Serfy
Serfy is a field service management platform for commercial teams, covering workflows from quotes and work orders through dispatch and billing.
What Serfy is
Serfy is a field service management platform for commercial teams, covering workflows from quotes and work orders through dispatch and billing. Work orders can progress from requests and scheduling to 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 synchronize automatically when connectivity returns.
Asset tools cover site and equipment hierarchies, recurring preventive maintenance, reliability analytics, and warranty tracking. A client portal lets customers submit requests, follow technician arrival, view service histories, and approve quotes; subcontractors get controlled task access. Completed work orders can generate invoices, with card and ACH payments through Stripe. Integrations include two-way synchronization with QuickBooks Online, NetSuite, and Sage Intacct, plus REST endpoints and outgoing webhooks. Serfy also lists event-driven no-code workflows, an AI operations copilot, and OCR that converts incoming emails and PDF request forms into work orders. Professional is €25 a month, with flexible monthly billing and up to 25 users; a 14-day trial is offered.
Good
- Offline iOS and Android apps synchronize automatically
- Technician assignment weighs skills and workload
- Tracks assets, maintenance schedules, and warranties
- Invoices completed work orders
- 14-day trial
Watch out
- Professional plan covers up to 25 users
- Professional costs €25 a month
Who it suits
Serfy suits specialist service contractors and enterprise facility management teams, including commercial HVAC, electrical, plumbing, and refrigeration operations. Its offline mobile apps and customer portal may also suit teams coordinating field technicians and client requests.
Verdict
Serfy links field work, asset maintenance, customer access, and billing in one platform.
Plans and prices
From Serfy's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Professional | €25 a month | Up to 25 users · task and work order management · iOS and Android app access · client portal and requests · custom templates and checklists · reports and analytics · priority support · Flexible monthly billing; the page also says customers can pay monthly or annually. |
| Enterprise | Priced on request | Unlimited users and teams · all Professional features · REST API and webhook integrations · dedicated account manager · custom integrations and SLA |
The facts
Each one read from Serfy's own pages, with the date it was checked.
What it does
- Assets and maintenance
- Asset tools include site and equipment hierarchies, recurring preventive maintenance schedules, reliability analytics, and warranty tracking.checked 7 Oct 2026
- 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.checked 7 Oct 2026
- 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.checked 7 Oct 2026
- Compliance
- The homepage states that Serfy is ISO 27001 certified.checked 7 Oct 2026
- Dispatch
- Its assignment engine ranks technicians using skills, certifications, GPS proximity, workload, and van parts inventory.checked 7 Oct 2026
- Integrations
- The maker lists two-way synchronization with QuickBooks Online, NetSuite, and Sage Intacct, plus OpenAPI REST endpoints and outgoing webhooks.checked 7 Oct 2026
- 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.checked 7 Oct 2026
- Offline mobile
- Serfy offers native iOS and Android apps with offline functionality and automatic synchronization when connectivity returns.checked 7 Oct 2026
- Purpose
- Serfy is a field service management platform for commercial service teams, covering workflows from quotes through dispatch and billing.checked 7 Oct 2026
- Security
- The maker describes SAML 2.0 single sign-on, TOTP two-factor authentication, role-based access control, and an immutable compliance audit trail.checked 7 Oct 2026
- Support
- The Professional plan includes priority support, and the pricing page says Serfy will respond to demo inquiries within 24 hours.checked 7 Oct 2026
- Uptime
- The features page states a 99.9% uptime SLA with enterprise-grade data isolation.checked 7 Oct 2026
- Work orders
- The platform manages work orders from request and scheduling through inspection, approval, and client sign-off.checked 7 Oct 2026
Money
- Billing and payments
- Serfy can generate invoices from completed work orders and supports card or ACH payments through Stripe.checked 7 Oct 2026
The company
- Headquarters
- Vilnius, Lithuaniachecked 28 Sep 2026
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