BlueFolder Pricing, Features, Reviews & Comparison of Alternatives


Online software for your Service Business

4.79/5 (21 reviews)

BlueFolder overview

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.


Pricing options
Value for money


Business size



United States, Australia, Brazil, Canada, Europe and 6 other markets, Germany, India, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

BlueFolder screenshot: Service Dashboard with key activities and statsBlueFolder Anatomy of a Work OrderBlueFolder screenshot: Special iPhone / Mobile interfaceBlueFolder screenshot: Signature capture in-the-fieldBlueFolder screenshot: Ipad / Tablet friendly

BlueFolder reviews


Very good

Value for money
Ease of use
Customer support
Paula Cattano


Used daily for 2+ years
Reviewed 2017-04-06
Review Source: Capterra

We have been using BlueFolder for five years to schedule and manage a very, busy elevator service department. Without BlueFolder we would not have been able to grow our company by 50%, It allows us to provide the type of information that the technicians need in the field to do their job and the home office to manage all of the customers and equipment. The System has a lot of ways to customize the information specific to your company's needs. Their customer support is extremely helpful and always accessible when needed. This was the single most effective decision we have every made and I highly recommend this system. The ease of data entry. The ability to manage technician's in the field and provide them with the information to do their job. The ability to integrate with QuickBooks for billing. This system has enabled our company's department to grow by 50%...

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Kristy Henry

BlueFolder is easy to use to manage work orders.

Used daily for 2+ years
Reviewed 2017-09-05
Review Source: Software Advice

The software is easy to use and has some great functions. The best feature is being able to sort by job, property, etc. I LOVE having the search bar - I use this every time I enter a new service request. It helps being able to go back and see all the jobs for a specific property - or even all the jobs with one specific issue. It's easy to look up past work orders (so I can see when something has been previously done with a property). It's very simple to set up new properties and contacts. The invoices are very professional looking and transfer nicely to QuickBooks.

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Robert Brunkow

Very easy to use and to the point.

Reviewed 2016-03-04
Review Source: GetApp

I have been a user of Blue Folder since 2009. I have always kept an eye out for other applications to make sure I was get the best bang for my buck. I have spent hundreds of hours testing other systems and I can tell you this app is the only one that makes it easy and a very short learning period on how to use the app. The best feature they have is the customer notifications. That alone is worth the price. They make it so easy to communicate to my customer and they tell me that they love it!! Our customers are aware of what is going on every step of the way.Customer Notifications Ease of use Very pleasing to look at The customer support team treats me like a family member and not just another customer. The get customer service beyond just being there when needed.

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Deb Merriner

Meets our industry need like no other program

Reviewed 2015-12-17
Review Source: Software Advice

The website is easy to use and intuitive. We have never experienced any downtime with it and find their customer support helpful and responsive. We have a unique niche in the senior service industry and found that this software meets our needs like no other.

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Mike Peterson

Best online service team software

Reviewed 2011-07-03
Review Source: Capterra

I would consider Blue Folder to be a "pillar" of our business. It is as important has as our accountant, lawyer, sales team, support team, etc. I do not think we could operate without it.I like how the software is updated on a monthly basis and updates are distributed automatically. Improvement suggestions are encouraged and often make it into a future update. Uptime is 99.9%. All data is automatically backed up online. I really like how you can search the service call titles and the comments. This makes it easy to find a solution to a problem we have dealt with before. We also like the mobile edition on our Android phones. The technicians are automatically alerted to schedule changes and can easily lookup maps, driving directions, gate codes, special instructions, etc. However, the best feature is that the software is focused on service businesses, which means that the interface is simple, yet powerful. It saves us many hours over the old way we managed our service team.

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BlueFolder features

Activity Dashboard
Automatic Notifications
Custom Fields
Customizable Reporting
Data Import/Export

Access Control (181 other apps)
Activity Tracking (218 other apps)
Audit Trail (183 other apps)
Auditing (266 other apps)
Compliance Management (213 other apps)
Document Storage (198 other apps)
Inventory Management (214 other apps)
Inventory Tracking (210 other apps)
Invoice Management (197 other apps)
Monitoring (201 other apps)
Real Time Data (236 other apps)
Reporting & Statistics (268 other apps)
Third Party Integration (252 other apps)
Workflow Management (233 other apps)

Additional information for BlueFolder

Key features of BlueFolder

  • Quickbooks, QB Online, Xero
  • Automatic notifications
  • Calendar management
  • Let Google calendar see your appointments
  • Client portal
  • Everything in one place
  • Custom, flexible reports
  • Customers, contacts, items
  • Keep everyone in the loop
  • All your jobs tracked in one place
  • History of work orders
  • Status at a glance
  • Great for trouble tickets as well as on-site
  • Keep your staff and appointments in sync
  • Flexible team scheduling & calendars
  • Push detailed invoices to your accounting system
  • Your data is yours - Export anytime
  • For Customers, Work Orders, Assets, etc.
  • Capture on-site on mobile
  • Get paid for what you do
View All Features


• BlueFolder streamlines service businesses enabling them to keep track of everything and be sure that nothing falls through the cracks.

• Accounting integration. BlueFolder's integration with QuickBooks, QuickBooks Online, and Xero will make it easy to get detailed invoices to customers without re-entering all that information. Get paid faster and don’t miss an invoice.

• Month-to-month subscription – no long-term commitment required – cancel anytime.

• Customer support – along with a Help Center, BlueFolder's support team is available by email and phone.