FAQ
Quick answers to commonly asked questions about the platform, features, best practices, and troubleshooting tips to help you find solutions fast!
- Help! I need to undo a batch!
- How do I add a clickable link to the bottom of my emails?
- I changed something, and all my prices are $0.00...... HELP!
- How can I accept non-integrated payments?
- Why can't I add photos to my job?
- Why do I get an error message attempting to take photos in the Tech App?
- Where can I find my company ID?
- How do I add a PO box in Sera?
- How do I send a reset password link to a customer for the Customer Portal?
- My invoice is not showing on the Revenue Report
- Why isn't my location updating?
- Why can't I email quotes and/or invoices?
- What notifications are sent from Sera?
- Why is my technician's location not showing on my Map?
- Why does my equipment have no service history?
- Where can I see/download all of my customers?
- What's the difference between archiving and declining a quote?
- What do I do if my Tech App is running slow?
- What are HOLD appointments?
- Can I set up an automatically renewing membership program in my Sera account?
- How do I set up my tax rate in Sera?
- How do I add the Widget Script to my website?
- How can I get Factory Fresh pricing in my Sera account?
- How can I get rid of one of my departments?
- How do I add additional email recipients in Sera?
- How do I upload my company's logo?
- How do I edit the total on an invoice?
- How do I reset my password?
- How do I process a refund?
- Why am I getting Unexpected errors loading my Task Picker?
- How do I add a service category?
- How can I change/update products used on Invoices?
- How do I add a membership to my customer's account?
- Unexpected Error in Sera
- Should I edit or void an invoice?
- How do I cancel an appointment that is already being worked?
- How do I give my techs the ability to change the price in the field?
- How do I research customer history?
- My customer's address gives an error in Sera
- I sold a membership but it's not showing on my customer's account - help!
- How should I handle Do Not Service customers?
- How does my customer make a payment online?
- How do I update pricing in my pricebook?
- How do I update my parts list?
- How do I add a Warranty Program directly into my customer's account?
- Why can't I void an invoice?
- Why are my nonmembers being charged member pricing?
- Why are my invoices showing in the wrong Income Account in Quickbooks Online?
- Why are my discounts not batching over to QuickBooks?
- How do I save a payment method on file for a customer?
- What happens to my Credit Memos that are already in QB?
- My quote is not showing financing options - help!
- Where can I find training and support?
- How do I refresh my Tech App?
- Where do I find my previously batched information?
- Sera is not reflecting Membership Pricing - What's going on?
- How to Remove Items from the Lead Type Category on the Opportunity Report
- I am not seeing the most current financing offers from Service Finance - what do I do?
- How do I schedule two technicians for the same job?
- How do I fix jobless invoices?
- How do I adjust the margin on certain tasks in bulk?
- My technicians can't launch their Tech App - HELP!
- How do I update my Tech App?
- What are the QuickBooks icons next to some Customers, Invoices and Tasks?