Customization and Security

BlueFolder's Work Order Management and Field Service features can be tailored to your unique needs with robust, customization and access-controls that allow you to manage what data your employees can see and modify.

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Custom fields, access controls, and robust customization help multiple businesses in multiple industries maximize efficiency.

Robust Customization

Many aspects of BlueFolder are customizable, allowing you to fine-tune our software to work the way your company needs it to. And our support and on-boarding team is always ready to help you quickly configure your account, and get your team back to business.

Access Control

Controlling who gets to see your sensitive business data is important to you. BlueFolder includes robust permissions and access-controls that allow you to control what data your employees can see and modify.

Custom Fields

With support for unlimited custom fields (depending on your pricing plan), you can easily keep track of ALL of the data you need for each customer. Custom fields are also searchable, making it easy to find the information you need, when you need it. 

Most organizations can be up and running with BlueFolder's customizable features in a couple of hours.

Custom Fields

Use BlueFolder’s work order custom fields to help you record, display and report on specific data per work order. Custom field types include text (any type of data), lists (a set of values users must pick), dates, numbers, and yes/no fields (checkboxes used for true/false values).

Customizable User Management

Easy to use admin features allow you to limit the ability of technicians, office staff, and/or customers to view or enter information based upon job title or other criteria, while keeping track of service notes and other important data in the audit log.

Customize Workflow Automation

The status values of New, Assigned, Postponed, Work Complete, and Closed come pre-loaded into your BlueFolder account. However, you can add, change and/or delete the pre-loaded status values. In addition the colors of work order status values can be customized to help draw attention to specific work order status values.

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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.