Everything Built for Field Service. Engineered for Simplicity.

Work Order & Task Lifecycle

Complete control from initial request to client sign-off with zero paperwork confusion.

End-to-End Task Lifecycle

Create, dispatch, schedule, pause, inspect, approve, and close work orders with real-time status pipelines.

Custom Status Workflows

Configurable status pipelines per company: Simple, Standard, Internal Approvals, Client Sign-Off, or GPS In-Transit.

Multi-Stage Approval Gates

Require manager approvals before dispatch and designated client sign-offs after task completion.

Live Job Costing & Profitability

Real-time calculation of labor hours, parts used, contractor fees, revenue, and gross profit per job.

Subtasks & Multi-Site Batching

Break complex jobs into hierarchical child subtasks or create batch task groups for multi-site rollouts.

Time, Driving & Mileage Timers

One-tap technician timers for active work, driving time, on-site arrival, and tracked pauses with reason codes.

Public Work Order Tracking Links

Secure, tokenized links for clients to track job progress or approve completed work without creating an account.

Quotes, Estimates & Quote-to-Cash

Turn customer inquiries into profitable, approved jobs in minutes.

Centralized Master Price Book

Manage standard labor rates, materials, unit types, cost prices, selling prices, and VAT across all service lines.

Fast Digital Quotes & Margins

Generate professional estimates from templates with automatic calculation of margins, discounts, and taxes.

On-Site Mobile Change Orders

Technicians draft on-site scope adjustments and capture instant customer sign-off on glass before doing extra work.

1-Click Quote to Work Order

Convert approved estimates directly into scheduled tasks with pre-filled line items, materials, and site details.

Interactive Public Quote Approvals

Send interactive quote links via SMS or email for one-click digital approvals and signatures.

30 / 60 / 90-Day Revenue Forecasting

Predictive dashboard forecasting incoming cash flow from approved quotes, maintenance contracts, and active tasks.

Intelligent Scheduling & Smart Dispatch

Match the right technician, with the right skills and truck inventory, to the right site.

Multi-Factor Smart Assignment Engine

Algorithmically ranks technicians using skill match, certifications, live GPS proximity, workload, and van parts inventory.

Visual Drag-and-Drop Calendar

Daily, weekly, and monthly calendar views for visual schedule planning and resource capacity management.

Multi-Stop Route Optimization

Automated route sequencing to minimize driving distance, reduce fuel expenses, and maximize billable wrench time.

Automated Batch Task Distribution

Distribute hundreds of unassigned routine tasks across available field technicians with balanced workloads.

Specialized Equipment & Fleet Booking

Dedicated reservation system for shared diagnostic tools, lifts, generators, and fleet vehicles to prevent double-booking.

Built for the Field: Offline Mobility

Native iOS & Android apps that work seamlessly in basements and remote plants.

Native iOS & Android Apps

Built with native SwiftUI and Jetpack Compose for blazing-fast performance and low battery consumption.

True Offline Mode & Auto-Sync

Full offline functionality in subterranean basements or remote facilities. Automatically synchronizes when back online.

Dynamic Conditional Checklists

Smart digital templates with conditional logic (show/hide/require fields based on previous answers, e.g., low pressure alerts).

QR & NFC Site Presence Verification

Technicians scan on-site QR codes or NFC tags to verify physical presence before unlocking tasks.

Photo Annotations & Signatures on Glass

Capture before/after photos with draw annotations, defect notes, and client signatures directly on mobile glass.

Asset Lifecycle & Preventive Maintenance

Transform emergency firefighting into high-margin recurring service contracts.

Full Site & Asset Hierarchy

Organize physical facilities down to Building ➔ Floor ➔ Room ➔ Equipment Model & Serial Number.

Automated Preventive Maintenance Engine

Recurring scheduled tasks (daily, weekly, monthly, quarterly, annual, or custom cron) to prevent costly downtime.

Reliability Analytics (MTBF & MTTR)

Measure Mean Time Between Failures, Mean Time To Repair, uptime percentages, and track root downtime causes.

