Customer Tags | Non-Customer Events | Tech App Pricing Changes | System Refresh
This release introduces exciting new features for Sera clients including the ability to apply Tags to Customer accounts, an efficient new way to apply schedule blocks to your Dispatch board, ability to allow your technicians to alter pricing on Tasks in the Tech App and a fresh new look to the Admin Portal!
Customer Tags
Customer Tags in Sera allow you to categorize and organize your customers for better tracking, segmentation, and workflow efficiency. Whether you want to identify high-priority customers, track special memberships, or group customers by specific attributes, tags provide a flexible and visual way to do so.
For more information on setup and usage, see our article on Customer Tags.
Enhanced Non-Customer Events
Non-Customer Events will now be used in Sera to block off time directly on the Dispatch board. This feature allows teams to schedule internal activities, such as training, team meetings, or personal time, ensuring accurate visibility of technician availability without affecting customer appointments, and to allow the scheduler to continue to schedule the right technician for a job.
For more information on usage, see our article on Non-Customer Events.
Tech App Pricing Changes
Task Price Adjustments in the Sera Tech App can now be enabled in Sera to allow for a more streamlined workflow and improved transparency with your customers. This new feature enables quick and accurate updates to pricing on-site, ensuring quotes and invoices reflect any changes made during the job.
For more information on enabling the setting and technician usage, see our article on Tech App Price Adjustments.
System Refresh
We're rolling out a refreshed look for our platform to make your experience smoother and more modern. This update introduces a sleek new design and more responsive functionality, so you can easily log in and manage your work on more devices. This is also our first big step toward enhancing mobile usability and giving you the flexibility to work wherever you are!