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What is Sera?

Many HVAC, plumbing, electrical, and other service-oriented businesses frequently overlook significant profit opportunities due to ineffective pricing models and operational shortcomings. By accurately identifying weaknesses in pricing and productivity, these companies can enhance their profit margins considerably. Our field service management software is specifically crafted to ensure that the services provided by companies translate into financial success. At Sera, we are committed to helping you exceed the typical industry profit margin of 8% by offering real-time insights into job time efficiency. Those who have embraced our solution have reported an astounding average revenue growth of 52% in merely six months. This software not only aids in creating larger service tickets but also improves dispatch operations, automates service agreements, and keeps thorough records of customer interactions. It guarantees that your plumbing tasks remain on track, keeps your clients informed with timely updates, and offers your team immediate access to vital job details. Furthermore, our specialized electrical software allows you to streamline job scheduling, enhance route optimization, and effortlessly send quotes and invoices via text, resulting in a more efficient service delivery system. Ultimately, adopting this technology has the potential to revolutionize your operational procedures and significantly boost your business's financial outcomes while also fostering improved customer satisfaction through enhanced service.

What is FieldPulse?

FieldPulse is an all-in-one business management solution specifically designed for field service teams. This software provides a comprehensive platform that assists users in managing various aspects of their operations, from scheduling and dispatching to customer relationship management (CRM) and financial documentation. By integrating essential functionalities into a single solution, FieldPulse aims to streamline workflows and enhance productivity for business owners, administrators, and technicians alike. The target audience for FieldPulse includes a diverse range of field service businesses, such as plumbing, electrical, HVAC, septic, glass repair, and garage door companies. These organizations often face challenges related to administrative tasks, team communication, and customer service. FieldPulse addresses these pain points by offering tools that simplify scheduling, manage estimates and invoices, and facilitate effective communication with customers. The software is particularly beneficial for companies seeking to improve their operational efficiency and enhance the overall customer experience. FieldPulse stands out in the market with its robust feature set, which includes not only standard field service management (FSM) capabilities but also advanced tools that cater to the needs of growing businesses. Key features such as a flat-rate pricebook, lead management, and inventory management empower users to make informed decisions and optimize their resources. Additionally, advanced reporting functionalities provide insights into business performance, enabling users to track key metrics and identify areas for improvement. The software's user-friendly interface ensures that even those with limited technical expertise can navigate the system with ease. However, its advanced features make it suitable for companies of any size that are looking to scale their operations.

Media

Media

Integrations Supported

Integrations Supported

Angi
CompanyCam
Google Calendar
Mailchimp
NiceJob
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Online
Zapier

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Seat-based pricing. Full-access and field-only seats priced differently. Add-ons available. Custom quotes based on your team size.

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sera

Company Location

United States

Company Website

sera.tech/

Company Facts

Organization Name

FieldPulse

Date Founded

2015

Company Location

Dallas, Texas

Company Website

www.fieldpulse.com

Categories and Features

Electrical Contractor

Not specified

Garage Door

Not specified

Home Services

Not specified

HVAC

Not specified

HVAC Estimating

Not specified

Plumbing

Not specified

Plumbing Estimating

Not specified

Service Dispatch

Not specified

Categories and Features

Carpet Cleaning

Billing & Invoicing
Customer Management
Dispatch Management
Equipment Tracking
Mobile Access
Online Booking
Scheduling
Work Order Management

Construction CRM

Client Tracking
Contract Management
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Electrical Estimating

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Garage Door

Billing & Invoicing
Contract Management
Customer Management
Dispatch Management
Equipment Tracking
Inventory Management
Job Costing
Scheduling
Warranty Tracking

Handyman

Billing & Invoicing
Dispatch Management
Electronic Signature
Inventory Management
Mobile Payments
Payment Processing
Quotes / Estimates
Time Tracking
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

HVAC Estimating

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling

Janitorial

Bid Management
Billing & Invoicing
Client Management
Employee Scheduling
Inventory Management
Mobile Access
Payroll Management
Quality Control
Time Tracking
Work Order Management

Landscape Management

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Lawn Care

Billing & Invoicing
Contract Management
Customer Management
Employee Management
Equipment Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch

Locksmith

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing Estimating

Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
For General Contractor
Overhead Costs Estimating
Quotes / Proposals

Pool Service

Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management

Remodeling Estimating

Cost Database
Quote Management

Roofing

Billing & Invoicing
Checklists & Inspections
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Employee Scheduling
Facility Scheduling
Group Scheduling
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Resource Scheduling

Security System Installer

Billing & Invoicing
Customer Management
Document Imaging
Inventory Management
Job Costing
Lead Management
Quotes / Estimates
Scheduling
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Subcontractor

Not specified

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management

Tradesman Job Management

Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Workforce Management

Budgeting & Forecasting
Contractor Management
Labor Projection
Performance Appraisal
Scheduling
Time & Attendance

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