Serfy
serfy.io
What it is
Serfy is a field service management platform for commercial service teams, covering work from quotes and requests through dispatch and billing. Work orders can move through scheduling, inspection, approval, and client sign-off. Its assignment engine ranks technicians using skills, certifications, GPS proximity, workload, and van parts inventory. Native iOS and Android apps support offline work and sync when connectivity returns. Asset tools include site and equipment hierarchies, preventive maintenance schedules, reliability analytics, and warranty tracking. Clients can submit requests, track technician arrival, view service histories, and approve quotes through a self-service portal; subcontractors receive controlled task access. Completed work orders can generate invoices, with card and ACH payments through Stripe. Serfy lists two-way synchronization with QuickBooks Online, NetSuite, and Sage Intacct, plus REST endpoints and outgoing webhooks. Other features include no-code workflows, an AI operations copilot, and OCR for turning incoming emails and PDF forms into work orders. Professional costs €25.00 per month, supports up to 25 users, and includes priority support. Serfy is headquartered in Vilnius, Lithuania, and describes itself as ISO 27001 certified.
Spec sheet
- Purpose
- Serfy is a field service management platform for commercial service teams, covering workflows from quotes through dispatch and billing.Read 7 Oct 2026 · serfy.io
- Intended users
- The maker describes Serfy as serving specialist service contractors and enterprise facility management organizations, including commercial property, HVAC, electrical, plumbing, and refrigeration teams.Read 7 Oct 2026 · serfy.io
- Integrations
- The maker lists two-way synchronization with QuickBooks Online, NetSuite, and Sage Intacct, plus OpenAPI REST endpoints and outgoing webhooks.Read 7 Oct 2026 · serfy.io
- Security
- The maker describes SAML 2.0 single sign-on, TOTP two-factor authentication, role-based access control, and an immutable compliance audit trail.Read 7 Oct 2026 · serfy.io
- Compliance
- The homepage states that Serfy is ISO 27001 certified.Read 7 Oct 2026 · serfy.io
- Support
- The Professional plan includes priority support, and the pricing page says Serfy will respond to demo inquiries within 24 hours.Read 7 Oct 2026 · serfy.io
- Headquarters
- Vilnius, LithuaniaRead 28 Sep 2026 · serfy.io
- Assets and maintenance
- Asset tools include site and equipment hierarchies, recurring preventive maintenance schedules, reliability analytics, and warranty tracking.Read 7 Oct 2026 · serfy.io
- Automation and AI
- Features include event-driven no-code workflows, an AI operations copilot, and OCR that converts incoming emails and PDF request forms into work orders.Read 7 Oct 2026 · serfy.io
- Billing and payments
- Serfy can generate invoices from completed work orders and supports card or ACH payments through Stripe.Read 7 Oct 2026 · serfy.io
- Client and contractor access
- A self-service portal lets clients submit requests, track technician arrival, view service histories, and approve quotes; subcontractors receive controlled task access.Read 7 Oct 2026 · serfy.io
- Dispatch
- Its assignment engine ranks technicians using skills, certifications, GPS proximity, workload, and van parts inventory.Read 7 Oct 2026 · serfy.io
- Offline mobile
- Serfy offers native iOS and Android apps with offline functionality and automatic synchronization when connectivity returns.Read 7 Oct 2026 · serfy.io
- Uptime
- The features page states a 99.9% uptime SLA with enterprise-grade data isolation.Read 7 Oct 2026 · serfy.io
- Work orders
- The platform manages work orders from request and scheduling through inspection, approval, and client sign-off.Read 7 Oct 2026 · serfy.io
Plans and prices
Strong points and limits
Strong points
- Ranks technicians by skills, proximity, workload, and parts
- Mobile apps support offline work
- Client portal includes requests and quote approvals
- Integrates with QuickBooks Online, NetSuite, and Sage Intacct
- Professional includes priority support
Limits
- Professional costs €25.00 per month
- Professional is limited to 25 users
Who it suits
Serfy is aimed at specialist service contractors and enterprise facility-management teams, including commercial property, HVAC, electrical, plumbing, and refrigeration organizations. It suits teams that need work-order management, field mobility, asset maintenance, or client and contractor access.
Verdict
Serfy covers job scheduling and dispatch alongside asset maintenance, client access, and invoicing.
Where Specifiction places it
- Fire Protection Software#13 of 317.9
- Elevator Service Software#11 of 247.9