--- title: Sera Reviews meta_title: 'Sera Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 59 reviews by the users' company size, role or industry to find out how Sera works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 59 scale: '5' date_modified: '2026-08-07' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Sera Reviews **Vendor:** Sera Systems **Category:** [Field Service Management Software](https://www.g2.com/categories/field-service-management) **Average Rating:** 4.3/5.0 **Total Reviews:** 59 ## About Sera Sera Systems, located in Grapevine, TX,  is a full-suite Field Service Management software solution built to ensure each job is profitable. Sera was created with the basic principle of helping small to mid-size HVAC, Plumbing, and other Home Service residential contractors reduce the chaos of running a Home Service business while: • Identifying financial gaps • Learn their business at a deeper level • Streamline processes • Reduce burden and employee stress levels Sera's powerful, yet simple-to-use platform consists of three core components, an automated Admin Portal, industry-first Customer Hub, and an intuitive Tech App. The core components work together in real-time so contractors always have current data around KPIs, job time efficiency, and memberships. Our satisfaction comes from your success, which is why Sera's clients average a net profit increase of 52% in their first six months of launching Sera, as well as a 90% increase in their tech efficiency rate.  ## Sera Pros & Cons **What users like:** - Users appreciate the **ease of use** of Sera, which simplifies dispatching and management for both owners and technicians. (4 reviews) - Users appreciate the **smart scheduling features** of Sera, making dispatching and job management incredibly convenient. (3 reviews) - Users find Sera to be **lightweight and user-friendly** , making navigation and dispatching effortless for their business needs. (3 reviews) - Users find Sera incredibly **convenient** , appreciating its lightweight interface, easy navigation, and effective scheduling features. (2 reviews) - Users highly praise Sera for its **exceptional customer support** and commitment to meeting clients' needs. (2 reviews) - Users praise the **amazing customer support** of Sera, emphasizing their honesty and commitment to client needs. (2 reviews) - Scheduling Management (2 reviews) - Business Growth (1 reviews) - Users appreciate the **efficient client management** of Sera, particularly the quick appointment tracking and payment collection. (1 reviews) - Data Management (1 reviews) **What users dislike:** - Users find the **complex setup** of Sera frustrating, often taking too long and causing ongoing issues with functionality. (1 reviews) - Users struggle with **connectivity issues** on Sera, including slow tech, crashes, and unreliable logins affecting functionality. (1 reviews) - Users are frustrated with Sera's **mobile limitations** , facing crashes, unresponsive support, and issues with data management. (1 reviews) - Users are frustrated with Sera's **poor customer support** , leading to unresolved issues and a negative overall experience. (1 reviews) - Users express frustration with Sera due to its **poor integration** , slow tech performance, and unresponsive customer support. (1 reviews) - Poor Mobile Functionality (1 reviews) - Poor Support (1 reviews) - Reporting Issues (1 reviews) - Setup Difficulties (1 reviews) - Slow Performance (1 reviews) ## Sera Reviews ### 1. Efficent **Rating:** 4.0/5.0 stars **Reviewed by:** Amy M. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2024 **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. **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. **What problems is Sera solving and how is that benefiting you?** Ease of knowing what techs are qualified for each job through the permissions feature ### 2. Ease of Use **Rating:** 3.5/5.0 stars **Reviewed by:** Ricki Z. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2024 **What do you like best about Sera?** Sera is pretty easy to learn for new people, it's not hard to figure out. **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. **What problems is Sera solving and how is that benefiting you?** It's a pretty friendly user app. It would be more beneficial if Sera worked with the New Flate Rate. That is how we get our pricing and Sera's pricing doesn't reflect our pricing. **Official Response from Joseph Harris:** > 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! ### 3. It is user friendly with the exception of a couple things here and there. **Rating:** 4.0/5.0 stars **Reviewed by:** Oscar R. | CSR/Dispatch, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2024 **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. **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. **What problems is Sera solving and how is that benefiting you?** Scheduling and keeping reports and graphs for revenue are key ### 4. SERA REVIEW **Rating:** 3.5/5.0 stars **Reviewed by:** MALEHA J. | Officer manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Sera?** I like the interface and the ease of use **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 job can get muddled memberships not being automatically added to account when it is sold multiple seperate accounts cant have the same email techs cant create their own appointments unless in admin user which is not ideal for on call **What problems is Sera solving and how is that benefiting you?** Online booking is nice but the smart scheduler if we dont lock an appointment to a technician isn't the best. ### 5. To the point. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Sera?