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Enterprise Layer Intelligence
Categories/CRM/Sera Systems
Sera Systems

Sera Systems

Founded 2018

Manage dispatching, technician scheduling, quotes, and customer billing for home service contractors

Pricing model

Paid

You can use Sera to run day-to-day operations for HVAC, plumbing, and electrical contracting businesses. It lets you automate technician dispatching based on location and technician availability, monitor job progress live, and create professional quotes directly in the field. Technicians can view job details, record inventory usage, and collect payments on-site using dedicated mobile apps. The system also includes an online customer hub for appointment booking and quote approvals, plus detailed reporting to monitor profit margins and costs across all jobs.

What Sera Systems does

Dispatch technicians to jobs based on location and skillCreate and send job estimates for customer approvalCollect on-site payments from residential customersTrack installed materials and inventory usage per jobSet up recurring customer service membershipsMonitor technician progress and job duration in real timeCalculate profit margins and operational costs on completed jobsAutomated dispatching that matches technician skill, availability, and driving routeLive job tracking showing appointment status and time spent on siteMobile app for field technicians on iOS and Android devicesOn-site quote builder with immediate customer sign-offDirect payment processing and mobile payment collection in the fieldCustomer self-service portal for online booking and invoice viewingInventory tracking to log installed parts and materials per jobMargin and cost tracking to view exact profitability on every job

Pricing breakdown

Pricing model: Paid

PlanList price
Core Essentials$399 / mo

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Sera, field service management, contractor dispatching, HVAC dispatch, plumbing job management, electrical contractor scheduling, job progress tracking, quote builder, inventory tracking, mobile technician app, customer booking hub, margin pricing, on-site payment collection, service agreement tracking, work order management