Sera Analytics

Name: Sera Analytics
Author: Sera Systems

by Sera Systems

Last updated Mar 29, 2026 · 1 revision

100+ live KPIs with real-time job profitability, membership conversion tracking, and margin pricing for residential HVAC.

5.1 Good See breakdown →

Highlights

14 Features

Capabilities

Per User Free Trial Mobile App

Visit website

Media

sera.tech

About This Product

Sera Systems provides a field service management platform with over 100 live KPI dashboards tracking average ticket price, job closing percentages, service plan conversions, and technician efficiency in real-time. Built specifically for residential HVAC, plumbing, and electrical contractors, it enables membership-driven quoting and margin pricing with per-technician-based pricing.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app: Available
Free trial: Yes
Free tier: No
Public API: No
Deployment: Cloud

FSH Score Breakdown

Ease of Use

6.0

Features

6.5

Support

5.0

Value

6.0

Integrations

5.5

AI Capabilities

1.5

Customer Reviews

Features

14 features confirmed across 10categories· Showing confirmed capabilities only

Scheduling & Dispatch2features

DispatchingSmart DispatchingSchedulingSmart Scheduling

Invoicing & Payments2features

Payment ProcessingFast PaymentsPrice BookMargin Pricing

Reporting & Analytics2features

ReportingDetailed ReportingGoal TrackingJob Progress Tracking

Platform & Customization2features

Scheduling, Dispatch, And Project Management IntegrationThird-Party IntegrationCustomer Hub

Estimating & Quoting1feature

Quoting & EstimatesQuote Builder

Customer Communication1feature

Client PortalCustomer Hub

Inventory Management1feature

Inventory ManagementInventory Tracking

Mobile & Field Tools1feature

Technician Mobile App

CRM & Sales1feature

Maintenance Agreement ManagerCustomer Memberships

Accounting Integration1feature

Burden Rate And Margin Calculation

Pricing

Model: Per User
Starting at: Contact for pricing
Notes: Sera offers one plan with full access — pricing is per technician per month. Administrators and the owner are free. Annual contract required. Setup includes onboarding specialist assistance for data import. No tricky add-on costs. Exact per-technician price not published — requires contacting sales.