BlueFolder

Easy, Professional Field Service and Work Order Software

4,7 /5 (28 reviews) Write a Review!

BlueFolder Overview

What is BlueFolder?

BlueFolder's service management solution offers a unique blend of ease-of-use and functionality. Think of BlueFolder as CRM + Work Orders + Scheduling + Billing.

BlueFolder's CRM functionality allows users to track all service-related information for their customers – contacts, locations, service history, contracts, and equipment/assets that are serviced at their site.

Work Orders are where the work gets done, and we give you the ability to customize the fields that you use and add attachments as needed for your business. The work orders track all of the labor, materials, and expenses and you can easily push these details to your accounting system for accurate and timely billing. We support integration with QuickBooks, QuickBooks Online and Xero.

Customer interaction is a critical part of effective service. Customers can request service not just by calling, but by sending an email to the system or using the customer portal. With BlueFolder, customers can log-in to their accounts, open new work orders, see the status of existing ones, or provide additional information. They can also be notified automatically via an email of updates or changes, if this option is selected.

BlueFolder has been reliably providing a service management solution to businesses for over 10 years, and have customers who have used the system to run their service business from the beginning.

BlueFolder Overview

Pricing

Starting from
US$99,00/month

Pricing options

Free Trial
Subscription
Value for money

BlueFolder features pricing plans for companies of any size, in a multitude of industries, from small service businesses with only three users to enterprise level organizations with many users. Four pricing plans (Starter, Pro, Pro Plus, Enterprise) allow customers to select the right plan for their needs, and pricing ranges from $25/user/month to $65/user/month. Volume pricing is available for larger organizations.


BlueFolder Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, India and 3 others, Germany, Brazil, Mexico
Supported Languages
English

Media

Field Service and Work Order Software to accelerate your cash flow, maximize your efficiency, and grow your business.
Customize BlueFolder to work the way you do with custom fields, reports, and dashboards, smart lists, and more.
Simplify preventive maintenance with recurring jobs at intervals or schedules you specify.
Increase equipment uptime and easily track serial numbers, warranties, service histories, and more.
Enable your customers and in-house technicians to increase equipment uptime and improve communication.
Streamline billing and accelerate your cashflow with QuickBooks, FreshBooks and Xero integrations.
BlueFolder screenshot: Field Service and Work Order Software to accelerate your cash flow, maximize your efficiency, and grow your business. BlueFolder screenshot: Customize BlueFolder to work the way you do with custom fields, reports, and dashboards, smart lists, and more. BlueFolder screenshot: Simplify preventive maintenance with recurring jobs at intervals or schedules you specify. BlueFolder screenshot: Increase equipment uptime and easily track serial numbers, warranties, service histories, and more. BlueFolder screenshot: Enable your customers and in-house technicians to increase equipment uptime and improve communication. BlueFolder screenshot: Streamline billing and accelerate your cashflow with QuickBooks, FreshBooks and Xero integrations.

BlueFolder Reviews

BlueFolder Reviews

Overall rating
4,7
/
5
Excellent
21

Very good
7

Average
0

Poor
0

Terrible
0

Value for Money
4,5
Features
4,5
Ease of Use
4,9
Customer Support
4,9
100% recommended this app
Carl L.

BlueFolder saved our company and allowed us to grow!

Additionally, BlueFolder's customer service was top-notch. Anytime we had a question, they had an immediate answer.


Amber M.

Ease in service work operations

This program keeps my operations organized in an easy way. I am sure I don't even use half the features in which I would like to be able to learn more about the options to see if it will help my operation even more.


Ken O.

Integration

Overall Bluefolder has help our team keep organized and keep the lines of communication open.


Paula C.

BLUEFOLDER WILL HELP YOU GROW YOUR BUSINESS

We have been using BlueFolder for five years to schedule and manage a very, busy elevator service department. Without BlueFolder we would not have been able to grow our company by 50%, It allows us to provide the type of information that the technicians need in the field to do their job and the home office to manage all of the customers and equipment. The System has a lot of ways to customize the information specific to your company's needs. Their customer support is extremely helpful and always accessible when needed. This was the single most effective decision we have every made and I highly recommend this system.


