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 6.0
Features 6.4
Support 5.0
Value 4.0
Integrations 7.0
AI Capabilities 1.5
Customer Reviews
Features
58 features confirmed across
15categories· Showing confirmed capabilities only
Scheduling & Dispatch11features
DispatchingDispatch managementSchedulingSchedulingWork OrdersWork order managementProject ManagementTask managementAssignment ManagementJob Task Creation During SchedulingMultiple Scheduling ViewsReal Time Notifications for Schedule Changes
Show 3 more
Real-Time Task Status TrackingReal-Time Task ViewsRecurring Job Scheduling
Platform & Customization10features
Task OutsourcingRole-Based Access ControlRole-based access controlAI Record LinkingBack Office Data SyncReal-Time System SynchronizationTask Assignment with Priority and DeadlineAudit TrailFull audit trail for every completed taskDocument ManagementPDF work order attachment to invoices
Show 2 more
Support Ticket ManagementCustom TemplatesData Entry Templates
Mobile & Field Tools8features
Offline ModeOffline Mobile AppDigital SignaturesElectronic signatureImage Capture And TaggingPhoto CaptureOffline Mobile Data CollectionLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentField Inspections and Issue TrackingTechnician Mobile AppDigital FormsDigital forms with photos, signatures and notes
CRM & Sales5features
CRMContact databasePartner ManagementPartner managementPartner PortalLead ManagementPrioritizationMarketing ToolsRecurring issues
Technician Management4features
Kiosk Time ClockOnline Time ClockTime TrackingOnline time clockChecklists, Photos, and Forms for Job CompletionInspection ManagementIssue management
Equipment & Asset Management4features
AlertsAlerts/EscalationRemote MonitoringReal-Time monitoringRefrigerant Charge And Service History TrackingService History TrackingAsset ManagementAssignment Management
Customer Communication3features
Client PortalClient portalNotificationsReal-time task status updatesCall RoutingClient Management
Reporting & Analytics3features
ReportingReportsPdf And Excel Report GenerationGoal TrackingTask progress tracking
Invoicing & Payments2features
InvoicingAutomatic invoice generation from work ordersAuto Calculate Taxes And Fees
Fleet & GPS Management2features
GPS TrackingReal-Time TrackingGIS RoutingRoute Planning
AI & Automation2features
AI Generated Work Order Summaries and Prioritization RecommendationsAutomation RulesTask creation
Estimating & Quoting1feature
Quoting & EstimatesQuotes/Estimates
Inventory Management1feature
Inventory ManagementPartner management
Accounting Integration1feature
Tax FilingVAT/Tax calculation automation
Training & Education1feature
Mobile-Friendly LearningMobile access
Integrations 2 across 1 category
Accounting 2
QuickBooks Online
QuickBooks
Xero
Xero
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing