Price

$79

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BlueFolder REVIEW

Field Service Management (FSM) Software

No user reviews
USER SATISFACTION 100%
OUR SCORE 7.5

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.

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.

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

Position of BlueFolder in our main categories:

500

BlueFolder is one of the top 500 Project Management Software products

500

BlueFolder is one of the top 500
Project Management Software products


BlueFolder is also listed in the following subcategories:

Category:Position:Category:Position:
Field Service Management (FSM) Software#34
Category:Position:
Field Service Management (FSM) Software#34

Each enterprise is different, and may need a special Field Service Management (FSM) Software solution that will be fit for their company size, type of clients and employees and even particular niche they cater to. It's not wise to count on getting a perfect software that will be suitable for every business no matter what their history is. It may be a good idea to read a few BlueFolder reviews first and even then you should keep in mind what the service is supposed to do for your business and your staff. Do you require an easy and straightforward solution with only elementary features? Will you really use the advanced tools needed by experts and big enterprises? Are there any particular tools that are especially practical for the industry you work in? If you ask yourself these questions it will be much easier to get a solid app that will match your budget.

How Much Does BlueFolder Cost?

BlueFolder Pricing Plans:

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

BASICTEAMBUSINESSENTERPRISE
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?CallCallCallCall

User Satisfaction

We realize that when you make a decision to buy Field Service Management (FSM) Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and BlueFolder reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people 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.

POSITIVE SOCIAL MENTIONS

3

NEGATIVE SOCIAL MENTIONS

0

Video

Technical details

Devices Supported
  • Windows
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Monthly payment
  • Quote-based
Customer Types
  • Small Business
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.

What are BlueFolder pricing details?

BlueFolder Pricing Plans:

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

BASICTEAMBUSINESSENTERPRISE
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?CallCallCallCall

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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