Stephen H.

Great Tool

I am very pleased with the overall experience with Bluefolder.


Carl L.
Industry: Information Technology & Services
Company size: 2-10 Employees

BlueFolder saved our company and allowed us to grow!

Used Daily for 2+ years
Reviewed on 2020/04/10
Review Source: Capterra

Additionally, BlueFolder's customer service was top-notch. Anytime we had a question, they had an immediate answer.

Pros

We were burdened with heavy software that required a million clicks to get the simplest things done. Then, we found BlueFolder. It gave us everything we needed to store customer information, schedule service tickets for our employees and most importantly, close tickets and get paid quickly. The software's simplicity allowed us to put our focus on growing the company.

Cons

We found no cons with the BlueFolder software.

Response from BlueFolder

Hi Carl,

We appreciate you letting us know about how BlueFolder helped your business. We greatly appreciate your feedback.

Regards,
The BlueFolder Team

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Amber M.
Industry: Construction
Company size: 2-10 Employees

Ease in service work operations

Used Daily for 1+ year
Reviewed on 2020/06/18
Review Source: Capterra

This program keeps my operations organized in an easy way. I am sure I don't even use half the features in which I would like to be able to learn more about the options to see if it will help my operation even more.

Pros

The flow of a work order, from quote, to executed work order an scheduling, to completion of work order with a signature feature, to batching work orders to Quickbooks

Cons

Lacking a Drag and Drop feature and project management

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Ken O.
Industry: Construction
Company size: 2-10 Employees

Integration

Used Daily for 2+ years
Reviewed on 2020/05/31
Review Source: Capterra

Overall Bluefolder has help our team keep organized and keep the lines of communication open.

Pros

That it integrated with QBO our accounting software.

Cons

That Bluefolder is not backwards compatible with QBO unless we want to spend more money developing it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Paula C.
Industry: Consumer Services

BLUEFOLDER WILL HELP YOU GROW YOUR BUSINESS

Used Daily for 2+ years
Reviewed on 2017/04/06
Review Source: Capterra

We have been using BlueFolder for five years to schedule and manage a very, busy elevator service department. Without BlueFolder we would not have been able to grow our company by 50%, It allows us to provide the type of information that the technicians need in the field to do their job and the home office to manage all of the customers and equipment. The System has a lot of ways to customize the information specific to your company's needs. Their customer support is extremely helpful and always accessible when needed. This was the single most effective decision we have every made and I highly recommend this system.

Pros

The ease of data entry. The ability to manage technician's in the field and provide them with the information to do their job. The ability to integrate with QuickBooks for billing. This system has enabled our company's department to grow by 50%...

Cons

Would love to be able to link multiple data sets for custom reports.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Stephen H.
Industry: Construction
Company size: 11-50 Employees

Great Tool

Used Daily for 2+ years
Reviewed on 2020/04/10
Review Source: Capterra

I am very pleased with the overall experience with Bluefolder.

Pros

Bluefolder has been an essential tool to my service business. We use it to dispatch service techs, collect time, add material, generate work description, communicate drawings, track job progress and more.

Cons

We would like to customize the ticket number feature. We also would like to be able to create a private comment where the lead tech can not see it. Only the service manager.

Response from BlueFolder

Thank you for your review of BlueFolder Stephen! We greatly appreciate the feedback and have passed along your recommendations to our product team for review. Thanks for being a valued customer!

Sincerely,
The BlueFolder Team

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
9/10
Based on 28 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

BlueFolder Pricing

BlueFolder Pricing

Starting from
US$99,00/month
Free Trial
Subscription
Value for money

BlueFolder features pricing plans for companies of any size, in a multitude of industries, from small service businesses with only three users to enterprise level organizations with many users. Four pricing plans (Starter, Pro, Pro Plus, Enterprise) allow customers to select the right plan for their needs, and pricing ranges from $25/user/month to $65/user/month. Volume pricing is available for larger organizations.

