Sera is proud to announce the launch of its brand-new mobile app for field service management (FSM), now officially available on both iOS (released on July 15) and Android (released on July 22). The app was created with one clear goal. With this app, we hope to make technicians’ jobs easier, faster, and more efficient.
Designed for use directly in the field, the Sera Mobile App empowers technicians with real-time access to everything they need on the job. You can now access customer details and quotes, payments, and progress tracking all from the convenience of your smartphone.
This release marks a major milestone in Sera’s mission to modernize field service management and streamline operations for HVAC, plumbing, electrical, and other service-based businesses. By equipping technicians with simple yet powerful tools they can carry in their pocket, Sera is bridging the gap between the field, office, and field service management (FSM) software in new and innovative ways.
What Is Field Service Management Software?
Field service management (FSM) software is the backbone of modern service businesses. FSM software provides a centralized platform for scheduling, dispatching, tracking, and managing jobs, technicians, and customer information. Instead of relying on paper-based systems, spreadsheets, or endless phone calls, FSM software helps businesses coordinate their field operations as needs arise.
The benefits of FSM software extend to every part of a service business:
- Efficiency: By automating scheduling and dispatch, FSM software ensures the right technician is assigned to the right job at the right time.
- Visibility: Office staff and business owners gain real-time insight into job progress, technician location, and overall performance.
- Accuracy: Quotes, invoices, and payments are generated automatically and stored securely in one place, reducing errors and delays.
- Customer experience: With streamlined communication, customers receive accurate updates, quicker service, and more personalized interactions.
Sera’s FSM platform was designed with these advantages in mind. Our new mobile app acts as a natural extension of our software, giving technicians direct access to the tools and information they need while in the field. Where the office team uses the main software to manage schedules, dispatch technicians, and view business insights, the mobile app puts the same level of organization in the hands of the technicians doing the work.
The result is a two-way flow of information. Office staff can stay updated on job progress as it happens, and technicians stay empowered with everything they need to complete the job successfully. While they had access to our software previously, they can now use our system right from their phones. The mobile app creates a unified system that drives efficiency, professionalism, and customer satisfaction.
Key Features of the New Sera Mobile App
FSM is powerful in the office, but its true value shows up in the field, where technicians interact with customers, complete jobs, and keep projects moving. The Sera Mobile App extends that power, giving technicians access to everything they need on-site.
Instead of being a stripped-down version of office software, this app is designed as a field-first companion that connects directly to the Sera platform. Every update a technician makes in the field instantly synchronizes with the office, ensuring teams work together seamlessly.
Technician-Focused Design
Generic apps often overlook how technicians work. Our mobile app was built from the ground up with their needs in mind. The interface is simple, uncluttered, and intuitive, so technicians can focus on the job, not the software. That means the layout, tools, and workflows reflect the challenges technicians face every day.
Consider this example. A plumbing technician starts their workday in the morning. In the past, they might stop by the office to pick up printed work orders or call dispatch for job details. With our app, they can open their phone, view their schedule, and head directly to their first appointment. This eliminates wasted trips and delays.
Instead of switching between multiple devices or relying on paper notes, technicians now have a streamlined digital tool that fits seamlessly into their workday. The app keeps essential job details within reach and provides an easy-to-use interface for managing everything from quotes to customer updates in just a few taps, so they no longer must call the office for updates.
Mobile App Capabilities
This app takes the core benefits of FSM, including efficiency, visibility, accuracy, and customer satisfaction, and puts them directly into technicians’ hands. It is equipped with a robust set of capabilities and functionalities to ensure your technicians have what they need to do their job quickly and professionally.
- Job progress: Technicians can update job status in real-time, giving office staff immediate visibility into job progress and completion.
- Quote builder: With built-in quoting tools, technicians can generate, adjust, and send quotes to customers directly on-site. Now, they won’t have to wait for office approval.
- Payments and invoicing: Simplify the payment process by collecting payments and sending invoices straight from the job site. This reduces paperwork and improves cash flow.
- Customer hub: Instant access to customer records, including service history and contact details, allows technicians to stay informed and better serve clients with personalized service.
- Photo integration: Using their phone’s camera, technicians can capture before-and-after photos, upload them to job records, and share them with customers or your office. This helps build customer trust.
- GPS integration: Live GPS functionality makes it easy for customers to see technician arrival times and ETAs while keeping office staff informed.
These features allow technicians to handle more tasks independently while keeping communication with the office seamless and accurate. For example, an HVAC technician finishes a repair. Instead of telling the customer they’ll get an invoice later, they can generate a polished invoice on the spot, collect payment, and send an email confirmation before they leave the driveway.
Streamlining the Technician Experience
A technician’s workday is fast-paced and unpredictable. Between managing schedules, traveling between jobs, and resolving customer concerns, staying organized can be a challenge. The Sera Mobile App was designed to remove these pain points from their routine, giving technicians an easier, smarter way to manage their workflow.
With mobile accessibility, technicians can:
- Stay connected without having to call into the office for every update.
- Stay organized by keeping all job and customer details in one secure place.
- Stay efficient with quick tools for quoting, payments, and progress tracking.
Just as importantly, our app eliminates the need for specialized hardware or additional devices. Because it is a native app for both iPhones and Android devices, technicians can download it to their own smartphone or tablet and start working. Whether they’re carrying the latest device or an older model, the app is optimized for smooth performance. It also lowers costs for businesses and lets technicians work on familiar devices they’re comfortable using.
While dispatching still occurs through the Sera Admin Portal, technicians don’t need to worry about missing details. This app grants them real-time access to their assigned jobs, customer information, and service history. This ensures they always have the information they need at their fingertips.
