Liftkeeper vs Serfy

Liftkeeper is web-based business software for elevator companies, connecting office and field operations in one system. The company says it serves the elevator industry only. Teams can manage contacts, attach documents or photos, and organize lists. Sales tools track leads, send reminders, create custom proposals, and turn proposals into jobs. Maintenance and dispatch features cover trouble calls, mapped routes, request prioritization, and mobile access for mechanics to schedules, tickets, and elevator information. Accounting tools include custom reports, automated maintenance-contract billing, and APIs for transferring data to accounting software; named connections include QuickBooks, Intacct, and Microsoft Dynamics. Inventory tools track parts, equipment, consumables, suppliers, and purchase orders. Liftkeeper runs in a browser on a computer, phone, or tablet, with no installation. Subscriptions include unlimited customer-portal users, about 20 hours of onboarding, continuing training, an account manager, and a searchable help database. Pricing is available on request.

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.