BlueFolder Review
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 MoreOverview 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 MoreOverview 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
Because companies have distinct business wants, it is reasonable that they steer clear of selecting a one-size-fits-all, “perfect” system. Be that as it may, it would be difficult to discover such application even among sought-after software solutions. The practicable thing to undertake is to set down the numerous chief aspects that require investigation including crucial features, pricing, technical skill competence of staff, business size, etc. Then, you should double down on your research through and through. Have a look at some of these BlueFolder evaluations and scrutinize the other solutions in your list more closely. Such comprehensive research ensure you take out unsuitable software solutions and select the system that has 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
Each business is different, and can call for a specific Field Service Management Software - FSM solution that will be fit for their business size, type of clients and staff and even specific industry they deal with. We advise you don't count on finding a perfect app that will be suitable for each company regardless of their background is. It may be a good idea to read a few BlueFolder Field Service Management Software - FSM reviews first and even then you should keep in mind what the software is supposed to do for your company and your staff. Do you require a simple and straightforward app with only elementary features? Will you really use the complex tools required by experts and big enterprises? Are there any specific features that are especially useful for the industry you operate in? If you ask yourself these questions it will be much easier to get a solid service that will fit your budget.
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
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 are aware that when you choose to get a Field Service Management Software - FSM it’s important not only to find out how experts evaluate it in their reviews, but also to discover whether the real clients and businesses that purchased these solutions are genuinely happy with the service. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and BlueFolder reviews across a broad array of social media sites. The data is then presented in a simple to digest format revealing how many users had positive and negative experience with BlueFolder. With that information at your disposal you will be ready 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?
- 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
BlueFolder
is waiting for
your first review.
Write your own review of this product
ADD A REVIEWMore reviews from 0 actual users:
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 emailSign in with company email
Popular BlueFolder Alternatives
Top Competitors To BlueFolder By Price
Product name:
Price:
Trending Field Service Management Software - FSM Reviews
8.0
97%
BlueFolder Comparisons
Product name:
Page last modified
Why is FinancesOnline free?