The integration between Bluon and Sera will allow for the technician to use the Bluon database to search and link equipment into the job and the customer's record that they are currently working on. This will allow for not only the assistance that Bluon offers with their functionality, but also to ensure that your equipment information being tracked in your Sera account is accurate.
First, the Bluon Integration needs to be enabled in the Marketplace. No Bluon account is required.
After enabling the integration, click on Set Up Information to toggle Bluon capabilities for specific departments.
The final step to enable the Bluon integration is to enable it as a technician on the Sera Tech App. Click on the three-line menu on the top left in the Tech App (the hamburger menu), click on My Profile, and enable the integration at the bottom of the profile.
Note: This option will not be available if an admin has not activated the integration in the Sera Admin Portal. Activate the integration in the Sera Admin Portal and toggle Bluon capabilities for the specific department.
Once the integration is enabled, the technician will be able to look up specific pieces of equipment in Bluon's database. While running a job, click on the Job Summary. Click on Equipment Action, and + Add Equipment
Choose the Equipment Type and Name the equipment. Enter the Model Number of the component needed. Three characters are required before a search commences.
Select the correct component from the list. Continue typing the model number to further narrow your search, if necessary.
If unable to find the equipment requested, use the button at the bottom of the search to Go to the Bluon App. If the Bluon app is downloaded on the iPad, your search will continue on the Bluon app. If the Bluon app is not downloaded on the iPad, an opportunity to download the Bluon app from the App Store will appear.
After the components have been linked with Bluon's database, use the Need Help? link to open up the Bluon app and see manuals, get support, and check availability for parts.
Our Bluon integration enables technicians to link equipment data with Bluon's database. Bluon's resources will be at the tech's fingertips!