Sera

What it is

Category DescField-service management ↗

Target UserResidential home service contractors, specifically in HVAC, plumbing, and electrical trades, ranging from small to mid-sized businesses ↗

OwnershipIndependent (PE/VC-backed, including Series A and Series B funding rounds) ↗

Founded Year2018 ↗

Pricing & cost

Pricing ModelTiered monthly subscription based on technician licenses with an annual contract billed monthly. The base tier includes unlimited back-office users and up to 4 technicians, with incremental per-technician monthly fees for expansion. ↗

Typical CostSera Starter Bundle costs $399.00 per month (includes up to 4 technicians and unlimited admin users). Additional technician licenses cost $149.00 per technician per month. ↗

Api Or Integration FeesApp integrations (including QuickBooks Online/Desktop, Zapier, CallRail, PulseM, Bluon, Stax, and Global Payments) are included in the standard subscription. Sera does not publish an open API or separate API access fees. ↗

Implementation CostPersonalized 'white-glove' onboarding, data migration support, and live training are included with the base subscription at no separate standard fee, though custom implementation services require individual quotes. ↗

API & data access

Has ApiNo. Sera Systems does not offer an open or public API. ↗

Data Export OptionsSera provides manual data export capabilities through its web administration portal and reporting dashboard. Administrators can export tables and reports—including customer lists, invoice records, equipment lists, and ungrouped sales revenue data—to CSV or Excel files. ↗

Native AI features

Ai Features SummaryAs of 2025–2026, Sera Systems (sera.tech) offers essentially no native generative AI or LLM-based capabilities. Its primary native automation feature is an algorithmic 'Dynamic Dispatcher' (marketed as AI/smart dispatching) within its Automated Admin Portal. The platform relies on structured rules, flat-rate pricebooks, margin calculators, and third-party integrations (such as QuickBooks, CallRail, and Zapier) for administrative, financial, and communication tasks rather than native AI agents, AI invoicing engines, or AI call handling. ↗

Ai DispatchShipped/GA: 'Dynamic Dispatcher' / 'Smart Dispatching' (launched as a core feature in Sera's Automated Admin Portal, actively marketed since at least March 2024). It uses automated route optimization and rule-based scheduling algorithms to match HVAC, plumbing, and electrical jobs with technicians based on skills/certifications, GPS location, drive time, availability, and job priority. ↗

Ai FinanceNo native AI: Sera does not offer AI-powered AP/AR automation, AI invoice extraction, or AI estimating. Its financial features consist of rule-based automated invoicing, margin-based pricing models, on-site Quote Builders, and batch syncing with QuickBooks Online and Desktop. ↗

Ai Assistant Or McpNo native AI / None: Sera does not offer an AI assistant/copilot, native AI call handling/CSR receptionist, or a native Model Context Protocol (MCP) server. Call tracking and telephony rely on third-party integrations such as CallRail or external AI call-handling services via Zapier. ↗

Integrations & ecosystem

Accounting IntegrationsSera natively integrates with QuickBooks Online (QBO) to synchronize customer records, invoices, payments, and accounting classes. It does not offer native integrations for enterprise or construction-specific accounting systems such as Sage Intacct or Foundation. ↗

MarketplaceSera does not maintain a public app marketplace or open developer partner directory. Instead, it displays a curated list of native software and technology partners directly on its web platform. ↗

Unified Api SupportSera is not currently supported by unified-API integration platforms such as Agave or Merge.dev. Broader third-party application connectivity for Sera relies on Zapier. ↗

Accounting fit & implementation

Certified PayrollNot supported natively or via dedicated add-on; Sera does not offer certified payroll or prevailing wage capabilities, relying on external accounting integrations such as QuickBooks for standard payroll processing. ↗

Accounting MethodSupports cash and accrual accounting workflows by integrating and syncing financial transactions, invoices, and balances with QuickBooks Desktop and QuickBooks Online. ↗

Wip Poc SupportNot supported; Sera focuses on real-time job costing, margin tracking, and job time efficiency (JTE) for service trade contractors rather than long-term contract WIP or percentage-of-completion accounting. ↗

Implementation TimeTypically 4 weeks (30 days), provided readiness checklist items and payment processing applications are completed promptly. ↗

Requires ImplementerNo; onboarding, data migration support, and training are provided directly by Sera's internal Customer Success Managers as part of their direct white-glove onboarding service, with no third-party VAR required. ↗

Adoption & market position

Market PositionSera (Sera Systems) is a cloud-based field service management (FSM) SaaS platform tailored for small-to-midsize residential trade contractors, primarily in HVAC, plumbing, and electrical services. Founded in 2018 by industry veteran Billy Stevens, the software focuses on financial optimization, margin pricing, automated dispatching, and time tracking. It competes alongside field service platforms like ServiceTitan, Housecall Pro, and Jobber, positioning itself as a streamlined, profitability-focused alternative. ↗

Customer ScaleExact contractor customer and user counts are not publicly disclosed by Sera Systems. The platform targets small-to-midsize residential trade businesses across North America, with third-party tracking estimating company revenue at $3M–$4.6M annually and a team size of around 31 employees. ↗

MomentumGrowing. Sera represents a modern, cloud-native platform rather than a legacy system. Emerged from beta in 2022, the company closed an eight-figure Series B funding round in May 2023 raised entirely from home service industry contractors, bringing total funding to approximately $17 million. Contractors migrate to Sera for its AI-driven dispatching, automated workflows, and focus on job-margin efficiency compared to heavier legacy or highly complex platforms. ↗