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Field Service Software Built for Property Maintenance

Trusted by commercial property managers and real estate operators nationwide. Centralize tenant maintenance requests, coordinate technical contractor dispatch, track building SLAs, and eliminate billing disputes across your portfolio.

14-day free trial No credit card Enterprise Security & ISO 27001
Capterra
5.0
ISO 27001 Certified
Enterprise Security · 99.9% SLA
Commercial property maintenance engineer inspecting building plant room
Trusted by 450+ commercial technical service enterprises across North America
CaverionISS WorldNEWSECThermo Fisher ScientificQuant LatviaFlamingo EliteSOL BalticsSANSI
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.

Workflow visual
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 Property Management 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

Endless phone calls and email threads tracking maintenance across dozens of buildings

How Serfy Solves It

Centralized Multi-Property Tenant Portal

Commercial tenants submit issues with photos through a branded portal. Work orders route automatically to internal technicians or specialized external contractors.

Explore Tenant Portal
Operational Pain

SLA breaches on urgent building repairs and multi-contractor coordination

How Serfy Solves It

Automated SLA Escalation & Multi-Vendor Dispatch

Configure resolution timers per tenant lease. Automated notifications alert managers before deadlines expire, ensuring fast contractor dispatch and SLA compliance.

Explore SLA Dispatch
Operational Pain

Reconciliation disputes and delayed contractor invoice verification

How Serfy Solves It

Digital Work Orders with Proof of Work Before Approval

Contractors submit digital work orders with completion photos, material line items, and tenant signatures. Property managers approve payments in one click.

Explore Invoice Approval
Operational Pain

Deferred maintenance blind spots across elevators, boilers, and roofing

How Serfy Solves It

Portfolio Asset Registry & Statutory PM Scheduling

Maintain a complete registry of shared building equipment. Schedule mandatory safety examinations and track lifecycle asset histories across your entire portfolio.

Explore Asset Registry
THE PLATFORM

Four modules that carry a property management operation

See the full platform →
TENANT PORTAL

Centralized request intake for commercial and residential tenants

Tenants submit repair tickets, attach photos, and receive automated progress notifications through a white-label portal.

Structured ticket intake prevents vague maintenance requests and duplicate work
Automated categorization routes issues directly to the right trade or vendor
Live tenant status updates reduce inbound status inquiry calls by 60%
Explore tenant portal →
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 Property Management Teams

Named case study: How NEWSEC manages thousands of work orders with zero double-entry errors

“
“Very useful tool letting us manage a huge amount of work orders and issues effectively, quickly make adjustments and actions, monitor and control decision making. Serfy lets us ensure the best quality of our services.”
Head of Facility Maintenance
Commercial Real Estate Division • NEWSEC Asset Management
Read NEWSEC Story
+22%Cash Collection Velocity
100%SLA Compliance Oversight
ZeroDouble-Entry Errors
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 Property Managers 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 property managers operations, subcontractor dispatch, and field operations in one easy-to-use software.

Asset Management & Equipment Passports

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

Facility Object Tree
Building A > Fl 2
Main Unit #30XA
Room 102 · Mech Plant
99.4% Uptime
Compressor Unit B
Floor 1 · Boiler Station
PM Due in 3d
Safety Damper #4
Inspected

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
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.

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

Maintenance Reports & Dashboards

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

SLA Telemetry
96.8%
First-Time Fix
+4.2% MoM

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

Offline-First Mobile App

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

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.

Digital Checklists & Custom Forms

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

Parts & Truck Stock Tracking

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

Planned Preventive Maintenance

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

COMPLIANCE & STANDARDS

Running a Commercial Property Management Business

Streamline statutory building safety files, contractor COI insurance validation, and lease SLA compliance across commercial and residential portfolios.

LIFE SAFETY FILESIBC / NFPA 101 Life Safety Code

IBC & NFPA 101 Life Safety Compliance & Digital Building Files

Centralized digital building records, emergency egress documentation, fire door and compartmentation inspections, ADA accessibility compliance logs, and tamper-proof asset histories for municipal AHJs and insurance underwriters.

Enforced Audit Requirements
Centralized life safety compliance file accessible on demand for fire marshals
NFPA 101 egress, illuminated exit sign, and emergency lighting inspection logs
Annual fire damper and smoke door inspection photo archives
Tenant maintenance notification logs with automated audit trails
VENDOR COMPLIANCEOSHA & Vendor COI Tracking

Contractor Certificate of Insurance (COI) & OSHA Safety Verification

Automated dispatch gatekeeper preventing work order assignment to third-party vendors with expired Certificates of Insurance (COI), missing worker's comp coverage, or unverified trade contractor licenses.

Enforced Audit Requirements
Automated dispatch block when contractor General Liability or Workers' Comp COI expires
Digital Job Hazard Analysis (JHA) and hot work permit sign-offs before site access
Contractor badge check-in, OSHA 10/30 certification tracking, and site safety logs
Subcontractor masked rate billing safeguarding property management profit margins
LEASE ACCOUNTINGBOMA International & CAM Audits

BOMA Floor Measurement Standards & CAM Reconciliation Audits

Transparent common area maintenance (CAM) cost tracking, tenant lease SLA response telemetry, preventive maintenance logging, and audit-proof year-end expense reconciliations.

Enforced Audit Requirements
Apportioned work order billing allocated by rentable square footage and tenant lease terms
SLA resolution countdown timers tracking tenant response metrics
Attached photo proof, technician time logs, and itemized materials for all billable repairs
Comprehensive annual Common Area Maintenance (CAM) audit reports exportable in one click
COMMERCIAL PROPERTY MANAGERS FIELD OPERATIONS & ARCHITECTURE

Frequently Asked Questions

Pragmatic answers on commercial property managers mechanics, compliance logging, offline mobile sync, and Quote-to-Cash automation.

Serfy creates a centralized, auditable digital record for every building asset—including fire alarms, elevator certificates, backflow tests, HVAC EPA 608 logs, and electrical switchgear reports. Automated compliance dashboards display upcoming municipal AHJ and statutory inspection dates, ensuring facility managers never face uninspected mechanical systems or compliance lapses.

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

Ready to Modernize Your Commercial Property Managers Business?

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