BlueFolder Reviews

We were burdened with heavy software that required a million clicks to get the simplest things done. Then, we found BlueFolder. It gave us everything we needed to store customer information, schedule service tickets for our employees and most importantly, close tickets and get paid quickly. The software's simplicity allowed us to put our focus on growing the company.

We found no cons with the BlueFolder software.

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

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

That it integrated with QBO our accounting software.

That Bluefolder is not backwards compatible with QBO unless we want to spend more money developing it.

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.

The scheduling and team calendar feature, also the ease to customize the system to fit your business needs. We also like that it tracks equipment in one place. You can also customize who sees what information (employees, clients and vendors) which is awesome

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

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!

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

It is a fairly simple product to use, all of our techs really enjoy how easy it is overall.

We don't use this product to bill our customers. Once a call is billed, we have to delete the work order or calls will get buried on the main page. Once a call is deleted you have to search for it and reopen the call to see it again. Not hard but it can be a pain at times.

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

BlueFolder is very easy to use and available on multiple devices. The software has helped myself and the team stay organized and efficient. The structure is very simple to use but has plenty of features available.

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

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.

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

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.

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 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.

Clean dashboard , packed with information , very easy to use software and App. The integration with quicken books is included with this software.

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

Ease of use, cost and support

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.

Ease of use. We have tried other web-based service software providers and they just didn't fit our needs. For us it has to be easy to use or it won't get used and that is exactly what happened with the other software we tried. Now, we can enter a service request when someone calls our cell phone quickly and easily right from our Iphones. The new request is emailed automatically to the customer who can then track the progress of the request. I have had compliments from customers in the last couple of days saying how much they like the ease of use and simplicity.

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.

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

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

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

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

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.

Nothing yet

"Ability to manage field technicians and give them with the information they need to execute their jobs. The ability to bill using QuickBooks integration." "You can also control who sees what data (workers, clients, and vendors), which is fantastic." "We had a lot of fun with the team scheduling on this; it worked well for us and helped us organise our schedule."

"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."

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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.

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.

No pros were added to this review

No cons were added to this review