BlueFolder

BlueFolder

Easy, Professional Field Service and Work Order Software

4.5/5 (0 reviews)

BlueFolder Overview

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.

Pricing

Starting from
US$20,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Brazil, Canada, Europe, Germany and 5 others, India, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported Languages

English

BlueFolder Pricing

Starting from
US$20,00/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 $20/user/month to $62/user/month. Volume pricing is available for larger organizations.

BlueFolder Features

  • API
  • Activity Dashboard
  • Automatic Notifications
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export

  • Activity Tracking
  • Audit Trail
  • Auditing
  • Compliance Management
  • Document Storage
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

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

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$20,00/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 $20/user/month to $62/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:

Mid Size Business, Small 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, QuickBooks, QuickBooks, QuickBooks Online, QuickBooks Online, 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

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