Sera

Field-service management

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

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

Tiered 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.

Sera 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.

Personalized '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.

Sera 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.

As 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.

Sera 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.

Sera 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.

Sera 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.

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

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

No; 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.

Sera (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.

Exact 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.

Growing. 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.