Manage your customer accounts with ease. Instant service history for each customer record, support for multiple contacts & locations, email notification, and more.
Complete audit trail for every job! Track Service Requests, assignments, labor, materials, expenses, change history, status updates, and comments.
Keep track of your entire service team! Built-in scheduling features make it easy to schedule your team, identify next available time slots, print schedule sheets, and get notified when new appointments are scheduled.
You'll make better business decisions with the data provided by our integrated reports & dashboards. Key business metrics are at your fingertips so you can focus on managing your business instead of trying use a complicated report writer.
Save time and fuel costs with integrated maps that help your service team find your job sites quickly and efficiently.
Includes:
- Service Request Tracking
- Customer Account Management
- Scheduling
- Integrated Maps
- Management Reports
- Dashboards
A customizable web portal where your customers can request service online and check the status of their requests 24/7.
The Advanced Customer Portal includes all of the functionality of the Basic Portal and adds the ability for your customers to add comments, share files, review contract usage, and more.
The Basic Customer Portal allows your customers to submit service request online and check the status of their requests 24/7.
The Advanced Customer Portal includes all of the functionality of the Basic Portal and adds the ability for your customers to add comments, share files, review contract usage, and more.
Attach files to Service Requests, Customer records, and Contracts.
Email & text-message alerts allow you and your team to stay informed when changes happen in BlueFolder.
Email integration allows you to create new Service Requests by sending an email to your BlueFolder 'Dropbox'. You can even forward customer emails to your BlueFolder 'dropbox' and they will automatically be matched to the appropriate customer record.
Access BlueFolder from the road with our Mobile Edition. Compatible with most modern smartphones that have Internet access, there's nothing to install or configure. Just connect to http://mobile.BlueFolder.com and login!
Equipment tracking allows you to keep track of the equipment that your customers have on-site. Customizable fields allow you to keep track of the information you need to service your customers equipment in a timely manner.
Setup contracts for your customers and keep track of items billed to contracts over time. You can even let your customers track their contract usage with our optional Advanced Customer Portal.
Custom fields let you keep track of the critical information that is unique to your business. You can specify custom fields on Service Requests, Customer records, and Equipment records.
Built-in SSL encryption allows you to protect your critical business information with the same type of online security that banks use.
Use the optional Tasks feature if your business manages large jobs requiring multiple steps. Tasks can be activated on a per-job basis.
In addition to the basic data export capabilities built-in to BlueFolder, our advanced export gives you even more data access.
The BlueFolder API enables you to develop your own applications that integrate with your BlueFolder account.