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Mobile App: JB Warranties

The JB Warranties integration allows technicians to sell extended warranties and link equipment directly from the technician app streamlining both the quoting process and post-installation warranty registration.

How It Works

With the Sera - JB Warranties integration enabled:

  • Technicians can add warranties to quotes directly from the mobile app
  • When equipment is entered and linked to the invoice, it can also be connected to a warranty during the invoice finalization process.  
  • This creates a seamless experience for both technicians and customers by ensuring warranty options are clearly presented and easy to purchase.

Adding a Warranty to a Quote IMG_0400



  1. From the quote builder, tap to add a warranty to the appropriate task.  
  2. If the JB Warranties integration is active in their tenant account, eligible warranty options can be added to a quote similar to memberships.
  3. Select the warranty tier the customer prefers (e.g. 6 year, 10 year, etc.)
  4. The warranty cost will be included in the quote and reflected in the total.

 

 

Linking Equipment to JB Warranties  SCR-20250622-kgux

When adding new equipment to the customer's record:

  1. Enter the model number, serial number and any other applicable equipment information within the Equipment tab.
  2. From the Invoice, you will see Equipment requests links on the line items.  Use those to link this equipment to the line items, including Warranty tasks.  
  3. This will ensure that the equipment will be registered properly, and that the warranty can be validated and serviced.  

 

 

Requirements

  • This feature must be enabled from the Sera admin portal by the office.
  • Only companies who are clients of JB Warranties will be able to enable the integration. 
  • Clients must load JB Warranties programs into their Sera account for sale on the quotes. 

Benefits

  • Adds customer value by offering extended protection
  • Simplifies warranty sales and registration at the time of service
  • Reduces missed opportunities or paperwork backlogs in the office. 

For help enabling JB Warranties in your system or for troubleshooting, please contact your office admin or reach out to Sera Support.