** Sera delivers crucial information regarding the customer, job at hand, and previous work performed with minimal interaction and a clean, simple to use interface. **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. **What problems is Sera solving and how is that benefiting you?** Sera provides the information I need about the customer and job quickly. ### 6. easy to use **Rating:** 3.5/5.0 stars **Reviewed by:** Jessica H. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2024 **What do you like best about Sera?** online booking - the way customers can book an appointment online and able to go right to the dispatch board **What do you dislike about Sera?** not being able to scroll over a job on the dispatch board looking at all the notes. **What problems is Sera solving and how is that benefiting you?** time management in driving to each job ### 7. Great but limited **Rating:** 4.0/5.0 stars **Reviewed by:** Jacob P. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Sera?** I love the semiautomatic dispatching and the online scheduling. **What do you dislike about Sera?** I do not like how the user is locked into features that are set up around someone else's ideas of best practices. For example, online scheduling only allows 1hr arrival windows, we offer 2hr windows, a lot of energy was put into the pricebook and different pricing for membershios but the system has no idea the customer membership status so all that effort is null because the pricing is not dynamic, the technician app is only on Apple resulting in new devices needing to be purchased and new IT processes, the purchase orders do not export to quickbooks resulting in double entries if you want to actually track job costing in the program, job costing is not shown and requires manual calculations, there are no input Apis available. **What problems is Sera solving and how is that benefiting you?** The main reason I chose sera was for the two column estimates which allows the option to show membership pricing vs non-member pricing. ### 8. Simple and Sweet **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer P. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Sera?** Our implementation was as smooth as it could get. We did have a couple hiccups but nothing to stress over. I love the scheduling and ease of setting up an appointment. The system is super user friendly. Sara has always replied back to me in a timely manner. **What do you dislike about Sera?** I would like to be able to customize reports. Sometimes there is too much information that is not needed. Also, would like to see the TO DOs attached to the customer's account. Would also like another company besides Call Rail integrated. **What problems is Sera solving and how is that benefiting you?** It is not complicated to view. We used Service Titan before Sera and it was almost "too much" to view. ### 9. Simpler and easier to navigate than Service Titan **Rating:** 4.0/5.0 stars **Reviewed by:** Aubree R. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Sera?** Scheduling is easy. The software is easy to navigate. Reports are quick and easy to download. The membership function works great! Customer support is quick to get back to you, implementation was so much more detailed and helpful than when we were thrown into Service Titan. **What do you dislike about Sera?** There is no tool to send out a statement to customers, you have to send invoices individually instead of being able to send out a statement with multiple invoices. If a customer wants to pay for multiple invoices you must run them all separately and/or post them to each individual invoice instead of being able to post one large payment to multiple invoices. **What problems is Sera solving and how is that benefiting you?** Scheduling efficiently and having online payment options and scheduling options is great! ### 10. Sera works well for customer engagement. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2023 **What do you like best about Sera?** 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. **What do you dislike about Sera?** 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. **What problems is Sera solving and how is that benefiting you?** It makes it very easy to engage with customers via Sera and keep them updated on repair status. ### 11. Work In Progress **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Sera?** 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. **What do you dislike about Sera?** 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. **What problems is Sera solving and how is that benefiting you?** Helping the tech to be able to invoice and collect onsite ### 12. Sera is a great tool **Rating:** 4.0/5.0 stars **Reviewed by:** Nicole A. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Sera?** 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. **What do you dislike about Sera?** One small thing we'd love is the option to check out the whole month's schedule at once. **What problems is Sera solving and how is that benefiting you?** Sera is constantly rolling out new updates to ease the use of the software. ### 13. Great price for basic needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Sera?** It is affordable and gives all basic features needed. straight forward and easy to implement. Customer support on the admin side is very prompt and helpful every time. **What do you dislike about Sera?** Can't upload videos to the jobs. Hard to use with ipad. POs do not export to quickbooks **What problems is Sera solving and how is that benefiting you?** None currently ### 14. Great customer support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Sera?** The team behind sera has been fantastic. Great communication and training, plus they were able to work with us when we got into busy season and just couldn't keep up with onboarding at the same time. **What do you dislike about Sera?