Serfy
by Serfy
Simplify service team management. Track work. Engage with clients. One app does it all.
Highlights
About This Product
Field service management software for engineering, utility, construction, and property management teams that simplifies service team management, tracks work, and engages with clients via a single app.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Not available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.5
Features 6.1
Support 5.0
Value 6.5
Integrations 7.0
AI Capabilities 1.5
Customer Reviews
Features
51 features confirmed across
15categories· Showing confirmed capabilities only
Scheduling & Dispatch11features
DispatchingDispatch ManagementSchedulingSchedulingWork OrdersEscalation ManagementAssignment ManagementAssignment ManagementProject ManagementTask managementReal-Time Task Status TrackingReal-time task status trackingJob Task Creation During SchedulingMultiple Scheduling Views
Show 3 more
Real Time Notifications for Schedule ChangesReal-Time Task ViewsRecurring Job Scheduling
Platform & Customization9features
Task OutsourcingAudit TrailIssue AuditingCustom TemplatesData Entry TemplatesRole-Based Access ControlRole-based access controlAI Record LinkingBack Office Data SyncReal-Time System SynchronizationTask Assignment with Priority and Deadline
Show 1 more
Document ManagementPDF work order attachment to invoices
Mobile & Field Tools7features
Offline ModeOffline Mobile AppDigital FormsDigital FormsDigital SignaturesElectronic SignatureImage Capture And TaggingPhoto CaptureTechnician Mobile AppMobile AccessOffline Mobile Data CollectionLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Technician Management5features
Checklists, Photos, and Forms for Job CompletionDigital forms with photos, signatures, and notesTime TrackingOnline Time ClockKiosk Time ClockOnline Time ClockChecklistsDigital compliance checklistsSubcontractor ManagementTask Outsourcing
Customer Communication3features
Client PortalClient portalNotificationsPush notifications for task changes and assignmentsCall RoutingClient Management
Equipment & Asset Management3features
AlertsAlerts/EscalationRefrigerant Charge And Service History TrackingService History TrackingAsset ManagementAssignment Management
CRM & Sales3features
CRMClient ManagementPartner ManagementPartner managementPartner PortalPartner Outsourcing Portal
Invoicing & Payments2features
InvoicingAutomatic invoice generation from work ordersAuto Calculate Taxes And Fees
Reporting & Analytics2features
ReportingReportsPdf And Excel Report GenerationProfessional report export in PDF and Excel
Estimating & Quoting1feature
Quoting & EstimatesQuotes / Estimates
Fleet & GPS Management1feature
GPS TrackingReal-Time Tracking
Inventory Management1feature
Inventory ManagementPartner management
Accounting Integration1feature
Tax FilingVAT/Tax calculation automation
Compliance & Safety1feature
Automated Permit Status TrackingReal-time task status tracking
AI & Automation1feature
Automation RulesTask creation
Integrations 2 across 1 category
Accounting 2
QuickBooks Online
QuickBooks
Xero
Xero
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing