Powerful & Flexible Features for Field Service Management
BlueFolder’s field service features help you maximize your techs’ efficiency, increase your billings, and streamline every aspect of your work process from assignment to completion to sending invoices to your payment solution. Stop spending your weekends processing paper work orders, and managing your technicians with spreadsheets. BlueFolder makes it easy!
BlueFolder field service management features are quick to set up, and can be easily customized to your unique needs.
Work Order Tracking
BlueFolder’s work order tracking makes it easy to operate and grow your service organization by maximizing your techs’ efficiency, increasing your billings, and streamlining work order tracking. If you’re using BlueFolder, there’s no need to spend your weekends buried in spreadsheets and paperwork.
Customer Management
BlueFolder’s customizable Field Service CRM software helps you easily and quickly access customer service histories, retrieve contacts associated with customer accounts, seamlessly import/export existing customer data, streamline communication, improve response times, and more.
Dispatch & Scheduling
BlueFolder’s dispatch and scheduling software for service teams simplifies the scheduling, dispatching, and work order assignment process, allowing your team to accomplish more work with less downtime, schedule work by days, weeks, months, and even years, and easily create recurring maintenance schedules.
Asset/Equipment Management
Having asset information in one, easy-to-access location drastically improves efficiency and helps increase equipment uptime. Scheduling preventive maintenance, and tracking serial numbers, warranties, service histories, and more is easy with BlueFolder.
Contract Management
Customer Portal
BlueFolder’s customer portal for field service companies helps you improve customer engagement and deliver top-notch service. Give your customers any time access to submit work requests, check status, view reports, asset/equipment service history, and more.
Mobile Field Service
BlueFolder’s mobile field service software helps you easily manage and update work orders, track billable activities, attach photos, collect customer signatures, and more, all from your tablet or mobile device while in the field.
Reporting & Dashboards
Keep your finger on the pulse of your business with BlueFolder’s Reporting Software for Field Service teams. Built-in and custom reports feature powerful filtering capabilities and can be exported to Excel for further analysis. Customizable dashboards provide quick access to key information.
Integrations & API
Invoicing & Payments
Warranty Tracking
See what’s covered, what’s ending soon, and what’s expired, all from your Equipment List. BlueFolder’s new Warranty Tracking feature gives your team a clear view of warranty coverage for every asset, helping you plan service visits, avoid billing errors, and keep customers informed. With dashboard visibility and easy reporting, you’ll always know what’s next without any extra admin work.
Field Notes Summarization
This feature automatically condenses all technician updates into a single, easy-to-read summary. Managers and admins can instantly see what was done, what’s pending, and what follow-up is required without scrolling through pages of notes. Keep your team aligned, understand job status at a glance, and spend less time reading notes with AI-powered summaries.