** There are a few features that are still lacking, but they seem open to feedback and ready to work on any issues so that Sera can function best for its users. **What problems is Sera solving and how is that benefiting you?** I haven't gotten to use it much yet since we delayed our onboarding, but I'm excited to see how it's helps us in the future ### 15. 10/10 Service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Sera?** Customer support is great. Coming from paper this has revolutionized my business. **What do you dislike about Sera?** I think the invoices could look more professional to customers **What problems is Sera solving and how is that benefiting you?** They have been solving memberships and simplicity of businesses ### 16. Sera is a user friendly program. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about Sera?** Keeping track of the appointments for the customers. I like the colored tags associated with the appointment while the technician is out on a call. I know the status of the appointment based on the color. Collecting a payment from the customer is really quick. **What do you dislike about Sera?** When the customer books an online appointment, it's in a 1-hour increment. The customer gets upset when we tell them the appointment is within 2 hours. This creates an unnecessary issue, and we've lost customers due to this time slot issue. Is there a way to change the appointments to 2 hours??? **What problems is Sera solving and how is that benefiting you?** It keeps track of the appointments very well. - [View Sera pricing details and edition comparison](https://www.g2.com/products/sera-systems-sera/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+11%3A06%3A00+-0500&secure%5Bsession_id%5D=fd1a5c0a-ff4c-4249-82b6-fa9347b66680&secure%5Btoken%5D=bd820bd60ec1f4cd6ef741c8d229c61d23b711df398f6e3fa743d2ac286f4c1f&format=llm_user) ## Sera Features **Additional Functionality** - Time & Expense Tracking - Technician Management - Billing & Invoicing - Third-Party Integrations - Scheduling - Quotes/Estimates - Job Costing - Job Tracking - Workflow Management - Timesheet Management - Document Storage - Generative AI - Location Tracking - Communication Management - Work Order Management - Service History - Calendar Management - Activity Dashboard - IoT Device Management - Customer Portal - Mobile Access - Electronic Signature - Real-Time Notifications - Routing - Equipment Tracking - Electronic Payments - Predictive Analytics - Dispatch Management - Maintenance Scheduling - Data Import/Export - Accounting - Reporting & Statistics - API - Reminders - AI Copilot - Customizable Forms - Customer Database - Inventory Management - Accounting Integration - Cost Database - Commercial/Industrial - Job Management - Customizable Branding - Labor Rates - Real-Time Data - CAD Tools - Reporting/Analytics - Customizable Templates - Search/Filter - Visual Assemblies - Bid Management - Takeoff - Customizable Reports - Cost Estimating - For HVAC Companies - Collaboration Tools - Alerts/Notifications **Generative AI** - AI Text Summarization - AI Image-to-Text - Generative AI **Before the Job** - Calendar - Dispatch - Roles - Booking **On the Job** - Location - Behavior Monitoring - Client Notifications - Field Sales - Alerts/Notifications - Real-Time Notifications - Customizable Fields - Multi-Location - Payment Collection in the Field **After the Job** - Reports - Analytics - Billing & Invoicing - CRM Integrations - Accounting Integration - QuickBooks Integration - Third-Party Integrations - Customizable Reports **Agentic AI - Field Service Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Additional Functionality** - Work Order Management - Checklists - Maintenance Scheduling - Parts Management - Service History - Residential Properties - Vendor Management - Customizable Forms - Purchase Order Management - Mobile Access - Dispatch Management - Task Scheduling - Calendar Management - Asset Tracking - Technician Management - Status Tracking - API - Document Management - Job Management - Preventive Maintenance - AI Copilot - Real-Time Reporting - Commercial Properties - Real-Time Data - Historical Reporting - Contract/License Management - Customer Database - Barcode/Ticket Scanning - Activity Dashboard - Facility Scheduling - Workflow Management - Inspection Management - Inventory Management - Predictive Maintenance - Routing - Forms Management - Chatbot - Documentation Management - File Storage - Electronic Signature - Self Service Portal - Service Level Agreement (SLA) Management - Personalization and Recommendation - Resource Allocation - GPS - Reporting & Statistics - Drag & Drop - Quotes/Estimates - Scheduling - CRM - Online Time Clock - Workforce Management - Activity Tracking - Contact Database - Productivity Analysis - Prioritization - Customizable Branding - Price and Cost Calculations - Performance Management - Equipment Tracking - Data Capture and Transfer - Time Tracking - Data Synchronization - Secure Data Storage - Location Tracking - Route Optimization - Offline Access - Real-Time Updates - Collaboration Tools - Chat/Messaging - Knowledge Management - Electronic Payments - Customer History - Inventory Control - Performance Metrics - Project Management - Client Portal - Driver ETA - Job Tracking - Automated Scheduling - Customer Management - Reminders - Work Order Creation - Equipment Maintenance - Data Import/Export - Search/Filter - Recurring Appointments - Contractor Management - Access Controls/Permissions - Workflow Automation ## Top Sera Alternatives - [ServiceTitan](https://www.g2.com/products/servicetitan/reviews) - 4.4/5.0 (368 reviews) - [FieldPulse](https://www.g2.com/products/fieldpulse-fieldpulse/reviews) - 4.7/5.0 (370 reviews) - [Jobber](https://www.g2.com/products/jobber/reviews) - 4.6/5.0 (516 reviews)