Collected
$18,420

Sere is the book for a local shop. Customers, estimates, jobs, invoices, and payments stay together, so the number on the screen is the number in the bank.
HVAC shop in Fort Myers. Open it with no account.
Good afternoon, Elena
2 jobs today. INV-1047 is past due.
Collected
$18,420
Outstanding
$4,810
Overdue
$1,240
Every card, check, and cash payment is a line in the ledger. An invoice is paid only when the balance hits zero.
Get approval, turn the estimate into a job, finish the work, then invoice it from the same record.
Overdue cash and today's jobs sit up top. Say “move the Johnson job to Friday” and it does.
Create a restricted key in Stripe, paste it on Overview. Then you see what actually landed.
The product does the explaining. No discovery call and no waiting for a walkthrough.
Harbor Air is real sample data, not a slideshow. Click through customers, estimates, jobs, invoices, and cash.
Create your shop in Sandbox and use the office book for 14 days. No card or setup call.
Stay on Shop, or upgrade to Crew or Pro. Your customers, work, and ledger stay in the same book.
Connect a restricted Stripe key or Square, or use Desk mode for manual payments. Practice data stays.
Shop is a complete office book, not a stripped trial plan. Crew gives a small team room to work. Pro adds the dispatch and customer automation growing shops usually pay much more for. The 14-day free trial is Shop. Crew and Pro are upgrades after.
14-day trial plan
$49 / month
Owner plus whoever answers the phone
What a 1–2 truck shop should pay for an office book that shows cash, not just invoices.
$79 / month
Office plus a few trucks
The same clean book with enough room for the office and a few trucks to work together.
$149 / month
A growing office and field crew
The practical dispatch and customer tools a growing shop needs, without fleet hardware or enterprise bloat.
The free trial is Shop: the full office book for 14 days, no card. Then stay on Shop for $49/month, or upgrade to Crew or Pro. No sales call and no annual lock. Card fees stay with Stripe or Square. Sere does not take a cut.
No. Open the demo, create your shop, and connect your own processor when you are ready.
No. Customers pay your Stripe, Square, or PayPal account. Sere does not take a cut.
The Shop trial becomes read-only until you stay on Shop or choose Crew or Pro. Nothing is deleted.
Yes. Export jobs, invoices, and payments as CSV. There is no annual lock.
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