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Description
Elevate your service management to new heights with BlueFolder, the all-in-one solution designed for field service providers, maintenance teams, and support organizations. Streamline your workflows, enhance customer satisfaction, and boost efficiency with our comprehensive suite of features.
Effortlessly manage work orders through our intuitive interface, ensuring nothing slips through the cracks. With intelligent dispatch and scheduling tools, optimize resource allocation to minimize downtime and maximize productivity. Build lasting customer relationships using our CRM features, keeping track of interactions and service history for personalized service.
Stay connected on the go with our mobile app, enabling real-time collaboration, work order updates, and client communication from anywhere. Take control of assets and equipment and contract management. Simplify financial processes with billing and invoicing features, generating accurate invoices and receiving payments optimizing cash flow to your business.
Gain valuable insights into your business performance through customizable reports and analytics. Make informed decisions and identify areas for improvement. BlueFolder seamlessly integrates with other essential tools.
Description
Effectively oversee your service business and enhance routing capabilities with premier software designed for service enterprises that seamlessly integrates with QuickBooks™. This software is compatible with QuickBooks™, ensuring a straightforward setup and user-friendly experience. It provides a customer portal alongside a variety of robust mobile solutions. With seamless integration into QuickBooks™, you can easily post invoices, track employee hours, manage bills, and more, eliminating the need for double data entry, as it supports classes and sales representatives. You can also enter and complete tasks and work orders, capture before-and-after images of your jobs, and manage customer equipment with features that allow for signature capture and transaction printing or emailing. This specialized software not only enables tracking of customer profitability but also enhances communication among staff and streamlines route management. By optimizing routes based on area, day, and technician, you can view detailed information for each stop, access maps for service calls while traveling, and generate route maps to improve stop order efficiency, ultimately leading to a more organized and productive service operation. Additionally, the software provides analytics to help identify trends and areas for improvement in your business.
API Access
Has API
Yes
API Access
Has API
No
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
QuickBooks Desktop Pro
Yes
Rightworks
Yes
Xero
Yes
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Google Calendar
No
Microsoft Outlook
No
QuickBooks Desktop Pro
No
Rightworks
No
Xero
No
Pricing Details
$40.00/month/user
Pro - $100 for 2 users then $40 per user per month
Pro Plus - $210 for 3 users then $60 per user per month
Enterprise - $440 for 5 users then $80 per user per month
Pro Plus - $210 for 3 users then $60 per user per month
Enterprise - $440 for 5 users then $80 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$49.00/month/user
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BlueFolder
Founded
2003
Country
United States
Website
bluefolder.com
Vendor Details
Company Name
Westrom Software
Founded
2006
Country
United States
Website
theserviceprogram.com
Product Features
Asset Tracking
Activity Tracking
No
Audit Trails
No
Barcoding / RFID
Yes
Checkout / Check-In
No
Depreciation Tracking
No
Disposal Tracking
No
Inventory Management
No
Location Tracking
Yes
QR Codes
No
Reservations
No
Service History
Yes
Building Maintenance
Asset Tracking
Yes
Commercial Properties
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Management
Yes
Job Costing
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Residential Properties
Yes
Routing
No
Scheduling
Yes
Work Order Management
Yes
CMMS
Asset Tracking
Yes
Calibration Management
No
Inventory Control
No
Key & Lock Management
No
Mobile Access
Yes
Preventive Maintenance
Yes
Purchasing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Equipment Maintenance
Customer Database
Yes
Dispatch Management
Yes
Equipment Tracking
Yes
Inventory Control
No
Job Management
Yes
Maintenance Scheduling
Yes
Warranty Tracking
Yes
Work Order Management
Yes
Facility Management
Asset Management
Yes
Commercial Properties
Yes
Equipment Management
Yes
Facility Scheduling
No
Incident Management
Yes
Inspection Management
No
Inventory Control
No
Maintenance Tracking
Yes
Preventive Maintenance
Yes
Residential Properties
Yes
Room Scheduling
No
Schools
Yes
Space Planning
No
Vendor Management
No
Visitor Management
No
Work Order Management
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
IT Asset Management
Asset Tracking
No
Audit Management
No
Compliance Management
No
Configuration Management
No
Contract/License Management
No
Cost Tracking
No
Depreciation Management
No
IT Service Management
No
Inventory Management
No
Maintenance Management
No
Procurement Management
No
Requisition Management
No
Supplier Management
No
IT Management
Capacity Monitoring
No
Compliance Management
No
