Manual paperwork, double-entry bookkeeping, and fragmented phone calls waste thousands in unbilled technician hours and delayed client cash flow.
Taking 3–5 days to build estimates in spreadsheets allows faster contractors to win the contract.
Field technicians and project estimators build professional proposals on site in 4 minutes.
Estimators using outdated price sheets underquote complex jobs, destroying profit margins.
Centralized digital price book with real-time supplier costs and contract margin locks.
Re-typing quote line items into dispatch schedules wastes office time and introduces scope errors.
1-click client digital acceptance converts bids into active scheduled work orders instantly.
Professional proposals built in minutes and converted to active work orders with 1-click.
Combine standard labor rates, catalog parts, and photo attachments into clean branded proposals.
When a customer signs off on an estimate, Serfy instantly converts the quote into a scheduled work order with pre-allocated materials and labor hours.
Clients review itemized scopes, equipment specs, and pricing via a responsive web portal, signing estimates on glass from phone or desktop.
Configure minimum acceptable gross profit thresholds. Estimates falling below target margins require senior management approval before delivery.
Supports contract-specific labor rates, overtime multipliers, and negotiated parts discount tiers automatically applied based on client account.
Compiles equipment photos, technical scope descriptions, and warranty disclosures into client-ready branded PDF proposals in seconds.
Tracks client change requests and price revisions across versions with a full audit log of who changed what, when, and customer sign-off timestamps.
Common questions on mobile field estimation, gross margin guardrails, 1-click work order conversion, and branded PDF proposals.
See how Serfy accelerates the bidding and approval process.
