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Field Service Software Built for Utility Companies

Trusted by municipal and regional utility networks nationwide. Coordinate large-scale field workforces across water, gas, and power infrastructure. Dispatch emergency crews and maintain regulatory audit trails.

14-day free trial No credit card Enterprise Security & ISO 27001
Capterra
5.0
ISO 27001 Certified
Enterprise Security · 99.9% SLA
Field utility technicians inspecting municipal power and water infrastructure
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 Utilities 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

Managing emergency outage crew dispatch without real-time oversight

How Serfy Solves It

Live Dispatch Board & GPS Crew Allocation

Visualize field crews, active network outages, and specialized repair vehicles on a live map to dispatch the closest equipped crew within minutes.

Explore Live Dispatch
Operational Pain

Field crews operating in remote substations and basements with zero cell reception

How Serfy Solves It

Full Offline Mobile Functionality with SQLite

Crews complete inspection checklists, capture meter readings, and record GIS coordinates offline. Data syncs seamlessly the moment cellular coverage restores.

Explore Mobile App
Operational Pain

Regulatory compliance audit failures for statutory infrastructure checks

How Serfy Solves It

Standardized Digital Inspection Checklists & Audit Trails

Enforce strict standardized procedures for valve, transformer, and pipeline maintenance with mandatory timestamped photo evidence and engineer sign-off.

Explore Digital Audits
Operational Pain

Untracked substation asset histories and unverified meter replacements

How Serfy Solves It

Barcode & QR Asset Tagging with Full History

Field crews scan utility meters and infrastructure components to verify serial numbers, log replacement dates, and sync records directly to enterprise GIS/ERP.

Explore Asset Tagging
THE PLATFORM

Four modules that carry a utility and infrastructure operation

See the full platform →
GIS DISPATCH

Rapid emergency outage response on a single GIS timeline

Dispatch field crews to power line faults, water main leaks, or substation alarms with live geospatial routing.

Real-time crew geolocation matched to emergency outage coordinates
Priority routing accelerates grid restoration and minimizes customer downtime
Dynamic reassignment routes closest equipped crews without dispatch phone lag
Explore outage 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 Utilities & Infrastructure Teams

Built for the statutory compliance and emergency dispatch demands of utility and infrastructure teams

“
“Serfy gives our operations complete real-time visibility across client facilities. Work orders are resolved faster, proof of completion is indisputable with instant photos and signatures, and billing reconciliation takes minutes instead of weeks.”
Operations Director
Facility Management Division • ISS World
Read ISS World Story
-42%Service Closeout Lag
100%Real-Time Request Tracking
ZeroDisputed Work Acts
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 Utility Companies 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 utility companies 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

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
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
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

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

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.

Work-to-Invoice Automation

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

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.

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 & STANDARDS

Running a Utilities & Municipal Infrastructure Business

Coordinate 811 Call Before You Dig excavation permits, EPA Safe Drinking Water Act compliance, and OSHA confined space entry across public infrastructure.

EXCAVATION & 811 TICKETSOSHA 1926 Subpart P & 811 Dig Safe

OSHA 1926 Subpart P Excavation & 811 Call Before You Dig Permitting

811 Dig Safe ticket tracking, positive response confirmation, daily trench and shoring inspections under OSHA 29 CFR 1926 Subpart P, competent person sign-offs, and traffic control plans.

Enforced Audit Requirements
811 utility locate ticket tracking with automated expiration countdowns
Daily mobile trench shoring, shielding, and soil classification (Type A/B/C) logs
OSHA competent person on-site inspection sign-off before trench entry
MUTCD temporary traffic control zone and street plate photo verification
POTABLE WATER HYGIENEEPA Safe Drinking Water Act & AWWA C651

EPA Safe Drinking Water Act (SDWA) & AWWA C651 Disinfection

State water operator certification tracking, main break repair disinfection, chlorine residual testing, bacteriological coliform sampling chain of custody, and boil water notice documentation.

Enforced Audit Requirements
AWWA C651 water main disinfection contact time (CT) and chlorine residual logs
Bacteriological water sample chain-of-custody tracking from field tap to certified lab
State-certified water distribution operator digital verification on dispatch
Turbidity, pH, and free chlorine digital logs exportable for EPA SDWA audits
SAFETY PERMITSOSHA 1910.146 & NFPA 70E

OSHA 1910.146 Confined Space Entry & Electrical Grid Lockout

Permit-required confined space entry (PRCS) under OSHA 29 CFR 1910.146, 4-gas atmospheric calibration bump checks, retrieval tripod inspection logs, and NFPA 70E high-voltage lockout/tagout workflows for vaults and lift stations.

Enforced Audit Requirements
4-gas monitor (O2, H2S, CO, %LEL) calibration bump test and continuous atmospheric logs
Rescue winch, harness, and mechanical retrieval system pre-entry inspections
High-voltage substation lockout/tagout (LOTO) and grounding cluster sign-offs
Designated safety attendant (hole watch) check-in logs every 15 minutes
UTILITY COMPANIES FIELD OPERATIONS & ARCHITECTURE

Frequently Asked Questions

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

Utility street excavations require strict coordination under state 811 Call Before You Dig regulations and OSHA 29 CFR 1926 Subpart P. Serfy tracks ticket numbers, positive response confirmations, daily competent person trench inspections, and permit expiration countdowns. Automated notifications alert superintendents before tickets expire to prevent unauthorized digging and utility strikes.

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

Ready to Modernize Your Utility Companies Business?

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