The Four Pillars of Sera FSM Software

We designed Sera FSM  software to address the specific needs of small-to-medium-sized HVAC, plumbing, electrical, and other field service businesses.

We know how hard you work for your success and what it takes to get to the next level, including:

When to hire more techs
Getting the staff-to-technician ratio right
Achieving high operating efficiency
Access to accurate and timely data
Building strong cash flow
Achieving profit margins that reward your work

Sera’s field service management software addresses each of these and more. It will simplify your life and boost your profits beyond anything you may have imagined.

Sera helps you manage time and money more effectively than ever. Clients who have switched from other FSM software have averaged a 52% revenue increase in the first six months using Sera, along with as much as 30% higher operating efficiency.

Sera field service management software addresses each of these and more. It will simplify your life and boost your profits beyond anything you may have imagined.

Sera helps you manage time and money more effectively than ever. Clients who have switched from other FSM software have averaged a 52% revenue increase in the first six months using Sera, along with as much as 30% higher operating efficiency.

The Four Pillars of Field Service Management

Sera is based on the four principles of Time Management, Margin Management, Cash Flow and Member management. We call them the Four Pillars because they support and strengthen the structure of any field service business from top to bottom.

  • Booking
  • Assistant and Customer Hub for customers
  • Smart Scheduler
  • Tech App
  • Admin Portal for your business
  • KPIs that track profitability
  • Uses your financials to set profitable pricing
  • Live-Data dashboard
  • Job time tracker
  • Payment processing with Quickbooks integration
  • Live data shows profit margin for each job at completion
  • Stay busy year ’round
  • Permission to market
  • Repeat and referral business
  • Pay for customer acquisition
  • Booking
  • Assistant and Customer Hub for customers
  • Smart Scheduler
  • Tech App
  • Admin Portal for your business
  • KPIs that track profitability
  • Uses your financials to set profitable pricing
  • Live-Data dashboard
  • Job time tracker
  • Payment processing with Quickbooks integration
  • Live data shows profit margin for each job at completion
  • Stay busy year ’round
  • Permission to market
  • Repeat and referral business
  • Pay for customer acquisition
  • Booking
  • Assistant and Customer Hub for customers
  • Smart Scheduler
  • Tech App
  • Admin Portal for your business
  • KPIs that track profitability
  • Uses your financials to set profitable pricing
  • Live-Data dashboard
  • Job time tracker
  • Payment processing with Quickbooks integration
  • Live data shows profit margin for each job at completion
  • Stay busy year ’round
  • Permission to market
  • Repeat and referral business
  • Pay for customer acquisition

Time Management

Dispatchers and CSRs save hours each day using Sera’s online Booking Assistant and Automated Dispatching. Smart automation allows staff to manage exceptions and leave the routine, repetitive work to the software.

The Tech App shortens times for customer service, quotes, sales and payments – and technicians can stay on task with fewer calls to the office. The Admin Portal lets management see everything as it happens with live data, eliminating time-consuming internal emails and calls.

The Customer Hub stores service call records, invoices, technician notes, quotes warranties and other information for quick access, which saves time for customers

Time Management

Dispatchers and CSRs save hours each day using Sera’s online Booking Assistant and Automated Dispatching. Smart automation allows staff to manage exceptions and leave the routine, repetitive work to the software.

The Tech App shortens times for customer service, quotes, sales and payments – and technicians can stay on task with fewer calls to the office. The Admin Portal lets management see everything as it happens with live data, eliminating time-consuming internal emails and calls.

The Customer Hub stores service call records, invoices, technician notes, quotes warranties and other information for quick access, which saves time for customers

Margin Management

Pricing determines profitability. The pricing model built into Sera FSM software calculates pricing based on desired net profit margins to build profitability from the start.

Sera’s Job Time Tracker measures the efficiency level of each job performed by each tech, and you can see aggregate efficiency and P&L information for all the jobs by the day, week, month and year in the Live-Data Dashboard.

Margin Management

Pricing determines profitability. The pricing model built into Sera FSM software calculates pricing based on desired net profit margins to build profitability from the start.

Sera’s Job Time Tracker measures the efficiency level of each job performed by each tech, and you can see aggregate efficiency and P&L information for all the jobs by the day, week, month and year in the Live-Data Dashboard.

Margin Management

Pricing determines profitability. The pricing model built into Sera FSM software calculates pricing based on desired net profit margins to build profitability from the start.

Sera’s Job Time Tracker measures the efficiency level of each job performed by each tech, and you can see aggregate efficiency and P&L information for all the jobs by the day, week, month and year in the Live-Data Dashboard.

Cash Flow

Strong cash flow means a business can pay its bills and have something left over. Sera’s margin pricing model. combined with good cost controls, practically assures profitability and strong cash flow.

When you change prices, Sera calculates and updates them throughout the system in a few seconds, protecting your cash flow. And Sera’s QuickBooks payment processing integration makes your bookkeeping and accounting more manageable than ever.

Cash Flow

Strong cash flow means a business can pay its bills and have something left over. Sera’s margin pricing model. combined with good cost controls, practically assures profitability and strong cash flow.

When you change prices, Sera calculates and updates them throughout the system in a few seconds, protecting your cash flow. And Sera’s QuickBooks payment processing integration makes your bookkeeping and accounting more manageable than ever.

Member Management

Memberships build a local customer base for repeat business and referrals. They are also the best way to grow a field service business regardless of the location or size of the company.

Member plans also help maintain a healthy cash flow in season slower times. HVAC techs can do furnace tune-ups throughout the fall and winter, along with repairing problems they find during their inspections.

Not only will you produce more revenue per customer, but the revenue per customer will be substantially greater.

Members generate as much as 2.5 times more revenue than non-members!

Member Management

Memberships build a local customer base for repeat business and referrals. They are also the best way to grow a field service business regardless of the location or size of the company.

Member plans also help maintain a healthy cash flow in season slower times. HVAC techs can do furnace tune-ups throughout the fall and winter, along with repairing problems they find during their inspections.

Not only will you produce more revenue per customer, but the revenue per customer will be substantially greater.

Members generate as much as 2.5 times more revenue than non-members!

Member Management

Memberships build a local customer base for repeat business and referrals. They are also the best way to grow a field service business regardless of the location or size of the company.

Member plans also help maintain a healthy cash flow in season slower times. HVAC techs can do furnace tune-ups throughout the fall and winter, along with repairing problems they find during their inspections.

Not only will you produce more revenue per customer, but the revenue per customer will be substantially greater.

Members generate as much as 2.5 times more revenue than non-members!

Member Management

Memberships build a local customer base for repeat business and referrals. They are also the best way to grow a field service business regardless of the location or size of the company.

Member plans also help maintain a healthy cash flow in season slower times. HVAC techs can do furnace tune-ups throughout the fall and winter, along with repairing problems they find during their inspections.

Not only will you produce more revenue per customer, but the revenue per customer will be substantially greater.

Members generate as much as 2.5 times more revenue than non-members!

Ready for Your Personal Demonstration?

 

Sera field service management software simplifies your business by automating the routine and repetitive tasks of scheduling and dispatching so your employees can spend more time helping customers directly.

Just imagine your business posting 50% or more revenue increases in the next six months while boosting your operating efficiency by 30%. Then schedule a free, personal demonstration to see what else Sera FSM software can do for your business.