Event Logs
No
Hardware Inventory
No
IT Budgeting
No
License Management
No
Patch Management
No
Remote Access
No
Scheduling
Yes
Software Inventory
No
User Activity Monitoring
No
IT Service
Contract Management
Yes
IT Asset Management
No
Incident Management
Yes
Knowledge Management
No
Release Management
No
Self Service Portal
Yes
Service Catalog
No
Service Reporting
Yes
Ticket Management
Yes
ITSM
Asset Tracking
Yes
Availability Management
No
Change Management
No
Configuration Management
No
Contract/License Management
Yes
Dashboard
Yes
Incident Management
Yes
Problem Management
Yes
Project Management
Yes
Release & Deployment Management
Yes
Self Service Portal
Yes
Maintenance Management
Asset Tracking
Yes
Billing & Invoicing
No
Calibration Management
No
Dispatch Management
No
Inventory Control
No
Inventory Management
Yes
Key & Lock Management
No
Mobile Access
Yes
Planning Calendar
Yes
Predictive Maintenance
Yes
Preventive Maintenance
Yes
Purchasing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
No
Portfolio Management
No
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Scheduling
Alerts/Notifications
Yes
Appointment Scheduling
Yes
Automated Scheduling
No
Calendar Management
Yes
Class Scheduling
No
Employee Scheduling
No
Facility Scheduling
No
Group Scheduling
No
Interview Scheduling
No
Meeting Room Booking
No
Multi-Location
No
Online Scheduling
Yes
Payment Processing
No
Real-time Scheduling
Yes
Reservations
No
Resource Scheduling
Yes
Room Booking Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
No
Contract Management
Yes
Customer Database
Yes
Inventory Control
No
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
No
Scheduling
Yes
Self Service Portal
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Work Order
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
No
Job Management
Yes
Preventive Maintenance
Yes
Quotes / Estimates
No
Recurring Appointments
Yes
Routing
No
Scheduling
Yes
Task Management
Yes
Product Features
Cleaning Services
Billing & Invoicing
Yes
Client Management
Yes
Dispatch Management
Yes
Inventory Control
No
Job Management
Yes
Mobile Access
Yes
Payroll Management
Yes
Quotes / Estimates
Yes
Recurring Appointments
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
No
Work Order Management
Yes
Equipment Maintenance
Customer Database
Yes
Dispatch Management
Yes
Equipment Tracking
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Warranty Tracking
Yes
Work Order Management
Yes
Facility Management
Asset Management
Yes
Commercial Properties
Yes
Equipment Management
Yes
Facility Scheduling
No
Incident Management
No
Inspection Management
Yes
Inventory Control
Yes
Maintenance Tracking
Yes
Preventive Maintenance
Yes
Residential Properties
Yes
Room Scheduling
No
Schools
Yes
Space Planning
No
Vendor Management
Yes
Visitor Management
No
Work Order Management
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Help Desk
Alerts / Escalation
Yes
Automated Routing
Yes
Community Forums
No
Customizable Branding
Yes
Document Storage
Yes
Email Integration
Yes
IT Asset Management
Yes
Incident Management
No
Interaction Tracking
Yes
Knowledge Base
Yes
Known Issue Management
Yes
Live Chat
No
Multi-Channel Communication
Yes
Multiple Brands / Products
Yes
Network Monitoring
Yes
Real-time Chat
Yes
Self Service Portal
Yes
Service Level Agreement (SLA) Management
Yes
Ticket Management
Yes
HVAC
Billing & Invoicing
No
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
No
Technician Management
No
Work Order Management
No
IT Service
Contract Management
Yes
IT Asset Management
Yes
Incident Management
Yes
Knowledge Management
Yes
Release Management
Yes
Self Service Portal
Yes
Service Catalog
Yes
Service Reporting
Yes
Ticket Management
Yes
Landscape Management
Billing & Invoicing
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Groundskeeping
Yes
Inventory Control
Yes
Irrigation Tracking
Yes
Job Management
Yes
Landscape Design
No
Mobile Access
Yes
Payroll Management
No
Plant Database
No
Quotes / Estimates
Yes
Routing
Yes
Scheduling & Appointments
Yes
Work Order Management
No
Maintenance Management
Asset Tracking
Yes
Billing & Invoicing
No
Calibration Management
Yes
Dispatch Management
No
Inventory Control
Yes
Inventory Management
Yes
Key & Lock Management
Yes
Mobile Access
Yes
Planning Calendar
Yes
Predictive Maintenance
Yes
Preventive Maintenance
Yes
Purchasing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Pest Control
Billing & Invoicing
Yes
Customer Service History
Yes
Dispatch Management
Yes
Fleet Management
Yes
Inventory Control
Yes
Mobile Access
No
Pest Activity Tracking
Yes
Pesticide Usage Tracking
Yes
Property Layouts
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Plumbing
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
Yes
Contract Management
Yes
Customer Database
Yes
Inventory Control
Yes
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Towing
Billing & Invoicing
Yes
Client Management
Yes
Commission Management
Yes
Fleet Management
Yes
Fuel Management
Yes
Lot Management
No
Maintenance Management
Yes
Routing
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Transportation Dispatch
Billing & Invoicing
Yes
Computer Aided Dispatch
No
Customer Database
Yes
Emergency Dispatch
No
Fuel Management
No
Mileage Tracking
No
Order Management
No
Routing
Yes
Scheduling
Yes
Vehicle Tracking
Yes