AR
Aubree R.
Small-Business (50 or fewer emp.)
"Simpler and easier to navigate than Service Titan"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Facilities Services
AF
Verified User in Facilities Services
Mid-Market (51-1000 emp.)
"Sera works well for customer engagement."
3.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

EV
Elizabeth V.
Small-Business (50 or fewer emp.)
"User Friendly, Great Training"
5/5
What do you like best about Sera?

Sera is extremely easy to use and the training is very simple. Training goes beyond a normal training and the representatives are always there to help you when you need it. Implementation was pretty easy and quick. Review collected by and hosted on G2.com.

What do you dislike about Sera?

The lack of uploading your own price lists. Review collected by and hosted on G2.com.

Verified User in Construction
AC
Verified User in Construction
Mid-Market (51-1000 emp.)
"Work In Progress"
3.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Mechanical or Industrial Engineering
AM
Verified User in Mechanical or Industrial Engineering
Small-Business (50 or fewer emp.)
"Easy to use but confusing sometimes"
2.5/5
What do you like best about Sera?

Is really easy to use, the implementation is easy and the techs can understand the system easy. Review collected by and hosted on G2.com.

What do you dislike about Sera?

What I don't like is that is confusing to reschedule an appointment in place or when you haves to come back to continue the same quote the next day. Another important thing that I don't like at all, is that when you are in the tech app you can see the appointments for the next day and that's confusing for the techs. And it doesn't integrate with Quickbooks. Review collected by and hosted on G2.com.

Tersh B.
TB
Tersh B.
Small-Business (50 or fewer emp.)
"Sera simplifies the entire CRM process for the home services industry"
5/5
What do you like best about Sera?

The thing I like most about Sera is how simple the program works and how quickly I can see my numbers each day. I also love Sera's customer support. Review collected by and hosted on G2.com.

What do you dislike about Sera?

The thing I dislike about Sera is the current lack of integrations. Review collected by and hosted on G2.com.

SC
Samantha C.
Small-Business (50 or fewer emp.)
"Less is MORE, way more!"
5/5
What do you like best about Sera?

Simplicity is key. Keeping technicians focused on one job at a time makes selling (and being profitable) simple. The technical and service support that comes along with SERA is leaps and bounds ahead of any other software provider. Review collected by and hosted on G2.com.

What do you dislike about Sera?

Not quite enough integrations currently. I would like more options for phone integration, like DialPad. As well as an email platform integration, like Hubspot or Constant Contact. Review collected by and hosted on G2.com.

Breanna S.
BS
Breanna S.
Small-Business (50 or fewer emp.)
"Love it"
5/5
What do you like best about Sera?

Sera has great report options which helps us keep track of everything that our previous scheduling software did not. It is very user friendly. Review collected by and hosted on G2.com.

What do you dislike about Sera?

Would like to see more options for blocking off schedule such as for work meetings, etc. Review collected by and hosted on G2.com.

MG
Megan G.
Small-Business (50 or fewer emp.)
"From Google Calendar to Sera!"
4.5/5
What do you like best about Sera?

I love that when the technician picks up a call, Sera automatically notifies the customer that tells them they are on the way. I also like how user-friendly the software is. We went from Google Calendar to Sera, and it was an easy transition. Review collected by and hosted on G2.com.

What do you dislike about Sera?

We have had to adjust how we do our maintenance program internally and that has been an adjustment, but overall Sera is still easy to use. We also with there was a way to make a note next to secondary contact information to know who's number or email it is. Review collected by and hosted on G2.com.

TL
Todd L.
Small-Business (50 or fewer emp.)
"Excellent software at a great price"
5/5
What do you like best about Sera?

Easy to use, very simlpe to teach new technicians Review collected by and hosted on G2.com.

What do you dislike about Sera?

Not connected to service finance and not able to automatically adjust invoices Review collected by and hosted on G2.com.