AI front office for HVAC

Retell AI vs Sera

A straight look at how these tools handle the HVAC front office: answering calls, booking jobs, following up, and keeping records. Capabilities come from each vendor’s own public materials. Reviews are real and linked to their source.

Updated Jul 6, 2026All comparisons

Capabilities, side by side

Each tool is scored on its own terms, by the same set of categories. Hover any cell for the definition and the source behind it.

CapabilityRetell AISera
AI Voice (Inbound)Partial*No*
AI Voice (Outbound)Partial*No*
SMS Follow-upPartial*No*
Appointment BookingPartial*Partial*
Native CRMNo*Yes
PaymentsPartial*Partial*
Dispatch & SchedulingNo*Yes
Review ManagementNo*No*
Live Human BackupPartial*No*
HVAC Trade TemplatesNo*Partial*
FSM IntegrationsNo*Yes

Yes / Partial / No reflect each tool on its own terms, scored from its public materials. Hover a cell for the definition and source. * marks limited evidence.

Pricing model

Pricing changes often and each tool prices differently (per seat, per minute, per call, or usage based). Rather than freeze a number that goes stale, we link straight to each vendor’s own pricing page so you see the current model at the source.

What customers say

Verbatim public reviews, praise and complaints both, each linked to where it was posted. We do not edit or cherry-pick for tone.

Retell AI

5/5 · 93 reviews
Praise
For small businesses in 2026, CloudTalk is the strongest fit because it's the only platform in this comparison that ships AI voice agents as part of a full call center software stack.
g2source
Complaint
Lack of ability to select server location to ensure connection speed. Lack of access to outgoing call logs
g2source
Praise
The instant transcripts, concise summaries, and built-in A/B testing empower our team to optimize scripts and close more deals—highly recommended for scaling outbound calling.
g2source
Complaint
I think the SMS function is a little bit expensive
g2source

Sera

3/5 · 23 reviews
Praise
I used to think Sera was good because it was lightweight and easy to use. I liked that it didn't hang up and it was easy to find stuff.
g2source
Complaint
I'm frustrated with Sera because it hangs up and the tech is slow.
g2source
Praise
I appreciated the dispatch and calendar schedule features, and it was convenient to move between pages.
g2source
Complaint
They haven't added any new features, and the customer support is unresponsive.
g2source

Trade fit

The home service trades each tool is tracked for.

Retell AI

  • HVAC

Sera

  • HVAC
  • Plumbing
  • Electrical

One of these is ours. Here is the honest pitch.

ServiceAgent is the AI front office built for home service teams. It answers every call, books the job, and keeps your records straight. Try it and judge for yourself.