BlueFolder

About BlueFolder

Flexible. Customizable. Easy. BlueFolder checks all the boxes. BlueFolder was built for field maintenance teams, by real field service professionals.

Customized (and automated) to fit your business processes. Every business is different, and many out-of-the box solutions just don’t cut it (ditch the square peg with round holes). With BlueFolder, you can customize your work orders to function exactly as you expect them to (saving you a ton of time). You will be in control: change work order status colors, generate automated status changes, use defaults when completing assignments and specify how work orders behave based on technician permissions. Speed up how work is managed and completed.

Work Order Management - track job details, status, assignments, billable items, notes, comments, change history, equipment installed/serviced, files/photos, and more. BlueFolder’s unique assignment capabilities can easily handle complex jobs that require multiple tasks and multiple assignees. You can even enable assignment completion tracking so you’ll know when each job sub-task has been completed by your team. Custom fields allow you to track the critical data that is unique to your business, and you can subsequently search and report on that data. Customizable default settings save time and reduce human error when creating work orders. Track all billable job activities like labor hours worked, materials used, and expenses incurred, and export to your accounting system for accurate invoicing. A full log of every work order action ensures that your team is fully informed and accountable. Robust notification capabilities keep your teams in sync with job status and with each other, while customer notifications with full back-and-forth email capabilities helps your team and your customers easily communicate right from within the system.

Field Service CRM – imagine all your critical customer information in one secure place, enabling fast retrieval and accurate reporting. Quick access to a customer’s full job service history makes it easier to deliver a great customer experience and saves time when booking new jobs or answering customer questions. Easily track complex commercial customers who have multiple contacts and locations, and even assign team members to act as the default tech, service manager, or account manager for specific customers. Flexible settings and custom fields enable highly customized tracking of the information you need for each customer. You can also attach files, photos, and even links to external websites to a customer record.

Equipment/Asset Tracking - keep track of the equipment/assets you install/service for your customers. Accurate service history records and tracking of maintenance schedules helps your team maintain and increase equipment uptime and customer satisfaction. Track serial numbers, warranties, custom fields, and attached files/photos or external links per equipment item. Stay on top of equipment/asset maintenance with recurring jobs that automatically generate work orders at scheduled intervals.

Billing – accurate invoices get paid faster and with less friction. BlueFolder helps your team log every billable job activity which prevents billable work from being lost and increases your revenue. Billable job activities like labor hours worked, materials used, expenses incurred are tracked in detail and include the ability to add public or private comments to each activity. Customizable permissions allow you to keep your profit margins private from your techs while enabling more visibility for your more senior staff. Billable work can also be billed to a service contract and non-billable activities are also supported. Each work order can be exported to your accounting system for invoicing and payment. BlueFolder integrates with QuickBooks, QuickBooks Online, Xero, and others (via our API). The ability to invoice and collect payment right from within BlueFolder is planned for release in Q1 2022.