BlueFolder Features

BlueFolder

Easy, Professional Field Service and Work Order Software

4.71/5 (29 reviews)

Competitor Feature Comparison

API
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Management
Asset Tracking
Audit Trail
Automated Scheduling
Automatic Backup
Billable Items Tracking
Billing & Invoicing
CMMS
CRM
Calendar Management
Calendar Sync
Client Portal
Collaboration Tools
Commercial Properties
Contact Database
Contract/License Management
Credit Card Processing
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Dispatch Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Employee Scheduling
Equipment Maintenance
Equipment Management
Equipment Tracking
Estimating
File Storage
Fixed Asset Management
For Schools
GPS
Group Scheduling
Historical Reporting
IT Asset Management
IT Asset Tracking
Incident Management
Interaction Tracking
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Job Management
Job Scheduling
Job Tracking
Maintenance Management
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Signature Capture
Multi-Location
Online Booking
Online Time Clock
Payment Collection in the Field
Payment Processing
Preventive Maintenance
Problem Management
Project Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring Appointments
Reminders
Reporting & Statistics
Residential Properties
Resource Management
Resource Scheduling
Routing
SMS Messaging
Scheduling
Self Service Portal
Service History
Service Level Agreement (SLA) Management
Service Reporting
Status Tracking
Task Management
Task Scheduling
Technician Management
Third Party Integrations
Time & Expense Tracking
Warranty Tracking
Work Order Creation
Work Order Management
Workflow Management
Learn moreCompare App
API
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Management
Asset Tracking
Audit Trail
Automated Scheduling
Automatic Backup
Billable Items Tracking
Billing & Invoicing
CMMS
CRM
Calendar Management
Calendar Sync
Client Portal
Collaboration Tools
Commercial Properties
Contact Database
Contract/License Management
Credit Card Processing
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Dispatch Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Employee Scheduling
Equipment Maintenance
Equipment Management
Equipment Tracking
Estimating
File Storage
Fixed Asset Management
For Schools
GPS
Group Scheduling
Historical Reporting
IT Asset Management
IT Asset Tracking
Incident Management
Interaction Tracking
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Job Management
Job Scheduling
Job Tracking
Maintenance Management
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Signature Capture
Multi-Location
Online Booking
Online Time Clock
Payment Collection in the Field
Payment Processing
Preventive Maintenance
Problem Management
Project Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring Appointments
Reminders
Reporting & Statistics
Residential Properties
Resource Management
Resource Scheduling
Routing
SMS Messaging
Scheduling
Self Service Portal
Service History
Service Level Agreement (SLA) Management
Service Reporting
Status Tracking
Task Management
Task Scheduling
Technician Management
Third Party Integrations
Time & Expense Tracking
Warranty Tracking
Work Order Creation
Work Order Management
Workflow Management
Visit WebsiteCompare App
API
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Management
Asset Tracking
Audit Trail
Automated Scheduling
Automatic Backup
Billable Items Tracking
Billing & Invoicing
CMMS
CRM
Calendar Management
Calendar Sync
Client Portal
Collaboration Tools
Commercial Properties
Contact Database
Contract/License Management
Credit Card Processing
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Dispatch Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Employee Scheduling
Equipment Maintenance
Equipment Management
Equipment Tracking
Estimating
File Storage
Fixed Asset Management
For Schools
GPS
Group Scheduling
Historical Reporting
IT Asset Management
IT Asset Tracking
Incident Management
Interaction Tracking
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Job Management
Job Scheduling
Job Tracking
Maintenance Management
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Signature Capture
Multi-Location
Online Booking
Online Time Clock
Payment Collection in the Field
Payment Processing
Preventive Maintenance
Problem Management
Project Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring Appointments
Reminders
Reporting & Statistics
Residential Properties
Resource Management
Resource Scheduling
Routing
SMS Messaging
Scheduling
Self Service Portal
Service History
Service Level Agreement (SLA) Management
Service Reporting
Status Tracking
Task Management
Task Scheduling
Technician Management
Third Party Integrations
Time & Expense Tracking
Warranty Tracking
Work Order Creation
Work Order Management
Workflow Management
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Mobile apps

iOS App


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Android App


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BlueFolder Feature Reviews

24 reviewers had the following to say about BlueFolder's features:

jerome c.

