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BlueFolder Reviews & Product Details

BlueFolder is a Work Order and Field Service Management Software that helps commercial service pros in the field stay on-schedule, access critical job details & work order management features in a mobile and web-based user-friendly interface. Access robust features: recurring jobs, secure custom user permissions, scheduling/dispatch, asset/equipment tracking, customer portals, & more. Reduce or eliminate paperwork using integrations with QuickBooks & more. Keep all your field techs on track and streamline operations with powerful features and a simple, user-friendly interface. Our customers regularly tell us that adopting it has been the key to realizing the productivity gains that have propelled their business to the next level. BlueFolder’s pricing plans and features are structured to meet the needs of service teams of all sizes, from small companies with only a few users to large scale enterprise organizations with hundreds of users. Schedule a demo today to see how BlueFolder can help your service team.

Seller

BlueFolder Software

Languages Supported

English

Product Description

BlueFolder helps service providers and original equipment manufacturers track work orders, assets, contracts, maintenance, and billable activities – all while maximizing technician efficiency and customer satisfaction

Overview by

Jeff Emrich

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

Perceived Cost

$$$$$

View More Pricing Information

Top-Rated Alternatives

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BlueFolder Media

BlueFolder Demo - Field Service Management Made Easy. Flexible. Customizable.

BlueFolder was built for field maintenance teams, by real field service professionals.

BlueFolder Demo - Robust Work Order Management

track job details, status, assignments, billable items, notes, comments, change history, and more. Increase efficiency with advanced features like assigning multiple people on multiple dates, assignment completion tracking, custom fields, and automatic status changes.

Increase service satisfaction with powerful customer management features like notifications and a customer portal.

BlueFolder Demo - Scheduling and Dispatching

Automate and maximize technician productivity with intuitive field service software.

BlueFolder Demo - Equipment / Asset Tracking

Keep track of the equipment/assets you service to improve efficiency, equipment uptime, and customer satisfaction. Schedule preventive maintenance, and track serial numbers, warranties, service histories, and more.

BlueFolder Demo - Customization to Fit Your Needs

Customized (and automated) to fit your business processes. Every business is different, and many out-of-the box solutions just don’t cut it (ditch the square peg with round holes). With BlueFolder, you can customize your work orders to function exactly as you expect them to (saving you a ton of t...

BlueFolder Reviews (30)

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Jenny M.

Office Manager/I could not figure out how to upload a screenshot but we have been using Blue Folder since 2007

Small-Business (50 or fewer emp.)

5/17/2022

"Easy basic scheduling system"

5/5

What do you like best about BlueFolder?

Easy to learn and enter customer info. User friendly. Review collected by and hosted on G2.com.

What do you dislike about BlueFolder?

We don't do billing from Blue Folder and that is why we don't use it more often. Review collected by and hosted on G2.com.

Chip N.

Full Stack Developer

Mid-Market (51-1000 emp.)

5/17/2022

"Effective work order management with a great API"

5/5

What do you like best about BlueFolder?

Ease of use made employee onboarding very simple and most find the interface intuitive. The API was a huge factor in choosing to go with BlueFolder. We have integrated it with our own proprietary business management software and fully automated billing via a custom QBO connector. Review collected by and hosted on G2.com.

What do you dislike about BlueFolder?

It would be nice to have more user types with different fees associated with them. For example, we have some managers who want login access (paid per user) even though they really don't do anything with it. Also, the way the API is linked to a user account makes it so that when I expand our custom integrations to our sister companies I'll need to add paid user to each of them. A single developer account that could have access to multiple companies would be a nice solution. Review collected by and hosted on G2.com.

Patrick E.

Systems Analyst

Mid-Market (51-1000 emp.)

5/12/2022

"I generally like BlueFolder for its basic communication, organization, and simplicity qualities."

4/5

What do you like best about BlueFolder?

Customizations are a great tool. I like that we can change / add most anything on the fly. I am able to add as much information about a topic including required fields which help. Review collected by and hosted on G2.com.

What do you dislike about BlueFolder?

I'm lacking the IT components for IT Administration and Management. For Fieldwork, this is a great tool, for IT collaboration and troubleshooting, not my tool of choice as I really need a combination of CRS plus computer support functionality in 1 tool. That said, i realize that this was not what it was most likely built for so I am pretty happy with what I can do with the current price point, Review collected by and hosted on G2.com.

What problems is BlueFolder solving and how is that benefiting you?

Organizing our communications between the IT department and the rest of the production side of our industry is important and works pretty well. Communicating with all stakeholders through Bluefolder is also a great benefit (We used to use email which was constantly being lost or not having the correct persons attached). BlueFolder makes it easy, no matter what level the affiliated person needs to be. Review collected by and hosted on G2.com.

