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BlueFolder
by BlueFolder Software | Founded 2005, Colorado Springs, CO
Categories:
- Field Service Management Software
- Aviation MRO Software
- Carpet Cleaning Software
- Cleaning Service Software
- CMMS Software
- Equipment Maintenance Software
- GPS Tracking Software
- HVAC GPS Tracking Software
- HVAC Software
- Job Management Software
- Job Scheduling Software
- Lawn Care Software
- Locksmith Software
- Maintenance Management Software
- Maintenance Tracking Software
- Manufacturing Maintenance Software
- Pest Control Software
- Plumbing Software
- Pool Service Software
- Predictive Maintenance Software
- Routing Software
- Service Scheduling Software
- Tool Management Software
What is BlueFolder?
Industry Specialties: Field Service
BlueFolder is a cloud-based solution that helps businesses automate day-to-day operations with functionalities for contact management, scheduling, dispatch and work order management.
It connects field and administrative staff to clients, enhances productivity, mitigates service risks, increases sales and improves revenue.
PRICE
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COMPANY SIZE
DEPLOYMENT
PLATFORM
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Product Screenshots and Videos
BlueFolder Pricing
Based on our most recent analysis, BlueFolder pricing and cost details are described here:
- Price
- $$$$$
- Starting From
- $175
- Pricing Model
- Still gathering data
- Free Trial
- Still gathering data
Training Resources
BlueFolder is supported with the following types of training:
- Documentation
- In Person
- Live Online
- Videos
- Webinars
Support
The following support services are available for BlueFolder:
- Phone
- Chat
- FAQ
- Forum
- Knowledge Base
- 24/7 Live Support
BlueFolder Benefits and Insights
Why use BlueFolder?
Key differentiators & advantages of BlueFolder
- Streamline Operations: Automate tasks, optimize scheduling, manage more work orders and improve customer satisfaction from a centralized location.
- Minimize Paperwork: Automate end-to-end operations and digitize documents to reduce paperwork and eliminate manual errors.
- Gain Operational Visibility: Get a complete overview of operational and financial activities across the business in real time.
- Access Cloud Storage: Store all critical information and documents in safe cloud storage with tiered access and user permissions for viewing and editing.
- Enable Integrations With API: Streamline work by integrating business-critical apps using an open API and accessing information through a single platform.
Industry Expertise
BlueFolder helps small-to-enterprise scale businesses in the field service industry.
BlueFolder Reviews
Average customer reviews & user sentiment summary for BlueFolder:
Key Features
- Work Order Management: Create work orders with automated field entries for customer location, contact information and service requests, associated tasks and checklists, required assets and equipment, service history, photos and manuals.
- Customer Management: Manage a central database of all customers with details including address, phone numbers, email ID, service history, payment history, communication history and more to improve customer satisfaction.
- Scheduling and Dispatch: Schedule one-time and recurring work orders in a color-coded drag-and-drop calendar. Use search and filter options to view and segregate tasks by their status, location and assigned field technician. Assign and dispatch technicians to job locations based on their skills, availability and location.
- Asset/Equipment Management: Accurately track key metrics like products, equipment counts, usage, returns to vendors and returns from customers. Check, update and adjust asset and equipment stock levels in real time with GPS tracking.
- Billing and Invoicing: Create and share customizable individual or group invoices using pre-built templates. Track sent invoices for timely payments and follow-up on past due invoices.
- Contract Management: Create and maintain contracts and agreements with customers and vendors to establish deliverables and terms of service while ensuring smooth service delivery.
- Customer Portal: Enable customers to submit work order requests, view open jobs, access invoices and pay bills through a branded self-service portal.
- Mobile Field Service: Enable field and back-office staff to communicate and exchange information while working smoothly from a remote location with fully-featured Android and iOS apps.
- Reporting and Dashboard: Access business-critical operational and financial reports with a drag-and-drop widget-based dashboard to monitor key performance indicators.
Limitations
These limitations are current as of the writing of this review:
- Field payment collection is not available.
- Limited customer and worker customization.
- Lack of drag-and-drop feature.
- Project management capabilities are missing.
Suite Support
mail_outlineEmail: support@bluefolder.com.
phonePhone: (877) 258-3467.
schoolTraining: Documentation, webinars and video tutorials are offered online and in-person.
local_offerTickets: Ticketing system is not specified.