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.

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Key benefits of BlueFolder

Flexible. Customizable. Easy-to-Use. Those are three important qualities you (and your techs) should expect with today’s field service management tools – and BlueFolder checks all the boxes.

Access robust features: recurring jobs, secure custom user permissions, scheduling/dispatch, customer portals, & more. Reduce or eliminate paperwork using integrations with QuickBooks & more. Keep all your field techs on track and streamline operations with powerful features, useful integrations, and a simple, user-friendly interface.

Get a demo to see BlueFolder in action and see how easy and powerful it is to use! Month-to-month subscription: No long-term commitment required – cancel anytime.

Standout Features:

- Customer Portal - improve customer engagement and deliver top-notch service by giving your customers anytime access to submit work requests, check work order status, view reports, asset/equipment service history, and more.

- Equipment/Asset Tracking – keep track of the equipment/assets you service to improve efficiency, equipment uptime, and customer satisfaction. Schedule preventive maintenance, and track serial numbers, warranties, service histories, and more.

- Work Order Management – track job details, status, assignments, billable items, notes, comments, change history, and more. Increase efficiency with advanced features like assigning multiple people on multiple dates, assignment completion tracking, custom fields, and automatic status changes.

- User permissions – deeply customizable permissions by user role allows for robust privacy controls to help you keep your critical business data secure.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Brazil, Canada, Germany, Mexico and 2 others

Supported Languages

English

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Images

BlueFolder Software - Field Service Management and Work Order Software.
BlueFolder Software - Field Service Management and Work Order Software. Customize BlueFolder to work the way you do with custom fields, reports, and dashboards, smart lists, and more.
BlueFolder Software - Keep Track of and Maintain All Critical Assets. Increase equipment uptime and easily track serial numbers, warranties, service histories, and more.
BlueFolder Software - Field Service Management and Work Order Software. Enable your customers and in-house technicians to increase equipment uptime and improve communication.
BlueFolder Software - Field Service Management and Work Order Software. Start improving work order execution on day one. Access from your desktop/laptop or mobile device to take advantage of robust features.
BlueFolder Software - Field Service Invoicing and Payments
BlueFolder Software - Your field service technicians and maintenance crews are always on the go. Give them what they need to make their service calls go smoother (and faster – with fewer mistakes).
BlueFolder Software - Earning the Trust of Field Service Companies since 2005
BlueFolder Software - Access from your PC/laptop or mobile device to take advantage of robust features: recurring jobs, multi-assignment management, scheduling/dispatch, branded customer portals, notifications, & secure custom user permissions.
View 10 more
BlueFolder video
BlueFolder Software - Field Service Management and Work Order Software.
BlueFolder Software - Field Service Management and Work Order Software. Customize BlueFolder to work the way you do with custom fields, reports, and dashboards, smart lists, and more.
BlueFolder Software - Keep Track of and Maintain All Critical Assets. Increase equipment uptime and easily track serial numbers, warranties, service histories, and more.
BlueFolder Software - Field Service Management and Work Order Software. Enable your customers and in-house technicians to increase equipment uptime and improve communication.
BlueFolder Software - Field Service Management and Work Order Software. Start improving work order execution on day one. Access from your desktop/laptop or mobile device to take advantage of robust features.
BlueFolder Software - Field Service Invoicing and Payments
BlueFolder Software - Your field service technicians and maintenance crews are always on the go. Give them what they need to make their service calls go smoother (and faster – with fewer mistakes).
BlueFolder Software - Earning the Trust of Field Service Companies since 2005
BlueFolder Software - Access from your PC/laptop or mobile device to take advantage of robust features: recurring jobs, multi-assignment management, scheduling/dispatch, branded customer portals, notifications, & secure custom user permissions.