Blue Folder service software

2017-06-17

Equipment tracking and customer management, straight to the chase service management software

Pros

Clean dashboard , packed with information , very easy to use software and App.

Cons

Lack of Unsecured email passwords and email addresses , limited of customization of customers and workers ,

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Market Research company, 1001-5000 employees)

Blue- folder

2021-07-14

Pros

"You can also control who sees what data (workers, clients, and vendors), which is fantastic."

Cons

"It lacks a Drag and Drop feature as well as project management." "Lack of Unsecured Email Passwords and Email Addresses, Limited Customer and Worker Customization."

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
AMBER M.

Ease in service work operations

2020-06-18

This program keeps my operations organized in an easy way. I am sure I don't even use half the features in which I would like to be able to learn more about the options to see if it will help my operation even more.

Pros

The flow of a work order, from quote, to executed work order an scheduling, to completion of work order with a signature feature, to batching work orders to Quickbooks

Cons

Lacking a Drag and Drop feature and project management

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kristy H.

BlueFolder is easy to use to manage work orders.

2017-09-05

I LOVE having the search bar - I use this every time I enter a new service request.

Pros

It's easy to look up past work orders (so I can see when something has been previously done with a property).

Cons

I wish this software would integrate with Buildium - would be much easier to use if I didn't have to export to QuickBooks, download, then reupload to our management software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Paula C.

BLUEFOLDER WILL HELP YOU GROW YOUR BUSINESS

2017-04-06

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.

Pros

The ease of data entry. The ability to manage technician's in the field and provide them with the information to do their job.

Cons

Would love to be able to link multiple data sets for custom reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Excellent software with amazing customer service

2018-04-16

Pros

BlueFolder is very easy to use and available on multiple devices.

Cons

The only thing I would like to see improved are more customizable report features available to either create or pull from.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Buckley F.

Blue Service for web based scheduling and customer data base

2009-07-15

BLUE SERVICE cut down on time-consuming administrative tasks by about 70% and the information is uniform, organized and easily accessible.

Pros

Web based so our staffers can check their schedules, service details and customer information online. Easy to use, intuative.

Cons

We wish they would have a SEARCH capability, so that we could easily search for appointments.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Miles R.

Organized Accountability

2020-05-18

Pros

Visibility, Reporting Reduces overall touches once you can see and correct.

Cons

Contacts doesn’t really work the way we need them too.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeramy H.

Love it!

2015-03-13

The billing feature isn't as efficient as quickbooks, so we import the info there.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Deb M.

Meets our industry need like no other program

2015-12-17

Pros

The website is easy to use and intuitive.

Cons

The capability to upload documents and photos would also be a plus.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering BlueFolder

Be aware of the costs associated per user and also the fact that there is limited access for your staff to use the mobile app.

Source: Software Advice
Helpful?   Yes   No
Read more
Mike P.

Best online service team software

2011-07-03

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.

Pros

The technicians are automatically alerted to schedule changes and can easily lookup maps, driving directions, gate codes, special instructions, etc.

Cons

It is very hard to come up with negatives. And when you find a problem, their development team immediately responds to your request and suggests workarounds. Or at least promises to consider the request for the future upgrade.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Stephen H.

Great Tool

2020-04-10

I am very pleased with the overall experience with Bluefolder.

Pros

We use it to dispatch service techs, collect time, add material, generate work description, communicate drawings, track job progress and more.

Cons

We would like to customize the ticket number feature. We also would like to be able to create a private comment where the lead tech can not see it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from BlueFolder


Thank you for your review of BlueFolder Stephen! We greatly appreciate the feedback and have passed along your recommendations to our product team for review. Thanks for being a valued customer!

