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-related requirements, it is logical they abstain from choosing an all-encompassing, ”best” software solution. Nonetheless, it would be almost impossible to stumble on such application even among branded software systems. The right step to undertake should be to set down the different main functions that require inspection including major features, budget, skill capability of the employees, business size, etc. Thereafter, you should follow through your research comprehensively. Have a look at some of these BlueFolder review articles and scrutinize the other software solutions in your list in detail. Such all-encompassing research ensures you circumvent mismatched apps and subscribe to the system that includes all the features your company requires.
Position of BlueFolder in our main categories:
TOP
500
BlueFolder is one of the top 500 Project Management Software products
There are well-liked and widely used solutions in each software category. But are they automatically the best fit for your enterprise’s special requirements? A market-leading software product may have thousands of users, but does it provide what you need? For this reason, do not blindly invest in popular systems. Read at least a few BlueFolder Field Service Management Software - FSM reviews and think about the factors that you wish to have in the software such as the cost, main tools, available integrations etc. Then, select a few apps that fit your wants. Try out the free trials of these apps, read online reviews, get explanations from the maker, and do your research meticulously. This profound groundwork is certain to aid you choose the finest software solution for your company’s special needs.
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 realize that when you make a decision to purchase a Field Service Management Software - FSM it’s vital not only to see how experts rank it in their reviews, but also to find out whether the real people and enterprises that purchased this software are actually satisfied with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and BlueFolder reviews across a wide array of social media sites. The information is then presented in a simple to understand format showing how many users had positive and negative experience with BlueFolder. With that information at hand you should be prepared to make an informed purchasing choice 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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