Asset Management and Equipment Maintenance Software

Having asset information in one, easy-to-access location drastically improves efficiency, and helps you increase equipment uptime. Scheduling preventive maintenance, tracking serial numbers, warranties, service histories, and more is easy with BlueFolder.

work order software
fsm mobile software

Impress your customers with accurate service history and detailed information tracking on all the equipment you service.

Maximize your equipment/asset management

BlueFolder’s software makes it easy to maximize your equipment/asset management, providing everything you need to efficiently complete your work orders:

  • Easily adapts to recurring service maintenance and maintenance repairs.
  • Improves visibility and accountability.
  • Customizable to fit your team’s processes.

Leverage Powerful and Customizable
Equipment Maintenance Features

Maintenance Schedule

BlueFolder reminds you when an asset/equipment item is due for service. Easily create a new work order for the service and reset the next service date to be reminded again the next time service is due.

Equipment Records

Keep track of customer equipment/assets. Track serial numbers, manufacturer and model information, warranty expiration, and more.  Unlimited custom fields allow you to track assets specific to your business.

Import / Export

Importing existing equipment lists and data from another source to BlueFolder is an easy, seamless process. Import both tab-delimited (.txt) files as well as comma-delimited (.csv) files. BlueFolder also gives you the option to export equipment data.

mobile work order software

Service History

BlueFolder’s equipment maintenance software gives you instant access to each customer’s service history with just a few clicks, making your team look organized and efficient while simultaneously enabling them to deliver excellent service.

Customer Portal View

Allow your customers to view the equipment you service on their behalf inside the portal, including locations, models and serial numbers.

File Attachments

Upload user manuals, photos, or other file attachments to any assets/equipment.

BlueFolder’s Equipment Maintenance Software Features are Customizable to Your Processes

Service Dashboard and Custom Reports

BlueFolder’s customizable reports and editable service dashboard are powerful tools that help you maximize your equipment/asset management by:

  • Identifying equipment replacement sales opportunities.
  • Providing visibility into items that are past due for service or have upcoming service.
  • Quickly access other equipment information such as equipment location, serial numbers, model numbers, and more.
field service customer portal
field service customer portal

Customizable Equipment Fields

BlueFolder comes with nine, built in equipment data fields including Item Name, Status, Type, Manufacturer Name, Model Number, Serial Number, Location, Next Service Date, and Service Interval (the amount of time between service dates). However, Custom Equipment fields give you the freedom to track information for equipment that is specific to your industry.

REAL Results from Happy Clients

%

Decrease in "status check communications"

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%

Annual revenue increase

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%

Boost in billing first three months

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Dispatch Service Techs to the Field with Everything They Need to Process Work Orders

Your field service technicians and maintenance crews are always on the go. Give them what they need to make their service calls go smoother (and faster – with fewer mistakes).

From their mobile device, they can easily:

  • Manage & update work orders
  • Attach “before & after” photos
  • Capture customer signatures
  • View and complete assignments
  • Record billable activities
  • Access customer service history
  • View equipment maintenance history
  • Pull up directions in Google Maps
  • And much more!

Robust Customization Easily Adapts to Your Business Needs and the Way You Work

BlueFolder’s Field Service Management Software features are highly customizable, allowing you to create workflows specific to your unique needs so you have complete control over how work it is managed and completed.

Work Orders

Create work orders from the office, in the field, via email, web form, or customer portal. Track work order status and optimize workflows for your service team.

Workflow Automation

Create workflows specific to your unique needs. Create custom work order status values, color-coding, generate automated status changes, and set default status values for specific events.

Track Assignments

Assign work orders for completion and keep track of completion status. Support for multiple scheduled assignments per work order and assignments to multiple techs at a time.

Scheduling

Keep track of service appointments, customer meetings & equipment maintenance, and push calendar events to Outlook, iCal, or Google Calendar.

Billable Labor, Materials & Expenses

Record every service activity whether it’s labor, materials or expenses. Mark activities as billable, non-billable, or contracted.

Activity Logs & Audits

Gain greater insight and accountability into ALL of the data you need for each customer, job, or equipment item.

Signature Capture

Record acceptance of completed work by capturing your customer’s signature directly into your work orders, and easily email copies of signed documents directly to customers, all while in the field.

Job Costing

Track profitability for individual work orders and run profitability reports across all service work for a period of time.

Asset Management

Keep track of the assets & equipment you service. Attach before/after photos, user manuals, etc. Run service history reports to identify maintenance trends and trouble spots.

Team Communication

Keep your whole team (and your customers) up to date on key work order events with email & text message notifications. Your techs and customers can reply to notifications and their replies are added to the work order comment history.

Recurring Jobs

Recurring jobs simplify the tracking of repetitive work and preventive maintenance by automatically creating work orders at specified intervals specified by you.

Custom Fields

Record, display, search and report on specific data that you need for your business. Custom field types include text, lists, dates, numeric, and yes/no fields.

Bulk Edit

Modify multiple work orders with a single action. Close work orders, change status, or add comments easily and save hours keeping your data up-to-date.

Flexible Printing

Sometimes you just need a hard copy. Our flexible print capabilities include multiple built-in templates and the ability to purchase custom templates (at additional cost).

Attachments

Attach files and links to work orders. Whether it’s photos, PDFs, manuals, or any other relevant file, you can attach them all to your work orders and keep them secured in one place.

Smart Lists

Build custom smart lists for organizing and tracking your work orders. Smart lists include preset search criteria, filters, list columns and sort order, all accessible with a single click. Lists can also be restricted by user group and/or role.

Built for Commercial, Industrial & Residential Service Organizations

BlueFolder was built for field service teams, by field service professionals. Our core principle is that software should be powerful, yet easy-to-use. In fact, most organizations are able to get up and running in just a few hours.

Use BlueFolder’s customizable equipment maintenance software to help you record, display and report on data specific to your industry:

Earning the Trust of Field Service Teams since 2005

BlueFolder’s field service customer portal brings value to service teams and improves the customer experience:

Ron McDonnell

“We try to be proactive, so the customer doesn’t get a complaint [about their gym equipment]. And that is why BlueFolder is the fundamental program we use day to day.”

RON McDONNELL,
PRONTO GYM SERVICES, INC.

Jeramy Harstad

“We’ve used BlueFolder for three years, have 30 techs, and love it.

Creating work orders is super fast and easily searchable afterward. Customer service reps are fast and friendly.”

JERAMY HARSTAD,
NORTHWEST ELECTRIC SOLAR

Jeramy Harstad

“I have found your company to be outstanding in service and customer care. So many services promise so many things; BlueFolder actually delivers! Thank You for helping me run my business better!”

JEFF TINGLEY,
SPARKLE SERVICES

Ron McDonnell

“This is definitely an easier system than ones that I have dealt with from the previous companies.”

JUSTIN KOEGLER,
PRESIDENT, TROPIC AIR

Jeramy Harstad

“The Web-based aspect of BlueFolder was key for us. We can get the information from any location and that’s important to us. It limits the needless calls back to the office because sales and service reps can find it on their own.”

MICHAEL MCHUGH,
SENIOR VICE PRESIDENT, HYDROWORX

Jeramy Harstad

“I like it because it’s web-based and not specific to any platform. BlueFolder works on any laptop, mobile device, and browser that we use.”

CRAIG HICKMAN,
VICE PRESIDENT OF SALES, PROBLEU

Ready to See How BlueFolder Can Help You?

Schedule a demo today!