BlueFolder features pricing plans for companies of any size, in a multitude of industries, from small service businesses with only three users to enterprise level organizations with many users. Four pricing plans (Starter, Pro, Pro Plus, Enterprise) allow customers to select the right plan for their needs, and pricing ranges from $25/user/month to $65/user/month. Volume pricing is available for larger organizations.

Value for Money
4,5/5
Based on 28 user ratings
Compare value for money rating with alternatives
Compare with alternatives

BlueFolder Features

BlueFolder Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,5/5
Based on 28 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for BlueFolder

Additional information for BlueFolder

Key features of BlueFolder

  • All your jobs tracked in one place
  • Automatic notifications
  • Calendar management
  • Capture on-site on mobile
  • Client portal
  • Custom, flexible reports
  • Customers, contacts, items
  • Everything in one place
  • Flexible team scheduling & calendars
  • For Customers, Work Orders, Assets, etc.
  • Get paid for what you do
  • Great for trouble tickets as well as on-site
  • History of work orders
  • Keep everyone in the loop
  • Keep your staff and appointments in sync
  • Let Google calendar see your appointments
  • Push detailed invoices to your accounting system
  • Quickbooks, QB Online, Xero
  • Status at a glance
  • Your data is yours - Export anytime

Benefits

• Maximize your work flows, increase response times, and streamline your service businesses enabling them to keep track of everything and be sure that nothing falls through the cracks.

• Accounting integration. BlueFolder's integration with QuickBooks, QuickBooks Online, and Xero will make it easy to get detailed invoices to customers without re-entering all that information. Get paid faster and don’t miss an invoice.

• Month-to-month subscription – no long-term commitment required – cancel anytime.

• Customer support – along with a Help Center, BlueFolder's support team is available by email and phone.

BlueFolder FAQs

BlueFolder FAQs

Below are some frequently asked questions for BlueFolder.

Q. What type of pricing plans does BlueFolder offer?

BlueFolder offers the following pricing plans:

Starting from: US$99,00/month

Pricing model: Subscription

Free Trial: Available

BlueFolder features pricing plans for companies of any size, in a multitude of industries, from small service businesses with only three users to enterprise level organizations with many users. Four pricing plans (Starter, Pro, Pro Plus, Enterprise) allow customers to select the right plan for their needs, and pricing ranges from $25/user/month to $65/user/month. Volume pricing is available for larger organizations.

Q. What are the main features of BlueFolder?

BlueFolder offers the following features:

  • All your jobs tracked in one place
  • Automatic notifications
  • Calendar management
  • Capture on-site on mobile
  • Client portal
  • Custom, flexible reports
  • Customers, contacts, items
  • Everything in one place
  • Flexible team scheduling & calendars
  • For Customers, Work Orders, Assets, etc.
  • Get paid for what you do
  • Great for trouble tickets as well as on-site
  • History of work orders
  • Keep everyone in the loop
  • Keep your staff and appointments in sync
  • Let Google calendar see your appointments
  • Push detailed invoices to your accounting system
  • Quickbooks, QB Online, Xero
  • Status at a glance
  • Your data is yours - Export anytime

Q. Who are the typical users of BlueFolder?

BlueFolder has the following typical customers:

Small Business, Mid Size Business

Q. What languages does BlueFolder support?

BlueFolder supports the following languages:

English

Q. What type of pricing plans does BlueFolder offer?

BlueFolder has the following pricing plans:

Subscription

Q. Does BlueFolder support mobile devices?

We do not have any information about what devices BlueFolder supports

Q. What other apps does BlueFolder integrate with?

BlueFolder integrates with the following applications:

Google Calendar, Microsoft Outlook, OnCall IQ, QuickBooks Online, QuickBooks Online, QuickBooks Online Advanced, QuickBooks Online Advanced, Xero, Xero

Q. What level of support does BlueFolder offer?

BlueFolder offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials