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 6.5
AI Capabilities 6.5
Customer Reviews
Features
16 features confirmed across
10categories· Showing confirmed capabilities only
Scheduling & Dispatch3features
DispatchingSmart DispatchingSchedulingSmart SchedulingOnline Booking
Invoicing & Payments2features
Payment ProcessingFast PaymentsPrice BookMargin Pricing
Reporting & Analytics2features
ReportingDetailed ReportingGoal TrackingJob Progress Tracking
CRM & Sales2features
Marketing SegmentationMaintenance Agreement ManagerCustomer Memberships
Platform & Customization2features
Data ImportScheduling, Dispatch, And Project Management IntegrationSmart scheduling
Customer Communication1feature
Client Portal
Inventory Management1feature
Inventory ManagementInventory Tracking
Mobile & Field Tools1feature
Technician Mobile App
Technician Management1feature
Onboarding
Accounting Integration1feature
Burden Rate And Margin Calculation
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.
