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What is Synergist?

As an agency expands, valuable information can become scattered, residing in individuals' minds or dispersed among various systems, which may result in a lack of control, inefficient use of time, and potential profit loss. The utilization of agency management software helps consolidate all essential information required for overseeing clients, projects, and finances into a single platform. This centralization not only saves time but also ensures that all team members have access to necessary information. Additionally, this software provides real-time data that aids in making well-informed decisions, thereby enhancing overall agency performance. Advanced agency management software offers a comprehensive overview of your agency's effectiveness, profitability, and resource utilization. You can effortlessly assess the profitability associated with each client and project, allowing you to identify specific areas that require attention. Furthermore, accurate estimations can prevent issues related to under-quoting or over-delivering, while structured billing plans promote timely payments. By streamlining operations and improving visibility, agency management software fosters a more efficient and profitable working environment.

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

MYOB
QuickBooks Online
Sage 50
Xero

Integrations Supported

MYOB
QuickBooks Online
Sage 50
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$19 per user per month
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

Synergist Express

Date Founded

2003

Company Location

United Kingdom

Company Website

www.synergist.co.uk

Company Facts

Organization Name

Sera

Company Location

United States

Company Website

sera.tech/

Categories and Features

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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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