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
Knowing that companies have special business wants, it is wise they avoid paying for an all-in-one, ideal system. Nevertheless, it would be difficult to try to pinpoint such a software solution even among branded software products. The clever thing to undertake should be to write the different major functions that call for a inspection like major features, price plans, skill competence of staff members, company size, etc. The second step is, you should conduct the product research comprehensively. Read some of these BlueFolder evaluations and check out each of the solutions in your list in detail. Such detailed product research ensure you weed out mismatched software solutions and select the system which offers all the function your company requires in growing the business.
Position of BlueFolder in our main categories:
TOP
500
BlueFolder is one of the top 500 Project Management Software products
Since each organization has specific business wants, it is sensible for them to abstain from looking for a one-size-fits-all ideal software solution. Needless to say, it would be pointless to try to find such an app even among widely used software solutions. The clever thing to do would be to catalog the various essential factors that need consideration such as required features, finances, skill levels of staff members, company size etc. Then, you should do your research thoroughly. Read some BlueFolder Field Service Management Software - FSM reviews and investigate each of the other systems in your shortlist in detail. Such exhaustive groundwork can make sure you discard ill-fitting platforms and select the solution that offers all the aspects you require for business success.
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 buy a Field Service Management Software - FSM it’s vital not only to find out how professionals rank it in their reviews, but also to discover whether the actual clients and companies that use this software are genuinely content with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and BlueFolder reviews across a wide array of social media sites. The information is then displayed in an easy to digest way showing how many users had positive and negative experience with BlueFolder. With that information at your disposal you will be equipped to make an informed purchasing 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
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