Sera Mobile
Utilities
Free · Designed for iPad. Not verified for macOS.
Sera Mobile keeps field service professionals connected with real-time job updates, customer details, and schedules, all synced directly with dispatchers and managers. Create quotes, send invoices, collect payments, and keep everything moving — all from one simple app.
Key Features:
- View and manage your scheduled appointments and jobs
- Easily access key info related to your customers
- Track time data related to appointments, drive times, and more
- Create, manage, and present quotes to customers for approval
- Automatically generate professional invoices for customer review
- Accept multiple types of payment types including credit card, ACH, checks, and more
- Schedule follow up appointments and city inspections for customers
- View and manage photos and notes
- Review and compare key technician KPIs and track yourself against others in the leaderboard
- View and manage customer equipment and track equipment service history
Who Sera Mobile is for:
- Home service professionals, HVAC technicians, electricians, and plumbers
- Both small and large companies looking for a fresh perspective on field service management
more Make the text box larger for notes above quotes, both in creation and presentation mode.
Make the text box larger for notes above quotes, both in creation and presentation mode.
Unacceptable oversights. - Cannot edit line items after grouping tasks, it effectively bricks the quote if you need to edit the invoice.- If you have multiple numbers of an individual task with 2 tiers of pricing based on annual memberships, line items don’t show the total savings, but only the price difference of the single task. This constantly creates confusion for my customers and invites skepticism that severely hampers my sales pitch.- Navigating menus to build a quote is a nightmare if you have a significant number of tasks saved within the system. Endless scrolling due to a limited view of each task with similar descriptions.This app is worse in almost every aspect with the exception of uploading photos. I switched back to the original app that is soon to be discontinued. I’ll be lobbying my employer to seek a better service before the end of the year.
Unacceptable oversights. - Cannot edit line items after grouping tasks, it effectively bricks the quote if you need to edit the invoice.- If you have multiple numbers of an individual task with 2 tiers of pricing based on annual memberships, line items don’t show the total savings, but only the price difference of the single task. This constantly creates confusion for my customers and invites skepticism that severely hampers my sales pitch.- Navigating menus to build a quote is a nightmare if you have a significant number of tasks saved within the system. Endless scrolling due to a limited view of each task with similar descriptions.This app is worse in almost every aspect with the exception of uploading photos. I switched back to the original app that is soon to be discontinued. I’ll be lobbying my employer to seek a better service before the end of the year.
I’m so glad to see a phone friendly version of the app our techs. Being able to complete tasks and add photos to the system, especially in confined spaces, is great. We also don’t have to worry about the guys charging iPads anymore, having alternatives is a saver! Great step forward!
I’m so glad to see a phone friendly version of the app our techs. Being able to complete tasks and add photos to the system, especially in confined spaces, is great. We also don’t have to worry about the guys charging iPads anymore, having alternatives is a saver! Great step forward!
Definitely room for growth but so happy to see a phone version out. Hopefully improvements are made to make it work better quickly. Cant wait to see improved features.
Definitely room for growth but so happy to see a phone version out. Hopefully improvements are made to make it work better quickly. Cant wait to see improved features.
Document Uploads, Phone Call Improvements, and Clock-In Fixes
Document Uploads
- Upload PDF, DOC, and DOCX files directly from a job's Docs tab
- Fixed wrong photo being deleted on swipe
- Fixed .doc/.docx files failing to upload
Video
- Fixed admin portal video visibility management
Phone Call Recordings
- Added replay button to call recordings
- Fixed long username layout overflow in call recording view
- Fixed media tab width jump when switching to Phone Calls tab
Clock-In
- Timer now updates live with seconds
- Clock-in state now loads correctly
Tags
- Job and customer tags now visible on appointment screen
1.0.25 Apr 27
Quote Pricing, Video Fixes, and Equipment
Quote Pricing
- Quotes now open with pricing pre-set to the customer's membership status — no more manually switching the toggle before presenting
Video
- Videos uploaded to past appointments now display correctly
- The video scrubber bar is no longer hidden below the screen edge
- Tapping a video that is still uploading no longer causes errors
Equipment
- Fixed an issue where saving new equipment sometimes cleared the form or left the save button unresponsive
1.0.24 Apr 22
Workflow Improvements
This update brings stability and reliability improvements to appointment workflows.
