Pricing
Log inTRY SERFY
Language / Kalba / Język

Field service management software built for commercial service teams

14-day free trial No credit card Enterprise Security & ISO 27001
Capterra
5.0★★★★★
Commercial HVAC rooftop technicians
Trusted by 450+ commercial technical service enterprises across North America
CaverionISS WorldNEWSECThermo Fisher ScientificQuant LatviaFlamingo EliteSOL Baltics
HOW IT WORKS

How It Works

From quote approval to automated dispatch and instant invoice sync — see how Serfy coordinates every phase of field service delivery.

Workflow visual
DIGITAL QUOTE #Q-24089Client Approved
Chiller Quarterly PM & Filter Pack
$480.00 · Price Book Applied
1-CLICK AUTO-CONVERTReady for Dispatch
Work Order WO-2310041070
Auto-generated from Approved Estimate
PRICE BOOK SYNCZero Margin Leakage
Commercial Contract Rates
Standard labor & parts margins locked
01 · ESTIMATION & CONTRACTS

Quote & Schedule

Price book, digital quotes, one-click conversion to a work order

Eliminate bid delays and pricing guesswork. Build standardized price books, send interactive branded quotes, and convert customer sign-offs directly into dispatchable work orders in seconds.

Standardized price books with locked labor rates, parts margins, and SLA terms
Digital quotes with online customer approval portal and timestamped e-signatures
One-click conversion of signed estimates into scheduled work orders with zero double-entry
Automated preventive maintenance schedules linked directly to asset logbooks
Explore Quotes & Estimates
CORE CAPABILITIES

Everything Your Field Team Needs

Manage facility maintenance, subcontractor dispatch, and field operations in one easy-to-use software.

KEY DIFFERENTIATOR

Subcontractor Management

Delegate tasks to external contractors with field-level data privacy. Subcontractors log labor hours and parts without ever seeing your client billing rates.

AP
AirPro Tech
External Contractor
In Progress
WO-24089 · Rooftop Chiller Repair
Client Rates Masked$0 Hidden
Mark R. (Tech) SLA: 4h response
Photo proof required for payoutMandatory
KEY DIFFERENTIATOR

Offline-First Mobile App

Native iOS & Android apps that work in remote basements and plant rooms without connectivity. Everything syncs instantly when back online.

Offline Mode Active0 Pending
Work Orders (3)Open
Broken Oven Thermostat
HIGH PRIORITYOPEN
Ice Machine PM Check
MEDIUMSIGNATURE READY

Smart Scheduling & Dispatch

Algorithmically rank technicians by skill certifications, GPS proximity, travel time, and van inventory to eliminate scheduling bottlenecks.

09:00
10:30
12:00
14:00
AI Optimal Match · 98% Auto-Assigned
MD
Mike Davis
Senior HVAC & Chiller Lead
1.2 miles away · 8 min travel buffer
10:30 - 12:00 · Chiller Compressor Overhaul

Quotes & 1-Click Work Orders

Standardize labor rates and parts margins. Send interactive branded estimates with timestamped e-signatures that convert to work orders in 1 click.

Quote #Q-24089Client Approved
Chiller PM Filter Pack$240.00
Senior Tech Labor (2.5h)$187.50
Total Amount:$427.50 + Tax
1-Click Convert to Work OrderSigned on-glass

Asset Management & PM

Access your facility's maintenance history for real-time metrics on what's working and what's not with hierarchical asset tracking.

Facility Object Tree
Building A > Fl 2
Carrier Chiller #30XA
Room 102 · Mech Plant
99.4% Uptime
Air Compressor Unit B
Floor 1 · Boiler Station
PM Due in 3d
Emergency Fire Damper #4
Inspected

Maintenance Reports & Dashboards

Get real-time insights and identify operational trends to make informed decisions about technician utilization, SLA compliance, and costs.

SLA Telemetry
96.8%
First-Time Fix
+4.2% MoM

Truck Stock & Van Inventory

Track spare parts across service vehicles with automatic deduction on work orders.

Self-Service Client Portal

Give property managers 24/7 access to log tickets and track technician ETA in real time.

Automated Invoicing & ERP

Turn signed work orders into itemized invoices with Stripe, Xero, NetSuite, and QuickBooks sync.

