One platform for managing your entire field service operation. Here's everything Serfy brings to your team.
Issue and Task Management
Everything in one window
Get, create, and manage all issues and tasks from a single dashboard. Track workload and distribute tasks in seconds. No more switching between apps or losing track of assignments.
Create tasks from customer reports instantly
Assign to field agents with one click
Track status updates in real time
Filter and search through all tasks
Set priorities and deadlines
Real-Time Tracking
Always up to date
Serfy syncs in real time across all devices. Task status notifications, data entry progress, and field staff workload are always current. No manual refreshing needed.
Instant status updates
Live workload visibility
Push notifications for changes
Sync across mobile and desktop
No data loss or conflicts
Client Management
Keep clients in the loop
Invite your customers to easily report issues directly through Serfy. Get the most important information upfront. Adjust statuses and priorities to fit with your SLA.
Client portal for issue reporting
Automatic status updates to clients
Custom SLA tracking
Client communication history
Feedback collection
Objects Management
Organize your assets
Manage properties, equipment, and locations efficiently. Associate users and templates with specific objects for streamlined operations.
Property and asset registry
Associate templates per object
Object-specific user permissions
Location-based organization
Asset history tracking
Data Entry Templates
Digitize your paperwork
Create and manage custom data entry templates. Collect structured information from field staff or clients. No more paper forms or inconsistent data.
Custom form builder
Photo and signature capture
Required field validation
Template versioning
Export to PDF/Excel
Task Outsourcing
Work with partners seamlessly
Delegate tasks to outsource partners effortlessly. Track their performance and task statuses without giving full system access.
Partner portal access
Selective task sharing
Performance tracking
Separate billing support
Communication tools
Ready to Get Started?
Request a free consultation and see how Serfy can streamline your field operations.