HVAC Dispatching and Scheduling Software
Sera’s HVAC scheduling and dispatching software utilizes smart automation to help prioritize more profitable jobs and dispatch techs more efficiently, saving you time and money.
All new Sera clients get a FREE HVAC Pricebook.
Sera Simplifies HVAC Dispatching
Automatically assign the right HVAC tech based on priority, capability, and availability.
The intuitive Dispatch Portal makes it easy to view schedules, manually assign or change jobs, check the status of your HVAC techs, and track all aspects of a work order.
Sera’s integrated toolset and dispatch software for HVAC were developed from years of actual HVAC experience and expertise.
Sera’s Smart Scheduler
Give your customers the ability to schedule appointments online and save your dispatchers time. When customers schedule their own appointments directly through your website, it’s like you’re taking calls 24 hours a day, seven days a week!
Additional benefits of online scheduling:
- Customers receive immediate confirmation and updates
- Increases the total number of overall bookings
- Boost office efficiency
Online scheduling is a must-have for your business, considering 82% of customers use mobile devices and prefer to schedule online.
Don’t wait to experience the benefits of providing online scheduling.
Get A Free HVAC Pricebook!
Every Sera customer gets a FREE HVAC pricebook. That’s a $3700 value! Your price book is fully customizable so you are completely in charge of your business’s bottom line!
Sera’s exclusive pre-populated HVAC pricebook allows for multi-quote presentation of good, better, and best, along with 2 column quoting to show membership savings!!!
Use our proven pricebook or add your own. Our customer success team will help every step of the way.
Software Designed To Increase Your Bottom line
Managers increase productivity through detailed job efficiency reports. Technicians create and present multiple quotes in minutes. Dispatchers love how Sera assigns and auto tracks all aspects of a job in a single interface.
- Real-Time Financial and KPI Reporting
- Profit Generating Cash Flow Tools
- Live Customer Booking
- Membership Building & Pathing
- Easy, Automated Dispatching
- Powerful Tech Quoting Engine
What Clients Are Saying About Sera
“Simple means it’s easy to use, intuitive, it’s not complicated… Sera has focused on the things that contribute the most to your profitability.”
– Mike Mushinski
Your Success Is Our Success
Customer Support sets us apart. Our 3-layered customer experience has the same goal as you – to ensure your business is healthy and thriving.
Your Success Is Our Success
Customer Support sets us apart. Our 3-layered customer experience has the same goal as you – to ensure your business is healthy and thriving.
Tech App
The Tech App gives your technicians powerful tools to increase their efficiency and simplify the sales process. Techs can easily find information on upcoming appointments including customer submitted data, documents, diagnostics, product photos and warranty information.
Quickly build tiered quotes and invoices on-the-fly, book repeat calls, and future installation dates without needing to contact the office.
Admin Portal
Track real-time metrics including over 100 live KPIs on the dashboard. Use the Tech Leaderboard to monitor and compare how your service technicians are performing. Monitor and trend daily opportunities, memberships, win rates, and more.
Know exactly when it is time to hire additional techs and installers. At a glance accounting information makes it easy to monitor your business’s financials.
Customer Hub
Provide your customers with detailed information about upcoming service and previous appointments. Real-time drive tracking details, previous invoices, order details, the ability to schedule and reschedule and much more.
The booking widget interacts with Smart Dispatching, which automatically elevates high-priority jobs. Customer submitted data, including notes, are organized and grouped for easy access by dispatchers and technicians within their apps.