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Work Order and Field Service Management Made Easy
Recommended
Kavindu Githsara K.
E-Learning, 11-50 employees
Used daily for 1-2 years
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Overall, BlueFolder has been a valuable tool for my company. Its ability to track and manage all of our company's assets in one platform, ability to customize fields and forms and powerful reporting capabilities have greatly improved our asset management. While the software has a bit of a learning curve and requires a bit of effort to fully set it up and customize it, the benefits of BlueFolder far outweigh the cons for our business.
As an admin user of BlueFolder in my company, I have found it to be a comprehensive and user-friendly asset management software. One of the biggest advantages of this software is its ability to track and manage all of our company's assets in one platform. From equipment, vehicles, to tools and inventory, BlueFolder provides a seamless experience for our team and our customers. Another great feature of BlueFolder is the ability to customize fields and forms to fit our company's specific needs. This has been especially useful in terms of tracking and managing the maintenance of our assets.
While it offers a wide range of features, it takes some time and effort to fully utilize all the functionalities, especially for non-technical users.
Kelly P.
Automotive, 51-200 employees
Used daily for 1-2 years
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Overall, we are very happy with the program. We are hoping for some future integration with our documentation.
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.
David V.
Construction, 11-50 employees
Used daily for 2+ years
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Overall it serves us well, but the increasing costs might drive us to look at other options.
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.
AMBER M.
Construction, 1-10 employees
Used daily for 1-2 years
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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.
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
Sue P.
Biotechnology, 1-10 employees
Used daily for less than 6 months
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The service has been amazing. [SENSITIVE CONTENT] is readily available and has excellent product and industry knowledge so he really understands our needs. He has a great skill in finding "work arounds" for features that Blue Folder may not have. Its clear he is very proficient in knowing this program and best practices for use.
I love how this product is simple and easy to navigate and use. The amount of customization is really great
I wish there was the ability to create a "master list" of equipment (so that we can use the same equipment for different customers) and the ability to work offline
Jeremy M.
Machinery, 11-50 employees
Used daily for 6-12 months
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The ease of use and how efficient and effective it is.
Could have a little bit better mobile version.
Stephanie C.
Facilities Services, 1-10 employees
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I have only been using for a few days but love it already
I love the contractor feature of dispatching service requests by email and text and the corresponding email importation of information directly into the individual work orders
Definitely need support assistance in getting going but once you start working with it becomes much easier
Steve D.
Logistics and Supply Chain, 11-50 employees
Used daily for 2+ years
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EXCEPTIONAL! service and support have always been spot on, helped when i had issues, helped on the new update. Responsive in a quick time period. Sale team has been helpful when I have had cusotmers that could benifit they helped me to setup a demo system. There are very few companies (especially software) that i like as much as this system.
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
David O.
Telecommunications, 5,001-10,000 employees
Used daily for 2+ years
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I have used it in some capacity for the past 6 years and am implementing it at a new company. I can use it to research previous troubles, schedule future call-outs/PM's, and it is exceptionally easy to document issues for future technician's to diagnose.
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.
Marijo F.
Construction, 11-50 employees
Used daily for 2+ years
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The feature I like most about this software is the ability to easily create work orders and assign to the technicians. Everything is saved, and easily accessible.
I haven't compared pricing with other software programs so I am not sure whether the pricing is competitive or not.
Hi Marijo, 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
Jordan H.
Medical Devices, 51-200 employees
Used daily for 2+ years
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I use BlueFolder daily to manage the Field Service Team for a medical device company. This software allows us the ability to track service orders from start-finish while collecting pertinent data.
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.
Paula C.
Consumer Services,
Used daily for 2+ years
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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%...
Would love to be able to link multiple data sets for custom reports.
Kristy H.
Real Estate, 1-10 employees
Used daily for 2+ years
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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.
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.
Ben C.
Electrical/Electronic Manufacturing, 1-10 employees
Used daily for 2+ years
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Great. Again it needs a better way to reference materials used. Like when Im doing this review and I click on a question and depending on the answer another screen pops up. Asking for something else
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
Stephen H.
Construction, 11-50 employees
Used daily for 2+ years
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I am very pleased with the overall experience with Bluefolder.
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
Carl L.
Information Technology and Services, 1-10 employees
Used daily for 2+ years
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Additionally, BlueFolder's customer service was top-notch. Anytime we had a question, they had an immediate answer.
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
Samantha S.
Construction, 51-200 employees
Used daily for 2+ years
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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!
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
Blake R.
Medical Devices, 11-50 employees
Used daily for 2+ years
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Very positive.
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
Robert B.
Recreational Facilities and Services, 1-10 employees
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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.
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.
Alba C.
Construction, 1-10 employees
Used daily for 2+ years
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great
Easy to navigate thru and able to understand it without issues
not sure if i'm able to create Invoices for each order
Hi Alba, 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
John F.
Electrical/Electronic Manufacturing, 11-50 employees
Used daily for 2+ years
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We have seen a 11% increase in calibrations this past year by using blue folder to track and remind about calibrations.
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
Geoffrey T.
Management Consulting, 1-10 employees
Used daily for 1-2 years
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Great customer support during the initial setup and customization of the software to import all of our customers for a property management company.
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
Leslie S.
Mechanical or Industrial Engineering, 51-200 employees
Used daily for 1-2 years
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Excellent. [SENSITIVE CONTENT HIDDEN] our sales support has been wonderful and is a pleasure to interact with when we need help.
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!
Chris N.
Security and Investigations, 1-10 employees
Used daily for 2+ years
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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
Aaron M.
Construction, 11-50 employees
Used daily for 1-2 years
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We use this everyday for everything we do. Keeps everything in one place
A PDF reader for adding attachments. taking a picture and uploading is fine. However using that later is a royal pain when going to print something off. We currently have to use another app to make the attachments such as receipts a pdf then upload to Bluefolder.
Hi Aaron, 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