Custom Inspection Forms

Build mandatory inspection workflows with conditional logic, photo audits, and signatures.

SPECIALIZED WORKFLOWS

Built for
Your Industry

Pre-configured trade workflows, US compliance checklists (EPA, NFPA, OSHA, ASME), and equipment registries tailored to commercial technical service contractors.

Commercial HVAC

EPA Section 608 & AIM Act

Specialized workflows for commercial HVAC, seasonal chiller startups, and boiler maintenance. Track certified technicians by EPA certification levels and ensure zero regulatory leak log gaps.

Serfy automates Section 608 compliance logging, refrigerant cylinder tare tracking, and van stock deduction on site. Work orders convert to approved client invoices the instant rooftop servicing is complete.

ARCHITECTURAL ADVANTAGE

The Serfy Difference

Built from the ground up for complex commercial technical service ecosystems — where spreadsheets, generic CRMs, and read-only apps fail.

Granular Data Isolation
Caverion Operations Hub
PRIMARY CONTRACTOR
45 Active Technicians•120 Live Work Orders•Automated Peppol Billing
CLIENT VIEWSLA: 3h 18m

Newsec Properties

Submits 24/7 requests via branded portal with real-time technician GPS arrival tracking.

Verified Completion Act
SUBCONTRACTOR VIEW RATES MASKED

AirPro HVAC Specialists

Executes delegated task. Client billing rate is masked ($0 visible) to safeguard profit margins.

Mandatory Photo Audit
All 3 parties work in one unified work order with row-level database isolation.

Trusted by Facility and Maintenance Teams

Named case studies: Caverion, NEWSEC, SOL Baltics, and more

“
“Serfy cut our invoice compilation lag from days to seconds. Completed work orders become approved client bills before the technician even leaves the site. The system works smoothly and provides all the necessary enterprise oversight.”
Technical Operations Director
Commercial Operations • Caverion Baltics
Read Caverion Story
+36%Dispatch Efficiency
2 Days → Real-TimeInvoice Turnaround
100%Photo Proof of Work
SEAMLESS TWO-WAY ACCOUNTING & ERP INTEGRATION
QuickBooks OnlineNetSuiteSage IntacctXeroStripeSAP ERP
COMPETITIVE EVALUATION

Compare Serfy

See how Serfy's multi-company contractor ecosystem, offline-first mobile app, and granular data isolation compare to alternative platforms.

GLOBAL BENCHMARK

Serfy vs Frontu: How Commercial Teams Choose Between Modern FSM Platforms

Why facility and maintenance contractors transition to Serfy for true multi-tier subcontractor delegation, offline SQLite sync, and client portals.

Find out more
ENTERPRISE DISPATCH

Serfy vs Synchroteam: Modern Multi-Company Ecosystem vs Legacy Scheduling

Compare multi-company job sharing with granular rate masking against traditional seat-locked single-company dispatch boards.

Find out more
INDUSTRIAL MAINTENANCE

Serfy vs Praxedo: Enterprise Power Without Heavy Implementation Overhead

Evaluate deployment speed, modern mobile usability, and total cost of ownership without rigid multi-month enterprise consulting fees.

Find out more
COMMERCIAL VS TRADES

Serfy vs Jobber: Commercial B2B Facility Operations vs Residential Trades

Why commercial facility management and MEP contractors outgrow residential homeowner tools for multi-building PM schedules and SLAs.

Find out more
FIELD OPERATIONS & ARCHITECTURE

FAQs

Pragmatic, engineering-first answers on field service mechanics, distributed offline synchronization, multi-company data isolation, and Quote-to-Cash automation.

Field Service Management (FSM) is the operational software architecture used to coordinate work executed in the physical world rather than behind office desks. That encompasses dispatch scheduling, work order lifecycles, technician mobile execution, van inventory (truck stock), digital client sign-offs, and automated Quote-to-Cash billing. In practice, legacy contractors attempt to orchestrate multi-million-dollar operations over WhatsApp chats, paper work orders, and spreadsheets. An FSM platform unifies this into a single deterministic state machine: when an incident or scheduled maintenance triggers, algorithms assign the closest qualified specialist, work is validated on a mobile app with zero signal, and line items compile directly into accounting without human re-entry.

Have a systems architecture or custom ERP integration question?
Talk directly with our core engineering and solutions team — no sales scripts.