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Field Service Software Built for Commercial HVAC Contractors

Trusted by commercial facility and mechanical contractors across the United States. Dispatch certified technicians, maintain digital EPA Section 608 refrigerant logs, automate seasonal maintenance contracts, and bill work orders the moment rooftop service is complete.

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 HVAC 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

Emergency callouts vs. scheduled maintenance visits competing for the same crew

How Serfy Solves It

Smart Assignment Engine & Dynamic Scheduling

Dispatchers view live technician locations, EPA Section 608 Universal certifications, and job progress in one timeline to reassign urgent calls without breaching recurring maintenance contract SLAs.

Explore Smart Dispatch
Operational Pain

Paper refrigerant logs failing EPA Section 608 audits and exposing contractors to regulatory fines

How Serfy Solves It

Mandatory Digital EPA Section 608 & AIM Act Checklists

Technicians log refrigerant type, cylinder tare, and added/recovered weights directly on mobile. Records compile automatically into audit-ready EPA compliance reports.

Explore Digital Checklists
Operational Pain

Unbilled van stock (filters, contactors, refrigerant) bleeding 5–10% of profit margins

How Serfy Solves It

Real-Time Mobile Truck Stock & Direct Work Order Billing

Materials used on rooftop units are scanned or logged on mobile, immediately deducted from vehicle stock, and automatically added to the customer's billable work order.

Explore Van Inventory
Operational Pain

Equipment maintenance history lost across seasonal technician rotations and plant rooms

How Serfy Solves It

Asset QR Codes & Rooftop Equipment Passports

Technicians scan the QR code on any air handling unit or chiller to instantly view past compressor repairs, refrigerant charges, filter sizes, and warranty documents on-site.

Explore Asset Passports
THE PLATFORM

Four modules that carry an HVAC operation

See the full platform →
DISPATCH

One board for emergencies and routine work

Every job your team owns today sits on a single timeline. When a chiller fails at 11am, you reassign by dragging one chip.

Jobs matched to technicians by skill, live certification, and location
Emergency reassignment without a phone call — the app updates instantly
Unassigned queue flags the certification a job requires before it goes out
Explore dispatch →
Dispatch boardTue 18 Aug
LIVE
08:00
10:00
12:00
14:00
16:00
MD
Mike
RTU-04 filter
Chiller inspection
SJ
Sarah
No cooling · Austin Metro
AHU-2
TM
Tom
Quarterly PM inspection
VRF-09 leak test
UNASSIGNED · 1
R-410A recharge
EPA Section 608 cert required

Trusted by HVAC Teams

Named case study: How Caverion cut invoice compilation lag from days to seconds across 200+ technicians

“
“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 HVAC 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 hvac 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
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
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
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
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.

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.

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.

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 HVAC Business

Meet strict US heating, ventilation, and air conditioning regulations with mandatory digital leak rate calculations, EPA Section 608 refrigerant logbooks, and certified technician tracking.

MANDATORY EPA 608EPA Section 608 & AIM Act

EPA Section 608 Refrigerant Compliance & Leak Rate Tracking

Mandatory digital tracking of regulated refrigerants under 40 CFR Part 82 Subpart F and the AIM Act, automated leak rate threshold calculations (10% comfort cooling, 20% commercial), and certified technician card verification.

Enforced Audit Requirements
3-year tamper-proof digital logbook archiving for systems >= 50 lbs
Automated leak rate calculation upon charge addition (annualized rate method)
Refrigerant recovery cylinder tare weight and serial tracking on mobile
Mandatory EPA Section 608 Universal technician license verification
SAFETY & PRESSUREASHRAE Standard 15 & 34

ASHRAE 15 Mechanical Refrigeration & Plant Room Safety Protocols

US statutory mechanical room safety inspection intervals, pressure relief valve (PRV) compliance records, machinery room ventilation interlocks, and A2L mildly flammable refrigerant sensor audits.

Enforced Audit Requirements
Pressure relief valve (PRV) commissioning test logs and vent pipe sizing
Machinery room continuous refrigerant vapor detector telemetry
Emergency mechanical ventilation automatic interlock audits
Design working pressure and hydrostatic/pneumatic test certification
AIR QUALITY & EFFICIENCYASHRAE 62.1 & OSHA Standards

Indoor Air Quality & Mechanical Ventilation Inspection Protocols

Commercial building ventilation rates, MERV 13 filtration compliance, and workplace indoor air quality standards under ASHRAE 62.1 and OSHA 29 CFR 1910.

Enforced Audit Requirements
Outdoor airflow intake CFM measurement and balance verification
MERV 13/panel filter differential pressure (static drop) tracking
Economizer damper operational testing and free-cooling calibration
Ductwork hygiene and indoor air coil audits with timestamped photo proof
HVAC CONTRACTORS FIELD OPERATIONS & ARCHITECTURE

Frequently Asked Questions

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

Serfy calculates leak rates automatically using EPA-approved methods (Annualized or Rolling Average) whenever a technician logs refrigerant addition to systems containing 50 or more pounds. If the leak rate exceeds EPA thresholds (10% for commercial comfort cooling, 20% for commercial refrigeration), Serfy auto-generates mandatory 30-day initial and follow-up leak verification task workflows. Technicians record cylinder serial numbers, recovered weights in pounds, and electronic sniffer test results on mobile, automatically updating the asset's EPA logbook with cryptographic audit timestamps.

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

Ready to Modernize Your HVAC Contractors Business?

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