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.
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.
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%...
Would love to be able to link multiple data sets for custom reports.
The software is easy to use and has some great functions. The best feature is being able to sort by job, property, etc. I LOVE having the search bar - I use this every time I enter a new service request. It helps being able to go back and see all the jobs for a specific property - or even all the jobs with one specific issue.
It's easy to look up past work orders (so I can see when something has been previously done with a property). It's very simple to set up new properties and contacts. The invoices are very professional looking and transfer nicely to QuickBooks.
I wish this software would integrate with Buildium - would be much easier to use if I didn't have to export to QuickBooks, download, then reupload to our management software. I also find it a pain to contact customer support to do basic functions like adding a user or removing a user.
I have been a user of Blue Folder since 2009. I have always kept an eye out for other applications to make sure I was get the best bang for my buck. I have spent hundreds of hours testing other systems and I can tell you this app is the only one that makes it easy and a very short learning period on how to use the app. The best feature they have is the customer notifications. That alone is worth the price. They make it so easy to communicate to my customer and they tell me that they love it!! Our customers are aware of what is going on every step of the way.
Ease of use
Very pleasing to look at
The customer support team treats me like a family member and not just another customer. The get customer service beyond just being there when needed.
At the time there is no way to accept online payments. But they have told me that is in the works.
Thank you for your positive review and being our customer for the last 7 years. We are pleased that we have made such a positive impact on your business and the service you provide your customers. We hope you are enjoying all of the enhancements in the software update that we deployed last week. And thanks for your suggestions – they are helpful as we work to make BlueFolder better with each new update.
The website is easy to use and intuitive. We have never experienced any downtime with it and find their customer support helpful and responsive. We have a unique niche in the senior service industry and found that this software meets our needs like no other.
We like least the cost per user since we don't take advantage of much that the site offers. It would be nice is the fees could be based on what functions we use. The capability to upload documents and photos would also be a plus. Additionally, there is currently no access to the mobile app for our "technicians", only "administrators".
I would consider Blue Folder to be a "pillar" of our business. It is as important has as our accountant, lawyer, sales team, support team, etc. I do not think we could operate without it.
I like how the software is updated on a monthly basis and updates are distributed automatically. Improvement suggestions are encouraged and often make it into a future update. Uptime is 99.9%. All data is automatically backed up online. I really like how you can search the service call titles and the comments. This makes it easy to find a solution to a problem we have dealt with before. We also like the mobile edition on our Android phones. The technicians are automatically alerted to schedule changes and can easily lookup maps, driving directions, gate codes, special instructions, etc. However, the best feature is that the software is focused on service businesses, which means that the interface is simple, yet powerful. It saves us many hours over the old way we managed our service team.
It is very hard to come up with negatives. And when you find a problem, their development team immediately responds to your request and suggests workarounds. Or at least promises to consider the request for the future upgrade.
• BlueFolder streamlines 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.
Below are some frequently asked questions for BlueFolder.
BlueFolder offers the following pricing plans:
Pricing model: Subscription
Free Trial: Available
BlueFolder offers the following features:
BlueFolder has the following typical customers:
Mid Size Business, Small Business
BlueFolder supports the following languages:
BlueFolder has the following pricing plans:
We do not have any information about what devices BlueFolder supports
BlueFolder integrates with the following applications:
Google Calendar, Microsoft Outlook, QuickBooks, QuickBooks, QuickBooks Online, QuickBooks Online, Xero, Xero
BlueFolder offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials