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Sera

By Sera Systems

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Sera Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users value the ease of use of Sera, appreciating prompt support and simple custom quote creation. (14 mentions)
Users appreciate the user-friendly interface of Sera, making it easy to learn and use effectively. (8 mentions)
Users value the exceptional customer support provided by Sera, ensuring assistance is always available for any inquiries. (7 mentions)
Users value the smart scheduling features of Sera, enabling hassle-free booking and efficient resource management. (4 mentions)
Users appreciate the user-friendly AI capabilities of Sera, enjoying easy account creation and customer communication. (4 mentions)
Users appreciate the efficient client management of Sera, particularly the quick appointment tracking and payment collection. (1 mentions)
Users report challenges with job management, including appointment limitations and difficulty in accessing job summary information. (5 mentions)
Users face a steep learning curve with Sera, struggling with inefficient scheduling and multiple account limitations. (3 mentions)
Users face scheduling issues in Sera, struggling with multiple appointments and unassigned calls affecting efficiency. (3 mentions)
Users experience access limitations, struggling with appointment management and account restrictions that hinder efficiency. (2 mentions)
Users feel Sera needs improvement in integration and template availability for a smoother workflow experience. (2 mentions)
Users are frustrated by upload issues with Sera, including limitations on video and photo uploads before job dispatch. (2 mentions)
Users struggle with poor integration in Sera, facing challenges with multiple clicks and limited customization options. (1 mentions)

Top Pros or Advantages of Sera

1. Ease of Use
Users value the ease of use of Sera, appreciating prompt support and simple custom quote creation.
See 14 mentions

See Related User Reviews

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"IT'S EASY TO USE AND UNDERSTAND"

What do you like about Sera?

It's easy to use and understand. When you have a issues they are right there to fix it.

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"System Sales Capability"

What do you like about Sera?

Sera allows me to create custom quotes that are easy for the customer to understan

2. User-Friendly
Users appreciate the user-friendly interface of Sera, making it easy to learn and use effectively.
See 8 mentions

See Related User Reviews

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"IT'S EASY TO USE AND UNDERSTAND"

What do you like about Sera?

It's easy to use and understand. When you have a issues they are right there to fix it.

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Sera is a unique platform with minimal issues"

What do you like about Sera?

I like the ability to let the customers know when you are heading to the job site. They also make it very user friendly and easy to learn. It is very

3. Customer Support
Users value the exceptional customer support provided by Sera, ensuring assistance is always available for any inquiries.
See 7 mentions

See Related User Reviews

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"IT'S EASY TO USE AND UNDERSTAND"

What do you like about Sera?

It's easy to use and understand. When you have a issues they are right there to fix it.

Flor M.
FM

Flor M.

Small-Business (50 or fewer emp.)

5.0/5

"Sera has made it better for our company"

What do you like about Sera?

How easy it is to use as well as the help we receive if we ever have any questions.

4. Scheduling
Users value the smart scheduling features of Sera, enabling hassle-free booking and efficient resource management.
See 4 mentions

See Related User Reviews

Amy M.
AM

Amy M.

Small-Business (50 or fewer emp.)

4.0/5

"Efficent"

What do you like about Sera?

I like the AI capabilties of Sera and how easy it is to check availability and create new accounts for homeowners.

William c.
WC

William c.

Small-Business (50 or fewer emp.)

5.0/5

"Been amazing best thing that ever happened to my business"

What do you like about Sera?

I called the other Software to succeed in a data-driven world companies. We were too small for them and not ready for their price ! SERA Sof

5. Simple
Users appreciate the user-friendly AI capabilities of Sera, enjoying easy account creation and customer communication.
See 4 mentions

See Related User Reviews

Amy M.
AM

Amy M.

Small-Business (50 or fewer emp.)

4.0/5

"Efficent"

What do you like about Sera?

I like the AI capabilties of Sera and how easy it is to check availability and create new accounts for homeowners.

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Sera is a unique platform with minimal issues"

What do you like about Sera?

I like the ability to let the customers know when you are heading to the job site. They also make it very user friendly and easy to learn. It is very

6. Client Management
Users appreciate the efficient client management of Sera, particularly the quick appointment tracking and payment collection.
See 1 mentions

See Related User Reviews

Josh P.
JP

Josh P.

Small-Business (50 or fewer emp.)

4.5/5

"I liked this software"

What do you like about Sera?

I like that you can manage your jobs and clients. It's ease of use is also a plus!

Top Cons or Disadvantages of Sera

1. Job Management
Users report challenges with job management, including appointment limitations and difficulty in accessing job summary information.
See 5 mentions

See Related User Reviews

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Sera is a unique platform with minimal issues"

What do you dislike about Sera?

There is not much, but I don't like how I am unable to see the job summary info until the day of the project. I also wish there was an option to use a

MJ

MALEHA J.

Small-Business (50 or fewer emp.)

3.5/5

"SERA REVIEW"

What do you dislike about Sera?

Downsides: can't add multiple techs to job without multiple appointments revenue being tied to one specific job and having to add to that same jo

2. Learning Curve
Users face a steep learning curve with Sera, struggling with inefficient scheduling and multiple account limitations.
See 3 mentions

See Related User Reviews

Amy M.
AM

Amy M.

Small-Business (50 or fewer emp.)

4.0/5

"Efficent"

What do you dislike about Sera?

The least helpful thing about Sera is when you have a lot of unassigned calls. If you do not have another monitor then they stack up on the top making

MJ

MALEHA J.

Small-Business (50 or fewer emp.)

3.5/5

"SERA REVIEW"

What do you dislike about Sera?

Downsides: can't add multiple techs to job without multiple appointments revenue being tied to one specific job and having to add to that same jo

3. Scheduling Issues
Users face scheduling issues in Sera, struggling with multiple appointments and unassigned calls affecting efficiency.
See 3 mentions

See Related User Reviews

Amy M.
AM

Amy M.

Small-Business (50 or fewer emp.)

4.0/5

"Efficent"

What do you dislike about Sera?

The least helpful thing about Sera is when you have a lot of unassigned calls. If you do not have another monitor then they stack up on the top making

MJ

MALEHA J.

Small-Business (50 or fewer emp.)

3.5/5

"SERA REVIEW"

What do you dislike about Sera?

Downsides: can't add multiple techs to job without multiple appointments revenue being tied to one specific job and having to add to that same jo

4. Access Limitations
Users experience access limitations, struggling with appointment management and account restrictions that hinder efficiency.
See 2 mentions

See Related User Reviews

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Sera is a unique platform with minimal issues"

What do you dislike about Sera?

There is not much, but I don't like how I am unable to see the job summary info until the day of the project. I also wish there was an option to use a

MJ

MALEHA J.

Small-Business (50 or fewer emp.)

3.5/5

"SERA REVIEW"

What do you dislike about Sera?

Downsides: can't add multiple techs to job without multiple appointments revenue being tied to one specific job and having to add to that same jo

5. Improvement Needed
Users feel Sera needs improvement in integration and template availability for a smoother workflow experience.
See 2 mentions

See Related User Reviews

Scott S.
SS

Scott S.

Small-Business (50 or fewer emp.)

5.0/5

"Simple to use and great customer support. We love it."

What do you dislike about Sera?

They could integrate with quickbooks better but I think they are working on that.

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"System Sales Capability"

What do you dislike about Sera?

Sera could do better with providing proposal templates as well as estimating templates. There is currently not a setting to be able to change item in

6. Upload Issues
Users are frustrated by upload issues with Sera, including limitations on video and photo uploads before job dispatch.
See 2 mentions

See Related User Reviews

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"To the point."

What do you dislike about Sera?

Uploading job site photos can only be completed in batches of around 10 photos. Would be nice to upload all job photos at once.

Verified User
A

Verified User

Mid-Market (51-1000 emp.)

2.5/5

"SERA review"

What do you dislike about Sera?

Dislike: Unable to view a picture without downloading it, unable to apply tags, unable to view notes without going into the job, unable to drag out a

7. Poor Integration
Users struggle with poor integration in Sera, facing challenges with multiple clicks and limited customization options.
See 1 mentions

See Related User Reviews

Scott S.
SS

Scott S.

Small-Business (50 or fewer emp.)

5.0/5

"Simple to use and great customer support. We love it."

What do you dislike about Sera?

They could integrate with quickbooks better but I think they are working on that.

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Sera Reviews (58)

Reviews

Sera Reviews (58)

4.4
58 reviews
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G2 reviews are authentic and verified.
William c.
WC
Ownwr
Small-Business (50 or fewer emp.)
"Been amazing best thing that ever happened to my business"
What do you like best about Sera?

I called the other

Software to succeed in a

data-driven world companies.

We were too small for them and not ready for their price !

SERA Software has everything we need to grow !

-Best in Class Support and Customer Satisfaction . Always ready to help if needed .

-Hassle Free Implementation.

-Live Customer Booking.

-Smart Scheduling.

-AI dispatching.

-Techs can quickly build good better-best quotes in the field.

-Track driving and job times

-Customers love the app they sign in and they can view where the tech is and when the tech will arrive

-We get a lot of comments on how the software notifies them when we’re coming and they can view us on the map

-Boost your memberships

-Add and delete promo codes

As an owner, switching to the admin portal and looking at live data on money coming in.

Dashboard is amazing!

-Performance summary

-Live Customer Booking

-Smart Scheduling

-Tech Leaderboard

-Tracking membership

-Job Revenue

Highly recommend going online and checking it all out for yourself. It’s amazing.

You will experience what I experienced a “ family feel “from a large Field service software company!

A company that knows the stresses of today’s business and they want to fix it. They want to help you they want to see you prosper they really care.

Love it ! I know that sounds like an ad, but a lot of people asking me about it and this is how I feel. It’s an amazing software it’s reasonable it’s totally changed my life and my business.

