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Field Service Software Built for Commercial Cleaning

Trusted by facility and janitorial teams across commercial properties nationwide. Schedule recurring shifts, execute mobile quality checklists, capture proof-of-clean photos, and eliminate billing disputes with instant digital sign-offs.

14-day free trial No credit card Enterprise Security & ISO 27001
Capterra
5.0★★★★★
Trusted by 450+ commercial technical service enterprises across North America
CaverionISS WorldNEWSECThermo Fisher ScientificQuant LatviaFlamingo EliteSOL Baltics
HOW IT WORKS

How It Works

From quote approval to automated dispatch and instant invoice sync — see how Serfy coordinates every phase of field service delivery.

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

Get a job in – quote or request comes in, converts to a work order in one click

Eliminate bid delays and pricing guesswork. Build standardized price books, send interactive branded quotes, and convert customer sign-offs directly into dispatchable work orders in seconds.

Standardized price books with locked labor rates, parts margins, and SLA terms
Digital quotes with online customer approval portal and timestamped e-signatures
One-click conversion of signed estimates into scheduled work orders with zero double-entry
Automated preventive maintenance schedules linked directly to asset logbooks
Explore Quotes & Estimates
OPERATIONAL EXCELLENCE

Why Cleaning Teams Need the Right Software

Purpose-built field service tools designed to eliminate margin leak, dispatch delays, and compliance liabilities for commercial contractors.

Operational Pain

Proving job quality across sites you never see in person

How Serfy Solves It

Mobile Photo Audit Checklists & Instant Client Portal

Cleaners capture timestamped before-and-after photos of restrooms, floor areas, and high-touch points. Facility directors inspect scores and photos in their real-time client portal.

Explore Quality Audits
Operational Pain

Attendance disputes and unverified ghost shifts across client buildings

How Serfy Solves It

Geofenced Mobile Clock-In & Shift Verification

Cleaners check in only within the approved building GPS perimeter. Supervisors track active facility coverage live and receive instant alerts for unstaffed buildings.

Explore Shift Tracking
Operational Pain

Managing complex recurring shift rotations and sudden staff absences

How Serfy Solves It

Automated Recurring Schedule Engine & Fast Reassignment

Generate daily, weekly, and monthly contract shifts automatically. Fill unexpected callouts in seconds by reallocating nearby available staff with zero manual spreadsheets.

Explore Recurring Schedules
Operational Pain

Delayed monthly invoice sign-offs caused by client billing disputes

How Serfy Solves It

Instant Digital Sign-Off & Automated Invoicing

Digital work orders with embedded photo proof are signed on-site or auto-approved in the portal, flowing directly into accounting without manual paper collation.

Explore Automated Billing
THE PLATFORM

Four modules that carry a commercial cleaning operation

See the full platform →
SHIFT DISPATCH

One schedule for recurring shifts and urgent deep cleans

Manage multi-site cleaning crews across commercial properties on a single visual timeline with geofenced arrival tracking.

Crews matched to facilities by security clearance, shift hours, and location
Instant mobile shift alerts eliminate missed cleans and schedule confusion
Live supervisor dashboard flags unstarted shifts before client SLA breaches
Explore shift dispatch →
Dispatch boardTue 18 Aug
LIVE
08:00
10:00
12:00
14:00
16:00
MD
Mike
Office deep clean
Window wash
SJ
Sarah
Spill emergency · Austin Metro
Lobby sanitization
TM
Tom
Evening shift route
Restroom audit
UNASSIGNED · 1
Disinfection sweep
Clearance required

Trusted by Commercial Cleaning Teams

Named case study: How SOL Baltics eliminated cleaning invoice disputes with digital photo proof

“
“Serfy enables effective communication and is a good tool for client relationship management. Clients love receiving instant digital service reports with photo attachments. Disputes vanished because proof of work is attached to every single invoice.”
Regional Operations Leader
Facility Services Division • SOL Baltics
Read SOL Baltics Story
100%Digital Quality Audits
ZeroInvoice Disputes with Proof
4.8 / 5Client Satisfaction
Savings Calculator

Work out what the paperwork is costing you

Move the sliders to match your operation. The figures use the average admin load Serfy measures across its Commercial Cleaning & Facility Services accounts.

12
2
$45
Estimated Annual Recovery
$28,080
12 hours a week back across the team
Phone dispatch & reassignment3.8 h/wk
Re-keying jobs into billing4.1 h/wk
Chasing paper sign-offs & logs2.5 h/wk
Missed & rescheduled PM visits1.6 h/wk
Serfy platform (14 seats × $25/mo)
$4,200 / year
Net first-year gain
+$23,880

Illustrative estimate based on Serfy account averages. Your figures will differ.

CORE CAPABILITIES

Everything Your Field Team Needs

Manage commercial cleaning & facility services operations, subcontractor dispatch, and field operations in one easy-to-use software.

AUTOMATION

Planned Preventive Maintenance

Auto-schedule recurring statutory compliance inspections, seasonal asset service runs, and preventive contract maintenance.

Rule #PM-2026-Q3
Quarterly Auto-Run
Commercial Facility Seasonal PM
18 Assets across 3 Client Locations
Next: Oct 1, 2026Dispatches 14d before
Zero Missed Statutory Visits100% SLA
COMPLIANCE

Digital Checklists & Custom Forms

Enforce standardized service protocols, safety compliance tests, and photo proof requirements with mandatory sign-off fields.

