Answers to Common Questions About Pricing, Features and Support

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.

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.

Sera lets you sort customers by details like membership or equipment type, track promo codes on invoices, and export lists for emails or mailouts. 

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

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

Absolutely! We’re here to support whatever works best for your business. If you already have a price book, we’re happy to upload it for you—as long as it’s in Excel or CSV format.

Prefer to start with Sera’s complimentary price book? No problem. It’s included during setup to give you a solid starting point. It’s designed to be customized, so you can adjust it as needed, and we’re happy to upload any updates you provide (again, in Excel or CSV format).

Whether you want to build from scratch, start with ours, or blend the two—we’ll help you get it just right.

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.

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 has a fair deal for every customer size! Software is 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. With Sera, you pay based on how many techs you've got out there. If you want additional custom services, we'll chat to tailor the best program to meet your needs.

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 at a minimum to make sure you're on track to win.

Clients can go live within 4 weeks when they complete all readiness checklist items before kickoff, submit payment processor applications early, and actively participate in scheduled working sessions with their Customer Success Manager.

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

HVAC software is a tool designed to help HVAC contractors manage various aspects of their business, like scheduling, dispatching, invoicing, and customer management, easily and efficiently. It automates everyday tasks, reducing manual work and improving business operations.

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?

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.

Absolutely! HVAC software enables real-time tracking of jobs, service history, and customer information. This ensures your team is always on top of appointments and provides quick, accurate responses, leading to a better customer experience and higher satisfaction.

No problem! Sera’s HVAC software is designed to be user-friendly, so even technicians who aren’t tech-savvy can use it with ease. With simple navigation, real-time updates, and minimal training required, Sera helps technicians get the job done quickly and efficiently, no matter their comfort level with technology.

Yes, Sera’s HVAC service software keeps track of work orders in real-time, so you can monitor job progress and ensure everything runs smoothly. This helps improve efficiency, reduce errors, and ensures your technicians have the most up-to-date job details at all times.

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 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.

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.

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.

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.

Sera’s plumbing business software helps contractors streamline workflows, automate scheduling and dispatch, and improve customer management. By optimizing day-to-day operations and enhancing communication through real-time updates and mobile app access, plumbing companies can boost efficiency, increase profitability, and scale their business confidently.

Sera’s plumbing service software enhances customer experience by providing real-time job updates, seamless customer communication, and efficient job management. With CRM tools and automated follow-ups, plumbing contractors can deliver faster service calls, accurate job tracking, and better customer satisfaction, driving repeat business and positive reviews.

Absolutely. Sera’s plumbing management software includes powerful scheduling and dispatch software features that assign the right tech to the right job in real time. With smart routing and mobile access, contractors can reduce travel time, respond faster to service calls, and improve overall field service management.

Automation in Sera’s software streamlines routine tasks like invoicing, payment processing, and job notifications. It integrates with accounting software and manages inventory, helping contractors save time, reduce errors, and focus more on growing their business and delivering quality service.

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.

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 integration, keeping the books straight is a breeze. It's all about doing more with less stress.

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.

Yes. Sera’s plumbing scheduling software is designed to handle last-minute changes and emergency service calls efficiently. With real-time updates and smart dispatch features, contractors can quickly reassign jobs, optimize routing, and keep their plumbing business operations running smoothly despite unexpected disruptions.

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.

With Sera’s software, you get real-time visibility into job details, team member availability, and jobsite progress. Automated scheduling and dispatching optimize your workforce, reduce missed service calls, and keep projects on time. Plus, integrated job costing and estimating software help you stay on budget while improving customer communication throughout the project lifecycle.

Look for all-in-one software solutions that include scheduling, dispatching, estimating software, job costing, invoicing, and customer management. Sera’s field service management software offers powerful project management tools, seamless QuickBooks integration, cloud-based access and customizable templates. These features help electricians streamline operations and boost profitability.

Absolutely! Sera’s electrical contractor software integrates smoothly with QuickBooks. This integration automates your accounting processes, eliminates double data entry, and simplifies payment processing and cash flow management. It’s designed to make bookkeeping easier so you can focus on growing your electrical business.

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.

Electrical service software streamlines your entire workflow—from scheduling and dispatching techs to tracking work orders and managing customer communications. It gives you real-time updates and automated notifications so you can keep jobs on track, improve customer satisfaction, and optimize cash flow.