I love the semiautomatic dispatching and the online scheduling. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Comprehensive - Manage customer information, quotes, pricing, tech efficiency, and more

Easy - easy to learn, easy to train, easy to use

The software is intuitive, which makes it easy to use. Integration with external apps is also pretty robust. The Development team is very receptive to contractor feedback, and constantly update with new features or tweaks. Review collected by and hosted on G2.com.

PO tracking isn't great.

If new appointments are created off of an existing job ID where you have previously sold, accounting and labor efficiency can get a little wonky as it will add the new items to the existing invoice. This is a training issue on our end, but fixing it is a little painful (cancel the appt, create a new appt with a new job ID, 50/50 shot if the quotes transfer over, then redo the quotes/signatures if they don't transfer). Review collected by and hosted on G2.com.

They have great customer support and are easy to use. Review collected by and hosted on G2.com.

They could integrate with quickbooks better but I think they are working on that. Review collected by and hosted on G2.com.

SERA systmems is pretty straight forward and easy to implement. The SERA team provide and execellet customer support through out our integration and still to this day. SERA has grown and improved leaps and bounds the first year we joined. Now SERA is rolling out improvements biweekly as they continue to expand their product and as new features are created.

Our team is using the system daily to manage our results by the date we are able to see in SERA.

If you are heavy commercial or new construction, SERA is still working the kinks Review collected by and hosted on G2.com.

Program still has opportunity to improve Review collected by and hosted on G2.com.

I like how easy it is to use in the field. Creating quotes and selling memberships is as easy as it's ever been. Customer support on the admin side is very prompt and helpful every time. Implementing the new system from our old one wasn't too difficult from a field use point of view. All of the techs took to it very quickly. Review collected by and hosted on G2.com.

The thing I dislike most about Sera is the fact you can't upload videos to the jobs. Another little side dislike is that you can't see the address or description of the job you're about to dispatch to before you dispatch to it Review collected by and hosted on G2.com.

Quick view KPI's via the dashboard. Technicians are able to view their perfomance daily.

Significant increase in memberships due to the pricing presentation within Sera.

Pricebook with margin calculations

Support when questions artise are answered quickly. Review collected by and hosted on G2.com.

Custom bids can be difficult on IPADS when having to change verbiage and pricing to refplect custom jobs. Office staff helps with this for field techs, but it can be cumbersome. (I am comparing this to Housecall Pro) Review collected by and hosted on G2.com.

I love how simple Sera is. Their customer service is top notch. They get back to you instantly with any questions or concerns you may have. They are constantly adding new features to make your everyday business easier. We use this software daily and it was so easy to transfer our old software into Sera. They have an amazing onboarding team!! Review collected by and hosted on G2.com.

A few downsides of using Sera, is the integration Call Rail. You are also unable to add videos or customize the text communication. I know these are areas that are being worked on as well. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Support staff is great. System is easy to use. Accessible from the desktop to tablets to cell phones. Zapier triggers are great - need more. Review collected by and hosted on G2.com.

There is no published roadmap. We don't know if we should invest in developing external (or connected) functionality or not. It would help to have a report writer to develop custom reports. Review collected by and hosted on G2.com.

The features and benefits align perfectly with our new and growing business! It's designed intuitively and fits our minds eye! They're a fairly new company, but continue to expand their suite of products and services for the HVAC industry. Review collected by and hosted on G2.com.

They have solicited feedback for improvements and options that will integrate within our program in the future. Items which were missed in the initial delivery. Review collected by and hosted on G2.com.