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. Review collected by and hosted on G2.com.

One small thing we'd love is the option to check out the whole month's schedule at once. Review collected by and hosted on G2.com.

I like that everything I need is in one place. Schedule, map, pricebook, etc. Review collected by and hosted on G2.com.

Limitations on the map. It would be beneficial if the orange pins changed color when a job is complete, pending, en route, etc., instead of toggling between schedule and map. Also if you hover over a pin it gives you appointment details: address, name, job description. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Can't upload videos to the jobs. Hard to use with ipad. POs do not export to quickbooks Review collected by and hosted on G2.com.

Scheduling is a dream for the office team, the techs are still learning and getting used to things. I am hopeful that scheduling will get better and more mobile friendly as the back end is built out. Review collected by and hosted on G2.com.

Hard to schedule from a mobile device. Techs aren't able to see call information before they mark that they are in route, they can't reach out to customers if they are running ahead. There is not an ability to schedule recurring appointments. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Sera is very easy to use and navigate through. Works great for our HVAC company. I appreciate the new updates that are being released consistently. Will definitely recommend to fellow service companies. Review collected by and hosted on G2.com.

I can't pin point one thing that we dislike about the system. With new updates rolling out, it gets better and better each time. As stated above, works great for our HVAC company. Review collected by and hosted on G2.com.

The Sera system has allowed us to offer memberships with ease. The way its set up they almost sell themselfes. The system is not difficult to run, our new CSR was able to jump right in with no problem. Review collected by and hosted on G2.com.

I wish they had checklists built in that we could create for our diffrenet tasks and for our team to do post check ins on. Review collected by and hosted on G2.com.

Sera has been a great help to our company with tracking new and existing customers. Very user-friendly for new employees. Has service be better at my job here with this company Review collected by and hosted on G2.com.

The only thing i can say has nothing to do with Sera. It's our internet here at work that slows it down. Other than that it's a great plat form for our company and employees Review collected by and hosted on G2.com.

I like the information the dashboard provides and the batching process is simple. Review collected by and hosted on G2.com.

I don't like that Sera dose not provide Location specific information. Like the location Name is not shown on the Dashboard. Location phone numbers are not displayed with contact names next to them. THe system is very basic and needs have more options to customize and personalize. Review collected by and hosted on G2.com.

Sara does have good integration when it comes to different reporting and ways to search through different customers. The ability to easily adjust the pricebook is helpful along with the ability to easily add new technicians Review collected by and hosted on G2.com.

The Sera dispatch board is not easy to use at a glance. There needs to be more integration when it comes to tagging and the ability to adjust blockers on a technician schedule. Membership features need to be updated based on the address instead of the account, and reports need to be created to show what customers have had various services associated with the membership. Review collected by and hosted on G2.com.