BlueFolder

BlueFolder

Online software for your Service Business

4.8/5 (21 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
N/A
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 Reviews

Overall rating
4.8/5
100% positive reviews
17
Excellent
4
Very good
0
Average
0
Poor
0
Terrible
Paula C.

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

Kristy H.

BlueFolder is easy to use to manage work orders.

Used Daily for 2+ years
Reviewed on 2017/09/05
Review Source: SoftwareAdvice

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Robert B.

Very easy to use and to the point.

Reviewed on 2016/03/04
Review Source

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.

Pros

Customer Notifications
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.

Cons

At the time there is no way to accept online payments. But they have told me that is in the works.

Response from BlueFolder

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Deb M.

Meets our industry need like no other program

Reviewed on 2015/12/17
Review Source: SoftwareAdvice

Pros

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.

Cons

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".

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Mike P.

Best online service team software

Reviewed on 2011/07/03
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Ease of Use
Customer Support

User Recommendation
9.1/10
Based on 21 reviews
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BlueFolder Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money
Value for Money
4.6/5
Based on 21 reviews
Compare value for money rating with alternatives

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
Features
4.8/5
Based on 21 reviews
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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

• 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.

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:

Pricing model: Subscription

Free Trial: Available

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