BlueFolder

Easy, Professional Field Service and Work Order Software

About 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.

Key benefits of BlueFolder

• 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.

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom, Australia, India and 3 others, Germany, Brazil, Mexico

Supported Languages

English

Images

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.
View 7 more
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.

Features

Total features of BlueFolder: 20

  • API
  • Accounting Integration
  • Activity Dashboard
  • Appointment Management
  • Automatic Notifications
  • Billable Hours Tracking
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync with Google
  • Client Portal
  • Custom Fields
  • Customer Database
  • Customizable Reporting
  • Data Import
  • Data Import/Export
  • Electronic Signature Capture
  • Email Notifications
  • IT Asset Tracking
  • Job Management
  • Work Order Management

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Reviews

Overall rating

4,7 /5
(28)
Value for Money
4,5/5
Features
4,5/5
Ease of Use
4,9/5
Customer Support
4,9/5

Already have BlueFolder?

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Showing 5 reviews of 28
Carl L.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

BlueFolder saved our company and allowed us to grow!

Reviewed on 2020/04/10

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

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

Amber M.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Ease in service work operations

Reviewed on 2020/06/18

This program keeps my operations organized in an easy way. I am sure I don't even use half the...

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

Ken O.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Integration

Reviewed on 2020/05/31

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

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.

Paula C.
Overall rating
  • Industry: Consumer Services
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

BLUEFOLDER WILL HELP YOU GROW YOUR BUSINESS

Reviewed on 2017/04/06

We have been using BlueFolder for five years to schedule and manage a very, busy elevator service...

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.

Samantha S.
Overall rating
  • Industry: Construction
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing Product with Great Customer Service

Reviewed on 2020/04/27

Our experience has been great. We started with them as a small company and as we have grown over...

Our experience has been great. We started with them as a small company and as we have grown over the last 8 years so have they and the updates fit right along with our needs. Customer service always responds very quickly and is very helpful!

Pros

The scheduling and team calendar feature, also the ease to customize the system to fit your business needs. We also like that it tracks equipment in one place. You can also customize who sees what information (employees, clients and vendors) which is awesome

Cons

Right now the only feature I want to see if contracts able to be billed on use so you can track how many hours you use for an unlimited contract and still bill it

Showing 5 reviews of 28 Read all reviews

BlueFolder FAQs

Below are some frequently asked questions for BlueFolder.

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.

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

BlueFolder has the following typical customers:

Small Business, Mid Size Business

BlueFolder supports the following languages:

English

We do not have any information about what devices BlueFolder supports

BlueFolder integrates with the following applications:

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

BlueFolder offers the following support options:

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

Related categories

See all software categories found for BlueFolder.