Sera Systems
Sera Systems is a US-based SaaS company that provides cloud-based field service management software (dispatch, scheduling, invoicing, payments, membership) tailored for SMB HVAC, plumbing, and electrical contractors, sold via subscription with white-glove onboarding.
- Company typePrivate
- Founded2018
- HeadquartersDallas, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Sera Systems does
Sera Systems, Inc. is a US-based, privately held software company (Delaware corporation, headquartered in Dallas, Texas) that builds a cloud-based field service management (FSM) platform purpose-built for home service contractors in HVAC, plumbing, and electrical trades. Its core product, the Sera Platform Software, bundles smart dispatching, real-time job progress tracking, margin-based pricing, quote building, inventory tracking, on-the-spot payment collection, membership management, and customer self-service through an Admin Portal, a Customer Hub, and native iOS and Android mobile apps for technicians. The company monetizes through a subscription model (Core Essentials at $399/month for up to 4 technicians with unlimited admins, plus $149/month per additional technician), supplemented by Coaching Services and the Sera Academy training program, and goes to market via a sales-assisted direct website motion with white-glove onboarding and quarterly customer success check-ins.
Sera is led by CEO Matthew Barber and operates with 11-50 employees. The company was previously known as Service Shift, Inc. and rebranded to its current identity to align with the Sera product brand. It raised approximately $11.77 million in an October 2021 SEC-registered exempt securities offering (with Southland Industries identified as an investor), and has subsequently expanded its ecosystem through integrations and partnerships with QuickBooks, Zapier, Stax, Global Payments, Bluon (announced November 2024), and CAMP Digital. Marketing is conducted through content, SEO, YouTube, social channels, email, webinars, and comparison content versus ServiceTitan, Housecall Pro, Jobber, FieldEdge, and Service Fusion.
Sera Systems firmographics
Firmographics- Name
- Sera Systems
- Legal name
- Sera Systems, Inc.
- Website
- https://sera.tech
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Sera Systems is a US-based SaaS company that provides cloud-based field service management software (dispatch, scheduling, invoicing, payments, membership) tailored for SMB HVAC, plumbing, and electrical contractors, sold via subscription with white-glove onboarding.
- Ownership category
- akta.pro rank
Sera Systems industry classification
Industry- Product category
- Field Service Management Software
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Field Service Management (FSM) & Dispatch Platforms (HDAEALAM)
Keywords
Where Sera Systems is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Sera Systems business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription: Monthly or annual subscription-based pricing for FSM software access. Core Essentials plan starts at $399/month for up to 4 technicians with unlimited admins. Additional technicians billed at $149/month each. Payment in advance on monthly or annual basis.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Core Essentials - $399/month for up to 4 technicians with unlimited admins |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
Sera Systems product offering
Product offeringCore offering
Sera Systems sells a cloud-based Field Service Management (FSM) software platform purpose-built for small and mid-market HVAC, plumbing, and electrical contractors. The platform combines smart scheduling and dispatching, real-time job tracking, margin pricing, customer memberships, quoting, inventory tracking, payments, and reporting in a single subscription product, delivered through a web admin portal and dedicated iOS/Android technician apps. It is sold via direct, sales-assisted subscriptions priced at $399/month (up to 4 technicians, unlimited admins) with $149/month per additional technician.
Product overview
Sera Systems offers a unified Field Service Management platform consisting of the Sera Platform Software as the core product, complemented by the Technician Mobile App, Admin Portal, and Customer Hub. The platform is available as a single subscription at $399/month (up to 4 technicians) with additional add-ons including Coaching Services and the Sera Academy training platform. The platform integrates natively with QuickBooks, Zapier, Bluon, Stax, and Global Payments for accounting, workflow automation, and payment processing.
Differentiator
Problem solved
Functional benefit
Products and services
- Sera Platform Software Core Field Service Management (FSM) SaaS platform for HVAC, plumbing, and electrical contractors that streamlines scheduling, smart dispatching, real-time job tracking, margin pricing, customer memberships, quoting, inventory tracking, payments, and reporting in one subscription product.
- Sera Mobile App (Technician App) Native iOS and Android mobile application for field technicians that provides real-time job updates, customer details, schedules, location sharing, photo documentation, on-the-spot payment processing, and direct sync with dispatchers and managers.
- Admin Portal Web-based administrative interface for office staff to manage jobs, dispatch technicians, handle memberships, view reports, configure settings, and oversee all business operations from a centralized dashboard.
- Customer Hub Customer-facing self-service portal that lets the contractor's end customers view quotes and invoices, book appointments online, and stay connected with the service provider.
- Sera Academy Free e-learning platform offered to existing Sera clients covering setup training, admin system training, technician iPad app training, and best-practices courses, updated with new materials as features are released.