Additionally, this level of accessibility means technicians can focus less on paperwork and logistics. Instead, they can spend more time delivering quality service to customers.
Improving Job Efficiency and Customer Satisfaction
The Sera Mobile app doesn’t just extend FSM software into the field. It also transforms how efficiently jobs get done and how positively customers experience your service.
Job Efficiency
One of the biggest challenges in service businesses is wasting time waiting for approvals, driving back to the office for paperwork, or chasing down overdue payments. The mobile app eliminates these bottlenecks by giving technicians the essential tools they need to save time, including:
- Creating quotes instantly on-site
- Generating invoices without waiting for office approval
- Collecting payments directly from customers after completing the job
Consider this real-world example. An electrical contractor used to send invoices from the office at the end of the week. Payments often came in days or weeks later. With the Sera Mobile App, their technicians generate invoices on-site, and more customers pay them immediately. As a result, the business has a stronger cash flow and fewer outstanding balances.
These functionalities reduce administrative delays, shorten job cycles, and allow technicians to move to the next appointment more quickly. Over the course of a week, the time saved adds up significantly, resulting in more completed jobs and more revenue generated.
Customer Satisfaction
Modern customers expect convenience, communication, and transparency. This app helps businesses meet and exceed these expectations.
- Photo uploads allow customers to see the quality of work with clear before-and-after evidence.
- GPS-based updates and ETAs keep customers informed and reduce the frustration of waiting around.
- Real-time updates provide peace of mind that the job is progressing smoothly.
Waiting all day for a plumber to show up can be stressful for homeowners. Now, they don’t have to sit at home and wait. Instead, they’ll receive a real-time notification that lets them know their technician is on the way and will be there in 15 minutes. That small improvement can dramatically shift your customers’ perception of your professionalism and reliability.
By offering this level of visibility, businesses can build stronger trust with customers, encourage long-term loyalty, and expand their customer base through word-of-mouth recommendations.
Field-to-Office Sync
Communication breakdowns between the field and the office are one of the biggest causes of inefficiency in service businesses. With Sera’s app, that problem is minimized or eliminated. This app is designed to strengthen internal operations by ensuring live communication between the field and office.
As soon as a technician updates a job status, adds photos, or collects payments, the information is automatically synced with the office. Office staff don’t have to wait for phone calls or text messages to stay updated. Instead, they can see everything instantly within the Sera platform.
This continuous flow of information ensures:
- Jobs are completed on time.
- Customers receive accurate updates.
- Office staff can focus on managing schedules and supporting technicians, instead of chasing down updates.
Why This Matters for Business Owners
For service business owners, every investment needs to show a clear return. The Sera Mobile App is a solution that directly impacts the bottom line and positions your business for long-term success.
Profitability
By enabling technicians to quote, invoice, and collect payments on-site, the app speeds up cash flow and reduces billing delays. Faster payments mean stronger financial stability, fewer outstanding invoices, and less time spent on collecting payments. Plus, by streamlining technician workflows, businesses can complete more jobs per day.
Scalability
As a business grows, so do the complexities of managing people, schedules, and customers. Without the right tools, scaling often means hiring more staff to keep up. However, the Sera Mobile App helps companies grow without adding overhead. Real-time syncing between the field and office allows businesses to manage larger workloads with the same resources. This makes growth more sustainable.
Competitive Advantage
Today’s customers compare experiences, not just prices. The companies that stand out are those that communicate clearly, arrive on time, and resolve issues quickly. Our app helps you gain a competitive advantage by delivering the modern, transparent services customers expect.
What’s Next: Upcoming Features and Updates
The launch of the Sera Mobile App is just the beginning. At Sera, we are committed to continuous improvement. We are already developing new features and updates to make the app even more powerful and user-friendly.
Among the most anticipated updates are:
- Offline capabilities: Soon, technicians will be able to use the app even without an internet connection. Job data will be saved locally and synced once the device reconnects, ensuring uninterrupted productivity in areas with poor coverage.
- Push notifications: These will provide timely reminders and alerts, such as upcoming appointments, job changes, or urgent messages from the office.
- Enhanced schedule views: A redesigned schedule interface will make it easier for technicians to see their full day, upcoming jobs, and travel times.
We continually improve our systems by incorporating user feedback. Early adopters of our app are already influencing its development, ensuring it grows in ways that have a measurable impact in the field.
How to Get Started with the Sera Mobile App
Getting started with our mobile apps is quick and easy:
1) Download the app from the App Store (iOS) or Google Play Store (Android)
2) Log in using your existing Sera technician credentials. If you don’t have one, create an account.
3) Start working smarter with real-time access to job details, customer info, and on-site tools.
The app is available at no additional cost to all our current customers with technician accounts.
About Sera Systems
Sera is a leading provider of field service management solutions. Our cloud-based solutions are designed to help businesses in industries like HVAC, plumbing, and electrical services operate more efficiently and profitably.
Our solution combines intelligent scheduling, inventory tracking, dispatching, and detailed business insights with innovative tools like our new mobile app. These integrations enable us to empower service businesses to streamline their operations, improve customer satisfaction, and grow revenue.
Our mission is to help small-to-medium-sized field service businesses work smarter, not harder. With our forward-thinking solutions, we continue to transform how service teams connect the field to the office, all while delivering exceptional customer experiences.
Ready to Streamline Your Field Operations?
The Sera Mobile App is available now on both iOS and Android. Download today and start streamlining your field operations. For more information, a personalized demo, or to learn how Sera can transform your service business, contact us today.