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Onboarding With Sera

Once you join the Sera family, you’ll experience:

  1. A personalized transition from either pen and paper or another service business management software
  2. Continuous engagement throughout your onboarding journey
  3. Thorough understanding of Sera’s functionality and capabilities within the Admin Portal, Customer Hub, and Tech App. 
  4. Access to Sera’s Knowledge Center with answers to FAQs across 20 different categories

You’ll also work with an Onboarding Specialist who becomes your contact person from the first day of onboarding to the day you launch with Sera.

Field Service Business Management & Dispatch Software - Up

Setting The Stage For Success

Our onboarding process includes a detailed launch checklist of deliverables, as we strive to have new clients up and running within 30 days. We know from experience that the sooner you start using Sera, the quicker you’ll increase your efficiency and profitability.

As a new member of the family, you can expect the following during your onboarding and launch journey:

  • Initial outreach from your Onboarding Specialist within 24 business hours of joining the Sera family
  • Data importation is completed by your specialist
  • Regular meetings or calls with your specialist along with 5-6 Zoom training sessions
  • Day of launch, regular check-ins and communications touch points with your specialist via your preferred communication method- email, text, or phone
  • After launch day, your specialist follows up and is available to answer any questions

We understand using new field service dispatch software can be daunting because of the fear of the unknown, which is why we make it our priority to be there for you every step of the way.


Five Steps To Onboard With Sera


Intrduction and Goal Setting


Data Import


Quick Start Setup and Admin Training


Tech Training


Launch checklist, dat topoff and Launch!

Driving Your Success

After you launch with Sera, you’ll work with a member of our Client Success Team. Your Client Success Manager is there to ensure you remain successful and uses a client-first approach to provide:

  • Regular reviews of Sera usage and opportunities
  • Metrics delivery and analysis
  • Account management
  • Continuing education around features, new and underutilized

Increasing the financial health of your business is a focus at Sera and your Client  Success Manager is one of many components available to you.

Field Service Business Management & Dispatch Software - Revenue

Knowledge Center

Field Service Business Management & Dispatch Software - FAQ
Have a question about Sera? The answer is most likely in our Knowledge Center, which includes answers to 300+ questions across 20 different categories, Accounting, Customer Hub, Editing a Quote, Job Time Efficiency, and more. You’ll also find videos and screenshots for more in-depth questions.

Are You Ready to Meet Sera?

Connect with one of our Solutions Consultants to get control of the chaos and help your business work smarter.

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.

Sera is currently only available in the U.S.