Impress your customers with accurate service history and detailed information tracking all the equipment you service.
Upload user manuals, photos, or other file attachments to any assets/equipment.
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.
Keep track of customer equipment/assets. Track serial numbers, manufacturer and model information, warranty expiration, and more.
BlueFolder’s customer service 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.
Need to import existing customer records into BlueFolder? Our built-in import tools make it easy and we’re always available to help if you need it. You can also easily export customer data for use in other systems.
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.
Utilize BlueFolder's customizable features to streamline your equipment maintenance.
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.
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.
Easy equipment import/export options
Importing existing equipment lists and data from another source to BlueFolder is an easy, seamless process. BlueFolder’s equipment/asset management functionality can import both tab-delimited (.txt) files as well as comma-delimited (.csv) files. BlueFolder also gives you the option to export equipment data.
Explore Other Powerful BlueFolder Features
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.