Sere

What you billed. What came in. What is still owed.

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.

Harbor AirHVAC

Good afternoon, Elena

2 jobs today. INV-1047 is past due.

Collected

$18,420

Outstanding

$4,810

Overdue

$1,240

  • Suite 110 no-coolCoastal Dental · Today
    In progress
  • INV-1047Maria Alvarez · 14 days
    Overdue
  • Walk-in cooler repairRiverside Property · Tomorrow
    Scheduled

Cash that actually landed

Every card, check, and cash payment is a line in the ledger. An invoice is paid only when the balance hits zero.

Estimate to paid without retyping

Get approval, turn the estimate into a job, finish the work, then invoice it from the same record.

Ask it to move Friday

Overdue cash and today's jobs sit up top. Say “move the Johnson job to Friday” and it does.

See the cash in Stripe or Square

Create a restricted key in Stripe, paste it on Overview. Then you see what actually landed.

See it, try it, choose

The product does the explaining. No discovery call and no waiting for a walkthrough.

Open the working shop

Harbor Air is real sample data, not a slideshow. Click through customers, estimates, jobs, invoices, and cash.

Try Shop with your shop

Create your shop in Sandbox and use the office book for 14 days. No card or setup call.

Keep the plan that fits

Stay on Shop, or upgrade to Crew or Pro. Your customers, work, and ledger stay in the same book.

Go live when you are ready

Connect a restricted Stripe key or Square, or use Desk mode for manual payments. Practice data stays.

What it costs

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.

Crew

$79 / month

Office plus a few trucks

The same clean book with enough room for the office and a few trucks to work together.

  • 5 logins
  • Everything on Shop
  • Shared calendar and customer history
  • Serenity for board, cash, and job questions
  • Week, month, and custom-range reports
  • Estimate to job to invoice
  • Texts: reminders, on-my-way, invoice link Next
  • Today's jobs on the tech's phone Next
Choose Crew after trial

Pro

$149 / month

A growing office and field crew

The practical dispatch and customer tools a growing shop needs, without fleet hardware or enterprise bloat.

  • 10 logins
  • Everything on Crew
  • Recurring jobs and service plans Next
  • Online booking and customer hub Next
  • Crew roles and dispatch by technician Next
  • Job photos, checklists, and signatures Next
  • Automated estimate and invoice reminders Next
  • Advanced job costing and custom reports Next
Choose Pro after trial

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.

Before you open your shop

Do I need a meeting?

No. Open the demo, create your shop, and connect your own processor when you are ready.

Does Sere hold my money?

No. Customers pay your Stripe, Square, or PayPal account. Sere does not take a cut.

What happens after day 14?

The Shop trial becomes read-only until you stay on Shop or choose Crew or Pro. Nothing is deleted.

Can I take my data out?

Yes. Export jobs, invoices, and payments as CSV. There is no annual lock.

HVAC · Plumbing · Electrical · Landscaping · Cleaning · Roofing · Auto repair · Salon & spa · General contractor

Start Shop trialTry Harbor Air