Asset Total Cost of Ownership (TCO)

Track initial purchase cost, accumulated maintenance spend, repair vs. replace thresholds, and depreciation trends.

Warranty Tracking & Certificate Generator

Automatic monitoring of warranty periods, sale dates, and 1-click automated warranty certificate PDF generation.

Truck Stock & Mobile Inventory

Track spare parts across central warehouses and technician service vans in real time.

Multi-Location Warehouse & Van Stock

Track inventory levels, bin locations, and minimum thresholds across central depots and individual service vehicles.

On-the-Go Mobile Consumption

Field workers scan or select parts used during execution, automatically deducting stock and adding costs to the work order.

Van Replenishment & Stock Transfers

Seamlessly transfer parts between warehouses and technician trucks with digital transfer logs and confirmation.

Automated Low Stock Triggers

Instant notifications and purchase request triggers when van or depot stock dips below safety thresholds.

Client Portal & Multi-Company Ecosystem

Unite service providers, clients, and subcontractors with granular data isolation.

24/7 Self-Service Client & Resident Portal

Clients log requests, track technician arrival in real-time, view service histories, and approve quotes online.

Subcontractor & Vendor Collaboration

Outsource tasks to third-party contractor companies with controlled permissions and selective task visibility.

Multi-Tier Guaranteed SLA Management

Set contract reaction and resolution time windows with automated real-time SLA compliance tracking and alerts.

Customer Satisfaction & NPS (0-10)

Automated post-service feedback collection with 0–10 Net Promoter Score ratings and instant customer reviews.

Dual-Channel Real-Time Task Chat

Public messaging with the client alongside private internal notes between dispatchers and technicians.

Contracts, Billing & ERP Synchronization

Automated invoicing, on-site payments, and direct synchronization with QuickBooks, Rivile, and SAP.

Recurring Service Contracts & Subscriptions

Manage provider-client maintenance agreements with automated recurring subscription billing and covered services.

Automated Work-to-Invoice Generation

One-click conversion of completed work orders, parts consumed, and labor hours into compliant PDF invoices.

Integrated On-Site Digital Payments

Collect credit card or instant bank transfer payments on-site or via invoice links powered by Stripe and EveryPay.

Direct Accounting & ERP Sync

Bi-directional synchronization with QuickBooks Online, Rivile, and SAP for customers, line items, and finalized invoices.

Workflow Automation Engine & AI Operations

Event-driven IF→THEN rules, email-to-task OCR, and a conversational AI dispatcher assistant.

No-Code IF→THEN Workflow Engine

Event-driven triggers (task.created, sla.at_risk, quote.approved) executing automated multi-step actions.

AI Operations Copilot

Natural language assistant for dispatchers: 'Show Jonas' workload' or 'Which SLAs are at risk today?' with confirmed execution.

Email-to-Task with Smart OCR

Converts incoming client emails and attached PDF request forms into structured work orders automatically.

Turnkey Pre-Built Automation Presets

Ready-to-use workflows for SLA escalations, customer feedback sequences, and automated technician reminders.

Enterprise Security, API & Extensibility

SAML 2.0 SSO, granular RBAC, OpenAPI REST endpoints, webhooks, and 6 native language locales.

Enterprise SAML 2.0 SSO & 2FA

Secure single sign-on with Okta, Microsoft Entra ID, Google Workspace, plus Time-Based One-Time Password (TOTP) 2FA.

Granular Role-Based Access Control (RBAC)

Fine-grained permissions for Admins, Dispatchers, Field Technicians, Regional Managers, Subcontractors, and Clients.

Open REST API & Outgoing Webhooks

Comprehensive OpenAPI documentation and developer webhooks to integrate Serfy into your existing internal systems.

Multi-Language Localization (6 Locales)

Native support for English, Lithuanian, Latvian, Estonian, German, and Polish across both web and mobile apps.

Immutable Compliance Audit Trail

Detailed historical logs tracking every status change, timestamp, geolocation ping, user edit, and approval act.