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features
design
support

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Write a Review

Description

Numerous HVAC, plumbing, electrical, and various home service companies often miss out on potential earnings due to improper pricing strategies and operational inefficiencies. By seamlessly pinpointing gaps in pricing and efficiency, businesses can significantly boost their profits. Our field service management software is designed to guarantee that the jobs executed by service companies yield profitability. Sera is dedicated to helping you surpass the industry standard of 8% profit by providing real-time tracking of job time efficiency. Clients who have transitioned to our solution have experienced an impressive average revenue increase of 52% within just six months. This software not only facilitates the generation of larger service tickets but also enhances dispatch efficiency, automates service agreements, and maintains comprehensive customer histories. It ensures that your plumbing projects stay on schedule, your clients receive timely updates, and your team has immediate access to essential job information. Additionally, streamline job scheduling, optimize route planning, and conveniently send quotes and invoices via text with our specialized electrical software, enabling a more effective service delivery process. Ultimately, leveraging this technology can transform your operational workflow and elevate your business’s financial performance.

Description

All-in-one field service software. Automate and grow your business. You can improve customer service, manage projects, close more deals, and track the real-time progress of all your business's day-to-day activities. You can dispatch jobs directly to field workers or technicians via our mobile app, or send a text message to get real-time status updates. In one click, you can generate Microsoft Word quotes using your existing templates. Send related brochures and attach them automatically with quotes. With one click, convert quotes to Work Orders. Based on field worker updates and rules, automatically update the status of Work Orders. When stock levels are low, monitor them and automatically generate purchase orders. You can search for any document, quote or purchase order, by item number, status or job type, technician, or company, and view all related documents, notes, and job history in one place. No more duplicate orders or invoices.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Excel No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Sage Accounting No 
Salesforce No 
Xero No 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Excel Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Accounting Yes 
Salesforce Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$350 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Sera

Country

United States

Website

sera.tech/

Vendor Details

Company Name

SnapSuite

Founded

2017

Country

Canada

Website

www.snapsuite.io

Product Features

Electrical Contractor

Billing & Invoicing No 
Commercial / Industrial No 
Contract Management No 
Customer Database No 
Electronic Signature No 
Mobile Access No 
Quotes / Estimates No 
Scheduling No 
Time Tracking No 
Work Order Management No 

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Garage Door

Billing & Invoicing No 
Contract Management No 
Customer Management No 
Dispatch Management No 
Equipment Tracking No 
Inventory Management No 
Job Costing No 
Scheduling No 
Warranty Tracking No 

HVAC

Billing & Invoicing No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Maintenance Scheduling No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

HVAC Estimating

Billing & Invoicing No 
Commercial/Industrial No 
Cost Database No 
Data Import / Export No 
Equipment Maintenance No 
Financing Management No 
Labor Rates No 
Quotes/Proposals No 
Scheduling No 
Takeoff No 

Plumbing

Billing & Invoicing No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Plumbing Estimating

Change Orders No 
Commercial / Industrial No 
Cost Database No 
Data Import / Export No 
Fitting Management No 
For General Contractor No 
Overhead Costs Estimating No 
Prebuilt Assembly No 
Quotes / Proposals No 
Takeoff No 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Service Dispatch

Billing & Invoicing No 
Call Center Management No 
Contract Management No 
Customer Database No 
Inventory Control No 
Job Management No 
Job Tracking No 
Mobile Access No 
Routing No 
Scheduling No 
Self Service Portal No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Product Features

Construction Management

Accounting Integration Yes 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating Yes 
Incident Reporting Yes 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals Yes 
Residential Yes 
Subcontractor Management Yes 
Timesheets Yes 

Contractor Management

Contractor Database Yes 
Insurance Tracking Yes 
License Tracking Yes 
Permit Tracking Yes 
Skills & Competencies Yes 
Task Management Yes 
Work Hour Tracking Yes 

Electrical Contractor

Billing & Invoicing Yes 
Commercial / Industrial Yes 
Contract Management Yes 
Customer Database Yes 
Electronic Signature Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Time Tracking Yes 
Work Order Management Yes 

Electrical Estimating

Billing & Invoicing Yes 
Change Orders Yes 
Cost Database Yes 
Project Management Yes 
Quotes / Proposals Yes 
Takeoff No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Garage Door

Billing & Invoicing Yes 
Contract Management Yes 
Customer Management Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Inventory Management Yes 
Job Costing Yes 
Scheduling Yes 
Warranty Tracking Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

HVAC Estimating

Billing & Invoicing Yes 
Commercial/Industrial Yes 
Cost Database No 
Data Import / Export Yes 
Equipment Maintenance Yes 
Financing Management Yes 
Labor Rates Yes 
Quotes/Proposals Yes 
Scheduling Yes 
Takeoff No 

Plumbing

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Plumbing Estimating

Change Orders Yes 
Commercial / Industrial Yes 
Cost Database Yes 
Data Import / Export Yes 
Fitting Management No 
For General Contractor Yes 
Overhead Costs Estimating Yes 
Prebuilt Assembly No 
Quotes / Proposals Yes 
Takeoff No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Alternatives

Alternatives