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

New in this update: you can now send your customers a payment link directly by text message, a brand new way to help you collect payment and get paid faster. Financing offers now show the lowest available monthly payment so they match the admin portal exactly, and line item grouping in quotes now behaves consistently with the admin portal too. Plus a range of performance and stability improvements to keep everything running smoothly.