BlueFolder - 2026 Pricing, Features, Reviews & Alternatives

BlueFolder is designed for field maintenance teams and helps customize work orders to function as per the business requirements. Users can control and change work order status colors, generate automated status changes, use defaults when completing assignments and specify how work orders behave based on technician permissions. The work order management module helps track job details, status, assignments, billable items, notes, comments, change history, equipment installed/serviced, files/photos, and more.

BlueFolder’s unique assignment capabilities can handle complex jobs that require multiple tasks and multiple assignees. Users can even enable assignment completion tracking so they'll know when each job sub-task has been completed. Custom fields allow them to track the critical data that is unique to the business, and users can subsequently search and report on that data. It helps track all billable job activities such as labor hours worked, materials used, and expenses incurred, and export to the accounting system for accurate invoicing. A full log of every work order ensures that the team is fully informed and accountable. Robust notification capabilities keep teams in sync with job status and with each other, while customer notifications with full back-and-forth email capabilities help team and the customers communicate right from within the system.

Field service CRM helps imagine all the critical customer information in one secure place, enabling fast retrieval and accurate reporting. Quick access to a customer’s full job service history makes it easier to deliver a great customer experience and saves time when booking new jobs or answering customer questions. Easily track complex commercial customers who have multiple contacts and locations, and even assign team members to act as the default tech, service manager, or account manager for specific customers. Flexible settings and custom fields enable highly customized tracking of the information you need for each customer. Users can also attach files, photos, and even links to external websites to a customer record.

Equipment/Asset tracking keeps track of the equipment/assets users install/service for their customers. Accurate service history records and tracking of maintenance schedules helps team maintain and increase equipment uptime and customer satisfaction. Track serial numbers, warranties, custom fields, and attached files/photos or external links per equipment item. Stay on top of equipment/asset maintenance with recurring jobs that automatically generate work orders at scheduled intervals. BlueFolder helps teams log every billable job activity which prevents billable work from being lost. Billable job activities such as labor hours worked, materials used, expenses incurred are tracked in detail and include the ability to add public or private comments to each activity. Customizable permissions allow businesses to keep their profit margins private from their techs while enabling more visibility for more senior staff. Billable work can also be billed to a service contract and non-billable activities are also supported. Each work order can be exported to the accounting system for invoicing and payment. BlueFolder integrates with QuickBooks, QuickBooks Online, Xero, and others (via our API).