BlueFolder Features

I really like the ease of use and the implementation of the system was virtually seamless with the tech team from BlueFolder. The reports are very good for our needs. The technicians really like to use the desktop program and that what's most important.

The mobile app needs a lot of work. There is limited ability to print out equipment reports for single units.

Work order management works well both in the office and in the field. Automated recurring work orders help keep preventative maintenance organized. Work history is easily located, it's easy to add attachements etc. Customer support is excellent, always a quick response, always quick to address any issues we have.

Sold in US dollars only makes it quite expensive for Canadian companies. Overall cost has become quite high. For our setup we have to do a lot of manual setup for preventative maintenance. Easier than on paper and automatically triggers work orders in the months we need though.

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

Lacking a Drag and Drop feature and project management

The ease of use and how efficient and effective it is.

Could have a little bit better mobile version.

We have been with BlueFolder for many many years, and have watched it improve. We use it to run nearly every aspect of our business. Before I started this company, I ran a software development company in LA, this software is simple to use, powerful and would be the highest rated software systems that I use for my company. Without this system I would have to link together several solutions and doubt they would give me the tools and ease of use that this one system has. Steve Drake

The calendar has issues with time zones. But this is common in most calendar systems. I live in Arizona and during half the year my appointments are set to the wrong time, even though my sales team puts them in correctly for the class. It adjusts to what it thinks is my local time, but the class is scheduled for a time in spite of the zone. This is an issue because I travel to those times, and it does not update when i am there.

Hi Steve, We appreciate you letting us know about how BlueFolder helped your business. We greatly appreciate your feedback. Thanks for being a valued customer! Regards, The BlueFolder Team

I am currently at a new position and using the current companies in-house dispatch/billing/maintenance software is not intuitive to the point where only a specialized personnel use it. I suggested implementing Bluefolder on a trial basis for a subset of our customer base. I had used it in a similar capacity at a previous company and enjoy how easy it is to find customer and equipment data - specifically previous notes and dispatched and contact information.

The map function needs a bit of work. Much of our equipment in the field lacks a street address or is inside of another company's main location, but not a the street address that they would use (read a chemical plant with an Admin building for the address, but equipment installed elsewhere within the plant). Location information needs at latitude/longitude option. Entering location information should come with a "Save and new" button like the equipment entering option.Sub-equipment as a standard option would be nice.

This software is easy to use and navigate. Assigning tasks for team members is easy and notification keep you up to date on statuses as they progress through the service cycle.

Reporting could be improved. It would be nice to have reports that can show how long a service order is in a particular status.

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%...

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

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.

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. I also find it a pain to contact customer support to do basic functions like adding a user or removing a user.

data base and a universal place for each customer information

Better ability to have a data base of materials and how they can be searched for. If you can figure this out similar to the way turbo tax would ask info. Like this: When the tech add his time, Then a pop up screen" Did you use materials?" Then a scroll down screen.

Thank you for your review of BlueFolder Ben! 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

Bluefolder has been an essential tool to my service business. We use it to dispatch service techs, collect time, add material, generate work description, communicate drawings, track job progress and more.

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. Only the service manager.

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

Bluefolder has most everything you need to manage customers and equipment. You can easily see past service history of equipment. Create invoices and export them to Quickbooks online or desktop.

I wish there were more customizable view and reporting built in to the web interface. We end up having to run a bunch of reports and export them to excel in order to make the data easy to interpret.

Thank you for your review of BlueFolder Blake! 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

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.

At the time there is no way to accept online payments. But they have told me that is in the works.

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.

We use Blue Folder for our RMA process and tracking customer equipment for calibrations and repairs.

I wish it had a duplicate equipment feature.

Hi John, We appreciate you letting us know about how BlueFolder helped your business. We greatly appreciate your feedback. Regards, The BlueFolder Team

The software is easy to use and adaptable to our needs. The Quickbooks integration is crucial and works well. Hopefully we can get some minor fixes to the imported fields for matching classifications. Overall it works great!

nothing so far, it all just works GREAT!

Hi Geoffrey, We appreciate you letting us know about how BlueFolder helped your business. We greatly appreciate your feedback. Regards, The BlueFolder Team

Bluefolder is excellent for our facility maintenance division. The ease of being able to enter customers, schedule calls, add notes, photos, tracking past services, and setting up future services. Time tracking for our service guys The overall software is very effortless and has become vital to our company.

Currently, I have no issues with bluefolder.

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

Bluefolder is easy to use and customize to our needs. We primarily use it to track our customers and service tickets.

There is nothing that comes to mind at this time

Hi Chris, We appreciate you letting us know about how BlueFolder helped your business. We greatly appreciate your feedback. Thanks for being a valued customer! Regards, The BlueFolder Team

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...

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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.

Easy to use. Cloud based. Available from anyware.

Customer portal too simple, needs more reporting options.

Makes life easier for customers and our service techs

Mobile look could be better. Easier to use on mobile devices

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.

We like least the cost per user since we don't take advantage of much that the site offers. It would be nice is the fees could be based on what functions we use. The capability to upload documents and photos would also be a plus. Additionally, there is currently no access to the mobile app for our "technicians", only "administrators".

I like the intuitiveness of this software the most. I logged in and hit the ground running. Super easy to navigate and doesn't have a bunch of bells and whistles that I don't need. This software does what it does VERY well.

Nothing really to mention here. Maybe as more time passes, I will find something.

The mobile App. I love it. And how friendly the software is.

That don't have the option to customize it more

Tracks field service orders and sufficient custom fields to make it fit work flow

No validation reports sufficient for regulatory requirements. This is available from other providers, but at a higher cost.