Sera Reviews - Pros & Cons, Ratings & more - 2025
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Sera
74%
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  • Field Service Management
  • Sera
  • Review

    • Sera

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    74%

    Sera is a robust SaaS solution designed to streamline operations for HVAC contractors. It features automation tools such as an Admin Portal, Customer Hub, and Tech App, helping reduce administrative burdens while enhancing job efficiency and profitability. With seamless scheduling, membership management, and real-time insights, Sera empowers businesses to grow sustainably and operate more effectively.

    Overview Reviews Deals Videos Pricing Experience Cancellation FAQ Alternatives

    Subscribed Reviews

    74% Subscribed Score

    Analysis

    Sera is an efficient visitor identification software catering primarily to HVAC contractors. Key features include automated scheduling, job management, quick quoting, and seamless customer interaction via its intuitive tech app, admin portal, and customer hub. It excels in reducing administrative stress while improving member retention and job profitability. Pricing is technician-based, not admin-inclusive.

    Compared to Act-On or HubSpot, Sera offers niche-specific tools, making it ideal for small businesses in home services. However, it lacks broader CRM functionalities suited for marketers or large enterprises. Support is highly rated, and it’s cost-effective within its specific domain despite some reported integration challenges. Perfect for SMBs looking for specialization over general solutions.

    Subscribed Score Metrics
    27/36 Metric achieved
    Ease of Use
    Measures how simple and intuitive the product is to use, including setup, navigation, and overall user experience
    5/6 Metric Checks
    Security
    Compares the product’s features, quality, and pricing to determine its overall cost-effectiveness.
    4/6 Metric Checks
    Value of Money
    Assesses the product’s ability to protect data, prevent breaches, and comply with industry standards.
    5/6 Metric Checks
    Customer Support
    Reflects the responsiveness, helpfulness, and quality of assistance provided by the product’s support team.
    6/6 Metric Checks
    Integrations
    Evaluates how well the product connects with other tools and platforms, enabling seamless workflows.
    3/6 Metric Checks
    MetricsScore
    Customer Support6/6
    Security4/6
    Ease of Use5/6
    Value of Money5/6
    Integration3/6
    Popularity4/6
    Radar Chart Table View
    Pros & Cons
    Easy to navigate and user-friendly.
    Efficient scheduling and dispatching.
    Excellent customer support.
    Improves business tracking and management.
    Integration with QuickBooks needs improvement.
    Limited flexibility for customization.
    Complex setup and data transfer issues.
    Challenges with customer invoicing and notifications.

    Reviews of Sera from other platforms

    4.5
    (21)
    4.5
    (21 Reviews)
    Capterra Review

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    Synchroteam is a cloud-based field service management software designed to optimize mobile workforce operations with features like scheduling, dispatching, tracking, invoicing, and job reporting. It offers customizable tools, seamless integration with platforms like QuickBooks and Salesforce, and mobile app accessibility for real-time updates. Affordable and user-friendly, it caters to businesses aiming for improved organization, efficiency, and cost management. A 14-day free trial is available to explore its capabilities.

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