Appointment Tracking
- Drive time now tracks correctly when navigating away from the Appointment Overview during a trip
- The calendar appointment indicator stays visible throughout your active trip
Appointment State
- The app now navigates correctly when an appointment is completed remotely
- Changes made in the admin portal now reflect immediately on your device
Quoting
- Users in read-only mode can no longer modify quote membership
- You no longer receive quote update alerts for appointments you have already completed
We also made general performance and stability improvements throughout the app.
1.0.23 Apr 7
Reliability improvements and data accuracy fixes.
This update improves dependability across key workflows and resolves a data issue with equipment assignments.
Workflow reliability
- Resolved errors that could prevent quote creation
- Improved clock-in/out reliability for technicians
- Resolved an issue with duplicate requests on trip start
Data accuracy
- Fixed an issue where equipment could be saved under the wrong customer
Usability
- App now correctly directs to permission settings when access was previously denied
- Fixed membership pricing display for quantities greater than 1
We also made general performance and stability improvements throughout the app.
1.0.22 Apr 1
Video uploads are here, plus improved reliability across key workflows.
This update focuses on making everyday tasks smoother and more dependable.
Media improvements
- Upload and view videos directly within appointments
- Add photos even after an appointment has ended
Improved reliability
- Smoother quoting, invoicing, and appointment actions
- Better validation for email and payment scenarios
Data accuracy
- Ensures equipment is always saved to the correct customer
UI improvements
-Updated layouts and improved consistency across screens
We also made general performance and stability improvements throughout the app.
1.0.21 Mar 25
Stability improvements and smoother everyday workflows.
This update focuses on reliability and usability improvements across the app.
Improved scheduling and quoting
- Fixed issues where scheduling actions could remain disabled and improved quote signing and quote screen behavior.
Better photos and document handling
- Resolved problems with photo uploads, navigation between images, and gallery permission handling.
Clearer login and validation messaging
- Updated validation messages and fixed issues that caused incorrect prompts during login and password reset.
Improved screen layout and navigation
- Corrected several interface issues including misplaced buttons, headers, and screen elements for a smoother experience.
We also made additional performance and stability improvements to keep the app running smoothly.
1.0.20 Mar 10
Plan ahead with improved Future Appointments
This update makes it easier to see what’s coming up and interact with upcoming work. We also included several fixes to improve stability and usability.
- View and navigate appointments up to 7 days in the future when available
- Improved calendar ribbon behavior, selection, and scrolling
- Clearer handling of days with no appointments
- Fixed issues with filters, navigation, and screen state after returning to the app
- Addressed several bugs and API-related errors
As always, this release includes general performance and stability improvements.
1.0.19 Feb 9
A smoother login experience and more reliable quoting.
This release focuses on improving stability and usability across key technician workflows.
- Improved login validation and visual layout for a smoother sign-in experience
- Fixed multiple quoting issues, including accepting, signing, and creating quotes offline
- Resolved problems with sending quote and invoice emails
- Improved navigation layout and contact name visibility
- Added a clear warning when switching between member and non-member pricing
This update also includes general performance and stability improvements.
1.0.18 Jan 26
A more polished and dependable experience.
This release focuses on usability improvements, visual refinements, and important stability fixes.
We have made several updates to improve everyday use and reliability:
- Improved calendar and date ribbon behavior so dates and empty states display correctly
- Updated appointment cards and navigation for clearer visuals and easier use
- Fixed photo loading issues, including crashes when viewing images full screen
- Resolved errors that could cause unexpected interruptions or app crashes
These updates also include general performance and stability improvements to ensure a smoother experience.
1.0.17 Jan 12
Introducing an improved appointments experience
We’ve rolled out a brand-new calendar experience that makes it easier to revisit your past work. You can now navigate to previous dates to view completed appointments and events, quickly dive back into job details, customer information, and more. We’ve also improved navigation throughout the app to help streamline your daily workflows. This update lays the foundation for future calendar enhancements coming soon.
What’s new
* View past dates to access completed appointments and events
* Quickly review job details and customer information from recent work
* Improved navigation for a smoother, more efficient experience
* Performance improvements and bug fixes
1.0.16 12/22/2025
More reliable performance and smoother daily use.
