Enterprise Security, SAML 2.0 SSO & Open REST API Extensibility

Bank-grade protection for commercial service organizations. Enforce SAML 2.0 Single Sign-On, multi-tier RBAC permissions, immutable compliance audit trails, and open REST APIs.

14-day free trial No credit card Enterprise Security & ISO 27001

Capterra

5.0★★★★★(128)

ISO 27001 Certified

Enterprise Security · 99.9% SLA

Serfy Enterprise Security, SAML 2.0 SSO & REST API Software

Trusted by 450+ commercial technical service enterprises across North America

HOW IT WORKS

How It Works

SAML 2.0 SSO auth → Multi-company RBAC permission firewall → Open REST API & webhooks sync data to your ERP

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 & WORK ORDERS

Centralized identity & SSO enforcement

SAML 2.0 and mandatory two-factor authentication

Connect your corporate identity provider for single-click access with mandatory multi-factor protection across web and mobile.

Seamless integration with Okta, Microsoft Entra ID, Google Workspace, and Ping Identity

Time-Based One-Time Password (TOTP) 2FA support for field mobile and web users

Automated user deprovisioning immediately revokes field app and web dashboard access

Enterprise password policies, session timeouts, and IP whitelist restrictions

Explore Quotes & Estimates

OPERATIONAL FRICTION

The Risks of Fragmented Operational Security

Manual paperwork, double-entry bookkeeping, and fragmented phone calls waste thousands in unbilled technician hours and delayed client cash flow.

Operational Pain

Shared passwords & ex-employee security breaches

Field staff sharing login credentials or retaining account access after leaving creates massive corporate liability.

How Serfy Solves It

Centralized SAML 2.0 SSO with instant automated user deprovisioning via your IdP.

Operational Pain

Accidental data leakage to third-party subcontractors

Sharing full spreadsheets or dispatch boards with partners exposes your client database and profit margins.

How Serfy Solves It

Strict multi-company data isolation with granular RBAC permissions.

Operational Pain

Siloed data locked away from corporate ERP & BI systems

Field operational data trapped in proprietary legacy software cannot be queried by enterprise analytics tools.

How Serfy Solves It

Full OpenAPI 3.0 REST endpoints and real-time event webhooks for continuous synchronization.

THE PLATFORM

See It in Action

Security and integration architecture engineered for demanding enterprise environments.

See the full platform →

IDENTITY SECURITY

SAML 2.0 Single Sign-On with Okta, Microsoft & Google

Enforce unified enterprise login policies, session timeouts, and mandatory TOTP two-factor authentication.

SAML 2.0 / OIDC protocol support with automated JIT (Just-In-Time) user provisioning

Mandatory multi-factor authentication (TOTP 2FA) across iOS, Android, and web apps

Instant global deprovisioning locks out departed staff in a single click

SAML 2.0 Single Sign-On with Okta, Microsoft & Google

VERIFIED FIELD OUTCOMES

Trusted by Commercial Service Leaders

How leading commercial contractors and facility maintenance providers rely on Serfy Enterprise Security & API Extensibility to eliminate operational drag.

“

“Work order tracking used to require endless phone calls between dispatchers and field technicians. With Serfy's centralized task lifecycle, our team resolves issues 40% faster with live status timestamps.”

Technical Operations Director

Commercial Mechanical & Electrical Services · Caverion Technical Services

Read Caverion Case Study

+40%

Resolution Velocity

-65%

Dispatcher Phone Calls

100%

Proof of Completion

FINANCIAL ARCHITECTURE & INTEGRATION

Payment & Accounting Integrations

Two-way synchronization with Stripe, QuickBooks, NetSuite, and Sage Intacct. Completed work orders turn into reconciled payments without administrative lag.

QuickBooks Online

Accounting ERP

Certified Integration

Automatically pushes signed work orders into approved customer invoices. Matches customer GL accounts and tax rates with zero manual data entry.

Two-Way Sync

Stripe Payments

Payment Gateway

Direct Gateway

Secure payment links automatically embedded in client portal notifications. Customers pay instantly via credit card, Apple Pay, or SEPA transfer upon work sign-off.

Instant Card / Bank

SAP ERP

Enterprise ERP

Enterprise Ready

Enterprise-grade integration pushing purchase orders, material consumption, and job cost line items directly into SAP S/4HANA or Business One.

High-Volume Sync

Sage Intacct

Enterprise ERP

Certified Integration

Deep bidirectional synchronization with Sage Intacct cloud ERP. Synchronizes customer price books, inventory deductions, and approved service billing logs without re-keying.

Direct API

NetSuite ERP

Enterprise ERP

Cloud ERP

Full bi-directional sync with Oracle NetSuite including customer records, inventory adjustments, and finalized invoice postings for mid-market and enterprise field service organizations.

Enterprise Cloud ERP

Xero Cloud Accounting

Cloud Accounting

Cloud Certified

Syncs field service invoices, customer contacts, and tax rates directly with Xero. Automated reconciliation marks invoices as paid the moment client transactions clear.

Two-Way Ledger

Audit-Ready Financial Integrity

Every invoice permanently links to the original GPS timestamps, parts deducted from van stock, and customer on-glass signature.

REST API Webhooks Included|Custom ERP Connector Ready

Commercial Field Trades & Industries

Built for Your Trade & Operational Needs

See how commercial service contractors and multi-site facility managers use Serfy Enterprise Security & API Extensibility to standardize workflows and maximize billable output.