Mobile Service Protocol
Step 3 of 3
1. Safety & Pressure Test Passed
2. Before & After Photos 2 Attached
3. Customer Signature Signed
100% Audit-Ready Compliance Act

Client & Tenant Self-Service Portal

Give property managers and clients a dedicated portal to log tickets, track live technician dispatch, and review signed work orders.

Customer Portal· Commercial Site
Live
Ticket #REQ-8891Technician On-Site
Floor 4 · Special Service & Maintenance
Tech: Arnas K. ETA: 11:30
Logged
Dispatched
In Progress
Signed Work Act & PhotosAuto-Synced

Work-to-Invoice Automation

Signed work orders, labor hours, and deducted vehicle stock convert directly into customer invoices with instant accounting sync.

Invoice #INV-2026-089Ready to Send
Signed Work Act #WA-4102$340.00
Installed Materials (Scanned)$187.50
Total to Bill:$527.50 + Tax
ERP & Accounting SyncInstant
KEY DIFFERENTIATOR

Offline-First Mobile App

Native iOS & Android apps that work in remote basements and plant rooms without connectivity. Everything syncs instantly when back online.

Offline Mode Active0 Pending
Work Orders (3)Open
Broken Oven Thermostat
HIGH PRIORITYOPEN
Ice Machine PM Check
MEDIUMSIGNATURE READY
KEY DIFFERENTIATOR

Subcontractor Management

Delegate tasks to external contractors with field-level data privacy. Subcontractors log labor hours and parts without ever seeing your client billing rates.

AP
AirPro Tech
External Contractor
In Progress
WO-24089 · Rooftop Chiller Repair
Client Rates Masked$0 Hidden
Mark R. (Tech) SLA: 4h response
Photo proof required for payoutMandatory

Smart Scheduling & Dispatch

Algorithmically rank technicians by skill certifications, GPS proximity, travel time, and van inventory to eliminate scheduling bottlenecks.

Maintenance Reports & Dashboards

Get real-time insights and identify operational trends to make informed decisions about technician utilization, SLA compliance, and costs.

Quotes & 1-Click Work Orders

Standardize labor rates and parts margins. Send interactive branded estimates with timestamped e-signatures that convert to work orders in 1 click.

Parts & Truck Stock Tracking

Track mobile vehicle stock, reserve parts for upcoming work orders, and automate reorder thresholds before stockouts delay repairs.

Asset Management & Equipment Passports

Access full maintenance histories, QR code equipment passports, and warranty documents for real-time visibility across facility assets.

COMPLIANCE & STANDARDS

Running a Commercial Cleaning Business

Digitally enforce hygiene standards, OSHA Hazard Communication safety data sheets, and verified photographic audit trails for corporate and healthcare clients.

CHEMICAL SAFETYOSHA HazCom (29 CFR 1910.1200)

OSHA Hazard Communication Standard & Mobile SDS Access

Enforce real-time field access to Safety Data Sheets (SDS), GHS secondary container labeling, chemical dilution checklists, mandatory PPE sign-offs, and emergency spill response plans under 29 CFR 1910.1200.

Enforced Audit Requirements
Direct offline mobile access to OSHA GHS Safety Data Sheets (SDS)
Chemical dilution ratio verification and secondary container GHS labeling
Mandatory PPE (eye, skin, respiratory) checklist confirmation before shifts
Spill kit readiness audits and chemical inventory tracking under OSHA HazCom
HYGIENE BENCHMARKISSA CIMS & APPA Standards

ISSA Cleaning Industry Management Standard (CIMS) & Quality Audits

Enforce standardized room-by-room quality scoring (Levels 1-5 APPA), ATP bioluminescence surface swab documentation, corrective action punch-lists, and facility manager sign-offs against agreed service level agreements.

Enforced Audit Requirements
ISSA CIMS-GB quality assurance inspection checklists
Randomized room audits with timestamped before-and-after photo evidence
Automated corrective work order generation for scores falling below 85%
Executive hygiene compliance reporting for property managers and building owners
ISSA CIMS Standard Serfy Workflows
BIOHAZARD SAFETYOSHA Bloodborne Pathogens & EPA RCRA

OSHA 29 CFR 1910.1030 Bloodborne Pathogens & Regulated Waste Tracking

Document exposure control plans, universal precautions compliance, licensed biohazard waste disposal manifests, and EPA RCRA hazardous waste tracking for medical and commercial facilities.

Enforced Audit Requirements
Digital exposure control plan acknowledgments and PPE checklists
Regulated medical waste manifest and licensed transporter chain-of-custody tracking
Sharps and biohazard disposal bag verification with timestamped photo records
Digital safety audit log retention compliant with federal OSHA recordkeeping rules
OSHA 29 CFR 1910.1030 Serfy Workflows
COMMERCIAL CLEANING & FACILITY SERVICES FIELD OPERATIONS & ARCHITECTURE

Frequently Asked Questions

Pragmatic answers on commercial cleaning & facility services mechanics, compliance logging, offline mobile sync, and Quote-to-Cash automation.

Serfy provides built-in visual inspection templates based on ISSA CIMS (Cleaning Industry Management Standard) and APPA custodial levels. Supervisors conduct scheduled or random quality audits by rating designated zones (restrooms, breakrooms, executive suites, lobbies) against cleanliness criteria, capturing photographic evidence of any defects.

Have a specific Commercial Cleaning & Facility Services workflow or custom ERP integration question?
Talk directly with our core solutions engineering team — no sales scripts.

Ready to Modernize Your Commercial Cleaning & Facility Services Business?

Join commercial contractors across North America using Serfy to cut paperwork and accelerate cash flow.