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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

As a maintenance expert, your responsibilities can be overwhelming. Balancing various tasks, coordinating with field agents, and satisfying client demands can take up a significant portion of your day. Serfy provides a robust field service software solution that simplifies your workload. With this application, you can easily create, assign, and monitor tasks, communicate with clients, and digitize your paperwork all in one place. Wondering who is responsible for what and when it's due? Serfy allows you to transform customer reports into actionable tasks and delegate them to field agents in just seconds. You can oversee tasks in real-time, managing all your jobs from a single interface. When multiple employees are working in the field, managing them closely can become quite stressful and time-consuming. You can efficiently allocate jobs to your agents and receive instant reports, keeping you ahead of the game. Clients can also easily report issues through Serfy, streamlining communication. Whether automating task assignments or quickly assigning urgent requests, Serfy helps you respond to client needs effectively. By utilizing this powerful tool, you can foster stronger relationships with the individuals who are vital to your business’s success and enhance your overall operational efficiency.

Description

Our cloud-based software gives you the information you need to grow and manage your business in real time. It's easy to improve efficiency in your team, allowing you to plan more work every day without increasing costs. You can get more done in a shorter time. Reduce paperwork and simplify your engineers' lives. Our online forms will be a hit with them. They can access all their history and certifications from one place, which eliminates the need to fill out lengthy paperwork. It is also a great way to help the environment. You can reduce your service to cash cycle by invoicing directly from engineers' mobile devices. They can also collect payments through our seamless integration with Stripe. Even if you prefer to collect cash in the traditional manner, you can invoice the job as soon as it is done without waiting for the paperwork.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ACCOUNTS
QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations

ACCOUNTS
QuickBooks Online
QuickBooks Online Advanced
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

5 Free users
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Serfy

Founded

2012

Country

Lithuania

Website

www.serfy.io

Vendor Details

Company Name

Protean Software

Founded

1999

Country

United Kingdom

Website

www.proteansoftware.com

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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