Sera Reviews & Product Details - Page 4

Using Sera has helped keep customers informed about their current repairs and shows them past repairs. It makes it easy for them to pay for their invoices. Customer service has been very responsive. Payment processing works well too. Review collected by and hosted on G2.com.

The accounting and reporting side is lacking. It makes it hard to get the data we need without running multiple reports and combining them via Excel. It would be nice to have a report building or a way to do a full data download and then filter out the data that is needed. Integration with Quickbooks is tricky at times but workable. Review collected by and hosted on G2.com.

Sera is extremely easy to use and the training is very simple. Training goes beyond a normal training and the representatives are always there to help you when you need it. Implementation was pretty easy and quick. Review collected by and hosted on G2.com.

The lack of uploading your own price lists. Review collected by and hosted on G2.com.

It has made collecting from customers a lot easier as we can bill onsite. Being able to track a technician's revenue has also been helpful. To be fair this is a new company and they are growing. I will say there are a lot of things that need to change but I can say they are working on it. They take in recommendations and try to apply them to areas if they can. No system is perfect but they are at least willing to listen when you have issues and help if they can. Review collected by and hosted on G2.com.

Too much clicking. To be able to reschedule a call or even move the time takes a lot of clicking. There are way too many search boxes. It would be nice if you could choose your own settings on what you want to search for. It is very easy to lose calls as they don't roll day to day but I know they are working on this. Integration to QB is painful but they are also working on this as well. Customers being able to schedule their own calls can cause a lot of confusion. Review collected by and hosted on G2.com.

Is really easy to use, the implementation is easy and the techs can understand the system easy. Review collected by and hosted on G2.com.

What I don't like is that is confusing to reschedule an appointment in place or when you haves to come back to continue the same quote the next day. Another important thing that I don't like at all, is that when you are in the tech app you can see the appointments for the next day and that's confusing for the techs. And it doesn't integrate with Quickbooks. Review collected by and hosted on G2.com.

The thing I like most about Sera is how simple the program works and how quickly I can see my numbers each day. I also love Sera's customer support. Review collected by and hosted on G2.com.

The thing I dislike about Sera is the current lack of integrations. Review collected by and hosted on G2.com.

Simplicity is key. Keeping technicians focused on one job at a time makes selling (and being profitable) simple. The technical and service support that comes along with SERA is leaps and bounds ahead of any other software provider. Review collected by and hosted on G2.com.

Not quite enough integrations currently. I would like more options for phone integration, like DialPad. As well as an email platform integration, like Hubspot or Constant Contact. Review collected by and hosted on G2.com.

Sera has great report options which helps us keep track of everything that our previous scheduling software did not. It is very user friendly. Review collected by and hosted on G2.com.

Would like to see more options for blocking off schedule such as for work meetings, etc. Review collected by and hosted on G2.com.

I love that when the technician picks up a call, Sera automatically notifies the customer that tells them they are on the way. I also like how user-friendly the software is. We went from Google Calendar to Sera, and it was an easy transition. Review collected by and hosted on G2.com.

We have had to adjust how we do our maintenance program internally and that has been an adjustment, but overall Sera is still easy to use. We also with there was a way to make a note next to secondary contact information to know who's number or email it is. Review collected by and hosted on G2.com.

Easy to use, very simlpe to teach new technicians Review collected by and hosted on G2.com.

Not connected to service finance and not able to automatically adjust invoices Review collected by and hosted on G2.com.

Sera is a great tool for managing customer relationships, keeping things simple and effective for our team. Its user-friendly interface helps us stay organized and efficient. It super easy to use, making it a breeze for everyone on the team. Review collected by and hosted on G2.com.

One small thing we'd love is the option to check out the whole month's schedule at once. Review collected by and hosted on G2.com.