MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

BlueFolder Review

BlueFolder
Our score: 7.5 User satisfaction: N/A

What is BlueFolder?

BlueFolder is a field service management solution that offers a blend of ease-of-use and functionality. It provides CRM, work orders, scheduling, and billing features.

BlueFolder’s CRM tool allows you to track all service-related information for your customers – contacts, contracts, locations, service history, and equipment/assets that are serviced at their site.

Work orders are where the work gets done, and the app gives 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 materials, labor, and expenses and you can easily push this info into your accounting solution for timely and accurate billing. The system integrates seamlessly with Xero, QuickBooks, and QuickBooks Online.

Your customers can ask for service by calling, sending an email to the system, or using the customer portal. With BlueFolder, customers can login to their accounts, open new work orders, view the status of existing ones, or offer additional information. They can get automatic notifications about changes and updates via email if they select this option.

Show More

Overview of BlueFolder Benefits

BlueFolder streamlines service businesses, enables them to keep track of everything, and ensure nothing falls through the cracks. The app’s integration with Xero, QuickBooks, and QuickBooks Online makes it easy to get detailed invoices to customers without re-entering the information. You can get paid faster and will not miss an invoice.

The vendor offers month-to-month subscription with no long-term commitments. You can cancel your account anytime. Plus, you can avail customer support through phone and email, and also use the resources in the help center.

Scheduling

Keep track of service appointments and customer meetings. Sync with Google Calendar or Outlook.

Assignments

Assign work orders to technicians for completion. Track assignment completion status. The app offers support for multiple assignments per work order.

Automation

Keep your team in sync and your customers informed with robust email/text notifications.

Equipment tracking

Keep track of the equipment/assets you service. Attach before/after photos, user manuals, etc. The system provides accurate service history per equipment item.

Contracts

Manage service contracts and record billable activities against contract balances.

Signature capture

Record customer acceptance of completed work with their signature. Works with tablets and smartphones.

Recurring jobs

Set up recurring jobs and let the solution eliminate the tedious process of tracking repetitive work.

Customization

Robust customization options let you tailor BlueFolder for your needs. Make use of access controls, custom fields, optional features, and more.

Detailed logs

Know who did what, and when. Detailed logs keep you in the know and help your whole team stay accountable.

Track billables

Record billable materials, items, labor activities, and expenses for accurate billing.

Integrate

Send billing information directly into your Xero or QuickBooks account to save time and get paid faster.

Reports

Powerful reporting tools make it simple to keep tabs on your business and maximize your growth.

Show More

Overview of BlueFolder 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
  • Get paid for what you do
  • Great for trouble tickets as well as on-site service
  • 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
  • Integration with QuickBooks, QB Online, and Xero
  • Status at a glance
  • Your data is yours – export anytime

BlueFolder Position In Our Categories

Knowing that businesses have special business requirements, it is only prudent that they steer clear of picking a one-size-fits-all, ideal software. Having said that, it is troublesome to try to pinpoint such application even among well-known software products. The sensible step to undertake is to tabulate the varied main functions that necessitate inspection like key features, price terms, technical skill ability of staff, organizational size, etc. After which, you must do the product research through and through. Read these BlueFolder evaluations and scrutinize each of the applications in your shortlist more closely. Such comprehensive research ensure you circumvent ill-fitting applications and buy the system that includes all the features your business requires for success.

Position of BlueFolder in our main categories:

TOP 500

BlueFolder is one of the top 500 Project Management Software products

It is important to note that virtually no software in the Field Service Management Software - FSM category will be an ideal solution that can fulfill all the needs of all company types, sizes and industries. It may be a good idea to read a few BlueFolder Field Service Management Software - FSM reviews first as some solutions may dominate exclusively in a very small group of applications or be prepared with a really specific type of industry in mind. Others may function with an intention of being simple and intuitive and as a result lack complicated functionalities desired by more experienced users. There are also software that support a wide group of users and give you a complex feature toolbox, but this usually comes at a more significant cost of such a solution. Be certain that you're aware of your requirements so that you buy a solution that provides all the functionalities you look for.

How Much Does BlueFolder Cost?

BlueFolder Pricing Plans:

Free Trial

Basic Plan

$79/mo

Team Plan

$119/mo

Business Plan

$159/mo

Enterprise Plan

$199/mo

Show More

What are BlueFolder pricing details?

BlueFolder Pricing Plans:

Free Trial

Basic Plan

$79/mo

Team Plan

$119/mo

Business Plan

$159/mo

Enterprise Plan

$199/mo

BlueFolder offers 4 enterprise pricing packages with email and phone support included. There are no hidden fees for any of the plans, and you can cancel any time.

Here are the details:

Basic Plan

  • $79/mo + $20/mo per each additional user
  • 3-user base plan
  • 15 GB for File Attachments
  • Data Import/Export
  • Email/Text Notifications
  • Field Service CRM
  • Integrated Maps
  • Mobile Access
  • Reports/Dashboards
  • Team Scheduling
  • Work Orders
  • Work Orders via Email

Team Plan

  • $119/mo + $30/mo per each additional user
  • 3-user base plan

Get all Basic Plan features, plus:

  • 25 GB for File Attachments
  • 5 Custom Reports
  • Custom Fields
  • QuickBooks Integration
  • Recurring Jobs
  • Signature Capture
  • Webhooks

Business Plan

  • $159/mo+ $40/mo per each additional user
  • 3-user base plan

Get all Team features, plus:

  • 15 Custom Reports
  • 35 GB for File Attachments
  • Contract Management
  • Customer Portal
  • Developer API
  • Email Conversations
  • Equipment/Asset Tracking

Enterprise Plan

  • $199/mo + $50/mo per each additional user
  • 3-user base plan

Get all Business Plan features, plus:

  • 100 GB for File Attachments
  • Custom Password Policy
  • Multiple Offices
  • Proximity Search
  • Unlimited Custom Reports
  • User Groups

DISCOUNTED PRICE PLANS

BASIC TEAM BUSINESS ENTERPRISE
6-User Plan

Buy 5 users, get 1 free

$119

per month

$179

per month

$239

per month

$299

per month

12-User Plan

Buy 10 users, get 2 free

$219

per month

$329

per month

$439

per month

$549

per month

18-User Plan

Buy 15 users, get 3 free

$319

per month

$479

per month

$639

per month

$799

per month

24-User Plan

Buy 20 users, get 4 free

$419

per month

$629

per month

$839

per month

$1049

per month

25+ Users? Call Call Call Call

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We know that when you decide to get a Field Service Management Software - FSM it’s vital not only to learn how experts rank it in their reviews, but also to check whether the actual clients and businesses that bought it are indeed satisfied with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and BlueFolder reviews across a vast array of social media sites. The data is then presented in an easy to understand way indicating how many users had positive and negative experience with BlueFolder. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Quote-based

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for BlueFolder?

BlueFolder integrates with the following business systems and applications:

  • Google Calendar
  • Microsoft Outlook
  • QuickBooks
  • QuickBooks Online
  • Xero
Note

BlueFolder
is waiting for
your first review.

Arrow

Write your own review of this product

ADD A REVIEW

More reviews from 0 actual users:

women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

Share
Tweet
Share