors find it helpful as well.

Sera's like the handy toolbox for HVAC, plumbing, and electrical pros. Our software's packed with features that cut out the busywork, from smart scheduling to real-time job tracking. We've got a knack for keeping things simple, so you can focus on what you do best—without getting bogged down by complicated tech. Plus, our support team's always here, ready to lend a hand.

Sera smooths out the kinks in your workday with smart scheduling, streamlined tasks, and clear insights into job times. It's like having a trusty tool belt that keeps everything tight and right, making your day's work more manageable and efficient.

Job time efficiency is like a stopwatch for your work, making sure every minute counts. Perfect for keeping things fair and square with your customers and your pocket! Learn more about job time efficiency in this short video.

We're all about keeping it easy, so we work with both QuickBooks and QuickBooks Online.

We've teamed up with pulseM, making it super straightforward to keep your reputation shining bright.

Absolutely! You can tweak Sera to match your needs, factoring in stuff like job costs, how long jobs take, and your team's skills. Easy peasy.

Your dispatcher’s in the driver's seat. Our techs are here to help make things smoother, but they call the final shots on the schedule.

Sure thing! You can bring your own price book or tweak ours to fit your business. Our HVAC and Plumbing price books come free and are ready to be customized.

At the heart of it all, we've got the Admin Portal, Customer Hub, Tech App, and an online booking widget to keep things running smooth.

Yes, but here's why it's worth it: Our white-glove onboarding gets you started quick and right. You get one-on-one setup help, live training for your team, and even data migration support. Plus, we stick with you, checking in quarterly to make sure you're on track to win.

Most folks are up and running with Sera in about 30 days. You'll have your own Onboarding Specialist guiding you from day one till go-live. How quick we move can depend on how fast your team gets the hang of things.

Sera lets you sort customers by details like membership or equipment type, track promo codes on invoices, and export lists for emails or mailouts. Plus, with CallRail, you can see which ads bring in the bucks.

Think about asking: Can it make scheduling and dispatching a breeze? What kind of help and support can you expect? Does it offer reports and insights to guide you? Can you tailor it to fit your needs and work with other tools? And is it simple to pick up and run with?

Right now, Sera’s only set up for folks in the U.S.

Participants will receive electronic payment in US dollars.

Participants can choose from the following options for referring potential customers:

• Option 1: From the program portal on the Sera website, participants can email their referral link to their connections with a personalized message.
• Option 2: Participants can share their referral link on social media or message boards.
• Option 3: Participants can provide Sera with the referral's contact information directly in the program portal. Sera will follow up directly with the referral, providing them with the necessary information and increasing the likelihood of an award.

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You can sign up here and follow the on-screen instructions to take part in our referral program.

The program portal will allow participants to see the progress of their referrals and how much they have earned.

Sera pays out referral fees no later than 45 days after a referred customer first pays us for service.

• You can't refer your own company or a company that is part of the corporate entity your company is part of.
• A referral must sign a contract for Sera within 120 days of us receiving the referral
• A referral must not be currently in the sales process when we receive it.
• The referral must be within our Ideal Customer Profile