Sera Reviews & Product Details

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.

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

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.

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.

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

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.