Welcome to the JB Dealer Services Marketplace

Sera’s patent-pending automated intelligence smart scheduler and industry-leading technician app will focus your entire team on your business’s growth. Sera works in a changing business climate, giving you more independence and financial freedom while building a solid foundation for YOUR success. 

Get loan offers that meet your specific business needs from several funders through JB Financing for Commercial. With additional capital, you will have the opportunity to fund initiatives that will help you grow your business.

JBFin Consumer delivers dealer-side financing with no fees, no membership costs, and no waiting period — free through JB Warranties. Approvals reach credit scores as low as 550, decisions land in under 15 minutes, and loans run $1,000–$100,000 with flexible terms. Add it to your site and start today.

The home of Premium Protection Plan offers warranty programs in the HVAC/R and Plumbing Industries. For the length of the extended service contract, your customers are protected against unexpected repair costs.

HRBasic provides you with the affordable HR resources you need to address HR issues and mitigate your workforce management risk. With HRBasic, you’ll gain a foundation of protection for your small to medium sized business.

Zoom Phone is a feature-rich cloud phone system for businesses of all sizes. Cutting-edge VOIP technology at an unbelievable price of $15/month/user for US & Canada unlimited regional calling!

CI Web Group focuses on elevating home service businesses through expert digital marketing and creative web design. Our goal is to build a strong online presence, attract your ideal customers, and stimulate growth, ensuring your business stands out in the competitive digital marketplace.

ServiceTitan™ is a cloud-based software platform built to power trades businesses. The company’s end-to-end solution gives contractors the tools they need to run and grow their business, manage their back office, and provide a stellar customer experience. By bringing an integrated SaaS platform to an industry historically underserved by technology, ServiceTitan is equipping tradespeople with the technology they need to keep the world running.

KAM Technologies is a full-service consulting group specializing in ServiceTitan and other leading Field Service Management product enhancements. They offer expertise in implementing ServiceTitan, pricebook development, conducting situation assessments, and providing strategic project planning and management. In addition, KAM Technologies excels in ServiceTitan integration and automation, helping businesses seamlessly connect their ServiceTitan platform with other systems and automate key processes. This enhances operational efficiency, reduces manual work, and ensures smooth data flow across business functions. With a focus on optimizing business operations, KAM Technologies helps clients streamline their processes, improve efficiency, and maximize the benefits of ServiceTitan for their specific needs.

Siro.ai records and transcribes face-to-face conversations to unlock missing revenue. Leadership teams use Siro to coach their sales & service orgs using data from real customer interactions. Reps and technicians use Siro to build successful habits by listening to real examples from top performers on their own team.

Levitate makes it easy for home services businesses to build real connections with customers and outshine competitors online. Send personal emails at scale, share ready-made content on social media, gather & respond to reviews, send handwritten cards, and more - efficiently and effectively.

Workiz is a leading field service management platform that aims to simplify the way HVAC and plumbing businesses operate and navigate their day-to-day challenges. Armed with various business tools, from job scheduling and invoicing to AI features and payment tools, we're committed to helping service professionals manage and grow their businesses. Our focus on innovation ensures we consistently develop features that are easy to use, easy to implement, and make HVAC and plumbing businesses more efficient. Get up and running on Workiz within 2-6 weeks with our world-class onboarding and support. JB Warranties customers get 17% on annual plans

SmartAC provides the only end-to-end HVAC monitoring & customer loyalty platform that enhances the relationship between  HVAC pros and their customers

Breeze Lease Purchase has one clear goal: helping homeowners in need by providing fast, flexible lease-to-own options for repairing or replacing critical home comfort systems. Through trusted contractor partnerships, we make essential home solutions more accessible without large upfront costs.

Comfort Plan is Palmetto's $0 down lease for home heating and cooling. Instead of paying thousands upfront, homeowners get a new, professionally installed HVAC system for a predictable monthly payment. Installation, maintenance, and repairs are included, so comfort stays covered without the surprise costs that often come with owning equipment.

IOA's HVAC Risk Program helps contractors reduce injuries, lower workers’ compensation
costs, protect EMR, and improve profitability. Through safety engagement, virtual physician access, claims advocacy, fleet risk management, and legal protection, we prevent claims before they happen and aggressively manage those that do—creating measurable EBITDA impact.

Missed calls are missed jobs. Broccoli is an AI voice assistant built for the trades — it answers the phone around the clock, books appointments, and follows up on leads that would otherwise go cold. Your CSRs stop chasing voicemails, and after-hours callers get an answer instead of a recording.

Most contractor websites stop working when your office closes. Contractor Commerce turns yours into a 24/7 sales channel — AI-guided estimates, Good, Better, Best options, memberships, and real checkout. Homeowners can compare, put down a deposit, or buy outright at 10 p.m. Built for HVAC, plumbing, and electrical.

Lemon Seed Marketing helps home service contractors grow through strategic branding, marketing leadership and data-driven execution. Acting as a fractional CMO and trusted advisor, we develop memorable brands, maximize marketing ROI and ensure every marketing investment works together to drive long-term business growth.

Reins is the ownership operating system for the trades. Know your business's value, track what grows it, and retain key employees with equity incentives — no ownership transfer required.

Grow your home service business with AI-first marketing. Attract more qualified leads, respond faster, and convert more homeowners into paying customers with a strategy designed for the way homeowners search, compare, and choose today. Backed by more than 20 years of home service expertise, CI Web Group combines proven strategy, innovative technology, and deep industry knowledge to help contractors stay visible, competitive, and ready for what’s next.

Building a proposal shouldn't take 30 minutes or a call to the office for pricing. SetSale's AI builds multi-tier quotes in seconds from your equipment and costs, then presents them in a format homeowners actually understand. Syncs with ServiceTitan and Housecall Pro. Bonus: JB Warranties plans attach right in the quote.