Serfy
Vilnius, Lithuania
What it is
Serfy is a field service management platform for commercial service teams, covering quotes, dispatch, work orders, inspections, approvals, client sign-off, and billing. Its assignment engine ranks technicians by skills, certifications, GPS proximity, workload, and van-parts inventory. Native iOS and Android apps support offline work and synchronize when connectivity returns. Asset tools provide site and equipment hierarchies, recurring preventive maintenance, reliability analytics, and warranty tracking. A client portal handles requests, arrival tracking, service histories, and quote approvals, while subcontractors receive 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. Other listed capabilities include no-code event-driven workflows, an AI operations copilot, and OCR that converts incoming emails and PDF request forms into work orders. Security features include SAML 2.0 single sign-on, TOTP two-factor authentication, role-based access control, and an immutable audit trail. Serfy states a 99.9% uptime SLA and ISO 27001 certification.
For and against
For
- Offline iOS and Android apps
- Technician assignment engine
- Client and contractor portals
- Stripe card and ACH payments
- QuickBooks, NetSuite, and Sage synchronization
Against
- Professional plan costs €25 monthly
- Professional plan supports up to 25 users
- No free plan
The verdict
Serfy covers field-service operations from requests through payment, with offline mobile apps, maintenance tools, portals, automation, and accounting integrations. The Professional plan is listed at €25 a month with a 14-day trial, while Enterprise pricing requires inquiry.
Who it suits
It suits specialist service contractors and enterprise facility-management teams, including commercial property, HVAC, electrical, plumbing, and refrigeration organizations. Teams needing mobile field work, customer portals, maintenance, billing, and integrations may find its listed workflows relevant.
Plans and prices
Professional
Up to 25 users · task and work order management · iOS and Android app access · client portal and requests
Read 7 Oct 2026 · serfy.io
Enterprise
Unlimited users and teams · all Professional features · REST API and webhook integrations · dedicated account manager
Read 7 Oct 2026 · serfy.io
On the record
- Assets and maintenance
- Asset tools include site and equipment hierarchies, recurring preventive maintenance schedules, reliability analytics, and warranty tracking.serfy.io · read 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.serfy.io · read 7 Oct 2026
- Billing and payments
- Serfy can generate invoices from completed work orders and supports card or ACH payments through Stripe.serfy.io · read 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.serfy.io · read 7 Oct 2026
- Compliance
- The homepage states that Serfy is ISO 27001 certified.serfy.io · read 7 Oct 2026
- Dispatch
- Its assignment engine ranks technicians using skills, certifications, GPS proximity, workload, and van parts inventory.serfy.io · read 7 Oct 2026
- Integrations
- The maker lists two-way synchronization with QuickBooks Online, NetSuite, and Sage Intacct, plus OpenAPI REST endpoints and outgoing webhooks.serfy.io · read 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.serfy.io · read 7 Oct 2026
- Offline mobile
- Serfy offers native iOS and Android apps with offline functionality and automatic synchronization when connectivity returns.serfy.io · read 7 Oct 2026
- Purpose
- Serfy is a field service management platform for commercial service teams, covering workflows from quotes through dispatch and billing.serfy.io · read 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.serfy.io · read 7 Oct 2026
- Support
- The Professional plan includes priority support, and the pricing page says Serfy will respond to demo inquiries within 24 hours.serfy.io · read 7 Oct 2026
- Uptime
- The features page states a 99.9% uptime SLA with enterprise-grade data isolation.serfy.io · read 7 Oct 2026
- Work orders
- The platform manages work orders from request and scheduling through inspection, approval, and client sign-off.serfy.io · read 7 Oct 2026
