Sera API
Sera is field service management software for home service businesses (HVAC, plumbing, electrical, and similar trades). An unofficial API lets you programmatically pull customer lists, service locations, work orders and appointments, memberships/service agreements, pricebook items, in
What is Sera?
Sera is a cloud platform for home service management that centralizes scheduling and dispatch, job lifecycle tracking, memberships/service agreements, pricebook and estimates, invoicing and payments, and technician mobility. Teams use Sera to book calls, build estimates from a pricebook, dispatch technicians, track job progress, manage recurring service plans and memberships, and capture payments.
Core product areas include:
- Scheduling & Dispatch (e.g., booking windows, technician assignment, capacity planning)
- Job Management (e.g., work orders, tasks, notes, photos, status transitions)
- Pricebook, Estimates & Invoices (e.g., line items, taxes, discounts, financing)
- Memberships/Service Agreements (e.g., plan terms, recurring billing, included visits)
- Payments & Financials (e.g., card-on-file, ACH, refunds, reconciliation)
- Technician Mobile (e.g., on-site workflows, time tracking, attachments)
Common data entities:
- Customers, Service Locations, and Contacts
- Work Orders/Jobs, Appointments, and Technician Assignments
- Pricebook Items, Estimates/Proposals, Invoices, and Payments
- Memberships/Service Agreements and Renewal Schedules
- Users/Technicians, Roles, and Permissions
The Sera Integration Challenge
Home service teams rely on Sera daily, but turning portal-based workflows into API-driven automation is non-trivial:
- Role-based access and sensitive financial data: Payment tokens, memberships, and invoice details require careful, permission-aware automation
- Scheduling complexity: Capacity planning, overlapping appointments, technician skills, and time windows must be respected programmatically
- Portal-first features: Many capabilities are optimized for the web app (pricebook editing, proposal workflows), and data is spread across multiple views and exports
- Operational rigor: Status transitions, audit trails, customer communications, and membership rules need consistent, resilient handling
How Supergood Creates Sera APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your Sera tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses so you can integrate once and rely on consistent objects across modules
- Aligns with customer entitlements and role-based permissions to ensure compliant access
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened Sera adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Sera evolves.
API Endpoints
Authentication
/sessionsEstablish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.
Authentication
/sessions/refreshRefresh an existing token to keep sessions uninterrupted.
Customers
/customersList customers with filters and summary details.
Work Orders
/work-ordersCreate a new work order with scheduling and pricebook details.
Work Order Status
/work-orders/{workOrderId}/statusUpdate a work order's lifecycle status and technician assignment timestamps.
Memberships
/customers/{customerId}/membershipsCreate or renew a customer membership with billing configuration.
Use Cases
Customer & Location Data Sync
- Mirror customers, contacts, and service locations into your internal systems - Keep addresses, phone/email, and membership status current for analytics and outreach - Normalize tags, balances, and lifecycle dates across multiple branches
Scheduling & Dispatch Automation
- Create work orders from web bookings, IVR, or CRM triggers - Assign technicians and update appointment windows based on skills and capacity - Track job status changes (scheduled, dispatched, in-progress, completed) with SLAs
Memberships & Recurring Service
- Enroll customers into memberships and set up autopay and billing cadence - Generate included visit work orders and reminders automatically - Monitor renewal dates and billing outcomes to reduce churn
Estimates, Invoices & Payments
- Convert approved estimates into invoices and push to accounting (e.g., QuickBooks, NetSuite) - Capture payments (card/ACH), issue refunds, and reconcile daily - Pull invoice and payment status for real-time revenue dashboards
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of customers, work orders, memberships, and financial objects
Security
Encrypted transport, scoped tokens, and audit logging; respects Sera role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., membership billing, job completion reviews)
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume job creation, scheduling updates, and membership billing events
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used modules such as Scheduling & Dispatch, Job Management, Pricebook/Estimates, Invoicing & Payments, and Memberships/Service Agreements, subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.
Yes. We can normalize invoices, payments, and line items to match your ERP schema (e.g., tax codes, discounts) and deliver updates via webhooks or polling while complying with rate and permission constraints.
Yes. We support downloading artifacts and uploading attachments via signed uploads, with checksum validation and time-limited URLs.