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Field Service Software Built for Electrical Contractors

Trusted by commercial electrical contractors across the United States. Dispatch licensed electricians, enforce OSHA and NFPA 70E safety protocols, track switchgear histories, and convert signed work orders into revenue in minutes.

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 Electrical 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

NFPA 70E electrical safety compliance and Lockout/Tagout (LOTO) checklists getting skipped on paper

How Serfy Solves It

Mandatory Digital Safety Protocols & Lockout/Tagout Proof (OSHA 1910)

Enforce step-by-step arc flash risk assessments and panel isolation photo proof on mobile before an electrician can begin work or complete the work order.

Explore Safety Checklists
Operational Pain

Dispatching technicians without verified voltage-tier licenses and certifications

How Serfy Solves It

Certification-Aware Smart Assignment Engine

Filter and dispatch work orders strictly to electricians possessing active journeyman, master electrician, or specialized testing certifications near the site.

Explore Smart Assignment
Operational Pain

Unbilled cables, breakers, and conduits bleeding profit margins on commercial fit-outs

How Serfy Solves It

Real-Time Mobile Van Stock Tracking & Material Billing

Installed components scanned or logged on mobile are immediately deducted from vehicle stock and added with correct markups directly to the customer work order.

Explore Inventory Tracking
Operational Pain

Industrial switchgear and distribution board history lost across rotating contractors

How Serfy Solves It

Asset QR Tagging & Digital Single-Line Schematics

Electricians scan QR codes on switchboards and sub-panels to view past insulation test records, thermal imaging photos, and single-line schematics on-site.

Explore Asset Tagging
THE PLATFORM

Four modules that carry an electrical contractor operation

See the full platform →
DISPATCH

One board for emergency outages and commercial fit-outs

Route licensed electricians by voltage certification, location, and job urgency across industrial and commercial sites.

Match high-voltage vs low-voltage certified electricians to specific panel requirements
Live dispatch board updates schedules dynamically when emergency breaker trips occur
Real-time travel time estimation optimizes daily routing and reduces windshield time
Explore dispatch →
Dispatch boardTue 18 Aug
LIVE
08:00
10:00
12:00
14:00
16:00
MD
Mike
Distribution panel
EV charger install
SJ
Sarah
Breaker trip · Austin Metro
Emergency lights
TM
Tom
Infrared thermal scan
Switchgear audit
UNASSIGNED · 1
Transformer check
Master Electrician required

Trusted by Electrical Teams

Built for the high-voltage compliance and dispatch demands of commercial electrical contractors

“
“Serfy cut our invoice compilation lag from days to seconds. Completed work orders become approved client bills before the technician even leaves the site. The system works smoothly and provides all the necessary enterprise oversight.”
Technical Operations Director
Commercial Operations • Caverion Technical Services
Read Caverion Story
+36%Dispatch Efficiency
2 Days → Real-TimeInvoice Turnaround
100%Photo Proof of Work
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 Electrical Contractors 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 electrical contractors operations, subcontractor dispatch, and field operations in one easy-to-use software.

Smart Scheduling & Dispatch

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

09:00
10:30
12:00
14:00
AI Optimal Match · 98% Auto-Assigned
MD
Mike Davis
Certified Lead Tech
1.2 miles away · 8 min travel buffer
10:30 - 12:00 · Priority Maintenance Call
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
PROFIT MARGINS

Parts & Truck Stock Tracking

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

Van #04 Mobile Stock
Live Synced
Refrigerant / Specialized Spares
SKU #RF-3209 · Bin A-2
12.4 kg left
Air Filter Pack 24x24x2
Low: 2 remaining (Reorder set)
Auto-Order
Barcode scanned on siteAdded to Work Act

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.

Quote #Q-24089Client Approved
Service & Consumables Pack$240.00
Senior Tech Labor (2.5h)$187.50
Total Amount:$427.50 + Tax
1-Click Convert to Work OrderSigned on-glass
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

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

Asset Management & Equipment Passports

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

Planned Preventive Maintenance

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

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.

Maintenance Reports & Dashboards

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

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.

COMPLIANCE & LICENSING

Running an Electrical Contracting Business

Standardize test certificates, electrician licensing, and statutory safety documentation across commercial, industrial, and high-voltage electrical installations.

STATUTORY CERTIFICATIONNFPA 70: National Electrical Code (NEC)

NEC Compliance & Digital Electrical Inspection Certificates

Digital commercial inspection and testing protocols, schedule of panelboard branch circuits, ground-fault circuit interrupter (GFCI) trip verification, and automated municipal AHJ inspection reporting.

Enforced Audit Requirements
Automated panel schedule & branch circuit test readings capture
Mandatory photographic evidence of NEC non-compliance defects
Digital Master Electrician supervisor counter-signature workflow
Instant tamper-proof PDF certificate issuance for municipal AHJ sign-off
LIVE WORK & ARC FLASHNFPA 70E & OSHA 29 CFR 1910 Subpart S

NFPA 70E Electrical Safety in the Workplace & Energized Work Permits

OSHA-mandated electrical safety standards, Lockout/Tagout (LOTO) verification procedures, arc flash boundary determinations, and Energized Electrical Work Permits (EEWP).

Enforced Audit Requirements
OSHA-compliant mobile Lockout/Tagout (LOTO) checklist with photo gate
Voltage tester proving unit check (live-dead-live test) verification
Arc flash PPE category rating (Category 1–4) confirmation on work orders
High-voltage switching sequence log and Energized Electrical Work Permit archiving
LIFE SAFETY & NETANFPA 101 / NFPA 110 & ANSI/NETA MTS

Emergency Lighting, Standby Power & NETA Acceptance Testing

Statutory NFPA 101 90-minute annual emergency lighting battery discharge test logs, emergency generator transfer switch testing, and ANSI/NETA maintenance testing specifications.

Enforced Audit Requirements
Emergency luminaire asset QR code scanning during 90-minute discharge audits
Insulation resistance (Megger) and ground fault test logging with NIST calibration
Statutory annual re-inspection recurring maintenance triggers
Instant fire marshal and commercial facility compliance certificate issuance
ELECTRICAL CONTRACTORS FIELD OPERATIONS & ARCHITECTURE

Frequently Asked Questions

Pragmatic answers on electrical contractors mechanics, compliance logging, offline mobile sync, and Quote-to-Cash automation.

Yes. Serfy includes structured digital test schedules and inspection forms adhering to the National Electrical Code (NFPA 70 NEC). Electricians record insulation resistance (Megger MΩ readings), circuit breaker trip tests, ground loop impedance, and panel load balances. Forms generate with instant validation rules that catch missing required test fields before digital client or inspector sign-off.

Have a specific Electrical Contractors workflow or custom ERP integration question?
Talk directly with our core solutions engineering team — no sales scripts.

Ready to Modernize Your Electrical Contractors Business?

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