Customer Self-Service Portal

BlueFolder's customer portal software for service companies helps your customers and in-house techs increase equipment uptime and improve communication.

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Increase equipment uptime, accept new work any time of day, and eliminate confusion.

Mobile Access

Technicians and “on-the-floor” users can quickly and easily issue maintenance requests, retrieve equipment data, and more from any mobile device with the portal url, 24 hours a day, 7 days a week.

Notifications

Get notified when your customers interact with the portal, performing actions like creating work orders, adding comments, attaching files, and more.

Web Requests

Allow your customers to submit requests for service without requiring a login. Easily convert web requests into work orders and assign to your team. 

Promote Your Brand

Use your logo on the customer portal. Integrate the portal with your existing website and present a professional image to your customers.

Customizable Features

The customer portal is customizable and many features can be enabled/disabled, and modified to work the way you want them to.

Secure Login

Give your customers a secure login account and let them access work orders, equipment records, contracts, and shared files. Choose what to share with them and what permissions each user should have.


Customize the BlueFolder Customer Portal to suit your unique needs.


Easy Setup and Display Options

BlueFolder’s Customer Portal is easy to set up and has many configurable options and user management controls including:

  • The ability to upload either the logo associated with your account or a different logo.
  • Settings for which tabs get displayed in the portal.
  • The option to control what information users can see and enter in the portal based on their permissions settings.


Manage Contracts from the Portal

If your BlueFolder plan includes contract management, you can share the details of the contracts with your customers including any file attachments relevant to a contract as well as displaying contract usage.


Equipment Management within the Portal

If you’ve got equipment tracking set up in your BlueFolder account, you can allow your customers to view the equipment you service on their behalf inside the portal.

*Limited to specific pricing plans*


Ready to see how BlueFolder's Customer Portal can work for you?

Schedule a live demo or try BlueFolder free for 15 days—no credit card required.

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Explore Other Powerful BlueFolder Features

Work Orders

Robust work order features give you the power and control to optimize every touch point in the work life cycle. Learn about BlueFolder’s Work Order Management software.

Field Service CRM

Improve your communication, response times, and customer satisfaction with BlueFolder’s Field Service CRM capabilities. Track service histories, contacts and locations, and import/export existing customer records with ease. Learn about BlueFolder’s Field Service CRM software.

Service Billing & Invoicing

Easy to understand invoices are paid more quickly than confusing ones. BlueFolder’s Service Billing Software makes it easy to generate detailed billing summaries that can be sent directly to your customer or imported into your accounting system. Learn about BlueFolder’s Service Billing Software.

Customer Portal Service Software

Give your customers or in-house users the ability to submit requests, access work orders, equipment records, shared files, and more. The customer portal’s features give you the power and control to optimize every touchpoint in the work life cycle. Learn about BlueFolder’s Work Order Customer Portal software.

Service Scheduling & Assignments

Get everyone on the same page with team scheduling capabilities, see your whole team side-by-side, easily identify unassigned work, create recurring events, and more with BlueFolder’s Service Scheduling Software. Learn about BlueFolder’s Service Scheduling Software.

Mobile Field Service Software

BlueFolder’s Mobile Field Service Software is a web-based, mobile-optimized web app that is accessible from any device and doesn’t require any downloads or installs. Learn about BlueFolder’s Mobile Field Service Software.

Dispatch & Mapping Software

BlueFolder’s Service Dispatch and Mapping software enables your techs to always know where they’ve been assigned to and know when their assignments change with instant email/text notifications. Learn about BlueFolder’s Service Dispatch and Mapping software.

Equipment & Asset Tracking

Equipment and asset tracking is easy with BlueFolder. Track serial numbers, manufacturer and model information, warranty expiration, and link equipment to work orders. Learn about BlueFolder’s Equipment and Asset Tracking software.

Contact Management Software

Easily track contract usage, view every work order associated with a contract, and attach documents or photos to contracts keep everything in one place. Learn about BlueFolder’s Service Contract Management software.

Reports & Dashboards

Keeping an eye on key metrics is crucial to the success of your business or organization. Custom reporting and dashboards help you keep a close eye on what matters. Learn about BlueFolder’s reports and dashboards.

Field Service Software Integrations

Maximize efficiencies by connecting your BlueFolder account with other systems via the BlueFolder API, webhooks, customer portal, and third-party tools like QuickBooks, Xero, and Freshbooks. Learn about BlueFolder’s Field Service Software integrations.

Customization & Security

BlueFolder’s customizability and security features are what make BlueFolder such a great fit for organizations across many different service industries. Learn about BlueFolder’s security and customization to see how it can work for you.