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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

Execute every task seamlessly and ensure everything remains organized. Optimize your time, take command, and delight your clients with efficient scheduling, communication, and job documentation. Simplify your work experience with tools designed specifically for trades, encouraging customer loyalty. Arrange appointments quickly and receive confirmations instantly. Enhance your job booking process through online scheduling, client notifications, and straightforward methods to keep everyone informed. Effortlessly manage your teams with transparent calendars, essential notes, and daily responsibilities that make collaboration a breeze. Monitor tasks and projects to maintain clarity on progress. Oversee numerous projects with job sheets and pipelines that allow you to operate smoothly, consistently. Keep every task within easy reach. Access every quote, note, and assignment swiftly with mobile job files that revolutionize work management, making it significantly more efficient. Moreover, these tools empower you to focus on what truly matters—delivering quality service and building strong relationships with your clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Stripe
Xero

Integrations

Stripe
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$31 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Sera

Country

United States

Website

sera.tech/

Vendor Details

Company Name

Forty Two

Founded

2009

Country

United Kingdom

Website

www.yourtradebase.com

Product Features

Electrical Contractor

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

Field Service Management

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

Garage Door

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

HVAC

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

HVAC Estimating

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

Plumbing

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

Plumbing Estimating

Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Product Features

Electrical Estimating

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

Field Service Management

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

Plumbing Estimating

Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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