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.

5.5 Good See breakdown →

Highlights

22 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

6.5

Features

7.0

Support

5.0

Value

6.0

Integrations

7.0

AI Capabilities

1.5

Features

22 features confirmed across 12categories· Showing confirmed capabilities only

Scheduling & Dispatch4features

DispatchingSmart DispatchingSchedulingTask SchedulingOnline BookingOnline Booking WidgetReal Time Job Tracking with Maps and PhotosReal-time job progress tracking

CRM & Sales3features

Maintenance Agreement ManagerCustomer MembershipsAdvanced Audience SegmentationMarketing customer segmentationCentralized Customer InformationCustomer Information and Service History Access

Invoicing & Payments2features

Payment ProcessingFast PaymentsPrice BookMargin Pricing

Customer Communication2features

Client PortalCustomer HubNotificationsReal-Time Notifications

Reporting & Analytics2features

ReportingDetailed ReportingGoal TrackingJob Progress Tracking

Mobile & Field Tools2features

Technician Mobile AppTechnician AppAI Photo AnalysisBefore-and-After Photo Capture

Platform & Customization2features

Scheduling, Dispatch, And Project Management IntegrationSmart SchedulingThird-Party IntegrationThird-Party Integrations

Estimating & Quoting1feature

Quoting & EstimatesQuote Builder

Fleet & GPS Management1feature

GPS TrackingGPS technician tracking

Inventory Management1feature

Inventory ManagementInventory Tracking

Technician Management1feature

Employee Performance TrackingTechnician performance monitoring

Accounting Integration1feature

Burden Rate And Margin CalculationMargin Pricing

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.