Freedom251 › Fire Protection Software
Serfy
What Serfy is
Serfy is a field service management platform for commercial service teams, covering customer requests, quotes, technician dispatch, work orders and billing. Work orders can proceed through scheduling, inspection, approval and client sign-off. 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 include site and equipment hierarchies, preventive maintenance schedules, reliability analytics and warranty tracking. Clients can submit requests, track technician arrivals, view service histories and approve quotes through a portal; subcontractors receive controlled task access. Completed work orders can produce invoices, and Stripe supports card or ACH payments. Integrations include two-way synchronization with QuickBooks Online, NetSuite and Sage Intacct, plus REST endpoints and outgoing webhooks. Serfy also lists no-code workflows, an AI operations copilot and OCR for converting incoming emails and PDF request forms into work orders. Professional costs €25 a month, with flexible monthly billing and a 14-day trial.
Who it suits
Serfy suits specialist service contractors and facility management organizations, including commercial property, HVAC, electrical, plumbing and refrigeration teams. Its offline mobile apps may suit technicians working where connectivity is intermittent.
What it does well
- Offline iOS and Android apps synchronize when connected
- Technician ranking considers skills, workload and van parts
- Client portal handles requests, histories and quote approvals
- Two-way accounting sync with three listed platforms
What to know first
- No free plan
- Professional is limited to 25 users
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Professional | Flexible monthly billing; the page also says customers can pay monthly or annually. · 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 | €25 a month |
| Enterprise | Unlimited users and teams · all Professional features · REST API and webhook integrations · dedicated account manager · custom integrations and SLA | On request |
As serfy.io lists them, read 7 Oct 2026. The maker's own page has the final word.
Verdict
Serfy connects field work, asset maintenance, customer access and billing, with offline apps and a broad assignment engine. The Professional plan is €25 a month; teams needing more than 25 users should request Enterprise details.
Facts from Serfy's own pages
- Assets and maintenance
- Asset tools include site and equipment hierarchies, recurring preventive maintenance schedules, reliability analytics, and warranty tracking. · serfy.io, 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, 7 Oct 2026
- Billing and payments
- Serfy can generate invoices from completed work orders and supports card or ACH payments through Stripe. · serfy.io, 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, 7 Oct 2026
- Compliance
- The homepage states that Serfy is ISO 27001 certified. · serfy.io, 7 Oct 2026
- Dispatch
- Its assignment engine ranks technicians using skills, certifications, GPS proximity, workload, and van parts inventory. · serfy.io, 7 Oct 2026
- Headquarters
- Vilnius, Lithuania · serfy.io, 28 Sept 2026
- Integrations
- The maker lists two-way synchronization with QuickBooks Online, NetSuite, and Sage Intacct, plus OpenAPI REST endpoints and outgoing webhooks. · serfy.io, 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, 7 Oct 2026
- Offline mobile
- Serfy offers native iOS and Android apps with offline functionality and automatic synchronization when connectivity returns. · serfy.io, 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, 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, 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, 7 Oct 2026
- Uptime
- The features page states a 99.9% uptime SLA with enterprise-grade data isolation. · serfy.io, 7 Oct 2026
- Work orders
- The platform manages work orders from request and scheduling through inspection, approval, and client sign-off. · serfy.io, 7 Oct 2026
Where Serfy stands on Freedom251
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