Sera Mobile

Sera Systems 2.0

About this app

Sera Mobile keeps field service professionals connected with real-time job updates, customer details, and schedules, all synced directly with dispatchers and managers. Create quotes, send invoices, collect payments, and keep everything moving — all from one simple app.

Key Features:
View and manage your scheduled appointments and jobs
Easily access key info related to your customers
Track time data related to appointments, drive times, and more
Create, manage, and present quotes to customers for approval
Automatically generate professional invoices for customer review
Accept multiple types of payment types including credit card, ACH, checks, and more
Schedule follow up appointments and city inspections for customers
View and manage photos and notes
Review and compare key technician KPIs and track yourself against others in the leaderboard
View and manage customer equipment and track equipment service history

Who Sera Mobile is for:
Home service professionals, HVAC technicians, electricians, and plumbers
Both small and large companies looking for a fresh perspective on field service management

What’s new

Introducing an improved appointments experience
 
We’ve rolled out a brand-new calendar experience that makes it easier to revisit your past work. You can now navigate to previous dates to view completed appointments and events, quickly dive back into job details, customer information, and more. We’ve also improved navigation throughout the app to help streamline your daily workflows. This update lays the foundation for future calendar enhancements coming soon.