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What is ServiceFactor?

The idea for Team Management Systems (TMS) emerged in the 1980s, developed by Chuck and Yvonne Tuttle, who were working at a software firm that did not meet its clients' needs. Chuck brought extensive experience in designing, programming, selling, and supporting contractor software, while Yvonne contributed her successful management of mechanical contracting firms and knowledge of the software industry, creating a strong foundation for their entrepreneurial aspirations. Evaluating the performance of your marketing efforts is vital for the advancement and management of your business. Whether you focus on a single marketing channel or employ a broad spectrum of tactics, ServiceFactor is capable of pinpointing the sources that generate calls and create job opportunities, as well as the revenue they yield. Effectively gathering and leveraging customer information is crucial, as it plays a key role in your business's success. Regardless of whether a client operates one location or multiple sites, the complete history and profitability of each will be thoroughly monitored, providing a detailed view of operations. This comprehensive tracking not only allows businesses to make insightful decisions but also facilitates the optimization of strategies based on current data, fostering a more agile and responsive approach to market changes. Ultimately, the integration of effective data management and marketing analysis can significantly enhance overall business performance.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard 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
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ServiceFactor

Date Founded

1991

Company Location

United States

Company Website

www.servicefactor.com

Company Facts

Organization Name

Sera

Company Location

United States

Company Website

sera.tech/

Categories and Features

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

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

Categories and Features

Electrical Contractor

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

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

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
Takeoff

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
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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

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