Service Request Management

Are you still using spreadsheets and sticky notes to keep track of your service work? If you want to take your business to the next level, you need to get organized. BlueFolder gives you all the tools you need to track service requests, assignments, status, schedules, billable activities, contracts, and more.

Tracking Service Work

The "Service Request" is a foundational concept of our solution. Think of it as an electronic version of your paper work orders. BlueFolder's streamlined interface makes it a snap to create Service Requests for each job. A customizable database structure enables you to easily store critical job data like customer, service location, contact person, work to be done, due dates, schedules, assignments, priority, custom fields and more. You can also rename "Service Request" to a term that fits your business. And everything is searchable so you can always find what you're looking for when your customers call.

Audit Trail For Every Job

BlueFolder automatically keeps track of the activities and changes to each Service Request. Who made the change and when did it happen. A complete chronological history for each and every job... that's peace of mind you can't afford to do without.

Flexible Assignment & Scheduling

A core component of a service management system is assigning & scheduling. BlueFolder has a robust system that supports complex jobs with multiple appointments and techs, as well as the simple jobs with only one appointment and one tech. It's also flexible enough to support service companies that simply assign jobs to their techs to be completed on a FIFO (first in first out) basis, without scheduling. With BlueFolder, the choice is yours, we can handle it.

Track Time, Materials, and Expenses

You're in business to make money, right? Thought so. Accurately tracking the billable time, materials and expenses for each job is critical to making sure that you can bill your customers and get paid faster. BlueFolder is easily accessible from any web browser and even from smartphones and PDA's.

Send Customer Email Notifications

Keeping in touch with your customers is critical to delivering top-notch service. With BlueFolder's ability to send email notifications to your customers, you'll be able to reduce phone calls and keep your customers happy. You control when notifications are sent and which of your employees can send them.