Data deletion honored on request
"Upon your request to terminate your account, we will deactivate or delete your account and information from our active databases."
Confidence: high
Source
Sera
by Sera
AI-powered HVAC business management
Highlights
Capabilities
Trust
Media
www.sera.tech
About This Product
AI-driven field service management for HVAC and plumbing contractors with 5-30 technicians. AI dispatcher reduces manual scheduling by up to 80%, matching jobs by location, skills, and performance. Pricing optimization identifies margin gaps. Modern tech stack, founded 2020.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
AI Approach
AI-Powered
Major features are AI-driven. Several core workflows are powered by AI models that materially change the day-to-day experience.
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Primary policy document: https://sera.tech/privacy-policy
FSH Score Breakdown
Ease of Use 6.5
Features 6.0
Support 5.0
Value 5.0
Integrations 8.0
AI Capabilities 6.5
Customer Reviews
Features
23 features confirmed across
12categories· Showing confirmed capabilities only
Invoicing & Payments4features
Payment ProcessingInvoicingOn-Site Invoicing and PaymentsPrice BookCustomizable price bookProposal Creation With Integrated Financing OptionsIn-app financing options presentation
CRM & Sales4features
Maintenance Agreement ManagerMarketing SegmentationCentralized Customer InformationCustomer Information and Service History AccessAdvanced Audience SegmentationCustomer segmentation and marketing export
Platform & Customization4features
Scheduling, Dispatch, And Project Management IntegrationSmart schedulingData ImportCustom BrandingCustomizable BrandingThird-Party IntegrationThird-Party Integrations
Reporting & Analytics3features
ReportingDetailed ReportingGoal TrackingJob Progress TrackingJob Productivity ReportingReal-time technician productivity monitoring
Scheduling & Dispatch1feature
Online Booking
Estimating & Quoting1feature
Quoting & EstimatesQuote Builder
Fleet & GPS Management1feature
GPS TrackingReal-time job tracking
Customer Communication1feature
Client Portal
Inventory Management1feature
Inventory ManagementInventory Tracking
Mobile & Field Tools1feature
Technician Mobile AppTechnician App
Technician Management1feature
Onboarding
Accounting Integration1feature
Burden Rate And Margin CalculationMargin Pricing
Integrations 6 across 4 categories
Accounting 2
QuickBooks Desktop
QuickBooks Desktop
QuickBooks Online
QuickBooks
Marketing 2
CAMP Digital
PulseM
pulseM
Field Service 1
ServiceTitan
ServiceTitan
Data & Automation 1
Zapier
Zapier
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing
- Notes
- Limited public pricing. Requires demo.
Related Products 3 across 2 categories
Alternatives & Competitors
ServiceTitan
Evidence-backed
Good
ServiceTitan Good match
Why these are related — sources 2
- fieldservicesoftware.io
“ServiceTitan vs Sera: HVAC FSM Compared (2026)”
- servicetitan.com
“In this review, we take a close look at what Sera does well, where it falls short, and how it compares with other solutions, such as ServiceTitan.”
