Sera is an all-in-one FSM with a strong documentation layer built specifically for residential HVAC contractors. The Sera Tech mobile app lets technicians capture photos and videos throughout a service call, attach them directly to the estimate, invoice, or service history, and share visual proof with homeowners at the kitchen table. Because Sera is an FSM, not a bolt-on docs tool, everything flows into scheduling, dispatch, invoicing, service agreements, and reporting without copy-paste.
Founded by Billy Stevens - who built two eight-figure HVAC and plumbing companies before launching Sera - the platform is opinionated about residential service operations. Intelligent scheduling auto-assigns jobs based on skills, location, and availability; the Customer Hub gives homeowners a branded portal to view estimates and history; the Admin Portal tracks tech efficiency, revenue per hour, and service agreement attach rates. Sera publicizes average customer results of 52% net profit increase and 90% tech efficiency improvement after six months.
Headquartered in Grapevine, Texas, Sera targets small-to-medium residential HVAC, plumbing, and electrical shops. It's flat-rate priced at $399/month for up to four technicians plus $149 per additional tech, which is favorable to smaller operations compared to per-user enterprise FSMs. QuickBooks and pulseM integrations cover the core financial and reputation management workflows.