This update focuses on improving consistency across key areas of the app.
- Improved photo upload stability to reduce timeout issues.
- Fixed a rare issue where duplicate requests were triggered for some technicians.
- Improved accuracy when tracking app launches to better reflect real usage.
- Enhanced map update behavior for more reliable location tracking.
These changes help ensure the app runs more smoothly with better performance and stability.
1.0.15 12/08/2025
Clearer communication and smoother navigation.
This release improves usability and stability while introducing new options for personalization and reliability.
- Improved payment error messages for a clearer checkout experience.
- Added photo settings, including Save to Camera Roll and visibility controls.
- Redesigned Settings screen with organized tabs for Maps, Photos, and Videos.
- Fixed map flickering, login issues, and display inconsistencies on iPhone and iPad.
- Improved general stability and responsiveness across the app.
Enjoy a faster, cleaner, and more dependable experience with this update.
1.0.14 11/17/2025
A smoother, more reliable experience with improved performance throughout.
This release focuses on display consistency, background data accuracy, and overall ease of use.
What’s New
• Fixed timer issues and refined spacing in time tracking for a cleaner look
• Improved login reliability and restored pre-filled email after logout
• Ensured data stays accurate during foreground and background use
• Polished layout alignment in leaderboard and time tracking screens
• Enhanced stability to prevent rare crashes and improve tracking accuracy
Additional performance and reliability improvements make the app run better than ever.
1.0.13 11/04/2025
A smoother and more dependable experience for every step of the job.
This update includes major improvements to usability and reliability throughout the app.
- Login issues resolved including disappearing forms, keyboard problems, and better error handling
- Quote and invoice improvements with correct task updates, better layout, and fewer blank screens
- Appointment and scheduling views improved for accuracy and speed
- Equipment and profile screens now display important fields and actions more clearly
- General stability updates such as improved animations, screen rotations, and preventing unexpected logouts
Thank you for using the app. We continue to improve performance and reliability with every release.
1.0.12 10/27/2025
Better performance and smoother workflows in this update.
We’ve made several improvements to stability and usability to keep your experience reliable and efficient.
- Improved quoting: inactive membership programs are now filtered out for clearer price comparisons
- Fixed an issue where the leaderboard could display a blank screen
- Enhanced error logging to reduce disruptions and improve overall app stability
- Background refinements for smoother performance
With these updates, the app is more dependable than ever, helping you stay focused on your work.
1.0.11 10/14/2025
Smoother invoice management and reliable membership updates
We’ve made important improvements to make your experience easier and more stable.
What’s new:
- Increased the number of products you can add to an invoice line item.
- Improved invoice usability by placing the add-product option before saved items, so no need to scroll.
- Fixed an issue where materials could be lost when editing multiple items.
- Resolved a problem with membership swapping not working correctly.
These updates make invoice handling more efficient and ensure better overall reliability.
1.0.10 09/24/2025
Better reliability, smoother workflows, and more accurate updates.
This release includes key improvements to make the app easier and more dependable.
Highlights:
- Fixed issues with uploading photos so they save correctly.
- Resolved problems capturing completed work signatures without requiring a payment.
- Improved payment processing to eliminate failed charges.
- Technician arrival times now update correctly for customers.
- Enhanced background services to keep your data in sync more reliably.
Alongside these fixes, we’ve made overall performance and stability improvements for a smoother experience.
1.0.9 09/21/2025
Smoother quoting, reliable navigation, and improved payments
We’ve made the app faster and easier to use with important fixes and improvements.
Highlights:
• Quotes now respect tenant pricing rules and no longer reset unexpectedly in task details.
• Improved route handling ensures old data doesn’t affect drive times.
• Login is more consistent when selecting tenants, reducing unexpected logouts.
• Payment method selection is fixed and now displays properly.
• Updates and version information are presented more clearly, with polished menus.
As always, we’ve included performance and stability improvements to deliver a smoother overall experience.
1.0.8 09/09/2025
Smoother navigation, stronger stability, and improved equipment details
This update makes the app faster, more reliable, and easier to use.
