--- title: "Sera Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Sera Software - reviews, pricing plans, popular comparisons to other HVAC products and more." source_url: "https://www.capterra.com/p/246280/Sera/" page_type: "product" language: "en" --- # Sera Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Sera ## What is Sera? We help HVAC contractors learn their business at a deeper level, streamline processes, and reduce burden and employees stress levels, all which increase your bottom line. Sera’s automated Admin Portal, industry-first Customer Hub, intuitive Tech App, and job time efficiency work together to ensure each job is profitable. Start growing your business through memberships, margin pricing, and job time efficiency. Along with reducing the chaos of running your HVAC business. ## What is Sera used for? [HVAC](https://www.capterra.com/hvac-software/)[Service Dispatch](https://www.capterra.com/service-dispatch-software/)[Plumbing](https://www.capterra.com/plumbing-software/) Top alternative Featured Overall rating Based on 23 user reviews Reviews sentiment Positive 87% Neutral 9% Negative 4% Starting price $399 Other, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Sera?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://sera.tech&name=Sera) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Sera 4.4 (23) VS. [4.6 (488)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting Price $399 Other, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (23) Ease Of Use 4.5 (488) Value For Money 4.2 (18) Value For Money 4.5 (481) Customer Service 4.6 (22) Customer Service 4.7 (484) ## Sera alternatives [4.6 (1,475)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.6 (5,307)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.4 (177)](https://www.capterra.com/p/194155/BuildOps/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.3 (339)](https://www.capterra.com/p/150053/ServiceTitan/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/246280/Sera/alternatives/) ## FAQs about Sera Overview ### Which roles and teams benefit most from Sera? Sera is most used by customer service teams, dispatchers, office managers, and business owners in service businesses. CSRs and warranty staff use it to handle inquiries and service follow-up, dispatchers coordinate scheduling, office teams manage daily workflows, and executives monitor operations, service quality, and business performance. Answer based on 23 reviews Overview ### What company size and industries is Sera built for? Sera is designed for small home service contractors, with 100% of reviewers from small businesses and Construction leading at 30%. It serves HVAC, plumbing, and related trades, with reviewer representation also concentrated in Consumer Services at 26% and Utilities at 9%, aligning with automation, margin pricing, and membership management. Answer based on 23 reviews Features and Usability ### What are the key features of Sera? Sera offers work order management, job scheduling, dispatch management, and route optimization for field service operations. It also includes CRM, customer portal, and client portal features, plus billing and invoicing, quotes/estimates, QuickBooks integration, time and expense tracking, and mobile access with GPS, notifications, and electronic signature. Pricing ### How much does it cost and what fees or limitations are included? Sera starts at $399 per month for the Sera Bundle, which includes the first 4 technicians. Additional technicians are billed at $149 per month each. The plan includes Job Efficiency Tracking, Margin Pricing, Membership Management, Online Booking, and Reporting. Answer based on 3 reviews Integrations ### Which third-party tools and platforms does Sera integrate with? Sera integrates with six third-party tools: CallRail, QuickBooks Online, QuickBooks Online Advanced, pulseM, Global Payments Integrated, Stax, and Zapier. Its catalog covers communication, accounting, payments, and automation connections, giving Sera users options for phone tracking, billing, payment processing, and workflow routing. Answer based on 3 reviews Getting Started and Support ### What training and onboarding options does Sera offer? Sera provides live online sessions, webinars, documentation, and videos for team training. Live online sessions and webinars support guided instruction, videos offer visual walkthroughs, and documentation gives written reference material for self-paced review and ongoing use. Getting Started and Support ### What customer support options does Sera offer? Sera provides email/help desk support, FAQ/forum resources, a knowledge base, phone support, and chat. Users report that customer service is often quick and available when needed, though one reviewer said the newer support team did not understand their business as well as expected. Answer based on 3 reviews ## Features AI summary Based on 901 HVAC reviews Capterra data shows that buyers of HVAC software rank the following features as their top priorities: - **Scheduling** (**66%** of reviewers rated this feature as critical) - **Dispatch Management** (**62%**) - **Billing & Invoicing** (**65%**) Sera supports all three of the features reviewers value most: **Scheduling**, **Dispatch Management**, and **Billing & Invoicing**. Together, these capabilities help HVAC businesses coordinate appointments, assign technicians efficiently, and manage customer billing more accurately, allowing teams to keep field operations organized and get paid faster. Scheduling 4.7 (12) 66.67% of 12 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources Dispatch Management 4.6 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Manage sending personnel and resources to a site as needed Billing & Invoicing 4.7 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Mobile Access 3.9 (8) 75.00% of 8 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Quotes/Estimates 4.5 (8) 37.50% of 8 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Customer Database 4.5 (10) 50.00% of 10 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Sera 70 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Cost Estimating: Forecast the cost and resources required to complete a project - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Management: Store and organize information about customers and previous interactions - Customer Portal: A website or login for customers to access information - Customizable Branding: Add customized logos and colors to align with company branding - Data Import/Export: Import and export data to and from software applications - Dispatch Management: Manage sending personnel and resources to a site as needed - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Equipment Tracking: Track the location of specific equipment at all times - Estimating: Estimate expected cost based on various factors before a project begins - File Storage: Store and access documents, forms, and photos in one centralized place - For Commercial and/or Industrial Electrical Contractors: Primarily serving commercial or industrial locations needing electrical work - For HVAC Companies: Software designed specifically for HVAC companies - For Plumbing Industry: Serving plumbing industry professionals - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Historical Reporting: Information, data and reports that are being tracked over time - Interaction Tracking: Track interaction history by documenting conversations for contacts - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Job Costing: Calculate total itemized costs, including initial costs and any changes - Job Management: Manage and track all job information and associated tasks - Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments - Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Mobile App: Access the system via a mobile application - Mobile Signature Capture: Capture signatures via mobile devices - Online Booking: Book meetings and appointments through a website or digital platform - Payment Collection in the Field: Swipe a credit card or manually process payments while with the customer in the field - Payment Processing: Accept, record, and reconcile financial transactions - QuickBooks Integration: Integrates with QuickBooks - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Route Optimization: Finding the most optimal routes for drivers based on various factors and constraints - Routing: Plan daily routes to optimize employee scheduling and provide directions - Scheduling: Plan availability and assign specific time slots for tasks and resources - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service History: Track work performed and resources used for past customers, sites, or assets - SMS Messaging: Send messages via SMS - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Scheduling: Track and manage the scheduling of tasks - Technician Management: Oversee technicians and track their assigned work orders - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.2 (23) 4.2 Based on 23 reviews ## Pricing Value for money 4.2 (18) [View pricing plan details](https://www.capterra.com/p/246280/Sera/pricing/) Sera Bundle $399.00 Other,Per Month It includes: - Reporting - Membership Management - Job Efficiency Tracking - Online Booking - Margin Pricing Value for money 4.2 (18) 4.2 Based on 18 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ CallRail](https://www.capterra.com/p/141829/CallRail/)[ Stax](https://www.capterra.com/p/157492/Fattmerchant-Payments-Online/)[ pulseM](https://www.capterra.com/p/235266/pulseM/)[ Global Payments Integrated](https://www.capterra.com/p/121910/OpenEdge/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (22) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (22) 4.6 Based on 22 reviews ## User reviews Overall rating 4.4 Based on 23 reviews Filter by rating 5(15) 4(5) 3(2) 2(0) 1(1) Mentioned topic Sorted by most recent JJ Jasmina J. OPERATIONS COORDINATOR Consumer Services ### "GREAT SERVICE! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 19, 2026 9/10 RECOMMEND! I LOVE EVERYTHING THAT THEY OFFER AS FAR AS USING IT IN THE COMPANY THAT I WORK FOR. EVERYONE HAS THE ABILITY TO DO CERTAIN THINGS & HAVE GREAT ACCESS TO REPORTS & CUSTOMER ACCOUNTS Pros I LOVE THE EFFECTIVENESS & EASY USE OF THE WEBSITE & YOU ARE ABLET TO USE IT ON PHONES OR IPADS. THEY HAVE EVERYTHING THAT YOU NEED AT YOUR FINGERTIPS Cons THEY HAVE A LOT OF RANDOM UPDATES THAT CAN INTERFERE THROUGHOUT YOUR DAY AND THEN YOU HAVE TO WAIT FOR THEM TO GET CORRECTED. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CS Carl S. Owner Airlines/Aviation ### "Late Stage, Low Growth software- Stay Clear" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 January 26, 2026 Very Bad. The previous customer support and sales team were great. All the reviews are from the previous app. The new app, new sales team and new customer support team DO NOT UNDERSTAND OUR BUSINESS. They are corporate execs sitting in some fancy office trying to rip us off Pros The product was great under previous founder. All reviews and pros are from the previous app. It is not the same anymore Cons PE took over and the app quality has detirorated. Often offline, mobile app crashes, pricing is inaccurate, not able to keep up with pace of business. Customer support does not listen. Not as before. AM moving to another provider Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SC Stephen C. Owner Electrical/Electronic Manufacturing ### "Sera will give you SO much, be ready for it!