- Coaching Services Add-on business coaching services offered by Sera to help clients optimize use of the Sera Platform Software and implement general business processes and best practices.
Quantifiable outcome
- 53% increase in memberships sold
- +2 more outcomes
Companies that use Sera Systems
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
Sera Systems technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature10 records
Sera Systems partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- BluoncoreStrategic partnership to scale HVAC software platforms. Bluon is an HVAC-related technology company. The partnership aims to enhance interoperability and value for HVAC contractors using both platforms.
- CAMP DigitalcorePartnership to revolutionize residential home service operations and marketing. Joint go-to-market initiative combining field service management with digital marketing capabilities.
- QuickBookscoreNative integration with QuickBooks for accounting and financial management synchronization.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Sera Systems competitors and assessment
Company assessmentDirect peers
- Jobber: Field service software for home service contractors (HVAC, plumbing, electrical, landscaping). Comparable SaaS subscription model, SMB focus, and feature set around scheduling, dispatching, invoicing, and customer management.
- ServiceTitan: Leading FSM platform purpose-built for trades contractors (HVAC, plumbing, electrical). Sera explicitly competes here with comparison content; ServiceTitan is larger, public, and the category-defining incumbent in Sera's primary vertical.
- Workiz: Field service management platform for home service businesses (HVAC, plumbing, electrical, appliance repair). Comparable SMB focus, dispatch/job management features, and subscription SaaS model.
- Service Fusion: All-in-one FSM platform for field service businesses including HVAC, plumbing, and electrical. Comparable subscription pricing, mobile app for technicians, and SMB contractor target market; explicitly named in Sera's competitive comparison content.
- Housecall Pro: Cloud FSM software targeting home service businesses including HVAC, plumbing, and electrical. Directly comparable business model, target customer (SMB contractors), and pricing tier; Sera produces comparison content against it.
- FieldEdge: HVAC, plumbing, and electrical contractor FSM software with comparable dispatching, scheduling, and customer management features. Acquired by ServiceTitan in 2021 but remains a directly comparable peer in functionality and target customer.
Broad incumbents
- Microsoft Dynamics 365 Field Service: Enterprise FSM offering from Microsoft with scheduling, dispatch, and mobile workforce capabilities. Competes in the same broad FSM category as Sera but serves larger customers with deeper IT integration requirements.
- Salesforce Field Service: Enterprise-grade field service solution from Salesforce serving large organizations across industries. Overlaps with Sera on core FSM functionality (dispatching, scheduling, mobile workforce) but targets enterprise rather than SMB trades contractors.
Others
- Bluon: HVAC parts, service, and training platform that is also a Sera strategic partner. Comparable as an ecosystem player serving the same HVAC contractor customer base, though it sells parts/support services rather than competing FSM software.
Emerging players
- Connecteam: Workforce management app for deskless workers including field service crews. Overlaps with Sera's scheduling and technician app functionality but focuses on employee management/shift planning rather than full FSM workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Sera Systems social profiles
Digital presenceSera Systems financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sera Systems leadership team
Management profileNumber of profiles
Profiles1 record
Sera Systems funding detail
Funding detailFunding overview
Funding rounds2 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sera Systems M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sera Systems
What does Sera Systems do?
Sera Systems sells a cloud-based Field Service Management (FSM) software platform purpose-built for small and mid-market HVAC, plumbing, and electrical contractors. The platform combines smart scheduling and dispatching, real-time job tracking, margin pricing, customer memberships, quoting, inventory tracking, payments, and reporting in a single subscription product, delivered through a web admin portal and dedicated iOS/Android technician apps. It is sold via direct, sales-assisted subscriptions priced at $399/month (up to 4 technicians, unlimited admins) with $149/month per additional technician.
Is Sera Systems a public or private company?
Sera Systems is a private company. It is classified as venture growth investor backed and is currently operating.
When was Sera Systems founded?
Sera Systems was founded in 2018. It employs 11 to 50 people.
Where is Sera Systems based?
Sera Systems is headquartered in Dallas, United States, in the North America region.
How does Sera Systems make money?
One revenue line is on record: software Subscription.
Who are Sera Systems's main competitors?
Direct peers on record are Jobber, ServiceTitan, Workiz, Service Fusion, Housecall Pro and FieldEdge. Broad incumbents are Microsoft Dynamics 365 Field Service and Salesforce Field Service. Bluon is listed as an others. Connecteam is listed as an emerging player.
Does Sera Systems have an API?
No public API is recorded for Sera Systems.
What industry is Sera Systems in?
Sera Systems's product category is Field Service Management Software. Its primary akta.pro industry code is HDAEALAM, Field Service Management (FSM) & Dispatch Platforms. Its NAICS code is 54151 and its SIC code is 7370.