Features

Total features of BlueFolder: 105

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling Software
  • Asset Lifecycle Management
  • Asset Planning
  • Asset Tracking Software
  • Audit Trail
  • Automated Scheduling
  • Availability Management
  • Billable Items Tracking
  • Billing & Invoicing
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Client Portal
  • Collaboration Tools
  • Commercial Properties
  • Contact Database
  • Contract/License Management
  • Cost Tracking
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Portal
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Software
  • Data Import/Export
  • Dispatch Management
  • Document Storage
  • Electronic Payments
  • Electronic Signature
  • Employee Scheduling Software
  • Equipment Maintenance Software
  • Equipment Management
  • Equipment Tracking
  • Estimating
  • Facility Asset Management
  • File Storage
  • Fixed Asset Management Software
  • For HVAC Companies
  • For Mechanical Equipment
  • For Schools
  • Group Scheduling
  • Historical Reporting
  • IT Asset Management Software
  • IT Asset Tracking
  • Incident Management Software
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Maintenance Management Software
  • Maintenance Scheduling
  • Materials Management
  • Mobile Access
  • Mobile Signature Capture
  • Multi-Location
  • Online Booking
  • Online Time Clock
  • Payment Collection in the Field
  • Preventive Maintenance Software
  • Project Management Software
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring Appointments
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Properties
  • Resource Management Software
  • Resource Scheduling
  • SSL Security
  • Scheduling Software
  • Self Service Portal
  • Service Catalog
  • Service History
  • Service Level Agreement (SLA) Management
  • Service Request Management
  • Status Tracking
  • Support Ticket Management
  • Support Ticket Tracking
  • Task Management Software
  • Task Scheduling
  • Technician Management
  • Third-Party Integrations
  • Ticket Management
  • User Management
  • Warranty Tracking
  • Work Order Creation
  • Work Order Management
  • Workflow Management Software

Alternatives

QuickBooks Online

4.3
#1 Alternative to BlueFolder
QuickBooks Online is a complete small business accounting solution which allows users to manage all their financial...

AyaNova

3.9
#2 Alternative to BlueFolder
AyaNova is service management software that enables users to manage work orders, service history, service schedules and...

FieldPro

0
#3 Alternative to BlueFolder
Fieldpro enables manufacturers and service providers to manage relationships with their fragmented distribution network...

ServiceBox

4.3
#4 Alternative to BlueFolder
ServiceBox is a software for service companies to manage their end to end business including: customers, job sites,...

Reviews

Overall rating

4.7 /5
(71)
Value for Money
4.6/5
Features
4.3/5
Ease of Use
4.7/5
Customer Support Software
4.8/5

Already have BlueFolder?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 71
Kavindu Githsara
Kavindu Githsara
Overall rating
  • Industry: E-Learning
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

BlueFolder: The Key to Effortless Asset Management

Reviewed on 2023-01-23

Overall, BlueFolder has been a valuable tool for my company. Its ability to track and manage all of...

Overall, BlueFolder has been a valuable tool for my company. Its ability to track and manage all of our company's assets in one platform, ability to customize fields and forms and powerful reporting capabilities have greatly improved our asset management. While the software has a bit of a learning curve and requires a bit of effort to fully set it up and customize it, the benefits of BlueFolder far outweigh the cons for our business.

Pros

As an admin user of BlueFolder in my company, I have found it to be a comprehensive and user-friendly asset management software. One of the biggest advantages of this software is its ability to track and manage all of our company's assets in one platform. From equipment, vehicles, to tools and inventory, BlueFolder provides a seamless experience for our team and our customers. Another great feature of BlueFolder is the ability to customize fields and forms to fit our company's specific needs. This has been especially useful in terms of tracking and managing the maintenance of our assets.

Cons

While it offers a wide range of features, it takes some time and effort to fully utilize all the functionalities, especially for non-technical users.

John
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Its not perfect but its pretty good, and I haven't found anything better

Reviewed on 2024-04-10

As the title says, it is not perfect, but its good. You don't have to change your whole business...

As the title says, it is not perfect, but its good. You don't have to change your whole business process like with say service titan.

Pros

its flexible, you can get it to do a lot with the way you set it up.
the support team, and really everyone we have worked with has been helpful. they are actively working on it and seem to care about there customers.

Cons

it does not do a few things that seem obvious but they are working on them.

David
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

Good tool but expensive

Reviewed on 2022-08-31

Overall it serves us well, but the increasing costs might drive us to look at other options.

Overall it serves us well, but the increasing costs might drive us to look at other options.

Pros

Work order management works well both in the office and in the field. Automated recurring work orders help keep preventative maintenance organized. Work history is easily located, it's easy to add attachements etc.

Customer support is excellent, always a quick response, always quick to address any issues we have.

Cons

Sold in US dollars only makes it quite expensive for Canadian companies. Overall cost has become quite high.

For our setup we have to do a lot of manual setup for preventative maintenance. Easier than on paper and automatically triggers work orders in the months we need though.

Alternatives Considered

Jobber and ServiceBox

Reasons for Switching to BlueFolder

At the time the other products didn't have functions for scheduled preventative maintenance.
malinda
Overall rating
  • Industry: Facilities Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

I finally found the software I've been looking for!

Reviewed on 2024-05-23

Blue Folder is an excellent company that is dedicated to providing software that meets your...

Blue Folder is an excellent company that is dedicated to providing software that meets your specific needs. They are attentive and supportive throughout the process. The software is user-friendly and easy to navigate. It allows for easy addition of special fields, tracking of work orders, and generation of reports. I truly believe that the software setup couldn't be any easier. A big thank you to the team at Blue Folder! Matt and Paulina, thank you for your patience with navigating my request.

Pros

The Blue Folder Team, consisting of Matt and Paulina, listened and worked hard to provide me with everything I needed to make my HVAC service calls software great. I had tried multiple companies, but each one was lacking in some area. Whenever I asked for help, they would say it was a special request and would increase our monthly cost. However, Blue Folder never hesitated to make it work and fulfilled my requests without any additional charges. They are truly awesome.

Cons

The only thing lacking is the Map function.

Alternatives Considered

Homebase, Smart Service and Service Fusion

Reasons for Choosing BlueFolder

ComputerEase was very expensive, and their customer service was horrible. If you need any training after the purchase date or require special customization, be prepared to write a large check. Getting help was like pulling teeth!

Switched From

ComputerEase

Reasons for Switching to BlueFolder

We are a commercial HVAC company, and we needed assistance with a special request that none of the other companies could fulfill during the trial. I informed Matt about a certain feature that I didn't like, and he promptly made the necessary changes to accommodate our needs. Matt dedicated time to work with me during the trial, which was crucial for ensuring that it would meet our team's requirements. Additionally, there was no yearly contract or special terms, and they exceeded our expectations. It was a pleasure to work with people who didn't make us feel like we were bothering them.
Ryan
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

A Quality Product that Improves our Buisness

Reviewed on 2024-04-10

Overall, the experience we've had with BlueFolder has been very positive and we look forward to...

Overall, the experience we've had with BlueFolder has been very positive and we look forward to continuing to utilize it as our primary job tracking software. The improvements that have been implemented already make me confident that the service will just continue to be stronger and stronger.

Pros

BlueFolder has been a significant upgrade from our previous job tracking system. It is easy to use, has a wide variety of functions that increase our productivity, and has a strong customer service department that listens to our feedback and takes suggestions seriously for added features and improvements.

Cons

The invoicing/payment system could use some improvements. There is not an option to customize the invoice forms, take multiple payments for an invoice, edit invoices after creation, and receive a payment for multiple invoices.

Showing 5 reviews of 71 Read all reviews

BlueFolder FAQs

Below are some frequently asked questions for BlueFolder.

BlueFolder offers the following pricing plans:

  • 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. Three base feature bundles (Pro, Pro Plus, Enterprise) allow customers to select the right plan for their needs, starting from $100/month. Custom pricing is available to help organizations of all sizes scale Bluefolder to fit their needs.

BlueFolder has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

BlueFolder supports the following languages:

English

BlueFolder supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

BlueFolder integrates with the following applications:

Google Calendar, Microsoft Outlook, QuickBooks, QuickBooks Online, QuickBooks Online Advanced, Quickbooks Pro, Xero, Zapier

BlueFolder offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

Related categories

See all software categories found for BlueFolder.