Customer Service Management

Still wading through mountains of paper when customers call? Improve your communication and response times by putting all of your customer information in one place. Instantly lookup a customer's active jobs or their past service history. You can even empower your customers to create & view their own jobs through our customizable customer portal.

Instant Customer Service History

When a customer calls, you want to impress them with excellent service, right? BlueFolder gives you instant access to each customer's service history with just a few clicks. Our subscribers love this feature because it makes them look organized and efficient while simultaneously allowing them to deliver the best level of service possible.

Customer Portal

How much time would you save if your customers could check the status of their jobs without having to talk to you on the phone? How many more jobs could your company handle if customers were empowered to submit their service requests online? BlueFolder's customer portal allows you to take your business to the next level by enabled your customers to directly interact with your service management system anytime. Sophisticated permissions and customization allow you to extend your company brand while only exposing the information you want your customers to see.

Support for Multiple Contacts & Locations

BlueFolder supports multiple contacts and locations per customer record. Even your biggest customer accounts are no problem for BlueFolder. You can also easily identify which contact and location are the "primary" for each customer.

Import Customers

Importing your existing customer records is no problem with BlueFolder. Our built-in import tools make it easy and we're always available to help if you need it.

Service Contract Management

If you're like most service providers, you sell service contracts to your customers. BlueFolder makes it easy to setup and track service contracts. Setup pre-paid hours or dollar amounts and track the balance as you perform the work. You can even give your customers access to view their contract usage online.