Sincerely,
The BlueFolder Team

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Andrew L.

Blue folder maximizes productivity

2019-01-16

Pros

Scheduling and job tracking.

Cons

Haven’t worked enough to find out all the customizable features and look forward to doing exactly that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Robert B.

Verified Reviewer

Very easy to use and to the point.

2016-03-04

The best feature they have is the customer notifications. That alone is worth the price.

Pros

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.

Cons

At the time there is no way to accept online payments.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No

Response from BlueFolder


Thank you for your positive review and being our customer for the last 7 years. We are pleased that we have made such a positive impact on your business and the service you provide your customers. We hope you are enjoying all of the enhancements in the software update that we deployed last week. And thanks for your suggestions – they are helpful as we work to make BlueFolder better with each new update.

Read more
Joe S.

Bluefolder a must have for service companies.

2011-07-21

We highly recommend Bluefolder to those in the service industry.

Pros

Easy to use Available anywhere anytime Reasonable pricing Quick response from bluefolder support Customer portal enables our primary customer to view our activity without the need for phone calls.

Cons

1. When service request is assigned to technician and email is sent from Bluefolder, It would be great if the email could keep its format for ease of reading. 2. Constant feed on new service requests without having to refresh page.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Samantha S.

Amazing Product with Great Customer Service

2020-04-27

Our experience has been great. We started with them as a small company and as we have grown over the last 8 years so have they and the updates fit right along with our needs. Customer service always responds very quickly and is very helpful!

Pros

The scheduling and team calendar feature, also the ease to customize the system to fit your business needs.

Cons

Right now the only feature I want to see if contracts able to be billed on use so you can track how many hours you use for an unlimited contract and still bill it

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Leslie S.

One stop shop

2020-04-23

Excellent. [SENSITIVE CONTENT HIDDEN] our sales support has been wonderful and is a pleasure to interact with when we need help.

Pros

The ease of being able to enter customers, schedule calls, add notes, photos, tracking past services, and setting up future services.

Cons

Currently, I have no issues with bluefolder.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BlueFolder


Leslie, thank you for taking the time to leave a review and for being a valued customer!

Read more
L.J. P.

Great product and SUPERIOR customer service

2017-04-06

Blue Folder was the perfect fit both functionally and financially for my start up business (National HVAC management). There are a few things that I wish the software could do (i.e.

Pros

Ease of use, cost and support

Cons

Would like to see added functions OR at least the ability to possibly pay for specific changes/upgrades that would benefit and make it a better fit overall for my business.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Pete H.

Finally found software for our service business

2012-01-21

Would recommend to any service company who would like a simple interface for both users of the company and for end-users submitting service requests.

Pros

The new request is emailed automatically to the customer who can then track the progress of the request.

Cons

Would like to have the ability to do estimates in BlueFolder. I spoke with the salesperson and he said it will be available in the not to distant future-Hope so.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anthony P.

Such a great HVAC/Plumbing service software package

2017-04-06

Easy to use and access from anywhere or any device.

Pros

Accessibility. The info that is available to my techs in the field. That it is cloud based and I can get what I need from anywhere and any device.

Cons

Nothing yet

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering BlueFolder

Without paying a huge amount to have something custom made, you won't find any better.

Source: Capterra
Helpful?   Yes   No
Read more
Chris A.

IT Service Provider Point of View

2015-07-14

Most packages are an overkill that waste time and money.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Connie C.

Love the Program

2015-03-17

I am very impressed with how easy it is to ask a question and get the RIGHT response back in just a little while, not days.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
David D.

We love this product - Great Job Blue Folder

2015-04-08

The system is always up and online, is very reliable, and overall easy to use.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Dexter A.

Best software out there for Managed IT Providers

2015-06-18

And it's extremely easy to use.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more