Todd T.

Owner

Small-Business (50 or fewer emp.)

5/21/2022

"Still waiting on some important fixes with issues, but by far better than any other software!"

5/5

What do you like best about BlueFolder?

The ability to track and find history on old jobs, equipment, serial numbers etc. Review collected by and hosted on G2.com.

What do you dislike about BlueFolder?

Blue folder does not transfer the cost of new materials to quickbooks, which makes more work for me to enter each cost individually in quickbooks when creating new products/items.

Line items transfer date to QuickBooks. There's no option to turn off date transfer. I have to manually remove the date from each item on quickbooks side. If i dont, the invoice will not print the line items in the order i arrange it.

After transfer, I also would like the option to have the words (wok order details/notes) removed. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

5/12/2022

"Great Basic Features with Potential to Improve"

4/5

What do you like best about BlueFolder?

Service request smart lists auto update based on specific criteria. We use them to keep a visual display of people's workload, and to document other processes such as service requests that requires PO's, etc. Review collected by and hosted on G2.com.

What do you dislike about BlueFolder?

Calendar integration with outlook is one way. They should also create smart lists for equipment items so that you don't have to constantly export reports to excel. We would like to be able to generate lists based on equipment due dates, and other custom criteria. Also, the team calendar view could use some work. Review collected by and hosted on G2.com.

Recommendations to others considering BlueFolder:

It's a great product with basic features. Review collected by and hosted on G2.com.

What problems is BlueFolder solving and how is that benefiting you?

Bluefolder is the backbone of how we run our business. It does most things very well. It has gaps, but we are able to fill those with other processes. I wish that the support team would make efforts to provide the features that we have been suggesting to them. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security

Small-Business (50 or fewer emp.)

5/26/2022

"BlueFolder has been a good solution for our company."

4/5

What do you like best about BlueFolder?

I like that it's a web-based platform and the new mobile app has helped. I like the customization that we can make to the platform. I Review collected by and hosted on G2.com.

What do you dislike about BlueFolder?

1) We store a lot of important notes in the customer's 'comments' area, but these are hard to get to on the phone app (Customer > History > Comments). While in the standard site we go to Customer and go to Comments tab.

2) Integration with Outlook could be better. Our Calendar syncs with Outlook Calendar (one-way); wish it could sync both ways. We use the Office365 Exchange platform. Editing and Rescheduling is difficult. If I delete a scheduled appointment from Outlook; the BlueFolder sync re-adds it to the calendar. So the only way for us to remove it is to remove it from BlueFolder first. Would love for it to be able to delete or change on both ends from Outlook.

3) Sometimes when I search for a contacts name within an account. It doesn't show any results. No results come back.

4) I'd love reoccuring tickets. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

5/17/2022

"A longterm Bluefolder user"

4/5

What do you like best about BlueFolder?

The tracking of projects along with the associated expenses and documents

Our company has used Bluefolder for years and it is reliable and meets most of our needs Review collected by and hosted on G2.com.

What do you dislike about BlueFolder?

Not a huge issue but would like greater ability to write labour reports.

We export the labour data and prepare management reports and use for timesheets.

Not easy to export into accounting program. Review collected by and hosted on G2.com.

Recommendations to others considering BlueFolder:

I recommend Bluefolder as it is easy to use, has very good IT support. Review collected by and hosted on G2.com.

What problems is BlueFolder solving and how is that benefiting you?

We are able to setup and use bluefolder for quoting projects.

And for those jobs won tracking the status, scheduling work assignments.

It is also be used to track billable hours performance for employees. Review collected by and hosted on G2.com.

Matt H.

CNC Technician

Small-Business (50 or fewer emp.)

5/17/2022

"Fantastic addition to our service department"

5/5

What do you like best about BlueFolder?

The ability to use the web request form for telephone support. Review collected by and hosted on G2.com.

What do you dislike about BlueFolder?

No way to verify customers information on work order on mobile. Review collected by and hosted on G2.com.

john K.

President, Clean-Rite Inc.

Small-Business (50 or fewer emp.)

5/17/2022

"Better than paper Invoicing"

4/5

What do you like best about BlueFolder?

Paperless, invoicing, we like cloning work orders from year to year Review collected by and hosted on G2.com.

What do you dislike about BlueFolder?

Some features need work to fit our type of Cleaning business Review collected by and hosted on G2.com.

Matthew Y.

Spa

Small-Business (50 or fewer emp.)

5/17/2022

"Works for us!"

4.5/5

What do you like best about BlueFolder?

Ease of use. And convenience while on the rapd Review collected by and hosted on G2.com.

What do you dislike about BlueFolder?

The app is clunky and constantly getting kicked out of the app and website Review collected by and hosted on G2.com.