--- title: BlueFolder Reviews meta_title: 'BlueFolder Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 30 reviews by the users' company size, role or industry to find out how BlueFolder works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 30 scale: '5' date_modified: '2026-07-12' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # BlueFolder Reviews **Vendor:** BlueFolder Software **Category:** [Field Service Management Software](https://www.g2.com/categories/field-service-management) **Average Rating:** 4.3/5.0 **Total Reviews:** 30 ## About BlueFolder 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. ## BlueFolder Reviews ### 1. Easy basic scheduling system **Rating:** 5.0/5.0 stars **Reviewed by:** 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.) **Reviewed Date:** May 17, 2022 **What do you like best about BlueFolder?** Easy to learn and enter customer info. User friendly. **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. **What problems is BlueFolder solving and how is that benefiting you?** We can see when other electricians are scheduled for certain jobs so we don't over book ### 2. Effective work order management with a great API **Rating:** 5.0/5.0 stars **Reviewed by:** Chip N. | Full Stack Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2022 **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. **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. **What problems is BlueFolder solving and how is that benefiting you?** We used to keep track of all work done and parts used on paper. BlueFolder has completely changed how our business operates, for the better. Our billing has become significantly more accurate since adopting BlueFolder. ### 3. I generally like BlueFolder for its basic communication, organization, and simplicity qualities. **Rating:** 4.0/5.0 stars **Reviewed by:** Patrick E. | Systems Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2022 **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. **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, **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. ### 4. Great Basic Features with Potential to Improve **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2022 **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. **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. **Recommendations to others considering BlueFolder:** It's a great product with basic features. **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. ### 5. BlueFolder has been a good solution for our company. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2022 **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 **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. **What problems is BlueFolder solving and how is that benefiting you?** This allows us to manage our clients and service tickets. We heavily use BlueFolder every day for our IT Computer Services. This software definitely helps because we have multiple techs and employees. ### 6. A longterm Bluefolder user **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2022 **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 **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. **Recommendations to others considering BlueFolder:** I recommend Bluefolder as it is easy to use, has very good IT support. **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. ### 7. Fantastic addition to our service department **Rating:** 5.0/5.0 stars **Reviewed by:** Matt H. | CNC Technician, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2022 **What do you like best about BlueFolder?** The ability to use the web request form for telephone support. **What do you dislike about BlueFolder?** No way to verify customers information on work order on mobile. **Recommendations to others considering BlueFolder:** Take the time to do all the set up upfront to get the best experience possible. **What problems is BlueFolder solving and how is that benefiting you?** Less calls lost and better organization for machine installs ### 8. Better than paper Invoicing **Rating:** 4.0/5.0 stars **Reviewed by:** john K. | President, Clean-Rite Inc., Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2022 **What do you like best about BlueFolder?** Paperless, invoicing, we like cloning work orders from year to year **What do you dislike about BlueFolder?** Some features need work to fit our type of Cleaning business **Recommendations to others considering BlueFolder:** Great for getting away from paper for running a service business **What problems is BlueFolder solving and how is that benefiting you?** cloning invoices is great. web-based is great, anywhere, anytime with any device ### 9. Works for us! **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew Y. | Spa, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2022 **What do you like best about BlueFolder?** Ease of use. And convenience while on the rapd **What do you dislike about BlueFolder?** The app is clunky and constantly getting kicked out of the app and website **Recommendations to others considering BlueFolder:** Give it a shot. They are updating it quite a bit. **What problems is BlueFolder solving and how is that benefiting you?** We use it for spa delivery and repair ### 10. Blue Folder has greatly enhanced our ability to manage service. **Rating:** 5.0/5.0 stars **Reviewed by:** Don V. | Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2022 **What do you like best about BlueFolder?** We can invoice as soon as work is completed. Service history tracking is much easier then before. **What do you dislike about BlueFolder?** Custom reports can be difficult to create. **What problems is BlueFolder solving and how is that benefiting you?** Recurring jobs help us make sure PM's are completed on time. ## BlueFolder Discussions - [What is BlueFolder used for?](https://www.g2.com/discussions/what-is-bluefolder-used-for) - [View BlueFolder pricing details and edition comparison](https://www.g2.com/products/bluefolder/reviews/bluefolder-review-6645892?section=pricing&secure%5Bexpires_at%5D=2026-07-22+17%3A28%3A43+-0500&secure%5Bsession_id%5D=c2a3c317-d6b2-4d29-bd45-d2b325267541&secure%5Btoken%5D=334074da789b2c78d7eca6f136b9717540ae1b03fe0d0311706e6d939dd2e1b6&format=llm_user) ## BlueFolder Features **Generative AI** - AI Text Summarization - AI Image-to-Text **Before the Job** - Calendar - Dispatch - Roles - Booking **On the Job** - Employee Communication - Client Notifications **After the Job** - Reports - Analytics - Invoicing - CRM Integrations **Agentic AI - Field Service Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **CMMS Platform Features** - Work Order Management - Preventative Maintenance (PM) - Equipment Breakdown Reports - Task Templates - Reporting & Dashboards ## Top BlueFolder Alternatives - [Connecteam](https://www.g2.com/products/connecteam/reviews) - 4.6/5.0 (3,491 reviews) - [FieldPulse](https://www.g2.com/products/fieldpulse-fieldpulse/reviews) - 4.7/5.0 (367 reviews) - [UpKeep](https://www.g2.com/products/upkeep/reviews) - 4.5/5.0 (1,091 reviews)