How It Works
From setup to daily operations — here's how Serfy transforms your field service workflow.
01
Set Up Your Workspace
Add your team, properties, and clients. Configure data entry templates to match your workflow.
02
Create & Assign Tasks
Turn client requests into tasks with one click. Assign to field agents instantly with all the details they need.
03
Track in Real Time
Monitor task progress, receive updates, and see workload distribution across your team.
04
Collect Data & Report
Field agents complete digital forms on-site. Data syncs immediately for reporting and billing.
Built On Three Pillars
Efficiency
Automate repetitive tasks and reduce manual work
Visibility
Real-time tracking across all operations
Communication
Keep everyone connected — office, field, and clients
Ready to Get Started?
Request a free consultation and see how Serfy can streamline your field operations.