The Marketplace is where you will manage your direct integrations with Sera.
You can connect your Sera Admin Portal to a variety of companies to offer a more comprehensive user experience. On the Marketplace tab found in your Company section you will find all of the companies that Sera offers a direct integration with.
Global Payments Integrated(GPI) is a solution that offers approved companies merchant services processing by both ACH and credit card. The integration with Sera will allow you to take credit card payments through your admin portal, your technicians through their technician app, and the customers through their customer portal for both credit card and ACH.
pulseM is the number one online review management software option for the home services industry. Their program allows the user to manage customer service interactions including review from their software platform. The integration with Sera will allow your customers to receive valuable technician related information (picture and/or short bio if you decide) prior to the appointment and a review option post-appointment.
CallRail is a phone service that provides call tracking, reporting and Lead Center functionality to over 200,000 businesses. Their service provides for the management of all facets of phone communication for your business. The integration with Sera will allow for the tracking and reporting of inbound calls within your Sera account. It will also allow for a smart search of the inbound phone number automatically against your customer list to save the dispatcher that time having to search for a known customer.
JBWarranties is the number one extended warranty provider in North America for both HVAC and Plumbing. They offer the purchase of extended warranties to help keep your customer protected against unforeseen and unexpected repair costs. The integration with Sera will allow for you to sell and register your extended warranties from your Sera account.
Zapier is an open API platform used to connect applications to allow you to create automations in your processes. The integration with Sera will allow you to extract information from your Sera account to be used in integrations with thousands of other programs in their software.
Staxpay is a solution that offers approved companies merchant services processing by both ACH and credit card. The integration with Sera will allow you to take credit card payments through your admin portal, your technicians through their technician app, and the customers through their customer portal for both credit card and ACH.
Bluon is a mobile platform that allows your technicians to identify and order parts directly from local suppliers, review manuals and even get support for those parts. The integration with Sera will allow your technicians and office staff to use their extensive parts list to look up pieces of equipment and link that to customer's accounts in Sera.
Service Finance is a company that provides financing solutions to home service contractors. Their programs provide their customers the ability to offer financing to customers for the purchase of products such as HVAC, Windows, Water Treatment, Plumbing, Roofing, Insulation and much more. The integration with Sera will allow for configuration of loan programs to be used by your admin staff and technicians on quotes.
Enabling the Integrations
To enable any integration within your Marketplace, click the hyperlink at the bottom of the card. The required information will differ based on the integration and that information will be found inside of your account with that company. Once that information is saved, ensure that the toggle is switched to On and the integration is now live!
There is a Learn More button on each card that will take you to that company's website should you need further information or access to the account with their software.