Sera was founded by an HVAC and plumbing contractor, and its product reflects that operator DNA. Rather than a generic FSM, Sera is built around the problems SMB HVAC owners live with daily: inefficient dispatch, call-by-call margin erosion, and a lack of visibility into whether individual jobs are actually profitable. The intelligent scheduler automatically routes technicians based on location, skill set, and availability, and consolidates nearby calls to reduce windshield time.
The platform bundles an office admin portal, a technician mobile app, and a customer hub. Homeowners can self-book through a live widget embedded on the contractor's website, approve quotes, and pay invoices online, while technicians use the mobile app to present options, collect signatures, and process payments. Sera tracks live technician location, job status, and key margin metrics so owners know in real time whether the day is on or off track, and automated appointment reminders help cut no-shows for HVAC maintenance visits.
Sera integrates with QuickBooks Online and Desktop, Zapier, and Bluon for HVAC technical reference, and is priced per technician rather than per seat so office staff can scale without fee penalties. Sera reports that customers average a 52% net profit increase and 90% technician efficiency improvement within their first six months, a pitch that resonates strongly with HVAC shops running 2-15 trucks.