BlueFolder's service management solution offers a unique blend of ease-of-use and functionality. Think of BlueFolder as CRM + Work Orders + Scheduling + Billing.
BlueFolder's CRM functionality allows users to track all service-related information for their customers – contacts, locations, service history, contracts, and equipment/assets that are serviced at their site.
Work Orders are where the work gets done, and we give 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 labor, materials, and expenses and you can easily push these details to your accounting system for accurate and timely billing. We support integration with QuickBooks, QuickBooks Online and Xero.
Customer interaction is a critical part of effective service. Customers can request service not just by calling, but by sending an email to the system or using the customer portal. With BlueFolder, customers can log-in to their accounts, open new work orders, see the status of existing ones, or provide additional information. They can also be notified automatically via an email of updates or changes, if this option is selected.
BlueFolder has been reliably providing a service management solution to businesses for over 10 years, and have customers who have used the system to run their service business from the beginning.
Software by BlueFolderwww.bluefolder.com