Highlights:
* Fixed multiple login issues caused by keychain errors
* Emailing invoices and quotes now works correctly
* Time tracking stops reliably when expected
* Equipment screens show component age and installation badges
* Company logos display more clearly
Alongside these highlights, we’ve made additional performance improvements and bug fixes to deliver a smoother overall experience.
1.0.7 09/02/2025
Smoother navigation, stronger stability, and better tablet experience
This update makes the app faster, more stable, and easier to use.
Highlights:
* Fixed issues with membership pop-ups and quote screens so they display the right information.
* Improved navigation after logout and login to keep you on the right track.
* Tablet users now benefit from smoother layouts, scrolling, and better handling of rotations.
* Resolved problems with saving equipment details and unstable quote lists.
* Enhanced error handling, making the app more reliable in edge cases.
Alongside these changes, we made performance improvements and bug fixes to deliver a smoother overall experience.
1.0.6 08/25/2025
This release brings key improvements to quotes, payments, and app reliability. Users can now accept both negative and positive quotes on the first try. The invoice and payment screen displays correctly for negative balances. We’ve resolved errors when moving multiple quotes, added a loading indicator when saving changes, and prevented the quote list from resetting unnecessarily. Error handling has been improved for edge cases like appointment updates. Stability issues and layout bugs have been addressed.
1.0.5 08/18/2025
This update brings visual enhancements and important fixes to improve your experience:
• Smoother tablet animations and cleaner layouts, especially in landscape mode
• Fixed an issue where quotes without member pricing displayed incorrectly
• Resolved a tooltip misalignment on iOS appointment overviews
• Fixed payment screen not updating properly after invoices were paid
• Improved behavior when archiving or unarchiving equipment
• Corrected layout bugs in duplicated quotes after saving
Additional under-the-hood improvements help make the app more stable and responsive.
1.0.4 07/29/2025
Sera Mobile, your all-in-one companion for managing jobs in the field. We’re continuously improving the app to make your work faster, easier, and more efficient. Here’s what’s new:
UI polish and layout fixes across the app
Smoother appointment sheet scrolling
Task descriptions reset properly when editing quotes
.docx files now open in-app
Consistent photo orientation and scroll position
Thumbnails load reliably; partial failures handled gracefully
“Show to customer” toggle now updates correctly
Visual fixes: spacing, dividers, and white box issues
More detailed job summaries and customer profiles
Improved performance and error handling
1.0.3 07/22/2025
Sera Mobile, your all-in-one companion for managing jobs in the field. We’re continuously improving the app to make your work faster, easier, and more efficient. Here’s what’s new:
* UI polish and layout fixes across the app
* Smoother appointment sheet scrolling
* Task descriptions reset properly when editing quotes
* .docx files now open in-app
* Consistent photo orientation and scroll position
* Thumbnails load reliably; partial failures handled gracefully
* “Show to customer” toggle now updates correctly
* Visual fixes: spacing, dividers, and white box issues
* More detailed job summaries and customer profiles
* Improved performance and error handling
1.0.2 07/21/2025
Introducing Sera Mobile, your new all-in-one companion for managing jobs in the field.
This release includes everything you need to hit the ground running:
Real-time access to scheduled jobs and customer info
Tools to create quotes, generate invoices, and accept payments on-site
Time tracking for appointments, drive time, and more
Support for scheduling follow-ups and inspections
Access to photos, job notes, customer equipment history, and key KPIs
Whether you're part of a small team or a growing service company, Sera Mobile helps you stay organized, professional, and one step ahead.
1.0.1 07/15/2025
Document Uploads, Phone Call Improvements, and Clock-In Fixes
Document Uploads
- Upload PDF, DOC, and DOCX files directly from a job's Docs tab
- Fixed wrong photo being deleted on swipe
- Fixed .doc/.docx files failing to upload
Video
- Fixed admin portal video visibility management
Phone Call Recordings
- Added replay button to call recordings
- Fixed long username layout overflow in call recording view
- Fixed media tab width jump when switching to Phone Calls tab
Clock-In
- Timer now updates live with seconds
- Clock-in state now loads correctly
Tags
- Job and customer tags now visible on appointment screen
more Version 1.0.25 Apr 27
Data Linked to You The following data may be collected and linked to your identity:
Data Not Linked to You The following data may be collected but it is not linked to your identity: