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:

US$100.00/month

  • 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, United Kingdom , Mexico, United States

Supported Languages

English

Pricing starting from:

US$100.00/month

  • 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: 108

  • 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
  • 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
  • Geographic Maps
  • 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
  • Problem Management
  • 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
  • Role-Based Permissions
  • 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
  • Time & Expense Tracking
  • User Management
  • Warranty Tracking
  • Work Order Creation
  • Work Order Management
  • Workflow Management Software

Alternatives

Salesforce Service Cloud

4.4
#0 Alternative to BlueFolder
Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your...

Fiix

4.5
#1 Alternative to BlueFolder
Fiix is the only cloud-based maintenance management platform helping teams manage assets, work orders and parts with...

Jobber

4.5
#2 Alternative to BlueFolder
Jobber’s powerful software is perfect for home services businesses. Keep jobs on track and provide a seamless customer...

ServiceTrade

4.6
#3 Alternative to BlueFolder
ServiceTrade’s applications coordinate office staff and technicians to deliver an amazing customer experience for...

Reviews

Overall rating

4.7 /5
(59)
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 59
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 1/23/2023

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.

Kelly
Overall rating
  • Industry: Automotive
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

An effective tool for your daily needs

Reviewed on 9/2/2022

Overall, we are very happy with the program. We are hoping for some future integration with our...

Overall, we are very happy with the program. We are hoping for some future integration with our documentation.

Pros

I really like the ease of use and the implementation of the system was virtually seamless with the tech team from BlueFolder. The reports are very good for our needs. The technicians really like to use the desktop program and that what's most important.

Cons

The mobile app needs a lot of work. There is limited ability to print out equipment reports for single units.

Alternatives Considered

Dynamics 365 Business Central

Reasons for Choosing BlueFolder

The product was no longer suited to our growing needs.

Switched From

ServiceTrade

Reasons for Switching to BlueFolder

Cost, quick start up, easy data transfer, great people to work with...
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 8/31/2022

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.
David
Overall rating
  • Industry: Telecommunications
  • Company size: 5,001-10,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Implementing Bluefolder in a new business model

Reviewed on 1/19/2023

I have used it in some capacity for the past 6 years and am implementing it at a new company. I can...

I have used it in some capacity for the past 6 years and am implementing it at a new company. I can use it to research previous troubles, schedule future call-outs/PM's, and it is exceptionally easy to document issues for future technician's to diagnose.

Pros

I am currently at a new position and using the current companies in-house dispatch/billing/maintenance software is not intuitive to the point where only a specialized personnel use it. I suggested implementing Bluefolder on a trial basis for a subset of our customer base. I had used it in a similar capacity at a previous company and enjoy how easy it is to find customer and equipment data - specifically previous notes and dispatched and contact information.

Cons

The map function needs a bit of work. Much of our equipment in the field lacks a street address or is inside of another company's main location, but not a the street address that they would use (read a chemical plant with an Admin building for the address, but equipment installed elsewhere within the plant). Location information needs at latitude/longitude option. Entering location information should come with a "Save and new" button like the equipment entering option.Sub-equipment as a standard option would be nice.

Sue
Overall rating
  • Industry: Biotechnology
  • Company size: 2-10 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

Great product!

Reviewed on 11/14/2022

The service has been amazing. [SENSITIVE CONTENT] is readily available and has excellent product...

The service has been amazing. [SENSITIVE CONTENT] is readily available and has excellent product and industry knowledge so he really understands our needs. He has a great skill in finding "work arounds" for features that Blue Folder may not have. Its clear he is very proficient in knowing this program and best practices for use.

Pros

I love how this product is simple and easy to navigate and use. The amount of customization is really great

Cons

I wish there was the ability to create a "master list" of equipment (so that we can use the same equipment for different customers) and the ability to work offline

Alternatives Considered

Fiix

Reasons for Choosing BlueFolder

We needed better flexibility, more reporting functions and the ability to access the program from anywhere- including the phone

Reasons for Switching to BlueFolder

The ease of use and the dashboard is very simple. Additionally, the customer support was amazing and the price was on point.
Showing 5 reviews of 59 Read all reviews

BlueFolder FAQs

Below are some frequently asked questions for BlueFolder.

BlueFolder offers the following pricing plans:

  • Starting from: US$100.00/month View Pricing Plans
  • Pricing model: Subscription
  • Free Trial: Not 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 pricing plans (Pro, Pro Plus, Enterprise) allow customers to select the right plan for their needs, and pricing ranges from $100/month to $440/month. Custom pricing is available for large scale enterprise organizations.

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 Advanced, Quickbooks Online, 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.