Admin Portal
Articles and guides for using the Sera Admin Portal, including managing jobs, dispatching technicians, handling memberships, viewing reports, etc.
Account Features
Customers
Dispatching
Financials
- Billing Tool
- Batching to Quickbooks Online via Saasant
- Revenue
- Batching to Quickbooks Desktop via Saasant
- Batching via Saasant
- Batching via QuickBooks Online integration
- Batching: Common Errors in Saasant
- Voiding an Invoice
- Reference ID
- Token Export
- Common QuickBooks Online Errors
- Do Not Batch
- Tax Tour
Integrations
- Saasant for QuickBooks Desktop
- CallRail Integration
- QBO Integration: Accounting Classes
- Zapier
- Bluon Integration
- QuickBooks Online Integration
- Warranty Programs & JB Warranties Integration
- Zapier Triggers and Associated Data
- PCI: Business Profile & Self-Assessment Questionnaire (SAQ) - Sera Payments by Stax
- PCI Compliance Overview - Sera Payments by Stax
- PCI Questionnaire & Scan Process - Sera Payments by Stax
- Getting Started with your Service Finance integration!
- PulseM
Inventory
Jobs
Reporting
- Pending Revenue Report
- Previous Batches Report
- Balance Due Customers Report
- Job Time Efficiency
- Job Times Report
- Opportunities Report
- Appointment List Report
- Customer Contact Report
- Commissions List Report
- Membership To-Do
- Equipment Capture Report
- Equipment Report
- Managing Payments
- Promo Codes Report
- Purchase Orders Report
- Out of Coverage Area Report
- Sales Tax Report
- Members Report
- Sold Line Items Report
- Incoming Calls Report
- Report Center
- Warranties To-Do