# Sera Systems

> Sera Systems is a Dallas-based SaaS company that builds field service management (FSM) software for HVAC, plumbing, and electrical contractors. Founded in 2018 by longtime HVAC and plumbing contractor Billy Stevens, Sera combines scheduling, dispatching, invoicing, memberships, and financial reporting into one platform designed to raise contractors' operating margins. The company markets a measurable outcome: boosting customers' operating margins by more than 40% within six months. In May 2023 it closed an eight-figure Series B round funded entirely by home-service business owners.

- **Founded:** 2018
- **Headquarters:** Dallas, Texas, United States
- **Founders:** Billy Stevens (Founder)
- **Team size:** ~31 employees
- **Products:** Admin Portal, Tech App, Customer Hub, Online Booking Widget, Smart Dispatching
- **Notable:** Closed an oversubscribed eight-figure Series B in May 2023 funded entirely by home-service business owners., Reached a Series B valuation roughly 3x its Series A valuation., Customer-reported outcomes of 40%+ operating margin improvement within six months.

## Products & services

- **Admin Portal** — Central back-office system for managing jobs, clients, scheduling, dispatching, invoicing, and cash flow.
- **Tech App** — Mobile app for field technicians with job details, quotes, payments, and real-time updates.
- **Customer Hub** — Customer-facing portal for communication, updates, and self-service.
- **Online Booking Widget** — Embeddable widget that lets customers book service appointments directly.
- **Smart Dispatching** — Intelligent scheduling that assigns jobs to the best-suited technician by location, skill, and availability, enabling tighter one-hour appointment windows.
- **Customer Memberships** — Tools to sell and manage recurring service membership plans.
- **Reporting & Business Analytics** — Financial and operational reporting that ties margin data into each job.
- **Business Coaching** — Optional coaching services tailored to HVAC, plumbing, and electrical operators.

## Achievements

- Closed an oversubscribed eight-figure Series B in May 2023 funded entirely by home-service business owners.
- Reached a Series B valuation roughly 3x its Series A valuation.
- Customer-reported outcomes of 40%+ operating margin improvement within six months.
- ~89% user satisfaction across independent software review sites.

## Latest updates

- **2023-05** — Closed an eight-figure, oversubscribed Series B round funded entirely by field-service industry business owners.
- **2024-02** — Founder Billy Stevens published a full product demo detailing Sera's FSM capabilities.
- **2026-02** — Offering a single Core Essentials plan from ~$399/month for up to four users.

## Links

- Website: https://sera.tech
- LinkedIn: https://www.linkedin.com/company/serasystems
- Instagram: https://www.instagram.com/sera.systemsofficial/
- Facebook: https://facebook.com/SeraSystems

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Profile page: https://yespress.io/sera-systems
Published by YesPress — https://yespress.io
Last updated: 2026-07-18