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 4, 2025 Sera was super helpful in trying to get us set up and running but due to our own company failings, it wasn't something we were able to be successful at. Pros We were highly interested in the booking online feature and the leaderboard tracking showing the techs efficiency. Cons To no fault of Sera, our company jumped the gun to move forward long before we were ready since we had never used flat rate pricing before which was suggested by a business coach where we originally learned about the program. Switched from [Service Fusion](https://www.capterra.com/p/135788/Service-Fusion/) In an attempt to use additional features Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JW Jami W. Dispatcher Accounting ### "Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 September 16, 2022 Memberships don't work like they should, you can't extract the visits when you use them. Pros I like how the scheduling shows availability time frames. Cons I don't like how it does the dispatching, sends techs all over the place and times don't always work out and then it doesn't drop calls. Switched from [SuccessWare](https://www.capterra.com/p/106274/SuccessWare/) Older Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DH Delena H. CSR Mechanical or Industrial Engineering ### "So easy!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 13, 2022 Overall, Sera has made the HVAC CSR life alot more easier. Pros I love how easy scheduling is on this program. Cons I dont like that I can't do multiple things at once. I have to continue to go back and forth to get stuff done. Switched from [SuccessWare](https://www.capterra.com/p/106274/SuccessWare/) The company I work for made the switch. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DG Deanne G. Dispatcher Consumer Services ### "Dispatch" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 13, 2022 Pros It was extremely easy to learn how to navigate. Cons I wish there was way to better distinguish which phone number belongs to specific customers listed on an account with more than one name. Needs a way to permanently un-assign a call until dispatcher is ready to place it on a specific technician. They way we determine which tech runs each call is a little more complex than Sera allows. Needs a way to mark a call confirmed Switched from [SuccessWare](https://www.capterra.com/p/106274/SuccessWare/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. VB Valerie B. Owner Construction ### "Pretty good..." 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 September 13, 2022 Not bad at all but could you still improvement to make it more user-friendly Pros Relatively easy to use and customer service is pretty good too Cons Could be a little more user friendly and maybe have a tab dedicated to common executions within the app. Also, it would be great if there was an option to track mileage and time of employees Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JC Julie C. Principal Construction ### "Integration to Quickbooks needs further development" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 1/10 September 11, 2022 Pros Quickbooks accounting system integration, if it all exported and imported correctly would be helpful. Cons Midware (SaasAnt)is an additional step, data is not always correct on the accounting side, as an admin. would more freedom in the system(Sera) to correct things, communication between the two systems need to be integrated. (Sera to Quickbooks) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AB Audra B. Customer Service Consumer Services ### "Sera Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 9, 2022 Sera is very user friendly and easy to use. However, I do not like that info didn't carry over from old system, so we are still using the old system and working out of both is not ideal and more time consuming. However, I think once all data is carried over it will be a dream to work with Pros It is so easy to use and easy to navigate. I love NOT having to map and consolidate jobs, that Sera does it for you! Cons I do not like that info didn't carry over from old system, so we are still using the old system and working out of both is not ideal and more time consuming. Switched from [SuccessWare](https://www.capterra.com/p/106274/SuccessWare/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SO Scott O. Office Manager Construction ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 8, 2022 good so far I have only been using it a little over a month and have not had any real trouble. Pros Ease of use. navigating the system is very straight forward. Cons I am really just starting out with Sera. but from what my co-workers seem to not like is the third party use in the credit card collection and phone services. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/246280/Sera/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [ServiceTitan vs Sera](https://www.capterra.com/compare/150053-246280/ServiceTitan-vs-Sera) [Housecall Pro vs Sera](https://www.capterra.com/compare/140363-246280/HouseCall-Pro-vs-Sera)