Workflow Automation Engine & AI Operations Built for Modern Field Service

Eliminate 15+ hours of weekly dispatch friction. Automate work orders with event-driven IF→THEN rules, smart email-to-task OCR, and a conversational AI dispatcher copilot.

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Capterra

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ISO 27001 Certified

Enterprise Security · 99.9% SLA

Serfy Workflow Automation Engine & AI Operations Software

Trusted by 450+ commercial technical service enterprises across North America

HOW IT WORKS

How It Works

Event trigger fired → AI Copilot optimizes route & resources → Task auto-assigned with instant client notification

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

Configure event-driven triggers

Set no-code IF→THEN rules for instant response

Define automated operational rules triggered by new work orders, SLA countdowns, status transitions, or quote approvals.

Event triggers on task.created, task.sla_breach, quote.approved, and invoice.overdue

Automated multi-step actions: auto-assign technicians, escalate priorities, and notify clients

Turnkey industry presets for immediate deployment without writing code

Real-time webhook dispatching to third-party ERPs and customer databases

Explore Quotes & Estimates

OPERATIONAL FRICTION

The Cost of Manual Dispatch Coordination

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

Operational Pain

Manual email re-typing & missing job info

Dispatchers spend hours copy-pasting customer emails into work orders, losing critical attachments and equipment numbers.

How Serfy Solves It

Automatic email-to-task OCR parser populates work orders in under 3 seconds.

Operational Pain

Reactive SLA firefighting & contract breach penalties

Urgent customer requests get buried under high volume, causing missed response deadlines and contract SLA fines.

How Serfy Solves It

Automated IF→THEN escalations and proactive AI warnings before deadlines expire.

Operational Pain

Dispatcher cognitive overload & delayed routing

Juggling hundreds of unassigned jobs across dozens of technicians leads to inefficient routes and burnout.

How Serfy Solves It

Conversational AI Copilot answers complex scheduling queries and suggests optimal crew matches.

THE PLATFORM

See It in Action

Next-generation automation engineered specifically for commercial service teams.

See the full platform →

EVENT-DRIVEN ENGINE

Automate multi-step dispatch workflows without code

Build custom recipes with trigger conditions, branching logic, and automated escalations across your fleet.

Visual rule builder supporting task, SLA, client, and invoice event triggers

Multi-action execution: auto-assign, change status, send SMS alerts, and fire webhooks

Audit log of every automated execution with millisecond precision

Automate multi-step dispatch workflows without code

VERIFIED FIELD OUTCOMES

Trusted by Commercial Service Leaders

How leading commercial contractors and facility maintenance providers rely on Serfy Workflow Automation & AI Operations 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 Workflow Automation & AI Operations to standardize workflows and maximize billable output.