# Sera Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Sera Software - reviews, pricing plans, popular comparisons to other HVAC products and more. Source: https://www.capterra.com/p/246280/Sera --- # Sera Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 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 (439)](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 (439) Value For Money 4.2 (18) Value For Money 4.5 (432) Customer Service 4.6 (22) Customer Service 4.7 (435) ## Sera alternatives Highest Rated [4.6 (1,456)](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 [4.3 (308)](https://www.capterra.com/p/135788/Service-Fusion/reviews/) Starting price $245.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% 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 (327)](https://www.capterra.com/p/150053/ServiceTitan/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/246280/Sera/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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. Calendar Management 4.8 (8) 50.00% of 8 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar 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 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 Sera 70 features Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Automatically create schedules based on business needs or employee availability and qualifications Track the list of items required to be billed/invoiced to clients Create, manage, and send invoices or bills to customers Track and manage schedules and meetings via an integrated calendar Private online space that lets businesses securely share documents and provide information access to clients Centralized database of stakeholders and their contact information such as names, address, phone number etc. Forecast the cost and resources required to complete a project Accept and process credit card transactions Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Access previous interactions or concerns to maintain customer relationships Store and organize information about customers and previous interactions A website or login for customers to access information Add customized logos and colors to align with company branding Import and export data to and from software applications Manage sending personnel and resources to a site as needed Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Electronically collect payments for goods or services Digitally sign online documents Track the location of specific equipment at all times Estimate expected cost based on various factors before a project begins Store and access documents, forms, and photos in one centralized place Primarily serving commercial or industrial locations needing electrical work Software designed specifically for HVAC companies Serving plumbing industry professionals System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Information, data and reports that are being tracked over time Track interaction history by documenting conversations for contacts Captures invoice data and maintains comprehensive records for auditing and reporting purposes Calculate total itemized costs, including initial costs and any changes Manage and track all job information and associated tasks Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments Track and visualize the status of an ongoing job and the time spent on tasks or projects Identify the physical location of an individual, asset, device, etc. Schedule predetermined or ad hoc maintenance services and labor requests Access software remotely via mobile devices Notifications via mobile devices Access the system via a mobile application Capture signatures via mobile devices Book meetings and appointments through a website or digital platform Swipe a credit card or manually process payments while with the customer in the field Accept, record, and reconcile financial transactions Integrates with QuickBooks Generate quotes or estimates for customers Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Finding the most optimal routes for drivers based on various factors and constraints Plan daily routes to optimize employee scheduling and provide directions Plan availability and assign specific time slots for tasks and resources Online portal through which end users can access the system, manage tasks, or obtain information Track work performed and resources used for past customers, sites, or assets Send messages via SMS Track the status over time for a request, process, asset, or transaction Track and manage the scheduling of tasks Oversee technicians and track their assigned work orders Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Creating, assign, and track jobs and/or tasks for work orders 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) 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 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. 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 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. 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)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)