Bill Cavanagh. Review collected by and hosted on G2.com.

What do you dislike about Sera?

Always listening to their customers love everything about it Review collected by and hosted on G2.com.

Scott B.
SB
President
Construction
Small-Business (50 or fewer emp.)
"An Honest and Great Company - Highly Recommend"
What do you like best about Sera?

We had a demo with Justin from Sera Tech.

He told us about their company and was one of the most honest and good guys I have ever met. He asked about our company and learned about how we operate and our needs. After he learned about our needs. He was honest and let us know straight out we are not a good fit for his company and actually recommended a couple of other companies that would be an ever better fit for us.

These guys at this company are the type that put the customers over their own needs and desires. Their customer support is amazing. Highly recommend this company to anyone needing great CRM software. Review collected by and hosted on G2.com.

What do you dislike about Sera?

There is not anything we could think of that we do not like about the software or company. Review collected by and hosted on G2.com.

Verified User in Construction
UC
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Super user friendly and gets day to day operations done"
What do you like best about Sera?

Focuses on driving and revenue and has everything you need. Review collected by and hosted on G2.com.

What do you dislike about Sera?

So far I have not had any issues with Sera, it was easy to implement and great customer support Review collected by and hosted on G2.com.

Janet A.
JA
Dispatcher
Small-Business (50 or fewer emp.)
"GreatSoftware"
What do you like best about Sera?

I love how it makes Dispatching so easy & how the dashboard shows everyone’s performance Review collected by and hosted on G2.com.

What do you dislike about Sera?

Nothing at the moment everything seems to be working good Review collected by and hosted on G2.com.

DG
Owner
Small-Business (50 or fewer emp.)
"Simple & Profit Focused"
What do you like best about Sera?

I like how easy it is to use for my office and my technicians. As a business owner, my favorite part of Sera is that it’s focused on profit margins. Review collected by and hosted on G2.com.

What do you dislike about Sera?

I don’t currently have any complaints. We got onto Sera early and gave feedback and changes have been made based on that. Review collected by and hosted on G2.com.

Flor M.
FM
Operations Manager
Small-Business (50 or fewer emp.)
"Sera has made it better for our company"
What do you like best about Sera?

How easy it is to use as well as the help we receive if we ever have any questions. Review collected by and hosted on G2.com.

What do you dislike about Sera?

One downside is that our techs aren't able to view their calls for the days, instead they are only able to view one by one as the day goes by. Review collected by and hosted on G2.com.

Response from Joseph Harris of Sera

Wow! 😊 It's incredibly motivating to hear how Sera is making a positive impact on your business. Thanks for taking the time to share your experience. We're pumped to keep improving.

Amy M.
AM
CSR
Small-Business (50 or fewer emp.)
"Efficent"
What do you like best about Sera?

I like the AI capabilties of Sera and how easy it is to check availability and create new accounts for homeowners. Review collected by and hosted on G2.com.

What do you dislike about Sera?

The least helpful thing about Sera is when you have a lot of unassigned calls. If you do not have another monitor then they stack up on the top making actually looking at the schedule impossible. I usually need to have several tabs open to book a call. It would be nice too if the add customer page could be added as a popup next to the schedule. That way as youre entering in information you can also check the board and set the apt without ever leaving the schedule. Review collected by and hosted on G2.com.

Verified User in Construction
UC
Small-Business (50 or fewer emp.)
"Sera is a unique platform with minimal issues"
What do you like best about Sera?

I like the ability to let the customers know when you are heading to the job site. They also make it very user friendly and easy to learn. It is very similar to company cam but has a lot more options. Review collected by and hosted on G2.com.

What do you dislike about Sera?

There is not much, but I don't like how I am unable to see the job summary info until the day of the project. I also wish there was an option to use a card reader instead of manually inputting card numbers. Review collected by and hosted on G2.com.

RZ
CSR
Small-Business (50 or fewer emp.)
"Ease of Use"
What do you like best about Sera?

Sera is pretty easy to learn for new people, it's not hard to figure out. Review collected by and hosted on G2.com.

What do you dislike about Sera?

It would be easier if you could add more than one technician to a job instead of having to add multiple appointments so you can have more than one go to a job. Review collected by and hosted on G2.com.

Response from Joseph Harris of Sera

Hi Ricki,

Thanks for your review! We appreciate your feedback on appointment flexibility. We've heard similar comments from others and are currently developing a solution to address this. We're excited to roll out improvements soon, so please stay tuned!

OR
CSR/Dispatch
Small-Business (50 or fewer emp.)
"It is user friendly with the exception of a couple things here and there."
What do you like best about Sera?

You can navigate through Sera pretty easily and it is pretty self explanatory with all the tabs and sections it has. Support for us has always been reponsive pretty quickly. Review collected by and hosted on G2.com.

What do you dislike about Sera?

A couple of things are there is no photos and documents section for the actual customer or address only per job which can be overwhelming looking for certain pictures. Same goes for some of the notes. Review collected by and hosted on G2.com.