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Sera Analytics

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.

Sera Analytics - by Sera Systems - Business Intelligence & Reporting software - logo 5.8 - Good
Per User · Contact for pricing Free Trial Mobile App 11 Features
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sera.tech
Sera Analytics - website image

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.

FSH Score Breakdown

Ease of Use
7.0
Features
6.5
Support
5.5
Value
6.0
Integrations
4.0
AI Capabilities
1.5

Customer Reviews

Features

11 features confirmed across 8categories· Showing confirmed capabilities only

Scheduling & Dispatch2features

DispatchingSmart DispatchingSchedulingSmart Scheduling

Invoicing & Payments2features

Payment ProcessingFast PaymentsPrice BookMargin Pricing

Reporting & Analytics2features

ReportingDetailed ReportingGoal TrackingJob Progress Tracking

Estimating & Quoting1feature

Quoting & EstimatesQuote Builder

Customer Communication1feature

Client PortalCustomer Hub

Inventory Management1feature

Inventory ManagementInventory Tracking

CRM & Sales1feature

Maintenance Agreement ManagerCustomer Memberships

Platform & Customization1feature

Third-Party IntegrationCustomer Hub

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.
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